On the one hand, it is believed that the government will actively protect the rights and interests of enterprises and will not give up the European market, on the other hand, many emerging markets are also worth developing

The EU's "double anti" preliminary ruling on Chinese photovoltaic products is approaching, and the actions of both sides are becoming more and more frequent, and speculation about the results has also become a hot topic of public opinion. Recently, an open letter from the German-based European Parity Solar Alliance to EU Trade Commissioner Karel de Gut has once again focused people's attention.

The "open letter", signed by more than 700 photovoltaic companies and 1,024 corporate executives from more than 20 European countries, pointed out that 70% of the supply chain value of the solar photovoltaic industry in the EU market In Europe, upstream and downstream suppliers create about 40 billion euros in output value and contribute 265,000 jobs. Those companies that advocate sanctions on Chinese solar manufacturers can create no more than 8,000 jobs. If the EU's anti-dumping and countervailing investigation into Chinese solar panels finally decides to impose punitive tariffs, it may have a huge negative effect on European photovoltaic companies, endangering the entire solar industry chain and hindering the growth of the European solar industry.

"The collective opposition of European photovoltaic companies may put pressure on the EU's judgment, thereby delaying the ruling time and then reconsidering the tax rate," said Qian Jing, global brand director of JinkoSolar. Any action is premised on interests, and if it is to seek greater interests, the EU may negotiate with China to get a win-win or at least not a double loss. ”

Yuan Quan, marketing manager of Phoenix Solar, believes that on the surface, the delay in the final decision of the "double anti" will slow down the pace of Chinese module shipments to Europe and leave a "respite" opportunity for European companies, "but in fact, this move will not help improve the competitiveness of European photovoltaic companies." On the contrary, the punitive tariffs generated by the 'double anti' will eventually be paid by consumers. If the tax rate is too high, it will undoubtedly double the weakness in demand caused by the international financial crisis, and eventually lead to the loss of about 240,000 jobs in the EU."

Before 2010, more than 95% of China's major photovoltaic manufacturers' shipments came from the contribution of the European market, and in 2012 this proportion was about 65%. The amount involved in the EU double anti investigation can be seen, up to 21 billion euros is called the largest "double anti" case in the history of the EU.

Regardless of the outcome of the EU double anti-corruption investigation, it will have an impact on the strategic deployment of Chinese photovoltaic companies in the European market. According to the information learned by the reporter, in 2013, major photovoltaic companies lowered the proportion of Europe in the total global shipments to 40% to 50%. The relevant person in charge of Yingli Group said that in order to reduce the possible damage to the European market, Yingli actively defended through legal channels on the one hand, and cooperated with other enterprises and organizations in the industry to carry out lobbying work. On the other hand, it also increases the development of emerging markets and effectively reduces over-dependence on a single market. In 2013, it is expected that the proportion of the European market in sales revenue will drop to about 40%.

Reducing the proportion does not mean giving up, and domestic photovoltaic companies do not really intend to give up the European market. Qian Jing revealed that no matter what the double reverse process and results are, JinkoSolar will continue to deepen its layout and penetration in Europe. However, photovoltaic manufacturers are also changing the past model of simply supplying modules and have begun to directly invest in the construction of photovoltaic power plants in the European and American markets, driving the export of Chinese photovoltaic products. For example, at the end of last year, JinkoSolar, with its Swiss subsidiary as a platform for overseas markets and solar power plant projects, signed a five-year strategic cooperation agreement with CDB with a total financing of US$1 billion for financial cooperation such as JinkoSolar's construction, mergers and acquisitions, EPC and engineering contracting of overseas photovoltaic power plants.

At the same time, PV manufacturers are focusing more on emerging markets. Emerging markets, including the Chinese market, are the highlight of the global photovoltaic market in 2012 and an important way for photovoltaic manufacturers to get rid of the dependence of the European single market. Photovoltaic market research institute NPD Solarbuzz predicts that the demand for photovoltaic market in the Asia-Pacific region is expected to grow to 13.5GW in 2013, an increase of 50% over 2012. Yingli said that it will actively develop emerging markets such as Japan, South Africa, South America and Southeast Asia, and deeply cultivate the domestic market; Trina Solar, which won the first brand in the Australian photovoltaic market last year, is also actively studying the diverse needs of different emerging markets.

Despite being investigated by the European Union, China's major photovoltaic companies are still confident in their future development. "We believe that the government will also actively defend our rights," many companies expressed this confidence in the interview. Jinko CEO Chen Kangping believes that the government has taken timely action and launched a series of policies to promote the development of distributed photovoltaic power generation, effectively hedge the negative impact of foreign double anti-reaction, and is saving China's photovoltaic industry. In 2012, the new installed capacity in China was about 4.5GW, an increase of 66% year-on-year, accounting for about 14% of the global market share. For China's photovoltaic industry, 2013 should be a promising year.

Yingli is also optimistic about the development prospects of the photovoltaic industry, they believe that with the rapid decline in photovoltaic power generation costs, although the growth rate of the European market has slowed down, Yingli believes that the global market demand will continue to grow in 2013, and is expected to reach about 40GW in 2013. In particular, China has set an installed capacity target of 10GW in 2013 and introduced a grid connection proposal for distributed power generation, and China is expected to become the world's largest market in 2013. To this end, Yingli has set an annual shipment target of 3.2GW to 3.3GW, an increase of 40% over 2012.