On May 24, according to the website of the Ministry of Commerce of the People's Republic of China, on May 23, US Eastern Time, the US International Trade Commission (ITC) issued a notice stating that the domestic photovoltaic company Suniva applied for a survey on safeguard measures for global photovoltaic cells and components (" 201" survey).
This survey is clearly aimed at China (China's PV production capacity accounts for about 80% of the world). Previously, Suniva's application for launching the "201" survey once triggered the uneasiness of China's PV industry. People are worried that ITC will deliberately cultivate the "201" survey as the "next bar" to relay the "double-reverse" of the US PV to China, so that the US has always had a deterrent to the Chinese PV industry.
Nowadays, regardless of the original intention, as the industry is worried, ITC should formally launch the "201" investigation in response to Suniva's application. However, the above announcement stated that “due to the complexity of the case, the investigation will be postponed until 30 days to September 22nd, and the investigation report will be submitted to the President by November 22nd.”
On May 24th, China Photovoltaic Industry Association, China Recycling Economy Association Renewable Energy Professional Committee and China Renewable Energy Society Photovoltaic Professional Committee expressed great concern and jointly issued the "Declaration", which is fair to the investigation and its conclusion. Sexuality, whether it has adversely affected the free trade of the global photovoltaic industry, and thus undermined the healthy development of the global photovoltaic industry expressed concern.

The "201" investigation is clearly aimed at China.
According to related reports, on April 17, Suniva, a photovoltaic cell and component manufacturer based in Georgia, USA, formally filed for bankruptcy protection in US courts. On April 26, the company immediately filed a lawsuit against the US International Trade Commission (ITC) on the basis of the "201" clause of the Trade Act of 1974, requiring global launch of all crystalline silicon photovoltaic cells and modules imported into the United States. Investigation of safeguard measures.
The so-called "201" investigation, according to the US Trade Act of 1974, the President has the right to take appropriate remedies to prevent or remedy the increase in the number of imported products from other countries that cause serious damage or serious damage to the domestic industry. Damage and facilitate the domestic industry to make the necessary adjustments. This part of the content is specified under Section 201 of the Trade Act of 1974 and is therefore referred to as the “201” clause. Because of this measure, the United States can temporarily lift some of its obligations in bilateral and multilateral trade agreements, and is therefore also referred to as the “exemption clause”.
According to the "Declaration", 201 safeguard measures are different from the trade remedy measures of anti-dumping and countervailing investigations, which may include categories such as tariffs, minimum price limits and import quota restrictions. Once the US President approves the recommendations of the International Trade Commission in the 201 safeguards survey and ultimately adopts trade remedy measures, the export of PV companies to the United States will be directly affected.
On this basis, a legal person analyzed the "Securities Daily" reporter, compared with the "double opposition", the "201" clause ruling procedure will be simpler and faster. “In addition to the need to prove that there is unfair subsidy or dumping, and that it only needs to determine whether the imported product has caused serious damage to Suniva and needs to take remedial measures, if it is affirmative, the US International Trade Commission will submit it to the White House to decide whether to take relief. Measures."
The "201" investigation will obviously cause losses to China's photovoltaics. According to public information, the US PV market in 2016 has a total installed capacity of 15GW. Due to the two “double-reverse” cases and higher tax rates, the US market now accounts for only 10%-13% of the global export market of Chinese companies. However, if the "201" survey is passed, the United States will block the production capacity of photovoltaic companies including China's overseas factories, as well as overseas production of other countries and even US-based companies. For example, the industry believes that the "201" clause will mainly affect the global PV companies' production capacity of about 10GW overseas in Vietnam, India, Malaysia and other regions. At the same time, it will also affect South Korea, the Philippines, India, Europe and the US local companies Sunpower, REC, etc. Established the US upstream and downstream enterprises.

Multinational PV companies clearly opposed
From another perspective, Suniva shirked its responsibility for bankruptcy to all companies and countries that export photovoltaic cells and components to the US, of course, mainly to China's PV.
It is worth noting that today, the industry is worried that “Suniva’s responsibility to shirk its responsibility to China’s PV” may not be an accident. In particular, it will be punitive to China’s PV companies in early May and 2012. When the US "double-reverse" case of the "tariff" was the initiator - SolarWorld announced that bankruptcy was linked, "there is a possibility that exists. After SolarWorld goes bankrupt and ceases to exist, the EU and the US's "double-reverse" case against China There is a lack of applicants, and Suniva’s lawsuit just makes 'United States 201' a continuation of 'double opposition' and also provides a 'nuclear weapon' that continues to threaten China's photovoltaics for a group of bad people." Said.
There are also people in the industry who believe that the "201" clause will directly affect the cost increase of downstream PV products in the United States, which objectively leads to a sharp decline in the US new energy industry, especially the photovoltaic industry. At the same time, to a certain extent, it also caters to it. US President Trump’s remarks on the development of clean energy in the campaign are clearly aimed at more manufacturing companies returning to the United States.
For the "201" survey, the "Statement" pointed out that the Chinese PV industry is firmly opposed to the abuse of trade remedy measures. Individual companies intend to use trade remedy measures to offset the loss of their improper operations, which is the abuse of trade remedy laws and is a great damage to other fair competition companies in the PV market. Practice has proved that trade protection does not save individual companies that lack market competitiveness due to their own operations. Second, the existing production capacity of domestic PV manufacturers in the United States is far from meeting the needs of the domestic market. If the United States adopts trade security measures for photovoltaic products from all over the world, it will not only directly harm the interests of upstream and downstream enterprises, consumers and hundreds of thousands of related employees, but also have a great negative impact on a global scale. In fact, Suniva's application for 201 safeguards has been jointly opposed by the US PV industry and has been explicitly opposed by multinational PV companies. Third, it relies on reliability, safety, extensiveness, longevity, environmental protection and sufficient resources. Characteristics such as sex, photovoltaic power generation has become one of the most important renewable energy sources, and is expected to become the main pillar of the future global power supply, and will certainly play a huge role in the transformation of the energy system. If the United States adopts trade security measures for photovoltaic products from all over the world, it will not only hinder the US clean energy promotion process, but also disrupt the normal development of global energy transformation.

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