突發!外媒稱隆基可能成爲美國打擊中國太陽能組件製造商的下一個目標
來源:SOLARZOOM新能源智庫
11月3日,據PV-magazine報道,太陽能分析公司Roth Capital Partners在給客戶的一份報告中表示,根據6月份發佈的扣留放行令(WRO),它認爲LONGi可能會成爲美國海關和邊境保護行動的下一個組件製造商。
鑑於預扣放行令(WRO)和潛在的反規避關稅挑戰,美國組件供應面臨着重大風險。這家分析公司在給客戶的一份報告中表示。
“儘管扣留暫時還沒有發生,但我們認爲它已經迫在眉睫,”Roth在光伏雜誌獲得的一份報告記錄中表示。該報告指出,隆基已被告知其海運貨物預計將在五個港口滯留。分析師在報告中稱:“預期這將會對隆基造成廣泛的影響。”
該報告中還提到,中國另一家組件企業最近“有計劃的”放慢甚至停止了組件流量,並改變了客戶條款,在某些情況下將價格提高了每瓦約 0.10 美元。
不過,值得注意的是,美國太陽能行業協會(SEIA)正在努力呼籲拜登政府取消對中國光伏企業以及東南亞進口光伏產品的制裁。
據SEIA官網消息,11月1日,SEIA在本週美國國際貿易委員會 (USITC) 聽證會之前提交了一份簡報,敦促拜登政府逐步取消對進口太陽能電池和組件徵收的 201 條款全球保障關稅。本週三(11 月 3 日),美國國際貿易委員會將聽取有關關稅有效性的爭論,然後向拜登總統提出是否延長、更改或逐步取消關稅的建議。
(素材來源:SEIA,PV-magazine)
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