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
The recent hike in petrol price put me in a difficult situation. First, I need to top up additional RM30-60 monthly for petrol. Then to be on the safe side, I should increase my food expenses to about RM20-30 also. That comes to about RM100 in total. Then it comes to my mind that if I were to change my lifestyle, will my previous financial goal or target achievable? Well, yes and no. Yes in the sense that if I totally change my lifestyle to no entertainment, no yum char session, no this and no that, then I have 90% confident that my current budget still ok. No, if and only if my forecast is not so good, meaning everything will increase exponentially. Nevertheless, the decision is for me to change my lifestyle so that every thing that I planned out early this year will remain status quo. At the same time, will try to see whether I can get additional income from other source.
A lot of us have complaining since petrol price hike. But, my suggestion still is to change our lifestyle before further increase. By changing our lifestyle gradually, we can in fact adapt to situation. Do not let the situation deter us from achieving our target. Below is the list of things that I can think of to cope with the current situation:-
A lot of us have complaining since petrol price hike. But, my suggestion still is to change our lifestyle before further increase. By changing our lifestyle gradually, we can in fact adapt to situation. Do not let the situation deter us from achieving our target. Below is the list of things that I can think of to cope with the current situation:-
- Buy in bulk - if you do not need to use so much, share with others. By buying in bulk, you can get at lower price and at the same time not everyone need to go groceries with you.
- Reduce the entertainment or yum char spending- I mention here reduce, not totally no. Why? Because "all works and no play makes Jack a dull boy". And some entertainment need not use money like jogging around the housing area, company teambuilding etc. Who knows, socializing might earn you extra income, especially if you are in the sales/marketing field. LOL!
- Drive at a constant speed - this I believe was mention here and there, so I think no need to further elaborate.
- Eat in pantry or cafe - drive less, eventually will save more.
Well, that's all I could think of at the moment. If I can think of anymore, I will post it. So, stay tune. :)
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