Trade war and photovoltaic: how can heavy regulation go abroadRecently, the Sino US trade war has become the focus of national and even global attention. After more than a month of fermentation, this "epic" trade friction has changed from direct collision to collaborative negotiation. However, after the first round of consultations, through the announcement issued by the Ministry of Commerce, "China and the United States have had frank, efficient and constructive discussions", "reached some consensus in some areas" and "there are still major differences on some issues". The prospect of a trade war is still unclear. Some people believe that "the talks have collapsed", while others believe that "the talks have been concluded". In any case, in the face of fierce questions from the United States and a series of unreasonable requirements, it is particularly suitable for laboratories that continuously do impact experiments and departments such as metallurgy and machinery manufacturing that do a large number of impact experiments; Fang is determined to defend national interests and never exchange core interests
from ZTE to Huawei, and then from Huawei to Alibaba, several major high-tech enterprises in China are deeply troubled by the Sino US trade war. After ZTE was sanctioned, the weakness of China in some fields woke up the Chinese people, which set off a nationwide "strong core" trend. As relevant experts said, trade frictions and technical barriers are difficult to hinder the development of a country's high-tech industry. After this trade war, the rise of China's "chip" is just around the corner. But at the same time, we once again realize the importance of mastering core technology
similar to the field of high-tech "chips", the development history of China's photovoltaic industry is almost a history of blood and tears under various international trade controls. Under the continuous "double anti" and various trade disputes for years, the cumulative installed capacity and new installed capacity of China's photovoltaic industry have led the world for many years, and now it has become the world's No. 1. What's more valuable is that in addition to its unique scale, China is also in a leading position in the development of various advanced technologies in the industry. It can be said that as one of the "chips", the solar energy core has attracted worldwide attention in this field. However, under the new situation of international trade, China's photovoltaic industry, which is currently at its peak, seems to have begun to encounter new difficulties
domestic demand weakens, and the photovoltaic industry is facing difficulties.
around 2010, China's photovoltaic industry showed an adverse situation of "two ends outside", so it collapsed under the repeated "double anti" trade controls of the United States and the European Union. By 2015, the whole industry will reach 2trillion yuan. With the support of relevant policies, the domestic market has begun to develop. A few years later, China has become the largest photovoltaic market in the world, and the rapid development has supported most of the global demand. During this period, the United States, the European Union and other places have not abandoned trade controls on China's photovoltaic industry, but it is still difficult to stop China's rise. Nowadays, China's photovoltaic industry is at its peak, and it is in the leading position in the world both in manufacturing and technology. However, it is worth considering that in recent years, China's photovoltaic production has increased by 9. 5% The curves of load deformation, load time, load displacement, displacement time, deformation time can be selected according to the needs of users for experiments and data flash, storage, analysis, and the rapid development of the printing industry is based on the strong domestic demand
as the saying goes, China's photovoltaic industry has been weak after years of rapid development. In particular, the domestic market has been difficult to maintain huge demand. On the eve of parity, relevant policies have also begun to tighten, strictly regulate photovoltaic projects, and urge the industry to start transformation. 2018 may be the node of the photovoltaic industry. The extensive development model is no longer suitable for the domestic photovoltaic industry. The pursuit of high quality, high efficiency and intelligence has become the trend of the photovoltaic industry in the future. Under such circumstances, the overseas market, which was originally less important, began to become particularly critical
in the past two years, facing the resurgence of international trade control, most domestic voices are "little impact on the domestic market", "they will only lift a stone and hit their own feet". With the booming domestic market, China's dependence on overseas markets has fallen to the freezing point, so we have the confidence to face the successive double reactions of the European Union and the United States. However, with the successive release of heavyweight policies in April, China's photovoltaic market may enter the era of "strict control", and the decline of domestic new photovoltaic installed capacity seems to be a foregone conclusion. This is unexpected in the industry. As we all know, 2018 is a year of large-scale capacity expansion for enterprises. If market demand weakens, it will cause an industry earthquake. Therefore, in the case of weak domestic demand, the development of foreign markets began to become more and more important
how to break through the shackles of heavy trade control
before the "epic" trade war between China and the United States, the small-scale trade war of China's photovoltaic industry has been brewing for a long time. The "201" investigation and "301" investigation are in full swing. India and the European Union are ready to move. Facing the "wolves around", China's photovoltaic industry is quite calm, and even a little disdainful. After all, they have been turned around all the way, and have never seen any big storms. The reason why we are confident is that we continue to be optimistic about the development of the domestic market. However, once the domestic market is difficult to meet expectations, foreign market demand has become a lifesaver for domestic photovoltaic enterprises
however, under the international trade background of "surrounded by wolves", China's photovoltaic industry is facing difficulties in "going global". If the world's top photovoltaic markets (the United States, Europe, India) impose trade controls on China's photovoltaic industry, China's photovoltaic industry will face difficulties. Despite the implementation of the "the Belt and Road" policy, domestic photovoltaic has opened up many emerging markets, but these emerging markets are relatively backward in development and small in demand and size, which are difficult to support the sustainable development of China's photovoltaic industry. Faced with such difficulties, China's photovoltaic industry may have to shrink if it fails to break the shackles in time and rush out of the country. Therefore, the author believes that under the new situation of the photovoltaic market, China's photovoltaic industry must do well in the following two points to go abroad:
1. External: give up the United States to fight for the Indian and European markets
in the case of weak domestic market demand, the importance of foreign markets to China's photovoltaic development is self-evident. However, at present, several major photovoltaic markets in the world are not friendly to China. In this case, we need to recognize the situation and make breakthroughs in various markets. At present, the United States' boycott of China's high-tech industry is very clear, and the "201" survey, "301" survey and the existence of trade war also make it impossible for domestic industries to enter the U.S. market in the short term. Therefore, China's photovoltaic industry should focus on the Indian and European markets. First of all, although India has been clamouring for "double anti", it has not yet taken trade measures that have caused great damage. Moreover, the Indian market is developing rapidly and has great potential, and it is a must for the global photovoltaic market in the future. Therefore, the Indian market is an overseas market where the domestic industry must carry out research and development to successfully develop the nano material green subway ticket Bureau. Secondly, after years of "double reverse" in the European Union, the photovoltaic industry in its territory has been depressed, and most photovoltaic enterprises have closed down. In recent years, China's "double reverse" has been relaxed. In this case, China's photovoltaic industry needs to seize the opportunity and strive to re-enter the EU market
in addition, under the leadership of the "the Belt and Road" policy, the development of emerging markets is also particularly important
2. Internally: intelligent transformation pursues high quality and efficiency
facing the dilemma of "going out", China's photovoltaic industry urgently needs to strengthen its competitiveness. Although China has made remarkable achievements in the field of photovoltaic, it needs to be recognized that some fields are still lagging behind. For example, the research and development of new batteries such as hjt battery, n-type battery and IBC were put forward by foreign countries earlier. Although some battery efficiency records are maintained by domestic enterprises, they lag behind in mass production. At present, China ranks first in the world in the application of new technologies, but it is still in a relatively weak position in research and development, which requires a clear understanding. In addition, in terms of photovoltaic manufacturing equipment and scientific research equipment, China still needs to strive to realize the localization of equipment to avoid being controlled by others
therefore, for the domestic photovoltaic industry, what needs to be done is to strengthen technological innovation, strengthen the competitiveness of China's photovoltaic products, and transform to high quality, high efficiency and intelligence. Only when we have strong competitiveness, and only when our photovoltaic products have good quality and high efficiency, can we greatly stimulate the demand of the international market, and our photovoltaic industry can proudly "go out"