New changes! Photovoltaic giants gather together to go out to sea and move towards stage 2.0!

Recently, the China Photovoltaic Industry Association made a rare statement, claiming that after the promulgation of the Inflation Reduction Act, the United States violated regulations and provided large amounts of photovoltaic subsidies, distorting the global photovoltaic market.

In fact, this is just a microcosm of the challenges faced by the international development of China's photovoltaic industry. The U.S. government has adjusted the policy content of the 301 tariff on China, and the tax rates on photovoltaic cells, modules and other products have been confirmed to increase.

However, internationalization is a path that China's photovoltaic industry has to take.China's photovoltaic companies started early in deploying overseas markets, but they are more limited to sales and insufficient attention is paid to the layout of overseas production capacity.

In the middle of this year, due to U.S. intervention in the production capacity of China companies in Southeast Asia, the channel for exporting photovoltaic products to the United States through Southeast Asia was cut off. Photovoltaic manufacturers have also re-examined their overseas layout. They have not only realized the drawbacks of concentrating overseas production capacity, but also begun to promote the construction of overseas production capacity on a larger scale, moving from stage 1.0 to stage 2.0.

Many industry insiders said in interviews with reporters that photovoltaic companies have entered the 2.0 era when going abroad, which means that their investment models will be more flexible. Enterprises should focus on promoting localization in the entire value chain from production, product development and marketing. In addition, industry insiders suggest that companies going abroad should not pile up, but should be dispersed along the "Belt and Road" route.

According to Qian Jing, in the era of Going to Sea 2.0, corporate investment models will be more flexible. They can adopt joint ventures between two parties or multiple parties. They can use various forms such as capital shareholding, technology shareholding, management shareholding, and resource shareholding to stand on the shoulders of local giants and leverage strength. Efforts will be made to coordinate resources; at the same time, the localization of the entire value chain will be promoted, and all aspects such as production, product development and marketing will be gradually localized.

Of course, there are new challenges in the era of going to sea 2.0. The above-mentioned front-line manufacturers reminded that China photovoltaic companies need to pay close attention to changes in international trade policies and adjust corporate strategies and investment deployments in a timely manner. Fully assess local investment risks and identify potential problems before investing in overseas markets to avoid capital waste due to policy changes once the project is invested. At the same time, we will continue to invest in research and development to improve the technical level and cost performance of photovoltaic products to cope with competition in the international market.

In addition, we should also establish cooperative relationships with overseas photovoltaic companies, scientific research institutions, etc. by participating in or establishing international cooperation platforms, share resources, and jointly develop markets; establish and improve compliance management systems to ensure that the company's international business complies with international and local laws and regulations. Requirements, and strengthen brand building and marketing to enhance the company's visibility and influence in the international market.