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中美欧光伏贸易战一触即发--亲稳网络舆情监控室
2012-11-02

  商务部昨天宣布对原产于欧盟的太阳能级多晶硅进行反倾销、反补贴调查,并将此案与我国此前对美国相关产品发起的双反调查合并调查。这意味着,由美国率先挑起,欧盟紧随其后,中方无奈反制的中美欧光伏贸易大战一触即发。

The ministry of commerce announced yesterday to originating in the European Union sun level polysilicon an anti-dumping duty/Countervailing investigation,And will the case in our country to the United States with the previous related products by the double reverse survey merger investigation.This means that,By the United States first start,The European Union followed by,The Chinese side but counterspell in us and European pv a trade war.

  新闻事件

News events

  商务部调查欧盟多晶硅

The ministry of commerce investigation the eu polysilicon

  昨天,商务部发布公告,决定自11月1日起对原产于欧盟的太阳能级多晶硅进行反倾销、反补贴调查。公告称,该案将与7月20日商务部已发起的对原产于美国和韩国的进口太阳能级多晶硅反倾销调查及对原产于美国的进口太阳能级多晶硅反补贴调查进行合并调查。

yesterday,The ministry of commerce issued,Decision since November 1 to the original from eu sun level polysilicon an anti-dumping duty/Countervailing investigation.Announcement to say to,The case will be July 20, the ministry of commerce has been launched to originating in the United States and South Korea imported the sun level polysilicon anti-dumping investigation and originating in the United States imports the sun level polysilicon countervailing investigation combined with investigation.

  据了解,这一调查是今年9月17日由国内4家多晶硅制造企业代表国内产业发起申请的,它们分别是江苏中能硅业、江西赛维、洛阳中硅和重庆大全新能源。太阳能级多晶硅主要用于太阳能级单晶硅棒和定向凝固多晶硅锭的生产,是生产晶体硅光伏电池的主要原料。商务部公告显示,上述4家企业在2008年、2009年、2010年、2011年、2012年1月至6月期间占同期中国同类产品总产量的比例均超过50%。

It is understood,This survey is this year on September 17, from domestic four poly enterprise on behalf of domestic industry by the application,They were jiangsu can silicon industry/LDK/Luoyang in silicon and chongqing big new energy.The sun level polysilicon is mainly used for solar energy level monocrystalline silicon rod and directional solidification polycrystalline silicon ingot production,Is the production of crystalline silicon pv cell main raw materials.The ministry of commerce announcement,The above four enterprise in 2008/In 2009,/In 2010,/In 2011,/January 2012 to June of China during the same period the proportion of total similar products are more than 50%.

  欧盟委员会于9月6日宣布,对从中国进口的光伏板、光伏电池以及其他光伏组件发起反倾销调查。这是中国历史上涉案金额最大的贸易争端。本次反倾销调查将延续15个月。欧盟委员会表示,一旦倾销证据确凿,将可能采取贸易保护条款对中国产品征收9个月临时反倾销税。据欧盟委员会统计,2011年,中国向欧盟出口了价值210亿欧元(约合265亿美元)的光伏板及光伏组件。同年中国自欧盟进口多晶硅14643吨,总价值超过55亿元人民币。

The European commission on September 6, announced,On imports from China of photovoltaic plate/Photovoltaic battery and other pv modules anti-dumping investigation.This is Chinese history the biggest trade disputes involving a value.The anti-dumping investigation will continue to 15 months.The European commission said,Once the dumping of evidence,Will probably take trade protection clause on Chinese products collection of 9 months provisional anti-dumping duties.According to the European commission statistics,In 2011,,China's export to eu the worth 21 billion euros ($)(Us $26.5 billion)Of photovoltaic plate and pv module.In the same year since the eu China imported 14643 tons of polysilicon,Total value of more than 5.5 billion yuan RMB.

  专家观点

Expert view

  贸易战或将导致双输

Trade war or will lead to double lose

  对于光伏领域中美欧之间的制约与反制约,中国可再生能源学会秘书长孟宪淦昨天表示,贸易保护行为乃至贸易战没有胜利者,双方都会遭受损失,但现在光伏领域的贸易战已不是单纯的经济问题,而上升到政治和国家战略层面,西方对中国企业制裁的真正目的是遏制中国崛起,中国的应对行为只是一种反制措施。

For photovoltaic field between the us and Europe constraints and reverse restriction,The Chinese renewable energy to learn MengXianGan secretary said yesterday,Trade protection behavior and even trade war no winners,Both sides will suffer,But now in the field of photovoltaic trade war is not pure economic problem,And rise to political and national strategy level,West China enterprise sanctions's real intention is to contain China's rise,China's coping behavior is a kind of counter measures.

  可能是产业转型契机

May be an opportunity industry transformation

  专家认为,虽然短期内面临重创,但从长远看,我国光伏产业或将借此迎来结构升级转型的新契机。

Experts say,Although in the short term a face,But in the long run,Our pv industry or will like to take this opportunity to welcome the transformation of structure upgrade a new opportunity.

  中科院上海技术物理研究所研究员、上海太阳能电池研发中心主任褚君浩院士此前曾表示,欧美国家的贸易壁垒只是我国光伏产业困境的诱因,我国光伏产业面临的根本问题,是自身的结构性产能过剩,我国现有100多个城市建设了光伏产业基地,多晶硅产量世界第一;与之形成鲜明对照的是,我国光伏企业严重依赖国外市场,九成以上的产品靠国际市场销售,国内应用不足3%,自身消化能力薄弱。

Shanghai institute of technology and physics, Chinese academy of sciences researcher/Shanghai solar energy battery research and development center director ChuJunHao academician had earlier said,The European and American countries trade barriers just our pv industry dilemma incentive,Our pv industry faces the fundamental problem,Is it's own structural overcapacity,Our country's existing more than 100 urban construction the photovoltaic industry base,Polysilicon production the world first;And the formation of the contrast is,Our pv enterprises rely heavily on foreign markets,More than ninety percent of the products on the international market sales,The domestic application of less than 3%,Their own digestion ability is weak.

  褚君浩表示,我国的光伏产业目前主要集中在低水平的加工领域,重要设备和原材料都来自海外。通过此次美国和欧盟的“双反”调查,中国光伏企业必须意识到,只有拥有自主知识产权和核心技术,产业才会进入良性发展,才能真正在国际市场掌握话语权。

ChuJunHao said,Our pv industry at present mainly concentrated in the low level of processing field,Important equipment and raw materials are from overseas.Through this the United States and the European Union"Double reverse"survey,China pv enterprises must realize,Only with independent intellectual property rights and core technology,Industry will enter the benign development,Can we truly in the international market master discourse right.

  企业反应

Enterprise reaction

  上下游企业看法不一致

Downstream enterprises don't agree

  多晶硅和光伏组件是上下游关系。如同美欧对中国光伏产品的制约措施遭到本国企业反对一样,此次我国的反制措施也会对我国下游产业产生不利影响。中国光伏联盟人士昨天告诉记者,对于多晶硅企业申请对进口多晶硅进行调查,产业上下游企业是有争执的。下游的光伏电池制造商反对立案调查,因为这有可能提高进口多晶硅的关税,增加企业的成本。

Polysilicon and pv modules is downstream relationship.As to the us and Europe China pv products by domestic enterprise control measures against the same,The China's counter measures for our country produce unfavorable effects on downstream industry.China pv alliance persons yesterday told reporters,For polysilicon enterprise application of imported polysilicon were investigated,Industry and downstream enterprise is at odds over.The downstream of photovoltaic battery manufacturers opposed to initiate an investigation,Because it can improve the import tariffs of polysilicon,Increase the enterprise cost.

  上游的多晶硅企业则赞成调查,因为进口多晶硅的价格几乎比国内多晶硅企业的生产成本还低,导致国产多晶硅企业受到冲击。亚洲硅业(青海)有限公司总经理王体虎昨天就表示,目前美韩多晶硅厂商正在向中国突击出口,因此他希望商务部能尽快公布对美韩多晶硅反倾销调查的结果。本报记者张艳 胡笑红

Upstream polysilicon enterprise is in favor of the survey,Because import prices of polysilicon almost than domestic polysilicon enterprise production cost is low,Lead to domestic polysilicon enterprise impact.Asian silicon industry(qinghai)Co., LTD., general manager wang body tiger said yesterday,At present the United States and South Korea polysilicon manufacturers are to China assault export,So he hope the ministry of commerce released as soon as possible to the United States and South Korea polysilicon anti-dumping survey results.Our reporter ZhangYan Hu smile red

  实习记者李树峰

LiShuFeng practice reporter

  综合新华社电

Integrated xinhua



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