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双面组件重新列入美国201关税豁免清单

今年10月,特朗普政府决定取消今年早些时候给予双面太阳能组件的关税豁免,但美国国际贸易法院阻止了这一决定,这为美国太阳能开发商以及太阳能产业中规模虽小但增长迅速的公司提供了喘息的机会。

就在周四,美国国际贸易法院(U.S. Court ofInternational Trade)与可再生能源开发商Invenergy以及美国太阳能产业协会(Solar Energy Industries Association)达成一致,认为美国贸易代表撤回对双面组件的豁免是不合法的。这是因为,美国贸易代表办公室仅提前19天发布了这一决定,“没有机会让受影响的,和/或利益相关方发表评论,也没有一个完善的公共记录作为决定的依据”,违反了《行政程序法》(Administrative Procedure Act)。

美国的光伏行业经历了两个多月的混乱期,反转再反转,双面组件的豁免权终于还是回到了今年夏天最初公布的状态(详见:获特朗普政府25%关税豁免之后,中国本土双面组件仍有37%以上关税(附豁免清单))。

不过这对美国本土的组件制造商来说,是个不小的打击,在本周四的股市交易中,First Solar Inc的股票下跌了4.5%,而SunPower Corp的股票下跌了3.9%。

对于美国的太阳能开发商来说,这一决定则是一个可喜的宽慰,因为他们一直在关税限制的环境下,寻找更高效的光伏组件供应商。正如WoodMac的资深太阳能分析师孙晓晶在今年10月份指出的那样:如果没有关税豁免,使用双面组件的美国项目“在成本上就没有竞争力”。国际知名的可持续能源解决方案开发商Invenergy在最初提交给法院的文件指出,该公司曾根据双面豁免条款签订合同,但几个月后美国贸易代表办公室突然撤销了豁免条款,这让Invenergy感到十分震惊。

据报道,韩华Q CELLS和First Solar是敦促美国贸易代表撤消双面组件豁免201关税的主要组件制造商。Wood Mackenzie Power&Renewables预测,从2019年至2024年,全球双面组件的安装量将增加十倍,而美国市场将受到极大冲击。WoodMac预计,到2020年,美国将获得有2MW的双面组件发电,而Q CELLS和First Solar希望公用事业市场采用其单面组件。

现在任何品牌的进口双面组件都将再次免征关税。这对于天合光能、隆基、瑞元鼎泰、晶科、晶澳、中来、林洋、协鑫、英利等生产双面组件的公司来说无疑是好消息。

据悉,201关税将在明年2月进行中期审查,并在今年的12月5日举行了听证会。光伏們将持续关注并报道相关信息。

 

來源: PV Men

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