International trade protection investigations appear frequently exacerbated by industrial predicament. At present, China's PV companies are preparing to implement the transfer of industries, like through the way to set up factories abroad to avoid trade risks. At the same time, the pioneering global market towards the development of the multi-faceted pluralism and diversity direction.

(A) the rise of international trade protection, external trade environment deteriorating. In the context of the slow global economic recovery, some countries trade protectionism, the United States has been China's exports to the U.S. solar panel products final ruling to impose high tariffs "dual", the EU has also launched a silicon imports from the Chinese PV companies, battery components "double reverse" survey. Nearly 70% of our export products rely on the European market, once the EU to make the relevant tax rate penalties, the impact on the PV industry in China is far more deadly.

Concern is that the Chinese government attaches great importance to the Central European PV trade disputes, and has accumulated a wealth of experience in dealing with, is anticipated that the trade dispute will ultimately be resolved through consultations. In addition, some other emerging countries such as India, Australia and is also intended to follow the example of trade protection survey launch of China's photovoltaic products. International trade protection investigations appear frequently exacerbated the plight of our industry, but also to open up foreign markets for PV companies in China has brought a lot of uncertainty, and indirectly increase the cost of doing business.

The foreign brings up low-cost competitive strategy, our helplessness start of trade remedy measures. Foreign polysilicon enterprises affected by the low-cost competitive strategy, the market price of polysilicon rapid decline, resulting in more than 90% of China's polysilicon enterprises have ceased, and still maintain a more serious loss of production enterprises. To safeguard the interests of China's polysilicon industry under the background of the "double reverse" investigation has been initiated on the the downstream battery components in China in the United States and Europe, China's polysilicon enterprises to apply to the United States, South Korea, European polysilicon products trade survey initiated the "dual" This is also a strategic response to the deterioration of the photovoltaic external trade environment

. At the same time, for the EU member states introduced the "localization" protection clause, the Ministry of Commerce with the EU and its relevant Member State consultations under the WTO dispute settlement mechanism, start the WTO dispute settlement procedures. The face of aggressive low-cost competition and trade protection practices, our country can only argue the case, but unfortunately the start of trade remedy measures.

(C) a transfer of industrial development, industrial restructuring accelerated pace. Practices affected by the international trade protection, China's PV solar cell companies are preparing to implement the transfer of industries, like through the way to set up factories abroad to avoid trade risks. The same time, to open up the global market is moving in the multi-faceted, pluralism and diversity in the direction of development, and no longer confined to the European market.

In addition, in order to meet the needs of industrial development, enhance the competitiveness of enterprises, the photovoltaic enterprise business gradually from the battery components manufacturing to downstream system integration and even the power station operators to expand. The one hand, by the power plant construction to boost sales of PV modules; the other hand, may promote business diversification, higher investment rate of return through the power plant investment and operation.

Domestic Suntech, Yingli, Trina, Artes key PV solar panels companies have been involved in the the downstream systems integration business, expected in 2013, the major photovoltaic enterprise systems integration revenue will occupy more than 10% of its total revenue, to 2015, The proportion will increase to 40% or more.

In 2013, China's PV industry will continue to withstand the integration of pressure, although the scale of the industry will maintain steady growth, but not reduce capacity, industry consolidation promoting more difficult, the market supply and demand will continue to withstand pressure, coupled with the deterioration in the external trade environment, uncertainty increase the transformation and upgrading of industries face greater pressure.