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
Asian markets were under pressure on Wednesday as concerns mounted over incoming US President Donald Trump’s plan to impose new tariffs on Mexico, Canada, and China. The yen extended gains, while commodity currencies like the Australian dollar struggled.
Key Market Movements
Equities:
- Japan’s Nikkei: Fell 0.9%, led by a 3% decline in the autos sector due to tariff fears and a stronger yen.
- Taiwan: Down 0.2%.
- South Korea’s Kospi: Barely rose 0.1%, after a 0.6% drop on Tuesday.
- Mainland Chinese blue chips: Declined 0.4%, though Hong Kong’s Hang Seng edged up 0.1%.
- MSCI Asia-Pacific Index: Dropped 0.1%, contrasting with gains in US markets overnight.
Currencies:
- Yuan: Weakened 0.1% to 7.2650 per dollar, near a four-month low.
- Mexican Peso: Fell to 20.7000 per dollar, nearing its recent trough.
- Canadian Dollar: Softened to C$1.40695, staying above Tuesday’s low.
- New Zealand Dollar: Rebounded 0.4% to US$0.5856 after the central bank’s 50-basis point rate cut, which disappointed expectations for a larger reduction.
- Japanese Yen: Strengthened to ¥152.50, its highest since Nov. 10.
Commodities:
- Gold: Gained 0.2%, reaching US$2,637 per ounce.
- Oil:
- Brent crude: Dipped 8 cents to US$72.73 per barrel.
- WTI crude: Fell 9 cents to US$68.68 per barrel, following ceasefire reports in the Middle East.
Bitcoin: Rose 1% to US$92,630, recovering slightly after a four-day retreat from its record high of US$99,830.
Key Drivers
Trump’s Tariff Plan:
- Trump pledged a 25% tariff on all imports from Mexico and Canada and a 10% levy on Chinese goods, aimed at addressing issues like illicit drugs and migrant flows.
- Markets remain cautious, anticipating bold actions under his administration, which is seen as having a clear strategy compared to his previous term.
Thin Trading:
- US Thanksgiving holiday on Thursday has thinned trading volumes, with many investors extending their break into Friday.
Yields and Inflation:
- US short-term Treasury yields eased further to 4.2458%, down from Friday’s four-month peak of 4.3810%.
- Investors are awaiting the PCE deflator, the Fed's preferred inflation gauge, due later on Wednesday.
Oil Market Sentiment:
- Prices remained subdued ahead of Sunday’s OPEC+ meeting, with the potential impact of a ceasefire deal between Israel and Hezbollah under scrutiny.
Outlook
Asian markets face heightened volatility as geopolitical risks and trade uncertainties intensify. While Trump’s tariff threats and a stronger yen weigh on equities, safe-haven assets like gold remain resilient. Investors will closely watch the Federal Reserve’s inflation data and upcoming OPEC+ decisions for further market cues.
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