面对供应过剩、价格战以及欧盟、印度、巴基斯坦和巴西等主要出口市场日益增长的保护主义威胁,中国领先的光伏出口商——包括天合光能、隆基绿能和通威股份——承诺停止在海外市场的价格下调竞争。这一举措旨在稳定出口市场,推动行业可持续发展。 主要动态 行业协作: 由 中国机电产品进出口商会 牵头成立了由 22家光伏企业 组成的“自律”委员会,致力于促进健康竞争,稳定出口价格。 政策调整: 自 12月1日 起,硅片、电池片和组件的出口退税率将从 13% 降至 9% ,旨在鼓励出口高附加值产品,减少反倾销调查风险。 产能过剩危机: 过度生产导致价格下滑,造成大量亏损、裁员,甚至企业破产,给中国光伏企业带来沉重压力。 全球影响: 中国在光伏出口市场的主导地位受到越来越多的关注,外国市场可能采取反补贴措施,这为行业增加了更多的不确定性。 专家观点 大和证券分析师Dennis Ip: 退税率下调可能对光伏组件公司的短期财务状况产生负面影响,但从长期来看影响有限。 隆基绿能的观点: 行业领导者认为,这一举措是中国光伏行业的“转折点”,强调合作对于维持全球竞争力的重要性。 展望 随着中国光伏企业努力实现市场稳定,向高附加值产品和合作战略的转型有望改善行业的全球形象和长期韧性。然而, 产能过剩 和 退税减少 的直接挑战依然严峻。在国际市场压力下,如何平衡短期财务影响与长期发展需求,将成为行业关键议题
When I was busy at the production, the Malaysian Prime Minister suddenly announced an increase of petrol price to about 50%. The increase come as a surprise to me and most of my colleagues. Most of the people anticipating increase about 100%, but not so soon. As soon as I got the news from a colleague, I quickly settle everything in the line and quickly leave office and go for a short pit-stop at one of the station. It's definitely a bad day for me as I only know about the news after office hour which could mean one thing, jam at all the petrol station. I guess it correctly but I do not care anymore. I just cut queue and manage to get everything done by a while. The bad thing about the pit stop is that I manage to that I did not manage to refuel full tank using my credit card. Another thing is that I bring very few cash, thus I can refuel RM24, which will translate into about RM10 savings. It is still ok for me. I'm posting not because of what I have gone through. I believe what I have gone through will be the same for most of the Malaysian. INFLATION. With the HIKE of petrol price, I believe will be a start of new chapter, could most likely mean nightmare for most Malaysian. It is a known fact that the public transportation in Malaysia is the "best" that most Malaysian needed to purchase a private vehicle just to go work and go from a place to another. Without own vehicle, the only transportation that most Malaysian can rely is by walking or cycling. Ok. Enough of the rant. What we will be seeing soon is inflation hike will take place. The inflation will be so severe that most of us will have to endure until we can think of a better way to overcome it. Think, increase at about 50% petrol price, logistic will 100% increase (we do not know how much it will increase, of course), thus the chain of reaction will go all the way and pass all the burden to consumer. In the end, it will be the consumer to suffer. The inflation statistic that will soon be released by the authority will definitely be a far cry from what the consumers are experiencing. Imagine, without the hike of petrol price, consumers in Malaysia are in fact facing about 2 figure inflation, but the official released was about 3%, which IMO, is bull shit. Let's take some example to prove the point. Almost every year, we can see about RM0.50 increase in food like economy rice etc. Let say the previous priced at about RM2, RM0.50 will translate into 25% of increase. Then we talk about Gardenia bread. Last time was about RM1.90 but if I'm not wrong, already increased about 25%. What else we want to get the example from? I still remember I used to eat at those old kopitiam having to spend less than RM5. But if you ask me now, I will definitely say additional RM5. I cannot blame the business operator, they are not doing for charity, but with everything going up and RM is becoming smaller and insignificant, they have no choice but to increase the price accordingly. Inflation is getting from bad to worse daily. Our purchasing power becoming from low to lower and end up we hardly survive. No wonder my dad told me that a lot of employees rather spend all the money than to save the money in the bank. Why? Because our inflation rate is so high that the authority do not want to admit and our bank fixed deposit is so low that whenever you save money, meaning you are losing the value of the money daily. So what's the point? A lot of people will think about that. The BIG question is again "What we can do about inflation??". Well, I do not know. I might post up something regarding this in the future. Well, till then, I will try to contain the situation so that it does not seems so bad.
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