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
Vietnamese electric vehicle (EV) manufacturer VinFast reported a net loss of US$550 million (RM2.45 billion) for the third quarter, a significant improvement from the previous year, driven by lower material costs and increased production.
Key Highlights:
- Production and Deliveries:VinFast delivered 44,773 cars in the first nine months of 2024, achieving more than 55% of its 80,000-vehicle annual target. About 20% of these deliveries were to related parties.
- Strong Q3 Momentum:The company posted third-quarter deliveries of 21,912 vehicles, supported by robust domestic demand for mid-sized EVs. VinFast Chairwoman Thuy Le affirmed that “momentum in Q3 has continued into Q4,” and the company remains on track to meet its annual target.
- North American Expansion:VinFast reported record-breaking operations in North America in September, fueled by an expanding dealer network. However, specific sales figures for the region were not disclosed.
- Revenue Growth:Third-quarter revenue rose 42% to US$511.6 million, surpassing the forecasted US$499.37 million and reflecting strong demand across its markets.
Future Expansion Plans:
- India Assembly Plant:VinFast announced plans for an assembly plant in India, expected to begin operations in 2025.
- Asian Market Entry:The automaker is actively expanding into India, Indonesia, and the Philippines to capitalize on growing EV demand in Asia.
Financial Backing:
VinFast, supported by Vingroup, announced a fresh funding round worth US$3.35 billion from its founder and parent company, slated for disbursement by 2026.
Market Performance:
VinFast’s shares rose 4.3% in pre-market trading on Nasdaq, reaching US$4.1. Despite this uptick, shares have fallen by over 50% since January 2024.
With sustained demand and strategic market expansion, VinFast aims to finish 2024 on a “strong note,” solidifying its position in the competitive EV market.
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