Industry warning: the external troubles of the photovoltaic industry are temporarily relieved

Merkel accompanied the minister to bring the environment and take the initiative to talk about the EU's anti-dumping investigation regarding photovoltaic products, she may have long been aware of this trip is unavoidable problem, it is better to regain the initiative "German leaders The reconciliation initiative with the German Chancellor Angela Merkel's visit to China, the "double opposition" cloud over the top of China's PV companies scattered a lot. On August 30, in the meeting with Merkel, Premier Wen Jiabao said China and Germany agreed to resolve relevant issues in the photovoltaic industry through consultation, avoid anti-dumping, and strengthen cooperation. This is an important way to resolve trade disputes and an important achievement in the second round of Sino-German intergovernmental consultations. In the demonstration role, Merkel also said that he hopes that the European Commission, relevant enterprises and China will try to eliminate and solve problems through communication and do not initiate anti-dumping procedures. "There is still time, so it is best to negotiate solve. In July this year, some EU companies, including German companies, formally submitted an application to the European Commission for the investigation of anti-dumping investigations against Chinese PV products. According to regulations, the EU must decide whether to file a case before September 6. It is understood that China in 2011 The total amount of PV products exported to the EU is about 20.4 billion US dollars. If the anti-dumping case is filed, it will become the largest trade dispute in China's history. In the interview, many business executives told reporters that the government Inter-communication will be the best way to solve the problem, and Merkel's visit to China at the end of August is considered to be the best time. On August 31, at the Sino-German Entrepreneur Forum, Trina Solar Chairman and Chief Executive Officer Gao Jifan spoke on behalf of China's photovoltaic industry, calling on Chinese and German companies to strengthen communication and mutually beneficial cooperation. Gao Jifan believes that the photovoltaic industry in China and Germany complement each other in the global industrial chain, and 25% of the total installed capacity of German power is solar installed. The development of the solar energy industry has created opportunities for Chinese companies to “go global”. Jing Jing, global brand director of Jingke Energy, told reporters Show, "Merkel accompanied by the Minister of the Environment to bring, and take the initiative to talk about the EU's anti-dumping investigation regarding photovoltaic products, she may have long been aware of this trip is unavoidable problem, it is better to regain the initiative. "The industry believes that German Chancellor commitment together," fire ", agreed to a negotiated settlement photovoltaic industry problem, for it is in a slump in the Chinese PV industry is a big plus. Stimulation by the news, solar-related stocks generally rose. Huangminglong again Exposure to the industry's unspoken rules on August 31 is the “Industry Unspoken Rule Exposure Day” promised by Huang Ming, the founder of Huangming Solar. It held a press conference in Sun Valley and exposed two unspoken rules of the industry. The heart is called the solar water heater. The inner liner is the first unspoken rule of Huang Ming’s breaking. Huang Ming pointed out that many stainless steel water heaters have insufficient thickness of stainless steel plates, and some even have a thickness of 0.2mm, which is easy to be rusted and wants. To avoid these hidden dangers, the thickness of the stainless steel plate of the water heater should be at least 0.5mm. Some enterprises in the market will reduce the cost by purchasing 0.26mm plates, and the cost will be reduced by nearly 50%. Although the profits of the company are improved, But it brings great danger to consumers. Another big hidden rule that is exposed is the leakage of electric heating pipes. Although solar water heaters There are electric heating pipes with electric water heaters, but the latter has undergone strict 3C certification. Many solar water heaters are not shipped with electric heating function, but are modified by dealers or individual vendors. Once they leak electricity, they will endanger the lives of users. , causing a catastrophic accident. Huang Ming said, "Huangming Solar has submitted a proposal for the establishment of mandatory standards for household solar water heating systems. At present, the National Solar Energy Standardization Committee has officially established a project. It is worth noting that Xu Xinjian, the executive chairman of the New Energy Chamber of Commerce of the National Federation of Industry and Commerce, said that “in the installation process, there is no excuse for enterprises to have defects in parts and packaging, but this phenomenon is very common in mainstream enterprises. Huang Ming has quite a comment on his remarks. Huang Ming published a blog post from Huang Ming’s “Self-Media” trainee commentator Han Kun named “Four Main Manager Xu Xinjian and other mainstream enterprises”. The blog post said that Xu Xinjian’s “negative remarks” were precisely after the typhoon “Anemone” turned over a large solar water heater. What is even more intriguing is that President Xu is the president of Sunrise East. “This seems to mean the existence of a certain some hidden reason. "Further reading takes stock price fall takes stock of collective fall, it has cornered the PV industry must transition. US stocks closed, LDK solar to $ 1.32 as of August 30 photovoltaics, JA Solar energy reported 0.95 US dollars, China Telecom Photovoltaic reported 1.52 US dollars, Yingli New Energy reported 1.63 US dollars. On January 3, 2008, Wuxi Suntech, which set a price of 90 US dollars, closed at 0.9 US dollars per share on the same day. Even more than four years of dramatic changes have made people eye-catching. Even so, the United States and the United States has no mercy to adjust the company's target price to 0 US dollars, on the grounds that the company's balance sheet has a huge loophole, the debt due in March next year is difficult to repay The only way out is bankruptcy and restructuring.

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