Chinese PV companies are heavily taxed Taiwan factory capacity is bound to sought-after

The clamor for a long time the EU intends to lift the double reverse controversies about to have the final say in the near future, this case is related to drastic changes in the global solar energy industry, the global industry is waiting with bated breath. With the expected preliminary results will be announced June 5 to June 8 this time, before the parties message everywhere, Reuters reported, the EU mainland solar panels lesson anti-dumping duties have been a case, the average tax rate will be of 47%, scheduled to take effect June 6, this level than previously estimated market rate of 30% worse, if this tax rate established Chinese manufacturers will lose the advantage, Taiwan ranks the world's second largest producer of solar cell energy, Taiwan plant capacity is bound to be more sought after.

The solar energy industry in global trade war broke out in 2012, a common enemy for the Chinese solar industry, early last year, the U.S. Department of Commerce ruled that China's first solar plant on the anti-dumping tax rate of U.S. output up to 35% (according to different corporate tax rate in the 31.14-249.96%), andSeptember the EU resorted to antidumping and countervailing contingent Unlike the United States, Europe, after all, in the last year is still the world's largest solar market, the largest market in the largest producing countries trade war ", compared to the dual case in the United States , the impact is even more significant.

Also because of this, the EU set off on Chinese Photovoltaic Panels products double reverse investigation, and set off by the Chinese counter-EU European and American Korean polysilicon anti-dumping investigations, then enter a "penalty, not a fine double-edged sword" of the dilemma, for the EU and China , electing one to open a trade war, I am afraid that will result in a lose-lose outcome, and the European Union, China initiated anti-dumping investigations enterprises in Taiwan have also been other solar industry opposition, the formation of multi-party tussle. Also because of this, the EU antidumping and countervailing preliminary ruling in an extended several times, from February to March two sessions, and then extended from March to June, the results are likely to ripple mobilize the body.

In the short term, if the EU on Chinese lesson to heavy taxes, the short-term battery industry from China foundry single bound to jump up and units benefit from the switch to a single plant is not a long-term program, China will find the rest of the way out, it may be capacity moved overseas, or go to the national local industry to seek joint ventures / strategic alliances, contingent helpless industry because of the past few years struggling to survive the financial position of the distress and lack of funds, as well as production capacity offshore not be achieved overnight into, it is also time elongated dependent on the Taiwan plant capacity.

Taiwanese companies are unanimously optimistic about the shot of the benefits, general market forecast, if the European Union on Chinese lesson double reverse with the United States the same tax rate of 30%, However, the rate of "production" there will be no cost advantage, but do the more compensation the more, plus punitive tariffs after the establishment of the Chinese output module cost increase of $ 0.13-0.14 / Watt, the price will rise to $ 0.8 / watt than the current spot market solar module prices of approximately $ 0.7 In this case, the Chinese solar module cost advantage is not as good as cost-effective outstanding MIT products, let alone this morning, after 47% of the weight class, 60% tax rate.