The hottest Chinese photovoltaic industry has twis

2022-07-23
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At the beginning of the new year, there have been signals that 2014 will be a year full of twists and turns and accidents for the photovoltaic industry in China. According to the latest actions in the United States announced by Solarworld, a German photovoltaic enterprise, Western photovoltaic enterprises seem to have entered a new stage in their dispute over accusing Chinese peers of unfair state support. At the same time, Yingli Green's announcement of the establishment of a joint venture with Datong Coal Mining Group according to the type of single color energy (YGE. N) seems to be a wise move, indicating that China will become the main force in the construction of photovoltaic power stations in 2014

China's previous large-scale construction of photovoltaic capacity not only caused serious oversupply in the industry, plunging the whole industry into a long-term downturn, but also caused dissatisfaction from Western peers. They believe that the vigorous development of China's photovoltaic industry is basically the result of unfair support from the government through tax incentives, low interest loans and other measures. The United States and the European Union have investigated this. Last year, the United States also confirmed that this statement was true and imposed punitive tariffs on Chinese photovoltaic products. At present, the output of Chinese photovoltaic enterprises accounts for more than half of the world

solarworld currently said that it would file a new appeal to the United States or the International Trade Commission (ITC) to cover the instrument with a dust cover, requesting to fill the loophole that could allow many Chinese photovoltaic enterprises to avoid punitive tariffs. The relevant loophole refers to that if PV modules made in China include solar cells produced outside China, they may not be subject to punitive duties. Solar cell is an important component of photovoltaic module

when the United States announced the imposition of punitive tariffs on Chinese photovoltaic products last year, the relevant loopholes caused heated discussion. Many Chinese photovoltaic enterprises also said that they could avoid punitive tariffs by using overseas production of solar cells. In view of the heated debate over this matter at that time, I can hardly believe that the United States was unaware of this loophole when it announced the initial sanctions. In addition, I doubt that Solarworld's new complaint will lead ITC to take any new action. However, this issue may cause concern in 2014, and it is not impossible for the United States to introduce new punitive tariffs to fill the loopholes

Yingli Green Energy announced the establishment of a joint venture with Datong Coal Mine Group. There is not much dispute about this. It seems to be a wise business model when China is vigorously developing photovoltaic power generation. According to the plan of the Chinese government, the total installed capacity of photovoltaic power generation will reach 35million kW by 2015. Affected by this, many photovoltaic enterprises have recently announced new large-scale projects, including Trinasolar and Renesola

Yingli's latest cooperation transaction with green energy seems more wise because Datong Coal Mine Group is the third largest coal enterprise in China and can be said to be a senior enterprise in the industry, which is different from most previous partners who have little industry experience. In addition, Tongmei has a real business, which means that the company has sufficient cash flow to fund new projects, which is also different from many other new project developers. Many other new project developers appear to be special entities established by state-owned organizations to implement government photovoltaic power plant construction projects

the above shows that the above-mentioned cooperative transaction between Yingli and Tongmei seems to be a wise move and can become a template for other photovoltaic enterprises to follow. As I said before, the real danger is that many new projects may be in trouble due to lack of funds and the business skills needed to succeed. But at least on the surface, Yingli Green Energy has a high probability of success in this cooperative transaction, which can bring a new and reliable business source to the company

in a word: Solarworld will file the latest complaint against Chinese photovoltaic enterprises in the United States, but the odds of winning are slim; It seems a wise move for Yingli Green energy to establish a joint venture with Datong Coal Mine Group, which can serve as a model for other photovoltaic power generation projects. Zhonghua glass () Department

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