中国对欧美韩的多晶硅双反案预计将于两会后、最快三月底宣判初裁结果，市场看好在中国确定对国际大型多晶硅厂进行双反宣判后，台厂可获转单效应，事实上，此案牵动全球太阳能厂商的商业模式以及未来的发展方向，中国对欧美日一刀切下去，虽然对欧盟美国进行贸易反制，但对中国除了多晶硅以外的太阳能产业恐怕全数受害，台湾的厂商中，除了硅片厂对此案乐观以待外，电池厂也都绷紧神经，不敢先下定论保证一定受惠。

China's polysilicon for Europe and Korea is expected to double the case after two sessions/As soon as the end of march the preliminary results,Market is sure to double the international large polysilicon plant in China after the verdict,Factory can turn a single effect,In fact,,The case affects global solar manufacturer's business model and development direction in the future,China to Europe and the United States, one size fits all,Although the eu the United States trade counter,But except for polycrystalline silicon solar energy industry in China, I'm afraid all hurt,Taiwan's manufacturers,In addition to the silicon factory on the case for optimism,Battery plant nerve,Did not dare to conclusions guarantee first.

　　以中国厂商来说，若对欧美日的多晶硅进口进行惩罚性关税，以中国一贯化大厂多少都还有国际多晶硅大厂的合约料源在手，不得不进行履约，在多晶硅进口的成本增加下，势必压力增加，国内多晶硅价格需要抬高，恐怕压垮中国内部一堆硅片、电池厂商无法承担。

With China vendors,If to punitive tariffs, polysilicon imported from Europe and America,How many are there in China always companies international polysilicon companies contract material sources in hand,Have to make the performance,Under the cost of polysilicon imports,Is bound to pressure increases,Domestic polysilicon prices need to raise,I am afraid crush a heap of silicon within China/Battery manufacturers cannot afford.

　　而若要改向中国国内生产的多晶硅厂拿料，目前中国多晶硅厂以保利协鑫最大，其它厂如LDK、江苏大全集团，都已在去年面临严重的财务困难面临减产或停产，更不用说其它的多晶硅小厂几乎已退出市场，中国本国境内的多晶硅厂并不足以因应全球太阳能生产第一大国的需求。

And if you want to pay China's domestic production of polysilicon plant material,At present Chinese polysilicon plant with gcl-poly is the largest,Other plants such as LDK/Jiangsu daqo group,Have been facing severe financial difficulties faced production or shut down last year,Not to mention other poly small factory almost have withdrawn from the market,Within the territory of China domestic polysilicon factory is not enough to meet global demand first nation in the production of solar energy.

　　至于台湾的厂商，则以硅片厂最看好双反成案后硅片价格提升的利益，除此之外，为了规避所使用的多晶硅被课税造成的成本上涨，中国太阳能一贯大厂也拟与海外硅片厂合作，寻求策略联盟如向台采购硅片，同时台湾的电池厂也将加重对国产硅片的采购需求，故硅片厂可望最受惠。

As for Taiwan manufacturers,The most bullish on double reverse into their wafers of silicon factory price promotion benefits,In addition to this,In order to avoid the use of polysilicon by the rising costs of taxation,The Chinese solar energy always maker also plans to cooperate with overseas factory of silicon wafers,To Taipei to seek strategic alliances such as procurement of silicon,Taiwan's factory also will increase the purchasing requisition for domestic silicon wafers,So silicon factory is expected to benefit the most.

　　但另一方面，虽然不少人也期待电池厂可迎转单效益，但若未来硅片价格因为多晶硅涨价而走高致其成本提高，下游模组厂也因为各国补助水准愈来愈少没有空间可以承担转嫁，单一的电池厂目前则未必可断言将不会受到冲击。

But on the other hand,Although battery plant can meet a lot of people are looking to turn single,But if the future silicon prices for polysilicon prices go up to the cost increase,Downstream module factory also less and less because the subsidy level there is no space can take on,Single cell is unlikely assertions will not be impacted.

　　研调机构Solarbuzz也认为，2013年将裁定的贸易战调查将对太阳能产业产生重大影响。除了中国对欧盟的反倾销案外，欧盟对中国的双反案件意义更重大，因为此案不仅包括了中国生产的晶硅电池，还包括中国生产的晶硅硅片和模组，等于几乎中国生产的硅片、电池和模组未来进入欧盟全数要被课惩罚性关税，以欧盟在2012年仍占有全球6成以上的太阳能市场来看，影响将相当重大，也将牵动太阳能产业链的发展。

Research institutions Solarbuzz also think,The ruling that the trade war in 2013 survey will have a significant impact on the solar industry.In addition to China's anti-dumping cases for the eu,The double reverse case is more significant to China,Because the case not only include the Chinese production of crystalline silicon,Also includes the production of crystalline silicon wafers and modules,To almost the Chinese production of wafers/Cell and module in the future to enter the eu lesson for the entire quantity to be punitive tariffs,To the eu in 2012 still occupies 6 into the above solar markets around the world to see,Impact will be quite significant,Will also affects the development of solar industry chain.

　　为了预防任何有可能引爆的贸易壁垒，许多一线厂商已经开始考虑防御性收购或者与欧洲厂商合作以维持市场进入的能力，这可能是很多小规模厂商在欧洲维持生存之道。

In order to prevent any possible of trade barriers,Many a wire manufacturers have begun to consider defensive acquisitions or cooperate with European makers in order to maintain the market's ability to enter,This is likely to be many small manufacturers in Europe to maintain survival.