The Ministry of Industry and Information Technology wants to "treat silicon with silicon". "Double-reverse" or double-loss in the United States

China's photovoltaic industry, which has already fallen into the bottom, is deadly. "The most terrible result is that China's PV products will not be exported to the US next year. This means that 20% of the export channels will be blocked, and China's PV companies will face a great crisis." An industry insider admitted that his priority is Communicate with peers, "unprecedented unity between the original competitors." The "worst result" in his mouth was that on November 8, the US Department of Commerce announced the launch of "double opposition" to Chinese PV companies (anti-dumping, countervailing) )survey. However, the counterattack has been unfolded in secret. The "China Business News" reporter was informed that the relevant frontline organizations have organized domestic first-line PV companies to gather in Beijing to discuss the countermeasures against the US "double-reverse". Among them, the high tariffs imposed on US polysilicon and production equipment exported to China are expected to become a counterattack in China. The most powerful means of "retaliation." Collective counterattacks China's PV industry has never thought of the worst blow in the coldest winter. Since August 2011, three photovoltaic companies have closed down in the United States, and more business operations have been in trouble. The US counterparts attribute responsibility to Chinese companies. They believe that Chinese companies have cut prices sharply to seize the market, and the Chinese government has given them a large number of enterprises. Cash subsidies to make up for the losses. As a result, seven US companies, such as Solar World, filed a complaint with the US International Trade Commission, demanding a “double-reverse” investigation of Chinese PV cells exported to the United States and imposing more than 100% tariffs. According to the procedure, the US Department of Commerce will conduct a one-year investigation of Chinese companies. The US move has even triggered the attention of the Chinese Ministry of Commerce. Shen Danyang, a spokesperson for the press, said: "(US) blames the stagnation of industrial development caused by its own competitiveness factors on the competition of Chinese products, and intends to take restrictive measures. The Chinese public and enterprises are strongly dissatisfied. The Chinese government is seriously concerned. The case." But the situation is still developing in an irreversible situation. On November 8th, US time, a debate was held in the US Department of Commerce building. China’s companies led by Suntech and Tianhe sent representatives and lawyers. Seven American companies led by SolarWorld also attended the meeting. There was a heated debate. A representative of the company who attended the meeting revealed to reporters: "We have prepared various evidences such as enterprise costing and corporate loans to deal with the appeal, but the debate on the day has no result." However, when the US double-reaction investigation was launched, Chinese companies The counterattack is also in progress. According to the reporter's understanding, at the end of October and early November, relevant parties held several internal seminars on domestic PV to discuss how to deal with the US "double opposition." Many domestic first-tier companies believe that US tariffs will increase to 50%, and Chinese companies will not be able to afford them. “The meeting is very low-key, but the specifications are very high.” A person in charge of the meeting told reporters that Yingli Green Energy, Changzhou Tianhe, Wuxi Suntech and other first-line PV companies all participated, and the main person in charge of the Ministry of Industry and Information Technology also attended. The meeting listened to the countermeasures of the company's "double opposition" to the United States. At this internal meeting, some PV companies proposed anti-sanction measures, that is, to retaliate by levying high tariffs on photovoltaic products such as polysilicon and production equipment exported from the United States. The above participants said that in the first half of 2011, China imported more than 5,000 tons of polysilicon, of which about 30% came from US companies. "If the United States conducts 'double opposition' to us, we should also impose corresponding penalties on the US imported PV products." According to the reporter, the United States is currently one of the world's major PV equipment manufacturers, which is also the profit of the photovoltaic industry. At the highest level, Chinese companies have previously used thin film battery equipment and polysilicon from US manufacturers. According to the data, the US exports of photovoltaic production equipment and polysilicon to China are much larger than China's, and the US has a trade surplus of 1.88 billion US dollars. "If the United States adopts 'double opposition', China should definitely take revenge measures. As a result, the United States will lose more, because the domestic production of polysilicon in 2012 can basically meet the needs of Chinese enterprises, and equipment can also be imported from Europe. But lost. In the Chinese market, photovoltaic equipment manufacturers in the United States have suffered heavy losses," a battery manufacturer said at the meeting. The double-transfer endeavors risked being sanctioned, and also launched a "double-reverse" investigation of China's photovoltaics. What is the intention of the United States? Gordon Brinser, president of SolarWorld, one of the seven photovoltaic cell manufacturers that filed a complaint, once said: "At present, China has a whale-swallowing plan for the US market. We have reached a critical time for counterattack." Previously, the company laid off 150 people and closed a US factory. “SolarWorld is actually the second largest PV cell manufacturer in Germany, and it is only a branch in the US.” A person from Changzhou Tianhe pointed out. The person further analyzed that SolarWorld appealed in the United States for two reasons: First, in the European PV market, such as Germany, has been fully competitive, the government does not want to shut down cheap Chinese PV products, which will greatly increase The government budget, so European governments do not support the company's complaints; second, the US market has just started but has great potential. For the long-term plan, SolarWorld hopes to kill people and keep their biggest competitors out. "This is definitely a stun that hurts people." A Jingao person commented on the double-reverse of American companies. He said that six companies in the seven companies except SolarWorld chose to be anonymous and did not disclose their identity. "But as far as I know, these six are small businesses and are struggling on the edge of the death line. They are the last one. According to the reporter, seven companies led by SolarWorld have also encountered opposition in the US market. A US PV plant installer who did not want to be named told reporters that the ultimate goal of photovoltaic power generation is that the cost of power generation is close to that of thermal power. Therefore, the lower the price of photovoltaic cells is actually a good thing for the whole industry. "When using photovoltaic cells, we don't care whether it is American or Chinese. It only cares about who's the price is lower." The above installers believe that this double-anti-case was finally passed, and on the surface US PV manufacturing companies benefited. However, the actual damage to the installation of the downstream power station, power station operators have to buy their own products at high prices, pay more costs, which is bound to make the US just started PV power plant into trouble. “U.S. companies complain that China’s PV products have caused their closure, but the reality is that our PV companies have closed down at least 20% this year,” said Xie Yutuo, general manager of Changzhou Tianhua New Energy. A Zhejiang PV company executive said that PV companies can only have two choices at present: First, the gambling "double-reverse" is not established at the end, and the US is normally laid out so that it can quickly occupy the market after the end; the other is gambling "double Anti-" is established, PV companies will shrink the front line in order to minimize losses. In any case, as Zhang Jianmin, manager of investor relations at Suntech in Wuxi, said that today's PV market is "you have me, I have you." "If the trade war is going on, it can only be both loses and loses."

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