In view of the solar market conditions, the Taiwan Plant believes that due to the impact of the new US dual counter-products, the current gross profit margin of the battery business is only marginal or even negative. As for wafer plants such as New Energy, gross profit performance is even worse.

Therefore, it is not easy for a battery plant including Moody to make a profit in the fourth quarter.

The Institute of Industrial Economics and Trends (IEK) of the Industrial Technology Research Institute pointed out on the 19th that the two major factors of US new anti-doubles and QE exits and follow-up triggering effects will cause major changes to the global solar energy industry. In the future, manufacturers on both sides of the strait may transfer their production bases or develop other areas to deepen their risks and reduce market concentration risks. In addition, fierce price competition may trigger a new wave of streamlining, consolidation, and alliance in the industry chain. At the same time, emerging markets are likely to exit the United States because of quantitative easing, hot money returns, and investment in solar photovoltaics will weaken.

Battery makers said that if the US anti-dumping final judgment rate announced in December is further reduced, allowing Taiwanese companies to once again have the opportunity to enter the US market, in addition to the increase in shipments, it can also ease the current industry competition, grabbing orders from outside the United States. Happening.

According to industry sources, besides continuing to fight for a reduction in the final anti-dumping tax rate, Taiwanese companies are also actively seeking that the final US International Trade Commission’s (ITC) industry damage investigation can determine that there is no damage and that the entire investigation will be reversed.