The United States and Europe have joined forces with the four giants in China to develop counter-measures

According to sources, the Ministry of Commerce has urgently summoned the four giants of Chinese PV companies such as Yingli, Suntech, Trina and Artes to Beijing to discuss countermeasures against the EU's anti-dumping lawsuit against Chinese PV companies. The Big Four submitted the "Anti-dumping Investigation on EU's PV Products in China, which will hit the industry's emergency report". The "Report" calls for the government, industry and enterprises to be "three in one" when the EU anti-dumping investigation is entered into the 45-day countdown. Actively respond and formulate countermeasures. “This is a more serious challenge for China’s new energy industry after the US’s “double-reverse” survey of Chinese wind power products and PV companies.” Shi Lishan, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration In an interview with the Economic Information Daily, the new energy is considered to be the core of the third industrial revolution in the world, and China's new energy industry, represented by photovoltaics and wind power, has developed rapidly in recent years and has taken the lead in the international market. . European and American countries have successively launched a "double opposition" to China's new energy. On the surface, it is an international trade dispute, but the deep analysis is a war for the first opportunity in the third industrial revolution in the world. The United States and Europe successively survived and died in China's "double-reverse" photovoltaic industry. On July 24th, German companies such as solarw orld submitted a complaint to the European Commission requesting an anti-dumping investigation against Chinese PV products. According to the procedure, the EU will make a decision on whether to file a case within 45 days (early September). This is another episode of the international community’s new energy products to China after the United States. Previously, the US Department of Commerce successively made a "double-reverse" ruling on China's photovoltaic and wind power products exported to the United States. Among them, levy anti-dumping duties of 3 1.1 4%-249.96% on Chinese photovoltaic products; temporary anti-dumping duties of 20.85%-72.69% and temporary countervailing duties of 13.74%-26% on Chinese application-grade wind power towers, double The anti-comprehensive tax rate is up to 98.69%. Compared with the "double" of the United States, the EU's anti-dumping case has a wider spread and the amount involved is even greater, which poses a more serious challenge to the Chinese PV industry." Liang Tian, ​​Director of Public Relations of Yingli Group, told the Economic Information Daily. "Reporter, the EU anti-dumping case covers all solar products from China. Based on the system cost per watt of 15 yuan per year, the total amount is as high as nearly one trillion yuan, and the scope of the spread has expanded significantly. On the other hand, the EU is the largest overseas market for PV products in China. In 2011, the total value of China's overseas PV products was approximately US$35.8 billion, and the EU accounted for more than 60%. In other words, the EU anti-dumping case will involve more than 20 billion US dollars in exports, the amount involved is close to the total amount of China's imports of complete vehicles from the EU in 2011, which will have a huge potential impact on China-EU trade, politics and economy. Liang Tian believes that once the EU anti-dumping case is established, it will cause a devastating blow to Chinese PV companies. First of all, the EU is likely to impose high tariffs on China's photovoltaic products, resulting in China's PV companies losing their competitive edge and being forced to withdraw from the main market. Second, the operational difficulties faced by PV backbone enterprises will lead to bankruptcy of affiliated companies, impaired bank credit, and unemployment of workers. A series of serious social and economic problems; Thirdly, as a strategic emerging industry in China, the suppression of trade protectionism by PV companies will make China's strategy of transforming economic development mode and cultivating new economic growth points lose important support; Fourth, the EU's move will force China's PV companies to set up factories overseas, causing China's real economy to move outward. "This will be the largest global trade case, the most dangerous, and the most economically damaging trade protection case. It not only means that China's PV companies will suffer the catastrophe, but will directly lead to more than 350 billion yuan of output value loss, more than 200 billion. The risk of non-performing loans of the renminbi is more than 300,000-500,000 people at the same time," Liang Tian said. There is no winner in the international trade war. It is not just China ’s “anti-dumping” lawsuit against the EU’s PV against China. The four major PV giants headed by Yingli in the “Emergency Report” submitted to the Ministry of Commerce suggested that China should adopt the government, The "three in one" of the industry and enterprises will coordinate and coordinate measures to formulate countermeasures. The "Emergency Report" calls for the leaders of the Ministry of Commerce, the Ministry of Finance, the Ministry of Foreign Affairs and even the higher levels of the country to promptly negotiate and negotiate with the EU and relevant countries, urging the EU to abandon the investigation. There is no winner in the international trade war. Shen Danyang, a spokesperson for the Ministry of Commerce, recently responded to the EU anti-dumping of PV. "If the EU imposes restrictions on China's PV products, we believe that it will not be conducive to the overall development of the upstream and downstream of the EU PV industry, which is not conducive to the promotion of the EU's low-carbon strategy. It is also not conducive to the cooperation of solar cell companies on both sides. If it is not good, it will lift its own feet." It is understood that the new energy industry such as photovoltaics has already formed a highly globalized industrial chain and value chain, including European and American countries. All countries in the world are members of the interests of complementary interests. Taking photovoltaics as an example, the EU takes advantage of technology research and development, raw materials and equipment manufacturing; while China takes advantage of scale and manufacturing, most of its production is concentrated on the component side. China's PV industry has promoted the development of relevant industries in the EU and the world, especially the production of EU-related raw materials and equipment and exports to China. According to public data, in 2011, China imported 764 million US dollars of polysilicon from Germany, accounting for 20% of China's imports of similar products, and imported US$360 million of imported silver pulp. It has purchased about 18 billion yuan of production equipment from European countries such as Germany and Switzerland. The development of upstream and downstream industries in Europe has created more than 300,000 jobs for the EU. Once China's PV is hit hard, the European market in the industrial chain will not be spared. In response to this anti-dumping lawsuit of "one hundred people hurt, self-destruction of eighty", the opposition of many PV companies in Europe is very clear. Following the Munich WACKER company, Germany's Heraeus has also expressed its opposition to the EU's launch of a "double-reverse" investigation into China. Frank Heiricht, chairman of the company, pointed out that the introduction of punitive tariff measures will only trigger the Chinese to take the same measures. He believes that this is "a blatant violation of the principle of free competition." Obviously, the trade war in the photovoltaic industry will eventually lead to “more losses”, which is the result that the parties are not willing to see. China's counter-measures must take more measures and compete for the initiative of the new energy industry. "China is not only the world's largest trade exporter, but also the world's second largest trade importer. In response to international trade disputes provoked by some countries, China has the right to take appropriate measures. Measures, actively fight.” Liang Tian told reporters that if the EU’s anti-dumping law against China’s PV is successful, China should conduct “peer-to-peer counter-measures”. For example, it can be selected from the EU’s export trade to China, and the stakes are sufficient. More, or the same high-tech products, carry out the corresponding "double-reverse" investigation and ruling. Liang Tian believes that China's response to the 2009 Sino-US tire special protection case provides a successful example of new energy sources such as photovoltaics. In the same year, US President Barack Obama announced a three-year punitive tariff on small cars and light truck tires imported from China. The Chinese Ministry of Commerce decided to launch a “double-reverse” case review for some imported US auto products and broiler products. In the case of damage to its own interests, the United States chose to compromise. Shi Lishan, deputy director of the New Energy and Renewable Energy Department of the National Energy Administration, believes that since the United States has successively launched a "double-reverse" investigation on Chinese wind power products and photovoltaic enterprises, the EU's "double-reverse" lawsuit against Chinese PV companies, This is not only the EU's war against China's new energy as a strategic emerging industry, but also a dispute over new energy in the third industrial revolution. As we all know, the first two industrial revolutions in human history relied on the development of fossil energy, but non-renewable fossil energy has caused an increasingly severe energy crisis and environmental crisis. In the third industrial revolution, new energy, characterized by cleanliness and renewability, created new economic growth points and played an irreplaceable role in energy structure adjustment. At present, most countries in the world regard the development of new energy as an important strategic industry to stimulate economic growth. They have innovated technologies, introduced policies, invested funds, and strived to seize the opportunities of the third industrial revolution. It is understood that China's wind power development has surpassed the United States, ranking first in the world, and wind power manufacturing is the world's largest country; while China's photovoltaics currently account for more than 50% of the world's production capacity, and achieved 70% nationalization of equipment. Wind power and photovoltaic power generation, as the masters of new energy advantages, have been positioned as China's strategic emerging industries, and are one of the few industries in China that can simultaneously participate in international competition and lead. Some insiders pointed out that Europe and the United States are suppressing China's photovoltaic and wind power industry. In a sense, it is necessary to curb the development of China's strategic emerging industries and ensure the leading position of Europe and the United States in the future strategic industries. Faced with restrictions from international markets such as Europe and the United States, China's new energy industry such as photovoltaics and wind power is out of the predicament. Shi Lishan believes that, first of all, it is necessary to take corresponding measures to actively fight and fight for the initiative in the international trade war. Second, we must focus on cultivating In the domestic market, we will build a domestic and global-oriented photovoltaic and wind power manufacturing industry and service system. Third, we must accelerate the reform of the domestic power system, foster a distributed power market, and finally form a new sustainable development based on the domestic market and serving the global market. Energy industry system.

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