Wang Sicheng, a researcher at the Energy Research Institute of the National Development and Reform Commission, revealed that in consultations with the European Union, China proposed that the total amount of PV modules exported to the EU each year should not exceed 10 GW, or 10 million kW, and no tax or less levy within this range. The excess is levied according to relevant regulations. At the same time, the price of PV modules is not less than 0.5 Euro per watt.
However, even if the Chinese side made concessions, the price difference between China and Europe is still relatively large. Although the price of 0.5 Euro is relatively moderate, the price of PV modules produced by EU member states is 0.6 to 0.7 Euro, and the gap is still very obvious.
According to media statistics, the current production of PV modules in China is 20 GW. Up to 90% of them will be exported, and the EU is an important export destination for Chinese PV companies. Due to trade frictions between the two sides, the trade volume between China and the EU fell by nearly 4% last year, and it is still falling from January to April this year. If the Chinese plan can obtain the consensus of both sides, it is a good thing for both China and Europe.
Of course, the characteristics of China's photovoltaic industry "two heads outside" are obvious. To make the photovoltaic industry chain develop smoothly, it is an inevitable way to activate domestic demand. The long-term planning of the photovoltaic industry currently formulated by the National Development and Reform Commission has initially proposed that China's PV installed capacity will reach 100 million kilowatts by 2020. In March this year, the new policy announced by the National Development and Reform Commission also strengthened the support for photovoltaic power generation projects. If these policies can be implemented smoothly, the photovoltaic industry will You can walk on two legs and will not be subject to others.
Han Xiaoping, chief commentator of the Economic Voice and chief information officer of China Energy Network, said that China and Europe must find a solution that everyone can accept. Trade wars are not good for anyone. If confrontation, it is a double loss. If the EU sanctions China through this matter, China also has many things to impose sanctions, such as European cars, auto parts and products.
In addition, the industries are intertwined. Many European service industries use China's solar panels. If China's product prices increase significantly, then this industry will be greatly affected, so everyone still has To go further to bargain.
Han Xiaoping said that the photovoltaic industry itself is constantly expanding. Now entering the third industrial revolution, more and more buildings will become a power plant, and the building becomes a power plant. One of the most direct methods is to install solar panels on the building surface or roof, which is a global response to climate change. To improve energy supply levels and reduce environmental pollution are very good. So if Europe opens its market to us, there will be a big room for development between them, and technology can be continuously improved through this competition, and the price of products can be continuously reduced.
In fact, the photovoltaic industry has always felt a little worried. One of the important reasons is that the industry chain is single, that is, the so-called "two heads outside." Activating the domestic market is an inevitable process. The National Development and Reform Commission also proposed a series of policies to promote the development of the domestic photovoltaic industry. However, with the Notice of the National Development and Reform Commission on the improvement of photovoltaic power tariff policy issued in March, it has caused a lot of controversy in the industry. Some people believe that this policy has a tendency to have a knife and a knife. It can be seen that the existing industry interest pattern is still difficult to break.
Han Xiaoping said that not long ago, Premier Li Keqiang also convened a meeting of the State Council, and also studied this issue, especially proposed to increase distributed energy. In fact, the European solar photovoltaic industry can develop so well, largely relying on the development of distributed energy, with more users to install, the price factor has become the second. More companies are involved in the development of distributed energy. This is the main direction.
In addition, the transformation of photovoltaic enterprises themselves is also very important. In the past, it was a single-production enterprise. In the future, it will gradually become an energy service-oriented enterprise, and their products will help users to install. But now the biggest problem is who will install them, no one will install them, so the transformation of photovoltaics and production companies has become very important.
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