The EU's five-year "double-reverse" and minimum price measures for China's PV have expired, and the two sides resumed normal PV trading on September 4.
The spokesman of the Ministry of Commerce said: 'The EU's termination of China's PV dual-reaction measures will restore the Sino-European PV trade to a normal market, provide a more stable and predictable business environment for the cooperation between the two sides, and truly realize mutual benefit and win-win between the two industries. . '
On the market side, the above news released positive. On September 3, the solar sector rose against the market. As of September 4, the gains continued. The solar energy concept sector rose 0.78%, and the number of rising companies was 84, accounting for 110 solar energy concept. 76% of listed companies.
Although the overseas sales of Chinese PV companies for the European market will be more convenient than before, to a certain extent, they can boost the domestic PV market that is still in the policy of 'Severe Winter', but still need to pay attention to the double-counter policy after the lifting of the ban, Chinese companies are Trade order in the EU market.
Today, it is reported that after the EU's PV dual-anti-policy policy expires, on September 6, China's relevant departments will organize representatives of the industry to participate in closed-door meetings, inform relevant information, summarize work experience, and discuss Chinese enterprises to further expand the EU. The market's precautions, I hope that enterprises can actively maintain a good trade order, do not swarm, so as not to form a vicious, low-cost competition.
In this regard, CBN has verified the relevant aspects of GCL integration, Jingke Energy and other related parties, and many parties have indicated that they have not received the above notice.
However, as far as the EU's cancellation of China's PV dual-counter policy is concerned, the PV industry and enterprises can see that the domestic PV industry is also rational when it sees positive benefits, and believes that the trend of seizing the market at low prices may already be one. Going back, in the context of industrial upgrading, it is difficult for PV companies to profit from expansion in the future.
Under the influence of the trend of cheap Internet access and de-nuclearization in most regions, Europe has a large market space. In addition, as the earliest developed solar market, many power plants in the European market are currently in operation for 10 years. ~15 years, under the trend of upgrading, the demand for high-efficiency components is very large, and the market in replacement brings potential development space.
At the same time, from the perspective of supply chain, the European market will become more concentrated, the projects in the market will be more concentrated, and the globalization trend of developers is more obvious.
Qian Jing, vice president of Jingke Energy, the world's largest PV module manufacturer, told the First Financial Reporter that Jingke Energy's original overseas production capacity could not meet the strong demand in Europe and the US market. If domestic production capacity can supply Europe, it will release more. Capacity to meet the US market.
'It is good for Jingke. The original overseas production capacity is far from enough to meet the demand of 20GW in Europe and the United States. We have to reject orders from many customers. Now we can accept more orders from the US. 'Qian Jing said.
'The development space of the European market is huge. The European market is an important part of the global PV market. But we must realize that the competition will become more and more fierce. After the MIP is cancelled, Chinese companies can enter the European market. We are faced with many aspects of product performance, services, channels, brands, and overall solutions for related ancillary products. We believe that the trend of seizing the market at low prices may be gone forever. ' (002506.SZ) The relevant person in charge pointed out in the reply to the first financial.
It is understood that before the cancellation of the 'double-reverse' policy in Europe, the European market accounted for about 30% of the overseas revenue of GCL. Since most of Europe has reached or is approaching the standard of parity online, the scale of the European market is relatively small. In the past, it will be expanded. In the case of an increase in the denominator, after the policy is abolished, the revenue target of this part will remain at around 30%~40%.
