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After the official announcement of the short-term joy of the Sino-European price commitment negotiations, the harsh reality of export quotas is placed in front of the 125 participating PV companies. How to allocate export quotas has become the biggest question for these companies at this time. In order to grab the redistributed cake, the company has quietly launched a war for quotas.
European market shrinks On July 27th, a "Joint Statement on China's Export of European PV Products Trade Disputes" reached an uproar in the industry. The statement was made by Quanlian New Energy Chamber of Commerce, Chamber of Commerce for Import and Export of Mechanical and Electrical Products, and renewable energy. The Chamber of Commerce, the Comprehensive Utilization of Resources, and the 5 China Industry Chamber of Commerce of the Photovoltaic Industry Alliance jointly published. Although the statement did not disclose the specific content of the commitment, such as price, quota and other detailed information, but the media quoted sources as saying that after each step back, the final price commitment reached by China and Europe to set the minimum price of photovoltaic products to 0.56 per watt - 0.57 euros, and limited to export 7GW per year.
At present, the price of China's PV products exported to the EU is between 0.5 Euro and 0.52 Euro per watt. The price of competitive regions such as Korea and Taiwan is about 0.6 Euro per watt, and the price of the EU PV industry is about 0.77 Euro per watt. According to industry insiders, for companies that participate in price commitments, the result is equivalent to a price increase of 10, and still retains a certain price advantage and some European market share.
People in the industry have said that the current price and quota have no official authority, and will be announced on August 6. But no matter what the promised price is, this price will become the unified price of the 95 participating European companies participating in the negotiations.
Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University [microblogging] said that after the implementation of the price commitment, the cost advantage of China's PV companies will decline, and the competitiveness of local battery panel manufacturers in Europe will be strengthened, regardless of the export ceiling, in the future European market. The cake will shrink sharply.
China’s PV panel sales to the EU last year amounted to 21 billion euros. In terms of the annual export limit of 7GW, the newly installed capacity of 15GW last year is obviously limited to less than half of the European market.
China's photovoltaic panels now have a capacity of more than 30GW. If the export ceiling in Europe is really 7GW, this year we will digest 10GW. Others will be digested by emerging markets. This pressure will be very large. Lin Boqiang said.
Industry insiders predict that China's PV panel makers' total shipments this year are expected to reach 22GW-23GW.
Quota distribution is controversial At present, many companies have withdrawn from the European market, and leading enterprises have also been greatly reduced. For example, JA Solar has reduced from 20 in Europe last year to 20 this year, and Yingli has dropped from 60 to 40. Consultant photovoltaic researcher Ren Haoning told this reporter.
However, it is interesting to note that Chinese companies are now in high stocks in the European market. According to media reports, Chinese PV companies' exports to Europe increased sharply from April to June, resulting in an increase of 2GW in inventory. In the first half of the year, China's PV panel makers have exported 6.5GW to Europe.
Solarbuzz analyst Lian Rui also confirmed to the reporter that the inventory in Europe is higher, which is mostly deliberately made by the company. In order to avoid the possibility of realizing the cost increase of 47.6 high tariff on August 6th, Many companies have chosen to accelerate exports to Europe. However, Lian Rui believes that Chinese companies should not reach 2GW in Europe, and perhaps there are stocks of local traders.
In the future, how to digest these stocks will no longer be decided by the enterprises themselves, but by the Ministry of Commerce of China.
On July 29th, local time, De Gucht attended the only press conference of the European Commission on the same day in Brussels. It took 7 minutes to briefly explain the main principles of the solution. De Gucht said that the Chinese PV exporters who voluntarily joined the program accounted for about 70% of all similar exporters in China; about 30% of those who did not join. This means that other non-joined enterprises will lose the opportunity to export their products to Europe. The 95 companies involved in the negotiations are faced with the problem of how quotas are allocated.
What Ren Haoning is worried about is that in order to compete for export quotas, enterprises will probably set off a new round of vicious competition.
The 95 companies that participated in the negotiations are now discussing the matter with the Chamber of Commerce and Industry. Yingli insiders told this reporter.
Wu Tingdong, deputy general manager of Jingao Solar, told this reporter that there is no official data on prices and quotas yet, but how to allocate quotas, when our company cooperates with the Ministry of Commerce to discuss this matter, a problem is how to allocate, because each The advantages of different products, which will make the opinions of each company may be different.