On August 31, 2018, the European Commission announced in advance that it decided to end the EU anti-dumping and countervailing measures against solar photovoltaic cells and components in China at midnight on September 3. This means that the five-year low price limit (MIP) and “double-reverse” measures that China's PV has implemented so far will be cancelled after the expiration on September 3, and free trade will resume.
The European Commission said in a statement: "After considering the needs of producers and those who use or import solar panels, the Commission believes that it is in the EU's overall interest to invalidate these measures. The decision also considers the EU's new renewables. Energy target,"
The European Commission also stated in its statement: "In the March 2017 decision, the committee's goal was to find a balance between users, importers and EU solar panel manufacturers. The committee also wants to ensure that EU consumers can approach it. The price of the global market price purchase panel. After consultation with the member states, the committee decided to extend the MIP measures for 18 months as a compromise between competing interests. Over time, the level of these measures gradually declined. The price of imports to the EU is gradually aligned with the world market price. The Committee noted that the market situation has not changed, so that there is reason to further expand the measures after the existing 18 months. Therefore, it rejected the EU industry’s review of the maturity. The requirements of the investigation."
This news will bring some boost to the domestic PV industry chain that is in the “fever winter” policy. Europe has always played an important role in the global manufacturing landscape, especially in the development of raw materials, photovoltaic production equipment and cutting-edge technology. In terms of market, Europe used to be the world's largest PV application market. The annual installed capacity has accounted for 30% of the global market. It is also a relatively important market for China's PV industry. “At a higher time, it accounts for China's PV product exports and prices. 90%, in front of 'double anti-' in 2011, China still has nearly 70% of its PV products exported to Europe.” But since 2012, with the decline of European PV installation scale and trade barriers, China's PV products to Europe The exit has a cliff-like decline. Supported by strong growth in Turkey in 2017, the installed capacity of photovoltaics in Europe has only rebounded. The annual installed capacity is about 8.6GW, an increase of 28% over the previous year, reaching a high level in five years, but Europe accounts for the world. The share of new installed capacity is still less than one tenth.
Let’s take a look at the basic situation of major PV countries in Europe.
Turkey: In 2017, Turkey was the highlight of the new PV market in Europe. The newly added PV installed capacity was 1.79GW, an increase of 213% year-on-year. It is difficult to continue in 2018, and the installed capacity is expected to be 700-乐天堂0MW.
Germany: In 2017, Germany's new solar PV installed capacity was 1.75GW, an increase of 23%, but still below the politically expected expansion target. As the price of components continues to bottom out, the demand for small photovoltaic systems in Germany has increased significantly. The first quarter's data gave people hope - 5乐天堂MW of new capacity, up 65% year-on-year. It is expected to be slightly below 2.2GW in 2019.
UK: Under the influence of subsidies, the UK market increased by 56.5% year-on-year in 2016. In 2017, the UK's new installed capacity was only 954MW, down 54% year-on-year. Recently, the UK announced plans to abolish the new energy feed-in tariff subsidy policy from April 2019.
France: In 2017, the installed capacity of photovoltaics in France is about 887MW, and the future solar power will be further developed in France. In December 2017, the president of the French power company announced that it would build a 30 GW photovoltaic power plant in France between 2020 and 2050 by its renewable energy subsidiary.
With the removal of the “double-reverse” measures and the increased willingness of EU countries to develop photovoltaic-based renewable energy, institutions have predicted that the installed capacity of PV in Europe will increase from about 9GW in 2017 to About 11 GW in 2018. At present, there are about 1GW of component capacity and a small amount of HZT capacity in Europe, and it still relies mainly on product imports. The EU's relaxation of trade protection measures for importing solar energy products from China is expected to add new growth points to the domestic industry, as well as short-term emotional encouragement to the domestic PV market affected by the 531 policy. However, from the data of 2017, the European market will maintain a relatively stable development speed. After the EU terminated the double-reverse, the overseas sales of Chinese PV companies for the European market will be more convenient than before, but considering market space factors, they should not be blindly optimistic. The global PV market is moving towards a “decentralization” trend, and growth in emerging markets is accelerating. As the cost of power generation slows, more and more developing countries are beginning to use photovoltaics. In the long run, emerging market markets should be more focused. In addition, in the future, PV companies will have difficulty in gaining more profits by expanding their scale. The industry will accelerate the pace of transformation and upgrading, and try to tap a variety of business models from the inherent scale, and gain more profit margins is the direction of sustainable development.
In addition, China's photovoltaic industry enterprises should also strengthen self-discipline, whether in the country or go out, we must avoid low-cost vicious competition, and need to jointly maintain a good market environment. Promote the progress of the industry with technological innovation, promote the high-quality sustainable development of China's photovoltaic industry through industrial transformation and upgrading, and let PV continue to be an industry that can participate in international competition and lead in industrialization.
