A trade war with China pv impact analysis for China

Solar photovoltaic (pv) net news: the United States for China to increase taxes by 25% over the product! A trade war with China became known as the most recent issue of concern. After the May Day, A shares also fell in succession.

photovoltaic products exporter, China is constantly with the rest of the world's trade frictions. According to mechanical and electronic chamber of commerce in China, only the last five years, China pv industry suffered six on the international market, trade friction, 10 times the amount nearly $30 billion, detailed statistics are as follows.

however, the trade friction to the strength of China pv enterprises in Vietnam, exports increased year by year. According to China's photovoltaic industry association, although the photovoltaic products unit price fell by 30% in 2018, but exports increased by more than 10%. For nearly three years of photovoltaic products exports as shown in the figure below.

on September 22, 2017, the United States international trade commission, the USITC, photovoltaic cells and components of the global safeguards investigation ( “ 201' Survey) Damage judgment, agree that:

USITC said we have to take this action, because the American solar industry found itself at the foreign market situation of excess production capacity.

on January 22, 2018, President confirmed by 201 bill trump, for photovoltaic cell components in both anti-dumping and anti-subsidy tax on the basis of an increase of 201 tariff, rate of 30%, the next four years decline 5% a year, every year there are 2. 5 gw to import batteries or components have immunity from prosecution.

201 legislation to implement at least 4 years, most can be extended to 8 years; 201 for a 30% tax on the global markets, but for Chinese enterprises, to overlay & other; Double the rate & throughout; 。 Currently, the double the rate for mainland China basically above 65%. The superposition of two mainland China export component to more than 80% of the tax rates in the United States.

the United States is China's second largest exporter of photovoltaic products. However, with bilateral trade friction intensified, the U. S. market the status of China pv industry declined year by year.

so big a photovoltaic market in China closed the door, will for the export of Chinese photovoltaic products have a big impact? Of course, the answer is: there must be some impact, but the impact is not big!

according to customs export data, in September 2017, the United States since the 201 act, Chinese exports of photovoltaic components increase from month to month; 1 ~ 3 months in 2019, the domestic component of total exports reached 15 gw, up 70% from a year earlier. Especially in March, the monthly exports more than six gw!

visible, the United States is China's photovoltaic tariffs, does not affect the whole development of photovoltaic industry. Instead, pushing up the prices of domestic photovoltaic products, is not conducive to the development of photovoltaic industry.

the sino-us trade war, the United States is imposing a 25% tariff on Chinese products. However, the photovoltaic products trade war would have happened in 2017.

201 bill has since 2018, China pv module exports to the United States has almost to zero. However, this does not affect the vigorous development of photovoltaic industry in China and exports increased rapidly.

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