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海外巨头突击向华出口多晶硅--亲稳网络舆情监测室
2013-02-28
1月我国多晶硅进口量为6791吨,环比增1%,同比增12%;而进口均价却跌至18.5美元/公斤,环比降12%。
January in polysilicon imports of 6791 tons,Month-on-month increase 1%,Up 12% year-on-year;And the import price is $18.5 / kg,Month-on-month drop 12%.
继2012年12月大幅增长后,今年1月中国的进口多晶硅继续保持着量升价跌的倾销态势。
After the surge in December 2012,In January this year, Chinese imports of polysilicon continue to maintain the rise situation of dumping price falls.
记者昨天从中国有色金属工业协会硅业分会掌握的最新海关数据显示,上月我国多晶硅进口量为6791吨,环比增1%,同比增12%。同时,进口均价则跌至18.5美元/公斤,环比降12%。业内人士指出,由于中国对欧美韩多晶硅“双反”初裁在即,海外巨头正在抓紧最后机会突击倾销,并筹划多个规避之策,这足以引起有关方面的警惕。
Reporter yesterday from the silicon industry branch of China nonferrous metals industry association to master the latest customs data showed,Polysilicon imports of 6791 tons in China last month,Month-on-month increase 1%,Up 12% year-on-year.At the same time,Import prices fell to $18.5 / kg,Month-on-month drop 12%.The personage inside course of study points out that,Due to the China to Europe and the United States Korean polysilicon"Double inverse"Preliminary in sight,Overseas giant is rushing to the last chance to assault dumping,And plan more escape,It is enough to the benefit of the relevant aspects.
海外巨头奇招迭出避“双反”
Overseas giant made one for another"Double inverse"
海关统计数据可见,上月来自德美韩三国的多晶硅进口占比从去年12月份的76.7%提升到89%。其中,来自美国的进口量增幅高达82%,而其进口均价14.7美元/公斤与来自德国的进口均价25美元/公斤,均为2012年1月以来的最低价。
Customs statistics data is visible,From last month, the south Korean imports of polysilicon accounted for up to 89% from 76.7% in December.Among them,Increase imports from the United States is as high as 82%,And the import prices of $14.7 / kg from Germany import prices of $25 / kg,Are the lowest since January 2012.
“预计3月底前初裁就会正式公布,海外巨头都希望赶在这之前把尽可能多的硅料卖到中国来,这种倾销态势已经很明显了。但中国有可能会追溯征税。对此,有的海外多晶硅巨头采取在中国设仓库、先大批进来再分销,或用一些临时性公司进口的方式来应对。”硅业分会一位内部人士对本报记者说。
"Is expected before the end of march will officially announced preliminary,Overseas giant hope to catch up as much as possible before the end of the silicon material selling to China,The dumping situation is clear.But China is likely to be levied retroactively.For this,Some overseas polysilicon giant to a warehouse in China/First, a large number of distribution again come in,Or use some way to deal with temporary import."Silicon industry branch one insider said to our reporter.
据他介绍,国内有大量处于休眠状态的进出口公司。海外巨头只要支付少量费用就可以让这些公司为其所用。到时候一旦追溯征税,则只要把这些公司一关,就可逃避掉税收。
According to he,Domestic import and export company with a large number of dormant.Overseas giant as long as pay a small fee you can let the company for its use.When the time comes once back taxes,As long as the company,Can evade taxes.
“在宣布追溯征税调查后的去年12月,这种情况特别明显。我们从海关了解过,有家大公司的多晶硅三分之二都是这么进的。”上述人士说。
"After announcing a retroactive tax in December last year,This situation is particularly evident.We know from the customs,There's a big company's polysilicon two-thirds are so into."The people said.
此外,由于来料加工不需要征税,一些海外巨头还寻求通过这种方式规避“双反”。如2012年进口的8.2万吨多晶硅中,一般贸易方式只占48%,其他大部分都以来料加工方式进,且比例逐月上升。
In addition,Since do processing do not require tax,Some overseas giant also seeks to this way to avoid"Double inverse".Such as the 2012 imports of 82000 tons of polysilicon,Accounted for only 48% of general trade way,Most of the other into methods are to do processing,And the rate rose month by month.
“相信裁定征税后,这一比例会大幅上升,甚至全都变成加工贸易。这个缺口不堵住,反倾销措施就失效了。”上述人士说。
"Believe after ruling taxation,The proportion will rise significantly,Even all into processing trade.This gap is not blocked,The anti-dumping measures will fail."The people said.
海关数据也显示,1月份进口中以加工贸易方式的进口比例已升至52%。
Customs data showed,By way of processing trade in the January imports import proportion had risen to 52%.
最后,还有些海外公司打算未来以硅片代替硅料。“对光伏企业来说,进硅料进硅片是一样的,都属于原料。而我国的反倾销立案掌握比较严格,因之前没有硅片进口的数据,对硅片就没有立案。未来对方很可能先将硅料运到东南亚一带加工成硅片,然后再出口到中国,以逃避"双反"。据我所知,已经有很多企业在策划这么做了。”上述人士说。
The last,Also some overseas company intends to replace the silicon with silicon material in the future."For photovoltaic enterprises,Into silicon material, silicon is the same,Belong to raw material.And our country's antidumping control more strictly,Because there is no wafers import data before,On silicon chips, there is no case.The future each other probably first silicon material can be shipped to southeast Asia processed into silicon chips,And then export to China,In order to avoid"Double inverse".As far as I know,There has been a lot of companies were planning to do so."The people said.
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