Concern: What are the reasons for new energy companies being sanctioned by the United States?

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Abstract According to reports, the products involved in disputes are not mainstream products. The two patents that were sued were only the installed parts in the solar equipment accessories. Artes Solar Power only slightly changed the frame of the conventional components to apply to such mounting components, which has no effect on the conversion efficiency of the components. ...

According to reports, the products involved in the dispute are not mainstream products. The two patents that were sued were only the installed parts in the solar equipment accessories. Artes Solar Power only slightly changed the frame of the conventional components to apply to such mounting components, which has no effect on the conversion efficiency of the components.

But in fact, this seemingly ordinary event has a background that it has to say. Since the beginning of this year, with the intensification of the European debt crisis and the continuous reduction of subsidies in several major PV application markets, the global PV industry has suffered unprecedented losses, and prices at all ends of the industry chain have been falling.

Due to the high labor costs, some US PV companies have lost in competition. Three PV module suppliers have declared bankruptcy this month. In contrast, Chinese PV companies have performed well due to low production costs. For example, Artes Solar, the company's financial report shows that in the first half of this year and the third quarter, Artes' total revenue was 925 million US dollars and 481 million US dollars respectively, of which the third quarter profit was 7.08 million US dollars, up 20.5%. "On the one hand, new energy is the trend of the industry, and on the other hand, it faces China's strong competitiveness. Therefore, it is inevitable that friction will arise in international trade in new energy and new technologies."

Song Wei, director of the International Trade Research Office of the Institute of World Economics and Politics of the Chinese Academy of Social Sciences, pointed out that the competitiveness of China's new energy companies has increased rapidly, accounting for a large proportion in the top ten rankings of the world's photovoltaic and wind energy industries, such as Artes. Sunshine Power Group is the world's fifth largest PV module company.

This has brought great impact to companies in the United States, Europe and other countries. Artes, who was involved in the patent infringement storm, is considered to be the victim of international trade protectionism in the current economic downturn. More insiders pointed out that the US International Trade Commission may take action to investigate more PV companies in China when the PV market is sluggish and local companies are in a bad state.

Song Wei pointed out that at present, the international trade protection against China's new energy and new technology industries has just begun, and the impact on Chinese enterprises and industries is still small: on the one hand, the United States and Europe are major importers of new energy products. To sanction Chinese manufacturing companies, they have not helped themselves. Instead, they have increased their costs. They can only restrict the development of Chinese enterprises and seek opportunities for domestic enterprises. On the other hand, the increase in China’s manufacturing strength is not simple. Restrictions can affect.

However, Song Wei also pointed out that China's new energy companies must be vigilant against international trade protection, and this is exactly what the industry believes. Li Mao said that in the near future, their company will organize a symposium with the theme of how to prevent international intellectual property disputes and avoid trade protection traps, thus “waking up” to their peers. In the current economic downturn, China, which is in an advantageous position in the international manufacturing competition, is highly vulnerable to all kinds of boycotts. The exchange rate undervaluation, patent infringement and anti-dumping are commonly used in China. For this, relevant departments and enterprises Be prepared in advance. In particular, the photovoltaic industry should be especially careful, and other industries should not be taken lightly.

In addition, as the US election approaches, the Obama administration may challenge China from an industrial perspective, and the new energy industry may be one of the main fronts.

Song Wei also made several suggestions for the self-protection of China's new energy industry. First, enterprises should follow the legal channels, and the existing patents can be absorbed and digested to further upgrade. At present, these industries are developing rapidly. Chinese enterprises have great opportunities. At the same time, they should also pay attention to applying for patents to protect themselves. Second, they should conduct more communication and consultation from the level of government and industry associations, and exempt Europe and the United States from filtering and restricting Chinese investment and enterprise development.

Avoid the practice of setting thresholds for Chinese solar companies to acquire US companies in the past. Thereby improving the international trade environment of this industry.

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