Photovoltaic quota "631 program" change

Under the fierce competition of all photovoltaic companies in China, 7GW of EU quotas allocated renewable variables. The reporter learned from the industry on the 12th that the original "6:3:1" distribution plan was strongly objected to by some companies during the consultation process. After consultation, the proportion was adjusted to "6.5:2.5:1", that is, a 65% quota. According to the proportion of the company's exports, the remaining 25% and 10% are allocated to defense enterprises and small businesses.

People in the industry believe that program change will have little impact on leading companies such as Yingli, TRW, and Artes who are both big exporters and defenders in Europe. They will still be the biggest beneficiaries.

According to the European Commission’s announcement, from August 6, 2013, 94 Chinese PV companies can enjoy anti-dumping duties on exports of silicon wafers, batteries, and components to the EU according to the price commitment agreement. The condition is that the price of PV modules exported from China to Europe should not be lower than 0.56 euros per watt, and the total amount per year must not exceed 7 GW.

The EU is the main digesting market for photovoltaic products in China. In order to catch food redistribution, the competition for quotas among Chinese PV companies has intensified. “Now all parties are working hard to make this allocation ratio change in the direction of their own benefit.” A photovoltaic company in Zhejiang said that if the price has already set a lower limit, it can be said that “the quota will get the world” .

After several rounds of negotiations, last week the Chinese Chamber of Commerce for Import and Export of Machinery and Electronic Products and the enterprises participating in price commitments initially reached a two-point quota allocation principle. One is who responds to who should benefit, and the other is to protect the interests of small enterprises. This means that out of the 94 companies that participate in price commitments, 36 enterprises can obtain defense incentives.

An industry source told reporters that in international trade relief cases, “free riding” is a very common phenomenon. For a defense enterprise that has spent a lot of manpower, material, and financial resources, giving compensation awards is itself reasonable.

The key to the question now is: How much is the proportion of rewards appropriate? The reporter learned that in the recent industry solicitation of opinions, this has become the most controversial issue, and many companies have proposed that 30% of the original program be rewarded to defense enterprises. Too much share. “At that time, the number of enterprises that participated in the defense could not be excessive, so we did not allow us to participate. Now it is fine. It is somewhat unfair to separate out such a large part of the minority enterprises.” One company that has not entered the list of defense awards grumbles .

Taking into account the opinions of the above-mentioned companies, the plan reduced the share allocated to defense enterprises to 25%, and correspondingly increased the share allocated according to the proportion of enterprises' exports to 65%. “The current plan has been basically finalized, and now companies are required to report the relevant basic data, the specific amount of each company has not been determined, but it should soon be the result.” Close to the Electrical and Mechanical Chamber of Commerce sources revealed to reporters.

Even if a large proportion of the plan is finalized, the more intense battle will continue and individual companies will continue to compete for their own sub-quota. According to Hang Guoliang, an attorney of a compulsory respondent company and a partner of Global Law Firm, the quota for awards will be distributed to 36 companies that have participated in the defense without damage, and how much each company should share should be a combination of defense costs, etc. Considering various factors, specific subdivision schemes have not yet come out. At present, companies are still actively fighting for as much as possible.

The quota allocation ratio is only one of many differences. A week ago, the quota allocation plan was just released, which triggered a lot of controversy in the industry. "The overall feeling is a bit too abrupt, and 10% of the share is a small sum of money for small businesses. There must be hidden costs in the process of competition. To compete for a share, it is better to give domestic large companies a contract." Youtai New Energy Liu Peng, the deputy general manager, used the "chicken ribs" to describe the current EU quota.

There are also insiders pointed out that in the past, Chinese PV companies have gained market share in the form of price wars. If more than 60% of the major export shares of these companies are obtained, it is equivalent to acknowledging the past price war behavior of enterprises and opening up a Good precedent.

It is reported that in the first half of this year, Europe's installed capacity was 5.13GW, China's shipment to Europe was 4.3GW, and the remaining amount in the second half was only 2.7GW. Insiders pointed out that for PV companies, the implementation of price commitments will take some time to adapt, including export processes, etc., need to be re-ordered and adjusted. Therefore, there is actually very little time left this year, and it should be difficult to have more to Europe. The export of the market is expected to be gradually restored to the fourth quarter of this year.