The impact of the hottest price commitment on the

2022-07-25
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The impact of price commitment on the development of China's photovoltaic enterprises on August 6, the "price commitment" agreement reached between China and the EU on photovoltaic products was officially implemented and will be valid until the end of 2015. As long as the photovoltaic enterprises participating in the signing of the "price commitment" do not need to pay high punitive duties from the 6th

"for photovoltaic enterprises, this is an ideal outcome, avoiding the situation of losing both sides." The relevant person in charge of a large-scale photovoltaic enterprise in Shandong said that there are three large-scale photovoltaic enterprises in Shandong, and more than ten are more competitive. The European market that was to be closed has been retained again. In this regard, the industry has different views

positive view: domestic enterprises make money at this price.

"at present, the specific figures of the minimum price and annual export quota will not be published, but we will be priced." The person in charge of this enterprise in Shandong said that according to industry estimates, the price is about 0.56 euros/watt, and the total amount of PV modules exported to Europe every year should not exceed 7 gigawatts

according to the analysis of the responsible person, this price is lower than 0.65 euro/watt proposed by the EU earlier, which is a compromise scheme. At present, the PV cost of local modules in Europe is also around 0.57 euro/watt, and that in Taiwan is 0.53 euro/watt. However, India and other Southeast Asian countries have independent pricing power. Once the scale and climate are achieved, it will be a great challenge to the domestic PV market

"however, compared with the 47.6% punitive tariff, this is a positive result." The person in charge said that, on the other hand, the grinding of such new composite materials in the domestic photovoltaic market has been avoided. The precision of machined parts composed of filament fibers and polylactic acid fibers (a biodegradable thermoplastic made of corn starch and sugarcane) is required to be 10 points. The price is about 0.56 euros/watt. Domestic photovoltaic enterprises are still profitable

negative view: China can't get much share in the market. However, zhangshengli, an engineer of Shandong Dahai New Energy Development Co., Ltd., put forward different views on this good news. "Previously, China exported more than 20 gigawatts of photovoltaic products to Europe, and now the domestic photovoltaic products are closer to 40 gigawatts. Now the total amount of photovoltaic modules exported to Europe every year should not exceed 7 gigawatts, which is far from enough." Zhangshengli achieved mutual benefit and win-win results by scientific name. (1) according to the analysis, China's exports to the EU reached 7 GW in the first half of this year, and this time it won a total national quota of 1.5 GW in the second half of this year.

the development of the European Photovoltaic Industry is nearly saturated, and EU countries are gradually reducing and eliminating various new energy subsidies. Some insiders believe that "price commitment" It does not constitute a substantial positive for domestic enterprises

at present, domestic enterprises are also actively exploring emerging markets such as Japan, America, Southeast Asia, West Asia and Africa to reduce EU dependence. Zhangshengli's company has explored domestic and foreign markets through various channels, shifting the focus of export to emerging markets such as Japan, India and Africa. Zhonghua glass () Department

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