Photovoltaic solar energy mix water valve the double-sided exemptions are cancelled the impact is not big to China!

On October 8, according to the time of the news, the U. S. trade representative's office ( USTR） Has remove double-sided products out of the 201 act waiver list, from two weeks on Monday ( On October 28) Take effect, that is to say, exemption of double component only lasted for only three months of time, for double component of tariff will begin again.

given order components are usually longer delivery cycle, if double order has not yet been loaded on the container, the rate of waiver will be small.

save double component will result in double product imports increased significantly, and increase imports of components products will make us domestic single-sided and double-sided facing huge pressure of competition. For the purpose of protect local enterprises, the United States ended exemptions for double component.

many research institutions including the American media and analysts are for exemption from double components threaten U. S. manufacturing questioned. Ross capital ( Roth Capital) That, given the development of the current U. S. photovoltaic building and the backlog of imported components, the order has been basically finalized at the end of 2020, new orders have been to 2020 years later, the solar energy portal, exemption from double tariffs on imports almost is unlikely to affect the next year. , on the other hand, by means of double component processing contract manufacturer's survey found that although the United States component foundry enterprise Auxin Solar said mostly used to produce double component capacity, but the total annual capacity only Auxin is 100 - 120 MW, less than 1% of the total demand market, double-sided products import is not enough to threaten U. S. manufacturing. What's more, even if the four major components companies full production with sales, only around 5 gw of capacity of local also each year, less than half of annual demand, therefore, with or without tariffs, half or more of the components still need importing from southeast Asia and other countries.

in June this year, the United States exempt tariffs on 25% of the double component of 201. Exclusive articles in our 'double component to reduce 25% tariff, us, the more will have what effect? ', one of our conclusion is that the solar net, double component tariff exemptions for the short term impact on the American market is not big. One reason is that the double the cost of decline in the U. S. market, need time to reflect the impact of China solar energy network, on the other hand, suitable for large-scale use double component but delivery period often years of large power station project investors may not be adopted rashly a ground has yet to mature technology, but will be watching carefully before making choices. Comprehensive all aspects of reasons, in the short term, double-sided exemption is hard to strong impact on the us market.

from a macro point of view, regardless of whether the exemption, photovoltaic manufacturing enterprises in China and build pv manufacturers in the United States, it is difficult to benefit in the unstable trade situation or occupy the dominant position, only First Solar, the native American makers of Solar panels is at present the biggest beneficiaries.

it is not important, exemption or not around the world, the United States is a country most import tariffs. Even the 201 tariff exemption photovoltaic modules imported, and anti-dumping, countervailing duties and photovoltaic products including 200 billion Chinese products 10% tax and so on need to face it. Under the heavy duty, photovoltaic components and products export to USA market is less than a fraction of the emerging markets. Rapid rise in overseas pv market at present, the market if you can let go, is the icing on the cake, if you can't, doesn't hurt, he strongly by his strong, the wind blows the hills; He let him change to replace didn't see it!

at the end of an egg: for the United States to cancel again for double component of immunity, founder and CEO of KiloNewton John & middot; Williamson said on his LinkedIn account cancel double component 201 exemption for a meaningless nonsense exemption under the policy of meaningless response. （ “ 一个nonsensereaction向废话废话免税政策” 。 ） Portal, solar grid and solar energy