On the 19th, Shen Danyang, a spokesperson for the Chinese Ministry of Commerce, revealed in Beijing that the communication between China and the EU on the friction of trade in photovoltaic products is “smooth and beneficialâ€. Earlier, the European Union reported that 700 PV companies jointly requested the European Commission to waive sanctions against China...
On the 19th, Shen Danyang, spokesperson of the Chinese Ministry of Commerce, revealed in Beijing that the communication between China and the EU on the friction of trade in photovoltaic products is “smooth and beneficialâ€. Earlier, the European Union reported that 700 PV companies jointly asked the European Commission to give up sanctions against China's PV industry. There are indications that it is not impossible for the EU to properly resolve the PV dual-anti-China. Coupled with the recent decline in silicon prices and the launch of distributed applications, the survival of downstream PV products is expected to improve. This trade war was initially full of gunpowder. The European Commission launched anti-dumping and countervailing investigations on Chinese solar panels in September and November last year. In December last year, China announced that it would launch anti-dumping and countervailing investigations against South Korea and the United States and the European Union.
On March 6 this year, the EU implemented a mandatory import registration of Chinese PV products, and the scope of sanctions has expanded significantly. However, the Chinese side believes that in the "double-reverse" investigation of the photovoltaic industry, the EU has serious flaws in all aspects. And registration does not mean that tariffs will be imposed, depending on the final findings.
Since then, China has twice postponed the preliminary results of the investigation of imported polysilicon “double-reverseâ€. The price of polysilicon that has been rising since the beginning of the year has loosened.
PV insights data from solar quotation agencies show that PV polysilicon, which has been on the rise for some time, has declined in recent weeks, with an average price of US$17.8/kg, down 4.3% from the previous week. The price of batteries and components in the middle and lower reaches is relatively stable.
Researchers pointed out that after China postponed the preliminary ruling on imported polysilicon anti-dumping, the recent choice of Chinese suppliers for polysilicon suppliers increased, and the increase in market supply led to a sharp drop in prices. This is advantageous for solar cells and component plates in the middle and lower reaches.
"The current situation for domestic enterprises, opportunities and crises coexist." A photovoltaic expert said that the entire photovoltaic industry is still in the capacity elimination and integration period, Wuxi Suntech bankruptcy reorganization marks the beginning of capacity exit. At the same time, the country is also accelerating the promotion of distributed photovoltaic power generation.
It is reported that the market rumors that the distributed photovoltaic power generation subsidies may be raised to the level of 0.4-0.45 yuan / watt, plus the 3-4 cents of income from the halving of value-added tax, it is estimated that the subsidy per kWh may reach about 0.48 yuan Level, higher than expected.
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