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中欧光伏贸易战正酣--亲稳网络舆情监控室
2012-11-08
11月5日,中国就欧盟部分成员国的光伏补贴措施,提出与欧盟及其相关成员国在世贸组织争端解决机制下进行磋商,正式启动世贸争端解决程序。而此前一周,中国商务部曾决定对原产于欧盟的太阳能级多晶硅进行反倾销和反补贴立案调查。
On November 5,China is a part of the eu member states of photovoltaic subsidy measures,With the eu and its member states put forward relevant in the wto dispute settlement mechanism to negotiate,Official start the wto dispute settlement procedures.And the previous week,China's ministry of commerce decided to originating in the European Union sun level polysilicon on anti-dumping and countervailing investigation put on record.
据证券时报报道, “欧盟的补贴措施违反了世贸组织协定关于国民待遇和最惠国待遇的规定,构成了世贸组织协定禁止的进口替代补贴,并严重影响中国光伏产品出口,损害了中国作为世贸组织成员的正当权益。”商务部新闻发言人沈丹阳就此发表谈话时说。
According to the securities times reported, "The eu's subsidy measures in violation of the wto agreement on national treatment and the most-favored-nation treatment regulations,Constitute the wto agreement forbidden import substitution subsidies,And the serious influence Chinese photovoltaic products export,Damage to the Chinese as a member of the wto's legitimate rights and interests."Commerce ministry spokesman said this ShenDanYang spoke.
今年1至9月份我国累计进口多晶硅高达6.45万吨,同比增加32.86%,面对来势汹涌的进口多晶硅,国内企业无力抵抗。
From January to September of this year our country accumulated import polysilicon is as high as 64500 tons,Increased by 32.86% year-on-year,In the face of the import of tahoe polysilicon,Domestic enterprises can not resist.
据中国有色金属工业协会统计,43家多晶硅企业中,80%的企业已经停产。南玻A董秘周红证实了这件事:“目前进口多晶硅价格低于国产多晶硅,最低价小于20美元/千克,明显低于其成本,因此国外存在对多晶硅补贴、倾销。现在国内产能过剩很厉害,80%-90%都停产了。”天威保变(600550,股吧)的证代张彩勃也表示,公司旗下生产多晶硅的子公司已经停产。
According to the China non-ferrous metal industry association,43 home polysilicon enterprises,80% of the enterprise is already discontinued.South born A secret dong red confirmed it:"Current import polysilicon price lower than domestic polysilicon,Price less than $20 / kg,Obviously lower than the cost,So foreign the existence of polysilicon subsidies/dumping.Now the domestic excess capacity is very severe,80% - 90% are out of action."Tianwei change the(600550,guba)Evidence generation ZhangCaiBo also said,The company's polysilicon production subsidiary is already discontinued.
沈丹阳在发言时强调,中国政府有权利也有责任为本国光伏企业争取公平的国际贸易环境。
ShenDanYang in speech stressed,The Chinese government has the right to have a responsibility for domestic photovoltaic enterprise for a fair international trade environment.
日信证券研究员曾维强接受证券时报记者采访时表示:“如果不进行双反调查和诉诸WTO,暂时没有更好的办法,欧盟多晶硅确实有政府补贴,实际上有倾销行为,双方都提出双反调查,是在经济不好时,为保护本国企业所进行的博弈。”
Day letter securities researcher CengWeiJiang to accept the securities times reporter to interview said:"If not for double anti investigation and resort to WTO,Temporarily no better way,The European Union polysilicon do have government subsidies,In fact have dumping behavior,Both sides have raised double reverse survey,The economy is bad,For the protection of domestic enterprise of game."
事实上,中方的双反调查只是近年来中、美、欧盟光伏贸易战的一个延续。2012年5月,美国商务部公布对中国光伏电池及组件的反倾销税初裁结果,对国内光伏企业征收将近35%的附加关税。这是迄今为止我国企业被征收惩罚性关税最高的一次。2012年9月,欧盟委员会正式对中国光伏电池发起迄今最大规模的反倾销调查,涉案金额超过200亿美元。
In fact,China's double reverse survey just in recent years/beauty/The European Union photovoltaic trade war to continue.In May 2012,The United States announced the ministry of commerce of China pv cell and components at the beginning of the anti-dumping duty cutting results,On domestic photovoltaic enterprise collection of nearly 35% of the additional tariffs.This is so far our country enterprise be impose punitive tariffs on one of the highest.In September of 2012,The European commission of China officially launched the largest photovoltaic battery to the anti-dumping investigation,Involving a value more than 20 billion dollars.
中欧光伏贸易双方一旦“反倾销”调查结果成立,后果会怎样,引起业界的普遍关注。北极星太阳能光伏网相关专家告诉证券时报记者:“结果有两种可能性,如果我们取得成功,那么欧盟不征收高关税,但是可能设置其他障碍,比如提高准入门槛,要求达到一定的转换率,或者欧盟产品占多少比例等。如果没有成功,中国可能丧失欧洲市场,现在企业纷纷投资国内发布式发电站,也是出于这种危机意识。”
Central European pv trade both sides once"anti-dumping"The results of the survey was established,The consequences will be how to,Cause the industry's attention.Polaris solar photovoltaic and relevant experts told the securities times reporter:"Results there are two possibilities,If we succeed,So the European Union do not impose high tariffs,But may set up other obstacles,Such as improve the admittance threshold,To reach a certain rate of transformation,Or the European Union product proportion, etc.If at first you don't succeed,China may lose the European market,Now enterprises have investment in domestic release type power station,Also from the crisis consciousness."
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