The reporter was informed on August 9 that Trina Solar's Trina Solar Technology Co., Ltd. (hereinafter referred to as 'Tianhe Solar Energy Vietnam') received a credit line of 30 million US dollars from the Industrial and Commercial Bank of Vietnam. The industry believes that this opportunity, China Photovoltaic enterprises should vigorously develop emerging markets such as Southeast Asia and become the main direction for China's PV companies to release production capacity. Refused to complete statistics, after '5·31', China's PV companies have received 4GW of overseas orders, mostly from emerging markets.
It is understood that Trina Solar's $30 million credit will be used for the production and operation of Trina Solar's Vietnam battery plant. In addition, Trina Solar has just supplied the largest private PV project in Vietnam. 258 MW of PERC single crystal double glass power generation components.
Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, believes that the Industrial and Commercial Bank of Vietnam provides credit support to Chinese PV companies, indicating Vietnam's recognition of Chinese PV companies. Currently, the US survey of Chinese PV products is still not over. In this context, Emerging markets such as Southeast Asia should become the main direction of China's PV capacity release.
After the new PV business, major PV companies have increased their attention to overseas markets, but the international market is not smooth. Currently, the US '201' survey is followed by a '301' survey, and the US imports of PV modules in China. Up to 25%; PV inverter tax rate has also increased to 25%. India has imposed a 25% guarantee tariff on solar cells from countries such as China since July 30.
In order to solve these difficulties, Chinese PV companies have increased their efforts in the development of emerging markets. According to incomplete statistics, since June, Jingke Energy, JA Solar, Trina Solar, Longji Leye and other component companies have placed overseas orders. Super 4GW. Most of the orders are concentrated in emerging markets such as Southeast Asia, Central Asia, Africa and South America, accounting for 69%.
It is worth mentioning that in order to release production capacity, many companies have directly built factories abroad. Currently, JA Solar, Trina Solar, GCL integration, Artes has invested in components or battery factories in Vietnam, Indonesia, etc. The scale has exceeded 1.2GW.
