Recently, China's photovoltaic industry is suffering from an unprecedented international market, and the entire industry is almost in a desperate situation. The first is the US “double-reverse†investigation of Chinese PV products and the imposition of an anti-dumping tariff of 31% to 250%. Let China's PV industry experience a heart-wrenching disaster. The stocks of Chinese PV companies listed in the US plummeted across the board. Many Chinese PV companies listed in the US face serious financial difficulties. Not long ago, German PV companies submitted an anti-dumping investigation against China's exports of EU PV products to the EU. More than 60% of China's tens of billions of dollars in photovoltaic products are exported to the EU. Once the EU market is closed, it will cause even more deadly blows to Chinese PV companies. China's large-scale photovoltaic enterprises are suddenly screaming, and small and medium-sized photovoltaic enterprises are even more screaming. Saving China's photovoltaics must not be on the matter, focusing on how to compete with European and American countries in the PV trade war. As a big country responsible for the international market, China can't just save the crisis by relying on a trade war. The fundamental way out for the photovoltaic industry to get out of the crisis is to control the export of products and reverse the passive situation of vicious competition of Chinese PV companies in the international PV products market. To this end, it is necessary to start the domestic photovoltaic power market as soon as possible and accelerate the digestion of excess capacity of PV companies. Once the domestic photovoltaic power market is launched, the contradiction between supply and demand of photovoltaic products in the international market will also be alleviated, and the PV trade war between China and Europe and the United States will be more active and win. How to make China's photovoltaic industry out of desperation has become an urgent issue facing China's development of emerging industries. Entrusted by the National Development and Reform Commission, the Economic Daily has formed a research group to penetrate the root causes of major PV companies in China. According to the survey, 98% of China's huge photovoltaic production capacity is used to supply overseas markets, especially in the US and EU markets as developed countries. Affected by the global financial crisis, the demand for photovoltaic products in Europe and the United States has fallen sharply. The problem of excessive dependence on overseas markets in China's PV industry products has become more prominent. China's total PV module production capacity in 2011 has reached 30GW, and the demand for photovoltaic power generation in Europe and the United States is expected to be only 20GW in the next few years. The problem of overcapacity is very serious. Even without the anti-dumping restrictions of European and American countries, it is expected that the number of PV companies that have been eliminated in the country will exceed 30%. If the domestic photovoltaic power generation market cannot be effectively activated, once the EU anti-dumping is finalized, the Chinese PV industry will be ruined and ruined. In fact, China has already had the conditions and timing to start a low-carbon economy and clean energy power by significantly launching the photovoltaic power generation market. By developing clean power such as photovoltaic power generation and wind power generation, and gradually improving China's power energy structure, it is the national energy strategy determined by the 12th Five-Year Plan. After a severe market experience, the cost performance of China's photovoltaic products has reached a technical and economic level suitable for domestic promotion and application. In the past decade, domestic PV module products have dropped from the original US$6 per watt to the current US$1. The cost of photovoltaic power generation has dropped from $1 per kWh to $1 per kWh. Significantly increasing the proportion of photovoltaic power generation in China's power and energy has already provided the necessary basic conditions. The anti-dumping crisis of China's photovoltaic products in Europe and the United States will actually become a strategic opportunity for China to accelerate the launch of the domestic photovoltaic power generation market. As long as the country adopts appropriate policies to promote it a little, the widespread application of photovoltaic power generation, such as clean energy, will turn from ideal to reality. At present, the proportion of photovoltaic power generation in China in the entire power energy system is negligible, and the market space for developing photovoltaic power generation in China is enormous. Starting the domestic PV market will certainly promote China's power economic system reform. We can fully implement the enterprise and community ladder price, collect electricity coal carbon tax and low carbon price, encourage new energy power companies to invest and finance, encourage state-owned energy companies to participate in photovoltaic power investment, and increase the national grid's integration with new energy power. A series of measures such as support and speed up the development of the domestic new energy power market. How to save China's photovoltaic industry is a very serious new economic issue encountered in China's development of emerging industries. The growth of any new things will be rejected and hindered by the original interest groups and economic systems. The development of a low-carbon economy and new energy power will not be smooth. The photovoltaic trade war between China and Europe and the United States has turned the issue of China's photovoltaic industry and China's photovoltaic market into a global financial focus. China's photovoltaic industry is at stake in power economy reform and energy system reform. Only by accelerating the launch of the domestic new energy power market, can China's photovoltaic industry and wind power industry and other new energy industrializations become safe and turn to safety and flourish.
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