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Sino-US PV trade war started in the United States or "more injured"
The US International Trade Commission decided on December 2 to launch an anti-dumping investigation against Chinese solar companies. The head of the Import and Export Fair Trade Bureau of the Ministry of Commerce of the People's Republic of China on the 3rd said that the US decided that China's loss of solar cells (boards) to the United States caused substantial damage to the industry in the United States. Earlier, the Chinese Ministry of Commerce had decided to conduct a trade barrier investigation on similar products in the United States. At this point, a Sino-US PV trade war has started, but in any case, China's PV industry is in urgent need of transformation and survival has become a top priority, and cultivating the domestic PV market is a top priority. The Sino-US conflict is inevitable. There are indications that the trade war initiated by the United States is not accidental. On October 19th, seven solar manufacturing companies in the United States jointly launched a federal trade lawsuit against Chinese companies, accusing Chinese solar companies of “dumping†solar products in the US and global markets, and demanding that the United States levy solar products imported from China. Anti-dumping and countervailing duties. On November 8, the US Department of Commerce formally filed a double-reverse investigation into China's solar cell (board) exports to the United States. This is the first time the US has launched a "double-reverse" investigation against China's clean energy products. In the sanctions against the Chinese PV industry, the American business community and political circles are closely united. Behind a series of fast moves is the US economic and industrial planning. The United States, which is trying to revive the industrial economy, aims at the photovoltaic industry, an industry with broad prospects in the future. "Emerging strategic industries represented by photovoltaics are also important pillars of the 're-industrialization' of the United States, and the positive conflicts in the future are inevitable," said Li Hao, an Abbang consulting researcher. After the US filed the case, Chinese companies also expressed strong dissatisfaction. At the end of November, the Chinese Ministry of Commerce decided to launch a trade barrier investigation on US renewable energy support policies and subsidies. It is reported that China imports more than US$5 billion in polysilicon raw materials and production equipment from the United States each year, while Chinese solar cells and components exported US$1.2 billion to the US last year. That is to say, if the two countries' PV trade war starts, the damage of the US industry will exceed China. Expanding domestic demand & investing in the US Why does the US develop the photovoltaic industry exclusively for China? In fact, since 2000, China's photovoltaic industry has grown from scratch, from small to large, and by 2010, it has been the world's number one in terms of production capacity and export volume for four consecutive years, accounting for 65% of the world's photovoltaic power generation installation market. . Among the world's top ten PV companies, China has GCL-Poly, Moody (Taiwan), Trina Solar, and Wuxi Suntech, ranking second, fifth, seventh and eighth respectively. Among them, as of the second quarter of this year, Wuxi Suntech's PV module shipments have been the world's top in the fifth consecutive quarter. The installed capacity of photovoltaic modules in the United States is close to 900 megawatts, and the photovoltaic module market is about 10.8 billion yuan, which is one of the most important markets except Europe. Responding to the crisis is a top priority. “In fact, the blind expansion of domestic PV companies has led to the current domestic production capacity has been oversupplied since last year, and there is too much inventory.†A senior executive of the photovoltaic giant, who is not willing to be named, said that except for a few large companies, most of them are small and medium-sized. Enterprises have approached the point of loss, and large-scale production suspension has become a common phenomenon. In fact, China's photovoltaic industry has also begun to cultivate and develop the domestic market. In August of this year, the National Development and Reform Commission of China issued the "Notice on Improving the On-grid Price of Solar Photovoltaic Power Generation", which determined the national unified benchmark price for electricity. "Chinese companies can expand their domestic market demand, but they can also go directly to the US to invest in the photovoltaic industry to bypass possible US trade sanctions." Anbang Industry Consultant Mo Dakang said.