PV exports to Europe are released, the four giants become big winners

Abstract The EU will impose anti-dumping duties on 94 wafers, batteries and components exported to the EU in accordance with the requirements of the price commitment agreement. How will the 94 companies allocate hard-won export quotas? The China Chamber of Commerce for Import and Export of Mechanical and Electrical Products will introduce a specific distribution plan.
The EU will impose anti-dumping duties on 94 wafers, batteries and components exported to the EU in accordance with the requirements of the price commitment agreement. How will the 94 companies allocate hard-won export quotas? The China Chamber of Commerce for Import and Export of Mechanical and Electrical Products will introduce a specific distribution plan.


Relevant business people told reporters that the specific distribution plan will be inclined to enterprises that have previously exported more to Europe and those that participate in industry defense. These enterprises will account for 90% of the total export quota, while the remaining 10% will be Priority is given to supporting small-scale enterprises with exports.

Some analysts in the industry believe that Yingli, Suntech, Tianhe and Artes, both large exporters and defense companies in Europe, will become the biggest profiters. Photovoltaic giants actively responding to complaints, actively defending, and actively promising will be exempt from anti-dumping tariffs. However, some PV business people are worried that there may be some enterprises that are unable to complete the export quotas, and thus the phenomenon of reselling quotas. How to effectively monitor these phenomena is an issue that the competent authorities need to consider.

The Big Four is the biggest winner

According to the materials provided by the photovoltaic industry, the Electromechanical Chamber of Commerce is based on the principle of “fair, reasonable and transparent”, “who should respond, who benefits; who should respond more, who benefits more”, determine the export volume of the enterprise in the current year, and formulate The distribution plan was submitted and submitted to all 94 companies participating in the price commitment for consideration and approval.

Among them, the share of the total annual export volume of 60% to Europe is allocated according to the share of the export of photovoltaic modules in the EU to the export of photovoltaic modules in Europe. Among them, 30% is calculated according to the export share of the EU anti-dumping investigation period (July 1, 2011 to June 30, 2012), and 30% is calculated according to the export share from July 1, 2012 to March 31, 2013. At the same time, 30% of the total export volume to Europe is used as an incentive and key support share, and is allocated to participating industry defense companies.

The relevant personages of the Chamber of Electrical, Mechanical and Electrical Import and Export told reporters: "The distribution quota of 94 enterprises is an internal matter of the industry, and we have no need to disclose it to the public." It is reported that the total amount of China's PV products exported to Europe must not exceed 7 GW per year. Meng Xianyu, vice chairman of the China Renewable Energy Society, said that the price commitment agreement reached by the two parties was not open to the specific details, so the Chamber of Commerce for Electrical and Mechanical Industry did not disclose the plan to the outside world.

Xiaoxin, a researcher in the new energy industry of China Investment Consulting, believes that this kind of distribution is the result of communication and negotiation by most enterprises, and it is the final outcome of the interest game between enterprises. Enterprises must accept it. However, it can be seen from the relevant rules that the photovoltaic giants who actively respond to the lawsuit, actively defend and actively promise will be exempt from the anti-dumping tariffs and will be able to maintain a certain market share in the EU PV market in the future.

Yingli, Suntech, Trina Solar, Artes, Jingao and other 9 companies are the defense companies. An insider of a photovoltaic company said that the majority of exports to the EU last year will dominate the quota allocation, and Yingli, Suntech, Trina and Artes benefit the most.

Last year, Yingli PV module shipments were 2.3 GW, and exports to the EU accounted for 60%, becoming the industry leader; Trina Solar module shipments of 1.8 GW, exports to the EU accounted for 25%; Artes shipments of 1.55 Jiva, 40% of exports to the EU. Liang Tian, ​​deputy director of the Yingli Presidential Office, predicts that the company will receive a quota of about 10% of the EU's total exports. However, he believes that the amount of quotas is actually unfavorable for enterprises, because the promised price of 0.56 euros per watt is too high, and Chinese companies have lost their competitive advantage.

The industry is worried about the resale quota

The distribution plan also clarifies that the 10% share of the annual export volume is given priority to support small-scale export enterprises, and 2MW is added to enterprises with an annual share of less than 2MW according to the terms; the rest is used to support private brands and high technology content. Photovoltaic battery exports with good financial status.

"As long as most companies agree to the principle of distribution, small companies can't agree with it, and 10% give small businesses a look." The insiders of the above-mentioned photovoltaic companies said.

However, the Chamber of Commerce for Electrical and Mechanical Industry said that it will analyze and dynamically adjust the number of enterprises allocated, and on the basis of soliciting opinions from enterprises, it will summarize, coordinate and balance the remaining number of enterprises and the number of applications for supplements, and then propose a deployment plan. The deployment plan will give priority to encouraging companies with better price commitments to complete their work.

The insiders of the above-mentioned PV companies are worried that after the quota scheme comes out, enterprises will strive to obtain, regardless of whether they have the ability to complete the quota export volume. If some small enterprises get the 2MW quota and can't complete the export, how can they allocate the unsuccessful export volume to other enterprises? Will there be enterprise resale quotas and “rent-seeking” space? How to effectively regulate becomes a problem.

In this regard, the Chamber of Commerce of Electrical and Mechanical Industry said that any false or malicious delay in providing statistical materials or other fraudulent acts; unauthorized transfer, reselling or disguised resale of the number of exports allocated; the number of exports will not be returned in time, and other enterprises will reduce or cancel this year's exports Quantity and number of exports in the next year. "The industry's concerns are likely to arise, which will test the management capabilities of the Ministry of Commerce and the Chamber of Commerce for Electrical and Mechanical Services," said Meng Xianyu.

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