Except for India, which has not yet joined in some important issues, the agreements signed by other 15 countries mean that they will provide convenience for all parties based on the agreements.
Earlier this year, Energy One conducted a relatively complete review of overseas factories, contact points and offices of inverter and component manufacturers. The following is the specific information. Since the beginning of this year, some overseas bases have been acquired and built, including Golden Hi-Tech and Longji. Many of these Chinese overseas offices and investment projects belong to the Asia-Pacific countries where RCEP is located.
Therefore, the following companies will benefit from the signing of the RCEP agreement and gain greater business growth opportunities and development space.
Therefore, the establishment of RCEP will greatly benefit the new energy trade between China and neighboring countries, and also bring more convenience for China enterprises to lay out new energy products and markets in these areas in the future.
For example, Chinese-funded overseas factories located in various parts of Asia can directly copy China's manufacturing capacity and slightly modify it, and export the finished products to the United States and other places that set trade barriers to China PV.
China enterprises can also maintain better relations and communication with the countries where RCEP Agreement is held through better trade policies, so as to drive China and its trading partners to jointly develop new energy industries.
During the epidemic, companies with overseas production capacity and strong distribution channels greatly improved the smoothness of doing business with friends around the world. Although the geographical advantages of Chinese enterprises cannot be fully reflected, the deep-rooted overseas factories, offices and third-party partnerships have not disturbed business cooperation. In the first three quarters of this year, China A-shares, U.S. stocks and other companies performed well, which are just such enterprises.
From the component market, Chint New Energy, Jingke Energy, Longji, Trina Solar and GCL have deployed a large number of product production lines around the world, many of which are located in Asia and other places. Good overseas factories, plus some manufacturers also have overseas production capacity of silicon wafers, stents and other peripheral partners, which brings great convenience to the export trade of enterprises.
In the field of inverters, inverter manufacturers, including Huawei Smart Photovoltaic, Guruiwatt, Jinlang Technology, Ai Shiwei and Goodway, can undertake and guarantee the product supply during the epidemic through a huge distribution network and local sales staff.
With the signing of RCEP, the strategic significance of global marketing of China enterprises is more profound. Relevant details show that tariff and non-tariff barriers can be gradually eliminated in all goods trade in the country where RCEP is located. The agreement pointed out that cooperation should be extended to other fields, including but not limited to banking, finance, tourism, industrial cooperation, transportation, telecommunications, intellectual property rights, small and medium-sized enterprises, environment, biotechnology, fisheries, forestry and forest products, mining, energy and sub-regional development. Therefore, China new energy enterprises that need the support of financial and industrial partners will also gain more benefits in the medium and long term.
Combined with the situation that many countries have announced the goal of carbon neutrality, we will find that the opportunities for new energy manufacturers including China will be further expanded in the future. In September, China announced that it would strive to reach the peak of carbon emissions in 2030 and to achieve carbon neutrality in 2060. Then in June 5438+10, South Korean President Moon Jae in announced in his speech to the National Assembly that South Korea would be carbon neutral by 2050. On June 5438+065438+ 10 this year, it was reported that Japan was considering tax incentives to achieve the goal of carbon neutrality in 2020. Previously, New Zealand had completed carbon-neutral legislation. Under the general trend, other countries are expected to set the goal of carbon neutrality.
Energy industry is an important breakthrough to achieve carbon neutrality. The agreement signed by fifteen countries will bring more development opportunities for renewable energy enterprises at home and abroad. From the perspective of photovoltaic layout, the development of China enterprises' new energy business in the countries where RCEP Agreement is located, and what are the new energy targets set by these countries.
Biomass energy, geothermal energy and hydropower resources are the most abundant in ASEAN countries, and wind energy, solar energy and tidal energy have great potential. China enterprises have considerable photovoltaic project layout in ASEAN countries. The following is a list of photovoltaic layouts of China enterprises in Viet Nam and Thailand.
The photovoltaic market in Viet Nam has always been an important field for China enterprises to compete for. The photovoltaic layout of China enterprises in Viet Nam includes large-scale photovoltaic projects, factory building, capacity acquisition and product export.
In 20 19, China exported 4.48GW of photovoltaic modules to Viet Nam. This year, China's layout of the Vietnamese market is also in full swing, and the worries about the epidemic situation have not affected the progress of related projects.
In February this year, Longji purchased 3GW batteries and 7GW components from the production base in Vietnam. In May, China Power Construction signed a 550MW photovoltaic power generation project in Luning, Vietnam; In June, China Power Construction signed a contract for the 330MW photovoltaic power generation project in Fumei, Vietnam; In June165438+1October, the foundation stone laying ceremony of the 3.5GW high-power module project with an annual output of Jing 'ao Science and Technology Vietnam Base was successfully held. The project uses the existing land of Vietnam base and invests 700 million yuan to build a production line and supporting facilities with an annual output of 3.5GW of high-power components. These layouts are also based on the comprehensive judgment that Vietnam is a good place to export products, trade, land, personnel and new energy policies.
According to several domestic sales and project development leaders in charge of the Vietnamese market, the newly installed photovoltaic capacity in Vietnam this year is about 3.5~4GW. The RCEP signed this time may further develop the layout of China enterprises in the Vietnamese photovoltaic market.
Thailand, which belongs to the 10 ASEAN countries, is also an important market for China enterprises. In February this year, China Nengjian signed a 58.5MW floating photovoltaic EPC contract in Thailand; In April, China Nengjian Gezhouba International signed the EPC contract of 90MW photothermal photovoltaic project in Thailand against the trend, with an investment as high as 500 million US dollars. Two months later, Jingao Technology supplied efficient PERC components for Thailand 12.5MW floating power station. In August of the following year, China was able to build a photovoltaic parking lot in Thailand 1 1.56MW.
According to the power development plan of Thailand, the total installed capacity of renewable energy power generation in Thailand is expected to reach 17GW by 2036, and there is still a huge market for photovoltaic development in Thailand.
Among the fifteen countries that have signed free trade agreements, South Korea is worth mentioning.
In July this year, the Ministry of Industry, Trade and Resources of Korea issued a policy: PV module suppliers should have low-carbon certification qualifications, and this policy has no buffer period and requires immediate implementation. When China photovoltaic enterprises applied for this certification, South Korean certification bodies refused to go to China for low-carbon certification on the grounds of COVID-19 epidemic, which hindered the export of China enterprises that could not obtain certification to South Korea.
The domestic industry generally believes that South Korea's move is an artificial trade barrier to China. The agreement signed this time clearly stipulates that all countries in the agreement will gradually eliminate tariff and non-tariff barriers in almost all goods trade, and the artificial trade barriers set by South Korea against China are expected to be resolved in a short time.
In May this year, South Korea also announced a long-term energy plan: by 2034, the proportion of renewable energy in South Korea's energy structure will increase from the current 15. 1% to 40%. At the same time, the proportion of LNG power generation will drop from 32.3% to 3 1%. After the settlement of trade barriers, China enterprises are expected to show their talents in the Korean market.
The new energy market in Japan, another neighboring country, also performed well, and Chinese enterprises actively explored local territory. Jingke Energy, Huawei, etc. It has achieved quite amazing sales performance in Japan.
In March this year, Longji also signed a patent licensing agreement related to gallium doping with Shinetsu Group of Japan. In April, the 82MW photovoltaic project in Japan was completed, all of which adopted aluminum alloy brackets from domestic manufacturers. In June, Jin Hi-Tech announced the supply of single-crystal PERC MBB modules for Kansai 1 10MW photovoltaic power station in Japan, which is one of the largest monomer projects in the Japanese market at present.
On June+10, 5438, Japanese Prime Minister Suga Yoshihide announced the goal of reducing greenhouse gas emissions to zero by 2050. Similarly, the Japanese photovoltaic market has great potential in the future due to the carbon-neutral target market layout dominated by renewable energy, and China enterprises are also expected to benefit from the FTA.
New Zealand has completed the legislation of carbon neutrality target, while Australia has not yet put forward the plan to achieve the net zero emission target or carbon price by 2050, but in September this year, it said that it plans to invest 654.38+08 billion Australian dollars in energy technology in the next decade to reduce carbon emissions.
China's layout in Australia includes the largest 132MW Merredin photovoltaic power station in Western Australia invested by Dongfang Risheng, which is reported to be completed in June this year at 5438+ 10. In June this year, China Nengjian Gezhouba International also signed the Australian 85MW photovoltaic power station EPC project.
In the field of components and power stations, Zheng Tai New Energy and Jingke Energy have extensive layout and channel partners in Australia. Core inverter manufacturers such as Guruiwatt, Jinlang Technology, Goodway, Sunshine Power and Elsevier have also received many orders in the distributed market in Australia, which have been well received by local consumers.
In New Zealand, Transpower, a local state-owned power transmission enterprise, said in April this year that by 2050, New Zealand can meet the national power demand through multi-energy power generation based on wind energy, solar energy, geothermal energy and hydropower. In terms of installed capacity, New Zealand expects that the installed capacity of solar energy will reach 6GW in 2050. China enterprises have launched corresponding market development in New Zealand. In the future, with the determination of RCEP, more projects will bear fruit.
Based on the renewable energy planning of Australia and New Zealand, with the blessing of FTA, the cooperation between China and the two countries on related projects may be more convenient.
Tariff and non-tariff barriers have always been inevitable problems in transactions between countries, either measures promulgated to protect domestic enterprises or partial unfair competition. However, the agreement signed eight years later shows the world that cooperation can win.
The common goal of all countries in the world is to achieve "carbon neutrality". With the signing of the agreement, we will liberalize the layout of renewable energy and realize the goal of "carbon neutrality" just around the corner.