Since the beginning of 2018, the sino-american trade friction intensified, overall, short-term trade friction partial negative the influence of background down for most industries, automobile industry bear the brunt of the two countries, secondly, aerospace, communications, electronics, machinery and other industries are subject to varying degrees, the influence of the new energy industry are not immune.
a few days ago, the United States announced by section 301, to $200 billion Chinese products including inverter and a 10% tax on lithium-ion batteries at the end of the year to 25%, to defend their legal rights and interests for the purpose, China had to have been released about $60 billion listing of goods tariffs measures. Goods in the $60 billion, 5207 of the income tax purpose, silica gel, white carbon black, monocrystalline silicon, polycrystalline silicon, silicon, and a large number of basic polymers are included.
the implementation of section 301 has a negative impact on Chinese enterprises, not only for domestic companies from the United States is a big blow.
this is the second time this year launch of tariffs for solar industry, although the temporary tariff rate is given as a buffer period, but the previous 201 terms have been to the U. S. solar market has a certain influence.
according to the American association of photovoltaic SEIA and GTM research combined, according to a report in the second quarter of 2018, the United States pv installed 2. 3 gw, fell 9% year on year, compared with the first quarter fell by 7%.
but falling market movements may herald can develop a space again, since China & other; 531' After the New Deal, although there is so much pain within the Chinese market, but for the American market, makes the component market average price with import tariffs on 30% of the issued to the lowest this year.
so although the size significantly decreased, but, according to data of SEIA in 2018 has been the scale of solar power to sign the contract for 8. 5 gigawatts (gw), which may lead to the obvious rebound in the second half of the installed capacity and annual installed capacity in 2018 is expected to be flat compared with last year.
at the end of 2019, with 30% of the investment tax credit policy is about to expire, and tariffs by close, renewable energy quota policy, the U. S. market may usher in a new round of rob, installed capacity is expected to return to growth after 2020. Also indicates the dawn of the domestic enterprises in the United States market is yet to come.
how to development in adversity, the opportunity came!
2018 the tenth China ( Wuxi) International new energy conference and exhibition longer & other One Belt And One Road new energy overseas market docking communication & throughout; The United States will be invited to Portland, Mr. Mr Sunsolar company founder, John Patterson scene would you like for a trade war with China environment the pv market situation and policy analysis.