The recent PV industry is rumored to be rumored, and the anti-dumping smoke from the other side of the ocean is pervasive, and India on this side is also brewing a blame. According to media reports, the Indian Anti-Dumping Agency received an application from the Indian industry on September 12 to conduct anti-dumping investigations on solar modules or parts exported from Malaysia, China, Chinese Taipei and the United States or from the above countries and regions. According to the China Securities Journal reporter, the trade volume of China's exports of photovoltaic modules to India in 2011 was about 1.6 billion yuan, which is quite different from the export volume of more than 20 billion US dollars (about 130 billion yuan) to Europe. This may mean that even if the Indian government introduces anti-dumping measures against Chinese PV companies, the negative impact on the domestic PV product export situation is far less than that in Europe. However, there are also industry analysts worried that in the context of the global PV industry is in a difficult situation, the anti-dumping “Domino†effect will be transmitted to emerging markets in Asia, and its far-reaching impact may be the result of Chinese companies’ efforts to open up overseas emerging markets in recent years. The position in the global PV market will continue to be marginalized. India’s anti-dumping affects 1.6 billion exports. “The worst results have already been experienced. We are now numb with such news.†In the face of news that India may be anti-dumping against China , the executives of a leading domestic company are right. The China Securities Journal reporter described the mood at this time. Indeed, compared to the European market, which accounts for 70% of domestic PV product exports and more than US$20 billion in trade, the Indian market’s “sanctions†for domestic PV companies are not the worst news. According to a market analysis report, the amount of PV modules exported to India in 2011 was 346 MW. If the market average of the latest 4.6 yuan/W international polysilicon battery is roughly calculated, last year China's PV modules were for India. The export value is about 1.6 billion yuan. This figure is much smaller than the amount exported to Europe. In addition, the installed capacity of PV modules in India for the whole year of 2011 was 480 MW, accounting for only 2% of the global installation. Despite the small size, by comparing the above figures, it can be seen that 62% (346 MW) of India's 480 MW PV modules installed last year were imported from China. According to the China Securities Journal reporter, among the Chinese companies that export to India, the top three Suntech Power, Artes and Zhongdian PV account for more than one-third of the total. A brokerage analyst said that this means that China's leading companies have already played a pivotal role in the Indian market. Once India has also swayed anti-dumping sticks, these companies have finally established a dominant position in the Indian market in recent years. It will be lost quickly. From this perspective, the negative impact of India’s anti-dumping should not be underestimated. Emerging markets open up or encounter the above brokerage analysts believe that due to many uncertainties in the European and American markets in recent years, many domestic PV companies began to shift their sights to emerging markets such as Asia and South America to find new export alternatives. “Once India’s anti-dumping against China becomes a reality, this 'Domino' effect may be fermented in emerging market countries. This will make Chinese PV companies’ efforts in recent years to bear the blow,†he said. In fact, since last year, the potential of emerging markets in Asia and South America has been driven by national policies. According to the above market analysis report, in 2011, the total installed capacity of photovoltaics in emerging markets in Asia, represented by Japan, India and Australia, exceeded 2,000 megawatts, accounting for nearly 10% of the global market, showing a rapid increase. In the fourth quarter of last year, India’s PV installed capacity increased by 125% year-on-year, exceeding the growth rate of Germany and Italy. With a series of policy support from the Indian government, India's PV installations are expected to reach 1,000 megawatts in 2012, a 108.33% increase from 2011. Japan's PV installed capacity in 2012 is expected to exceed 2,000 megawatts, an increase of 66.67% compared to 2011. Behind the soaring installed capacity, emerging market countries continue to “make power†to PV subsidies, and this attraction may continue to stimulate the near-“numb†nerves of domestic PV companies. Taking Japan as an example, its recent policy is: domestic non-resident photovoltaic power plant projects will enjoy 40 yen / kWh (about 3.8 euros) of PV prices, and last for 20 years, this price is much higher than the current European 0.2 euro / A subsidy of around degrees. Under this subsidy, the investment rate of investment in photovoltaic power plant projects in Japan will be around 20%, while the domestic internal investment rate of power plants is less than 10%.
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