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Hairun Photovoltaic Co., Ltd., a listed company, recently announced a 70 million yuan expansion of the photovoltaic industry. At the same time, the market has also spread. Another listed company, CSG, will spend 600 million yuan to continue to expand the photovoltaic industry. At this time, China's photovoltaic industry exports are on the road. It was blocked due to anti-dumping investigation. Yesterday, Shen Danyang, spokesman of the Ministry of Commerce, said that China sent a delegation to visit many countries for consultations. The current consultations have achieved positive results. China's PV industry, where 70% of its production capacity is used for export, is likely to be facing difficulties. In May of this year, the United States ruled that a 31% to 250% tariff on photovoltaic cell products exported to the United States by Chinese PV companies will be announced in October this year. On September 6, the European Commission launched an anti-dumping investigation against Chinese photovoltaic cells. The amount involved in the case exceeded 20 billion US dollars, which is the largest trade lawsuit against China. Following the anti-dumping investigation conducted by the United States and the European Union on China's photovoltaic products, the Indian Anti-Dumping Agency announced that it has received an application from the industry to conduct anti-dumping investigations on some PV products originating in China and other countries and regions. Some enterprises have to expand their losses in such a hot spot. Hairun Photovoltaic announced on September 18 that the company plans to separate with Guodian Power Qinghai New Energy Development Co., Ltd., Guodian Power Xinjiang New Energy Development Co., Ltd., Guodian Power Gansu New Energy Development Co., Ltd. and Guodian Power Inner Mongolia New Energy Development Co., Ltd. jointly established a project company to invest in a total of 69MW photovoltaic power plants, and the shareholding ratio of the above four project companies is 35%. According to the announcement, the total investment amount of the project is estimated to be about 995 million yuan. According to the 20% capital ratio and the 35% shareholding ratio, the company needs to invest a total of about 69.634 million yuan. However, Hareon Solar reported in the second half of 2012 that the net loss during the reporting period was 135 million yuan, and the loss per share was 0.1301 yuan. For the expansion of some PV companies at this time, Chen Wukui, chairman of Shenzhen Tuo Rixin Energy, commented: "The current expansion of the PV industry is very unrecognizable." But Professor Shen Hui of Zhongda believes that he believes in Hairun. The high-level photovoltaics want to develop the photovoltaic industry into a great cause. CSG also needs to spend 600 million yuan to expand its photovoltaic industry? However, a senior executive of CSG denied this statement to the reporter yesterday. He said that the budget of 600 million is only a technological change of the process, not the expansion of the production capacity of a certain product. CSG A achieved a net profit of 246 million yuan (0.12 yuan per share) in the first half of 2012, down 70.62% year-on-year. Dilemma: Some enterprises entered the "hibernation" state. The entire photovoltaic industry in China began to encounter cold winter in the fourth quarter of 2011. At that time, more than half of the small and medium-sized battery component companies in the country stopped production, and 30% drastically reduced production. As the price of upstream polysilicon continues to plummet, about 80% of polysilicon manufacturers in China have closed down. Some of China's PV industry, which was listed on the Nasdaq and once infinitely beautiful, has been stretched in an instant. On September 17, Jiangxi LDK Solar High-Tech Co., Ltd., which is struggling on the verge of bankruptcy, announced that it has transferred some real estate properties and land use rights to the local Xinyu Municipal Government. The asset transfer resulted in a loss of $30.5 million (US$ 6.3) due to the transfer price being lower than the company’s initial assessment price. Even so, the loss of the world's second-largest solar wafer producer is still growing. In the second quarter, LDK’s LDK net loss reached $220 million, and the loss was greater than the $185 million in the first quarter and $87.7 million in the same period last year. Part of the company’s loss expansion was due to a decline in gross profit margins for solar wafers, which fell to -39.1% from 2.2% in the same period last year. Similarly, Suntech Power, which is listed in the US, also decided to suspend production in some battery factories in Wuxi. In the first quarter of this year alone, Suntech has lost US$133 million; Jinko Energy lost US$57 million. The power equipment and new energy industry dynamic report released by Huatai Securities said that the EU decided to conduct anti-dumping investigations on PV wafers, batteries and components exported from China to the EU. The photovoltaic industry is facing the risk of restructuring, and product prices may show a new round of decline. The integration of the photovoltaic industry has reached a critical period. The operating rate of the industry continued to decline compared with the second quarter, and the cash flow gradually deteriorated. More second-tier enterprises entered the “closed hibernation†state. Outlet: "It's not good to turn off some of them." Shen Hui, a professor of photovoltaics at Sun Yat-sen University, said in an interview with this reporter yesterday: "It is good for the photovoltaic industry to shut down some big companies. It cannot be supported by everyone. There are five or six hundred PV companies in large and small, and it is quite possible to eliminate one-half of the PV industry. In the coming year, China's PV industry has an adjustment period, one-third of the capacity is left in the domestic market, and one-third is exported. One-third of the company has been eliminated.†Yinglian Group Chairman Miao Liansheng believes that as a company, in addition to actively responding to the lawsuit, it is necessary to find more ways. The most important one is to turn to the domestic market and improve the domestic market. Share. Sun Manlong, deputy general manager of Dongguan Hongwei, told this reporter that in fact, there are some categories of solar module production that are not in the scope of this anti-dumping. At present, Hongwei is producing solar energy products of this category, and technology development is still continuing. Chen Wukui, chairman of Shenzhen Tuo Rixin Energy, said yesterday that there are many ways to deal with it. One of them is that Guangdong's labor costs and electricity costs are higher than those in the mainland, and the company's production began to shift to the mainland. The crisis is an opportunity for the industry to restructure and upgrade. At present, the price of PV modules has dropped from 40 yuan per watt in 2000 to 7-8 yuan per watt in 2010. The price of solar power on-grid from before 2009 4 yuan per kWh dropped to around 1 yuan per kWh in 2010. With the gradual decline in production costs, photovoltaic power generation is gradually moving toward parity. Negotiations: Negotiations have achieved results Yesterday, the Ministry of Commerce spokesperson Shen Danyang said that the Ministry of Commerce attaches great importance to the trade friction between China and the EU on the photovoltaic industry. China sent a delegation to visit many countries for consultations and achieved positive results. Thanks to the joint efforts of both sides, it is possible to resolve the current disputes and resolve frictions through various flexible methods. Shen Danyang stressed that the relevant issues concerning the trade friction of the photovoltaic industry, because of the export interests and employment issues of Chinese PV companies, the Ministry of Commerce attaches great importance to relevant cases. The Ministry of Commerce led a delegation led by Chong Quan, deputy of the International Trade Negotiations, to Germany, France and the European Union to conduct consultations on the anti-dumping cases of photovoltaic cells and relevant persons in various countries, and the consultations achieved relatively positive results.