Photovoltaic exports to Europe meet the "red light"

Shangpu consulting industry analysts pointed out that: China's photovoltaic market dependence on foreign markets is too high, and the domestic photovoltaic market has not yet started on a large scale. With the sharp decline in the sales of photovoltaic exports in the European market, the domestic tension in photovoltaic exports is gradually increasing.

Many large PV groups are actively fighting for the loss of EU quotas. Because some of them are exported as components and wafers, others are building power plants in Europe or as investors for power plants. If there are no export quotas for any of the sub-subsidiaries or sub-enterprises in each major PV group, there will be a chain reaction. Its business cannot really work. In addition, some epc companies have many component partners in China after they took over in Europe, but this time, some of them haven’t got quotas, so these epc companies are even more locked in their own brethren and thus reduced Some risks. As a result, these large-scale PV groups reported the sub-sectors and sub-companies that were able to report on newspapers and sought to obtain quotas for export to Europe. But even if the companies got a part of their quotas, they may have to export a lot less than before without quota control.

Some PV companies are also actively seeking solutions. Because China's PV exports to Europe are in red light, the main reason is that the prices of PVs in Europe are too high, so some of them will consider processing components locally in Europe, which may reduce some of the freight, but also avoid the lowest of 0.56 EUR/W. Limit price. However, profits will decline accordingly. It is possible that some PV companies will still adopt a price strategy, that is, customs declaration is still 0.56 euros, the actual transaction price is even lower than the minimum price, or simply acquire a low-cost component plant in Europe or close to Europe, which can have greater Cost competitiveness.

Shangpu Consulting stated in the “2013-2017 China PV Market Analysis and Investment Value Study Report” that the current PV industry in China has excess capacity, and the frequent decline in orders in the European market has sounded a warning to the Chinese PV industry. With the limited room for shrinking external export markets, the photovoltaic industry should actively seek strategies to meet the challenges. On the one hand, it is necessary to find ways to increase exports. On the other hand, it is necessary to open up the domestic market as soon as possible. Therefore, it is recommended that small businesses and the market be well-connected and that they can withdraw from the market after they have finished digesting their inventory. For large companies in the industry, it is recommended to actively prepare to shift to the domestic market as soon as possible.