Abstract In the 10 days before the August 6th deadline, the negotiations on China-EU PV price commitments finally settled. According to some disclosures, the bottom line of China's exports to the EU will be 0.55-0.57 euros/watt, and the export limit will be around 7GW, at least 60%...
In the 10 days before the August 6th deadline, the negotiations on China-EU PV price commitments finally settled. According to some disclosures, the bottom line of China's exports to the EU will be 0.55-0.57 euros/watt, and the export limit will be around 7GW, at least 60% of the EU market share. In the face of the consultation results that both sides are "satisfied but not too satisfied", both China and the EU have begun the next step. Chinese companies are studying how to allocate nearly half of the market quotas that are being compressed. The main promoters of the China-European PV trade war expressed clear opposition to the price commitment plan of Central Europe, and said it would appeal to the EU court in Luxembourg.
95 PV companies divide 7GW quota
Recently, the European Commission officially voted on the China-EU PV price commitment plan. At the press conference, the European Commission's Trade Commissioner De Gucht pleaded with the European Commission to accept the China-EU PV price commitment plan on August 2, while arguing that he did not succumb to the Chinese pressure.
De Gucht said that he has been grasping two principles when negotiating with China: one is to prevent China's dumped products from harming the European solar panel industry; the other is to avoid shortage of photovoltaic products in the European market or to downstream industries and Consumers have a negative impact. This means that the price commitments reached between China and the EU will only apply to the annual volume that meets some European markets. The excess of the PV export products will still pay a high anti-dumping duty with an average tax rate of 47.6% from August 6.
At the same time as the price commitment, there is also a commitment to export volume. According to many people who understand the negotiation process, the export volume will be limited to 7-8GW. Last year, China exported 12 GW of PV modules to the EU market. This cake is not easy to cut.
The reporter learned from some enterprises that there are major differences in the current distribution plan, and each company is actively submitting the expected distribution plan to the Electromechanical Chamber of Commerce.
According to the person who understands the negotiation process, according to the trade rules, the 7GW export quota should be “divided†only among the 125 PV companies participating in the price commitment negotiations. The specific proportion may refer to the history and recent quantity of each company's exports to the EU. From the list of incomplete disclosures, a number of well-known PV companies such as Suntech Power, LDK, Xuri Sunergy, Hairun Photovoltaic, and Sunflower are on the list.
New energy industry analysts believe that small and medium-sized PV companies that have not participated in the negotiations are most affected by price commitments and export volume restrictions, but this negotiation has also accelerated industry reshuffle.
European Photovoltaic Manufacturers Union Appeals Protest
When China accepted the “basic victory†in the price commitment negotiations with a little concern, the representatives of the EU PV manufacturing industry expressed great dissatisfaction with the “compromise†of the European Commission.
"EUProSun" is the European Union of Photovoltaic Manufacturers that initially promoted the European Commission's investigation into the anti-dumping behavior of China's PV products. Recently, it has filed a lawsuit in the European Court for a price commitment agreement between China and the EU, arguing that the minimum price commitment and export quantity limit measures violated the basic The corresponding regulations of the Anti-Dumping Law, "This is an authorization to sell dumping prices."
However, De Gucht dismissed this anger in his recent statement. He said that when the price commitments came into effect, the anti-dumping tax rate of Chinese exporters who did not participate in the price commitment would rise from the current 11.8% to 47.6%, which accounted for 30% of China's current total exports.
According to Reuters, the European Commission is investigating a German consulting firm called Europressedienst, which provides data to help the European Union file a case against Chinese companies for dumping photovoltaic panels to Europe at below-cost prices. Today, these data are questioned by EU companies involved in the installation of solar systems, which may be used to overstate the capacity of the EU's PV modules.
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