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美韩硅料反倾销及反补帖税率重审定案: 税率维持相同,硅料市场变化不大

自2014年初开始,美国生产多晶硅出口进入中国,必须加征反倾销反补贴税费,税费的增加导致中国单多晶硅片企业几乎不采购美国生产的多晶硅(除中国保税区外)。 直到近两年透过中美两国贸易的持续讨论,最终在2020年1月15日,中美第一阶段双方签署两国政府经济贸易协议,内容提到:在2017年基数以上,扩大自美采购和进口制成品,农产品,能源产品和服务不少于 2,000亿美元。 能源产品方面,于2017年基数之上,中国2020日历年自美采购和进口规模不少于185亿美元,自2021日历年自美采购和进口规模不少于339亿美元,其中工业制品方面两年内要增加对中国出口为777亿美元,包含太阳能级多晶硅。

资料来源:中华人民共和国和美利坚合众国政府经济贸易协议

PV InfoLink观点

此中美两国政府第一阶段经贸协议落地后,无疑振奋美国多晶硅企业,有望额外增加中国地区销售多晶硅的通路,不过就在事隔5天之后(2020年1月19日),商务部公告,如果终止反倾销措施,原产于美国和南韩的进口太阳能级多晶硅对中国的倾销可能继续发生或再度发生,对中国太阳能级多晶硅产业造成的损害可能继续或再度发生为由,最终审定原产于美国和韩国的进口太阳能级多晶硅继续征收反倾销税,反补贴税也持续。

China's AD and CVD on polysilicon imports from U_S_ and South Korea

资料来源:中国商务部反倾销反补贴

PV InfoLink分析,针对美国生产多晶硅在目前维持相同反倾销及反补贴税率的条件下,由美国进口输入中国太阳能级多晶硅数量将与前几年相同可说是寥寥无几,因此将不会对中国硅料市场 有所影响,中国单多晶硅片企业仍维持现状向中国或海外(部分税率不高的,如OCI、德国瓦克等)硅料企业采购多晶硅原料生产。下列表格整理美国硅料企业生产概况,Wacker(美国厂)及Hemlock营运重心以半导体为主,REC Silicon则属于关停的状况。

the production status of American silicon companies

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