Kev tiv thaiv tariff Safeguard (SGD) hauv khw Indian tau tas sij hawm thaum kawg ntawm Lub Xya Hli xyoo tas los. Txawm hais tias muaj lus xaiv nyob rau hauv kev ua lag luam hais tias tej zaum yuav muaj tshiab tariffs los ua tus nqi tariff, tsoom fwv Indian tau siv sij hawm ib lub sij hawm vim qhov qeeb ntawm kev nqis tes ua. lub sijhawm tsis muaj. Raws li Txoj Cai Kev Cai Lij Choj (BCD) tariff tab tom yuav mus nyob rau lub Plaub Hlis, 25 feem pua ntawm cov nqi ntawm tes thiab 40 feem pua ntawm cov nqi se yuav raug them. PV Infolink kuj tseem tau hloov kho cov qauv nqi suav hauv Is Nrias teb.
As can be seen from the above table, during the period of no tariffs from August 2021 to March 2022, China's modules have a profit point of about 9.6 percent , while China's battery imports are close to zero profit, so it seems that A large number of Chinese components are imported into the Indian market; compared with the imposition of BCD basic tariffs, under the condition of high tax rates, the products imported from China no longer have cost advantages, whether it is batteries or components, and it is expected that the local Indian market will not be able to reduce costs at the same time. The component rally will be further brewed. From the perspective of these three scenarios, after the start of the BCD levy, components manufactured locally in India will continue to actively expand their production capacity with cost advantages. In recent years, the market share may continue to grow, which is in line with the support of the Indian authorities. The policy direction of the domestic photovoltaic industry.
Teb Chaws Asmeskas kev lag luam
Thaum Lub Ob Hlis 4, US Thawj Tswj Hwm Biden tau tshaj tawm tsab ntawv tshaj tawm tshiab, txuas ntxiv 201 kev tiv thaiv tariffs uas pib tag rau lub Ob Hlis 6, thiab txuas ntxiv rau 201 tariffs rau imported photovoltaic modules thiab roj teeb. Txawm hais tias tus nqi se lossis tus nqi zam rau cov roj teeb tau raug kho, cov nyiaj se tau raug kho los ntawm qhov kawg 15 feem pua cov se rau 14.75 feem pua hauv qhov teeb meem no ntawm 2022/2/7-2023/2/ 6 , thiab qis dua 0.25 feem pua xyoo-on-xyoo, tas sij hawm rau Lub Ob Hlis 6, 2026, thaum lub sij hawm bifacial modules tseem raug zam los ntawm 201 tariffs.
Piv nrog rau cov version thawj zaug pib thaum Lub Ib Hlis 23, 2018, qhov kev poob txhua xyoo mus txog 5 feem pua. Lub sijhawm no qhov kev poob qis tau qeeb zuj zus. Nws cia siab tias Tebchaws Meskas tseem xav kom tswj tau qhov xwm txheej tam sim no thiab txuas ntxiv tiv thaiv thiab txhawb nqa kev lag luam photovoltaic hauv tsev. Raws li rau lub luag hauj lwm - pub dawb quota rau roj teeb hlwb, lub sij hawm no nws tau nce los ntawm 2.5GW mus rau 5GW, uas echoes qhov tseeb hais tias Teb Chaws Asmeskas tau tso tseg lub luag hauj lwm 2.5GW - dawb quota rau cov hlwb los ntawm Lub Ob Hlis mus rau kawg ntawm lub Kaum Ob Hlis xyoo tas los. Nws tuaj yeem nthuav dav cov khoom siv hauv zos photovoltaic modules.
PV Infolink tau hloov kho lub module nqi xam cov lus nyob rau hauv 201 tariff hloov. Zuag qhia tag nrho, txij li cov qauv bifacial tseem raug zam los ntawm kev them se, 201 kev hloov pauv se tsis muaj feem cuam tshuam rau tag nrho kev lag luam. Cov khoom siv sab hnub tuaj Asia bifacial tseem raug xa mus rau Tebchaws Meskas. Lub hauv paus profit point tseem zoo. Piv nrog rau Suav modules, tom qab cov khaubncaws sab nraud povtseg ntawm tariffs yog stacked, yuav luag tsis muaj profit paj thiab tsis muaj nqi qub. Raws li US -raws li cov chaw tsim khoom lag luam, lawv tseem khaws qhov zoo ntawm tsis muaj nqi se, tab sis qhov hloov pauv ntawm kev teeb tsa cov chaw tsim khoom loj thiab tseem muaj tsawg tam sim no. Pom tias cov chaw tsim khoom muaj cov phiaj xwm cuam tshuam thiab ua haujlwm. Nyob rau hauv lub neej yav tom ntej, nws cia siab tias qhov kev faib ua feem ntawm Cov Neeg Esxias Qab Teb Hnub Tuaj yuav txuas ntxiv mus ntxiv hauv Tebchaws Meskas. Kev nthuav dav ntawm lub luag haujlwm- pub dawb pub dawb rau cov hlwb lub sijhawm no yuav ua rau muaj kev ntseeg siab rau cov tuam txhab tsim khoom hauv zos hauv Tebchaws Meskas thiab txhawb kev txaus siab ntawm cov tuam txhab tsim khoom hauv zos kom nthuav dav ntau lawm.
Cov ntsiab lus
The U.S. and India are the only PV markets above 10GW after China. The U.S. market is expected to add 31GW of demand this year, while the Indian market is expected to have a demand of 10GW. A similar situation can be seen from the policy trends of the above-mentioned two countries: as China's market share continues to expand and the global photovoltaic market is flooded, the local photovoltaic manufacturing industries in the United States and India continue to be impacted, and the governments of these two countries have also successively introduced Relevant policies and tariffs to protect the development of local manufacturing industries.
Txawm li cas los xij, thaum thaiv kev ntshuam cov khoom los ntawm lwm lub teb chaws los tiv thaiv kev lag luam hauv zos, nws tseem yuav tsum tau txiav txim siab seb nws tus kheej muaj peev xwm ua tau raws li qhov xav tau hauv zos. Nyob rau hauv lub neej yav tom ntej, PVInfolink yuav ua tib zoo saib xyuas kev ua lag luam thiab muab cov kev hloov kho raws sij hawm thiab cov lus pom.