of June 12, the news of a German police raid at Munich Airport made a lot of noise, and the executives of Chinese photovoltaic enterprises were arrested. The news that "there is still a long list in the hands of the German police" and "more than one person has been taken away" triggered a shock in the industry.
According to the tracking of Digital New Energy DNE, the time sequence of the event is as follows :
around 1:30 p.m. on June 12 (around 7:30 a.m. on June 12, local time in Germany). German federal police arrested a person on the arrival of flight LH727 from Shanghai, with multiple witnesses at the scene.
On the evening of December 12, the news that German police arrested several senior executives of Chinese photovoltaic enterprises began to spread on the Internet. There were media reports that three enterprises, China Building Materials Junpan, Greenpaul and Runda Photovoltaic, were suspected.
At the same time, there are also media reports that the German police took away a senior executive of a photovoltaic module manufacturer in Changzhou that has not yet been listed, and only one person was taken away. On the evening of the
12th, German police responded that the prosecutor's office in Augsburg, Germany, had issued a pretrial detention order for the man, who was brought before the judge of the Augsburg District Court at 14:00. However, arrests have been suspended under certain conditions. (First Finance and Economics)
At 0:13 on June 13, the person concerned said to the outside world through Shell Finance and Economics that he had just arrived at the local hotel and was ready to check in. When asked if he was taken to investigate whether it was a big deal, he said "nothing". (Shell Finance)
At 0:58 am on the 13th, the China
, the storm has come to an end for the time being. In view of the cause of the incident, the media and industry insiders have analyzed it. It mainly focuses on four aspects, namely, "EU's double-anti investigation many years ago", "commercial smuggling and violation of EU minimum price MIP", "triangular trade" and "visa issue" . Behind
this, it reflects the "counter-attack history" of China's photovoltaic industry in the past ten years! In July
2012, European photovoltaic companies such as Solar World, a German company , took the lead in filing an anti-dumping complaint against Chinese photovoltaic companies with the European Union.
Two months later, the EU ProSun group, led by German company Solar World, filed another complaint with European regulators, accusing Chinese photovoltaic companies of receiving illegal subsidies and demanding punitive import tariffs on photovoltaic products from China.
At this time, the European Union has just officially announced an anti-dumping investigation on photovoltaic modules and key components such as silicon wafers in China, involving more products than previous "double-counter case" in the United States. The amount involved is more than 21 billion euros , which is the largest trade lawsuit launched by the European Union against China so far.
In the same year, the European Union officially launched a countervailing investigation on photovoltaic products in China.
The double-counter investigation of more than 20 billion euros not only involved the governments of China, France, Germany and other countries, but also affected thousands of downstream photovoltaic enterprises in the European Union at that time.
According to the Frankfurt Report of Germany at that time, more than 1000 European photovoltaic companies asked the European Commission to abandon imposing punitive tariffs on Chinese solar companies. They believe that once punitive tariffs are imposed on Chinese photovoltaic companies, the price of more than 70% of solar templates will rise sharply.
After a year of pulling, in June 2013, the European Union announced the preliminary results of the anti-dumping investigation on Chinese photovoltaic products, and decided to levy 11.
The EU once again announced that due to the "price commitment" agreement with China, some Chinese photovoltaic enterprises will be exempted from imposing high anti-dumping duties, and Chinese photovoltaic enterprises joining the price commitment agreement will export to the EU at 55 to 57 euro cents per watt and be subject to a quota of 7 GW per year. That is, "EU Minimum Price MIPs" . Enterprises that
did not join faced an average of 47.6%, with a maximum of 64.
At the end of 2015, the EU's double-counter measures were extended once , and after their expiration in March 2017, they were extended for another 18 months to September 3, 2018.
Thereafter, as long as Chinese imports are not below the "minimum price standard", they can enjoy zero tariff treatment in the EU market.
In 2014, the installed capacity of PV in the EU dropped sharply from 24 GW in 2012 to 7 GW in 2014 . The share of the world's installed capacity has dropped from 74% to 14.
Meanwhile, China's photovoltaic enterprises have experienced the "double killing" of the United States and the European Union, and the photovoltaic industry has suffered heavy losses. In the same year that the European Union introduced the "minimum price MIPs", the state issued "Several Opinions on Promoting the Healthy Development of the Photovoltaic Industry", and in August 2013 issued the benchmark price of photovoltaic grid access. " What is "triangular trade"
? Triangular trade refers to a system of taking advantage of tariff differences between different countries or regions, A form of trade by way of entrepot trade. The emergence of
triangular trade is closely related to the double-reaction of China's photovoltaic enterprises in Europe and the United States.
From 2012 to 2013, China's photovoltaic enterprises suffered from "double killing" in Europe and the United States, and punitive tariffs, minimum price limits, import quota restrictions and other measures hit China's photovoltaic industry hard.
In order to avoid the restrictions imposed by Europe and the United States on Chinese photovoltaic products, Chinese enterprises began to re-export their products to the European Union through third-party countries or regions.
The move is believed to involve tax evasion and fraud . EU Prosun,
the European solar manufacturing association, has claimed that the circumvention of minimum import price commitments and anti-dumping and countervailing duties of up to 400 million euros a year have caused harm to European taxpayers.
As early as 2017, the Nuremberg Fuerth District Court in Germany ruled that four people were convicted of violating MIPs in a case involving about 1.
Then, in June 2019, at the Intersolar Exhibition in Munich, Germany, Germany arrested six senior executives of Chinese photovoltaic companies. Including two first-line enterprises. According to the German photovoltaic media PV magazine at that time, the executives arrested were suspected of being involved in the commercial smuggling of solar modules. These executives were believed to have used fraud to evade the minimum price of the European Union implemented before September 2018, and the amount of tax evasion involved millions of euros.
In the field of photovoltaic, China's photovoltaic industry has already reversed the pattern of equipment, raw materials and market 10 years ago, and has grown into a well-deserved "elder brother" and a brand-new business card of China.
According to the data of China Photovoltaic Association, in 2022, the national module output reached 288.7 GW, an increase of 58. As the major manufacturers of photovoltaic modules continue to expand their production capacity, it is expected that the future output will continue to grow, and the module output will reach 433 by 2023.
We should also see that as the current industry overcapacity becomes a reality, in the future, how to expand the new market will also become an urgent problem for Chinese photovoltaic enterprises. At the same time, in the face of the differences in laws and regulations of different countries, we must abandon the thinking of "one move to the world", study and come up with local solutions.
Going out is only the first step. Only by surviving can we have a big ending.
Therefore, the last sentence: Be prepared for danger in times of peace. If you think, you will be prepared. If you are prepared, there will be no danger. Dare to follow this rule .
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