At present, China is investigating the polysilicon double-reverse case against the United States and South Korea. During this vacuum period, the United States and South Korea suddenly increased their exports of China's domestic polysilicon. According to a newly released customs data, China's imports of polysilicon in the first seven months of 2012 increased by 35.1% year-on-year to 48,000 tons, of which imports from the United States and South Korea accounted for a large share. At the same time, the price of polysilicon imports has been declining and hit a record low. "This is a sudden dumping." Yesterday, a person in charge of domestic polysilicon enterprises facing severe import pressure pointed out to reporters, and this will also accelerate the reshuffle process of the domestic polysilicon industry. It is worth mentioning that domestic polysilicon enterprises have proposed retroactive taxation to the Ministry of Commerce, and the Ministry of Commerce responded that it will attach great importance to it. The increase in the import volume of polysilicon fell on July 20. Jiangsu Zhongneng and other Chinese polysilicon companies initiated an application for a “double-reverse†investigation on US and South Korea polysilicon, and the Ministry of Commerce subsequently filed a double-reverse case. Soon after, the above companies filed an application for anti-dumping investigations on polysilicon against the European Union. From filing to preliminary ruling, it will take another three months. Due to concerns about the establishment of the double opposition, companies in these countries have recently chosen to increase the dumping of polysilicon to the Chinese market. On August 28th, the latest customs statistics released by the China Nonferrous Metals Industry Association Silicon Branch (hereinafter referred to as the Silicon Branch) showed that the average unit price of imported polysilicon reached a new low in July, reaching US$25.55, in addition to the increase in imports. / kg, the import unit price from January to July was also pulled down to 27.35 US dollars / kg, compared with the 2011 annual average price fell 53.4%. It is worth noting that imports from South Korea, the United States and Germany accounted for 85.6% of China's total imports of polycrystalline stocks in July. At the same time, the unit prices of imports from Korea and the United States fell compared with June, at $24.22/kg and $21.53/kg, respectively. "This is obviously an increase in dumping before the polysilicon double-reverse investigation, which is also the usual method." Yesterday, the person in charge of the above company said in an interview with the reporter of "Daily Economic News". Raising the retrospective taxation yesterday, the reporter was informed that Jiangsu Zhongneng and other enterprises have submitted an application to the Ministry of Commerce to require retroactive taxation on polysilicon imported from the United States and South Korea, and 90 days from the date of anti-dumping preliminary ruling. At present, the US-South Korea polysilicon double-counter case is in the investigation stage, and it is estimated that it will be cut in early December according to the procedure. This means that from September, the Ministry of Commerce will collect the deposit with the customs for the import of polysilicon from the United States and South Korea. Different from the past, the Ministry of Commerce has shown a very strong stance on this round of double-reverse investigations on polysilicon in the United States, South Korea and Europe. It will support the adoption of retroactive taxation measures to combat assault imports, which may be exploited after the initial ruling. Material processing to avoid double-reaction measures has been severely hit. Wu Binxuan, a lawyer from Beijing Huanzhong Law Firm, said in an interview with the reporter of “Daily Economic Newsâ€: “According to the relevant provisions of the WTO Anti-Dumping Agreement and China’s Anti-Dumping Regulations, temporary anti-dumping may be implemented if the relevant conditions are met. The products imported within 90 days before the date of the measures (such as the preliminary ruling) are retroactively levied with anti-dumping duties. This stipulation is an important exception rule for the anti-dumping duties that cannot be retroactively levied. It is also an anti-dumping law that gives domestic industries a large amount of surprise imports or hoarding before the anti-dumping measures are taken. And will seriously affect the remedy effect of the final anti-dumping measures. An important right and emergency means." Lu Jinbiao, deputy general manager of Jiangsu Zhongneng Silicon Industry Co., Ltd. told the "Daily Economic News" reporter, "to the United States and South Korea polysilicon dual investigation, based on domestic polysilicon industry continued dumping by imports of polysilicon serious damage activism. even without the US and South Korea to bring Europe to China PV double reverse, Chinese polysilicon enterprises should also confidently maintain fair competition in the market environment. "prices lower Or accelerate the industry Shuffling "In terms of the current development of domestic polysilicon companies, few companies are able to carry out large-scale production at this price (the above mentioned level of 25.55 US dollars / kg)." i US stock analyst Wang Yuming to " "Daily Economic News" reporter pointed out that "the current development pattern determines the trend of this price, not only for China's polysilicon companies, but also for the global polysilicon enterprises to accelerate the process of reshuffle." Silicon Branch previously pointed out that in the United States Under the low-cost dumping of polysilicon in South Korea, 80% of the domestic polysilicon enterprises have stopped production, and the six companies that maintain production (except Jiangsu Zhongneng only maintains a low profit) are in a serious loss situation. At present, polysilicon giants with large-scale low-cost manufacturing scale are eroding the market share of small and medium-sized polysilicon enterprises. However, many domestic enterprises are lacking in both market and technology. Only by exploring domestic and emerging markets and carrying out technological research and development, it is possible to gain a share in the future market.
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