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印度加征70%从价税 中国光伏产品淡季或更淡

近日,印度对外光伏贸易再起波澜,印度保障措施、海关和中央税务总局理事会提出,对进口自中国及马来西亚的光伏电池产品(包括晶体硅电池及组件和薄膜电池及组件)征收70%的从价税作为临时保障措施关税。此举对马来西亚光伏业的影响如何暂未得知,但对中国的光伏行业来说,相关企业或将面临淡季更淡的局面。

对中国光伏业来说,每年的23月份(农历年后)都是上半年光伏产品需求最淡的时间点,在这一传统淡季中,国内需求会较大幅度的减缩。

对于海外市场而言,印度、日本市场是中国第一季度光伏需求的主要支撑市场。23月份恰好是印度的传统旺季,对光伏产品的需求较大,且随着近年来印度光伏市场的迅速扩大,印度的需求订单不断上涨,印度市场在中国第一季度,尤其是23月份的的光伏出口中,越来越受重视。据统计,20162-3月份,国内光伏组件单月输往印度的出口量就达1.2-1.3GW,成为当时光伏需求的一大支撑。

但此次,在中国传统淡季到来之前,印度方面提出征收70%的从价税作为临时保障措施关税,且建议关税期为200天,加上此次印度征税的对象是无论是否组装在模块或面板中的晶体硅和薄膜光伏电池。可以说中国光伏产品的整体出口都受到影响。

虽然目前印度中央政府尚未公布最终裁决时间,但同样对印度出口光伏产品的越南,泰国等地却完全没有这方面的顾虑,这必将导致这些地区对印光伏产品出口的规模迎来增长。此消彼长之下,23月份中国的光伏产品出口或将大受影响,这一淡季或将更淡。