Photovoltaic market in Europe and America

[Source: "High-tech new industry" May issue / Yang Yi] Most domestic enterprises that operate photovoltaic products in China, the biggest entanglement now is: How to conduct marketing work in the European and American markets?

This has not been a problem in the past, and the two most important markets have eaten 80% of the global PV module sales. But today, many companies have a hard time in these two markets.

The US Department of Commerce announced the "double-reverse" preliminary ruling on PV modules in China in late March. Although the figures are not high, the German policy variables and future policy changes in the United States will become the sales constraints of China's PV companies.

"It's not that sales can't go out, but how to make profits through sales." This will be the top priority for companies to think about.

United States and Europe joint disaster

The US International Trade Commission decided in early December that the export prices of crystalline silicon photovoltaic cells and modules produced in China were lower than fair prices in the US market and were subsidized by the Chinese government, causing substantial damage to related industries in the United States. At the same time, Chinese products also existed. The issue of low-priced dumping, therefore, the United States launched a "double-reverse" investigation of China's photovoltaic products.

On March 21, according to the latest documents from the US Department of Commerce, the countervailing duty rate for Suntech Power (STP.NYSE) was 2.9%, and the relevant tax rate for Trina Solar (TSL.NYSE) was 4.73%. For other Chinese companies. The countervailing duty rate is 3.61%. This news has given many domestic companies a sigh of relief. However, whether the policy will be the final result of the ruling in the future, and whether Chinese companies can win in the "anti-dumping" glimpse, I am afraid to wait at least two months.

Although many PV companies are still exporting PV modules to the US, in the long run, the US market is not as profitable as it used to be. At least many companies will be constrained by the US market, the power of all parties and the hope of US manufacturers. Pull back a game and other factors, and suspend investment in the United States.

German policy variables have also begun to increase.

According to public reports, it is expected that the German Solar Energy Economic Association will convince European counterparts to sue China's PV products for dumping at the end of March. Frank Asbeck, president of the federation, said that Chinese PV manufacturers, with the support of the Chinese government, dumped their products to the European market at a price lower than 30% of German products.

On March 9, the cabinet under the leadership of German Chancellor Angela Merkel signed a proposal to reduce the PV subsidy, in which PV subsidies will be cut according to different products and projects, the highest range can be as high as 30%. This means that the market ahead of the 35% of the total installed capacity is getting more muddy.

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