The United States or take measures to make up for the PV dual-relationship vulnerability in China

Previously, under the auspices of the PV Enterprise Lawyers Group, the US Department of Commerce has agreed to oppose PV in China, which is only for mainland China. Chinese companies can import batteries from third-party regions and assemble them into PV modules. Yan Xiaotong, president and CEO of Artes, said that “the so-called third-party regions are mainly Taiwanese regions of China”. At present, Chinese mainland PV companies, including several giants, are trying to circumvent the US “double-reverse” by importing batteries from third-party regions and assembling them into photovoltaic modules. Super Sun has also announced that the company has received the US ETL certification, which certifies the company's use of photovoltaic modules in Taiwan's battery. This indicates that the company will not be restricted by the US “double opposition”. However, the reporter recently learned from the Great Phoenix Economic Council that US Senator Ron Verdon has publicly stated that under the current regulations, when only a small number of solar panels are produced outside mainland China, these products are not necessary. Additional tariffs. And if necessary, they will take other measures to make up for this loophole. “I feel that the timing of these action choices is very bad and will escalate and exacerbate the solar war and even shake the industry. Instead, we encourage bilateral trade negotiations to find a solution that is good for the solar market and a win-win situation for both countries.” Barry Broome, CEO of the Greater Phoenix Economic Council, told this reporter. He said that it is still unclear what the next move will be. "But we do not support any form of trade protectionism policy, and certainly will not support the implementation of tougher tariffs." The impact has already existed before, and if more severe measures are taken, it means that the entire US market will be completely shut down." A vice chairman of the Renewable Energy Society said in an interview with this reporter. In fact, even if the Chinese companies bypass the road, they are still constrained. First of all, the photovoltaic cell production capacity in Taiwan is not enough to cope with such huge purchases. At the same time, whether it is to purchase from the third place or invest overseas, Increase the production costs of photovoltaic companies. Suntech, which has long since landed in the US market, plans to hire 150 more employees locally. Barry Bloom is concerned that imposing punitive tariffs will cause the plan to run aground. A person in charge of an A-share listed PV company said that although the company's foreign market is mainly distributed in Europe, the United States has almost no. But because the companies that originally shipped to the US are now turning to other regions, competition in other regions has begun to increase. According to him, the gross profit margin of crystalline silicon cells in the entire industry is currently between 0-5%.

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