特朗普政府对2000亿美元中国产品征税10%就包含专用[prov_or_city]干式变压器和非锂电池,怎么应对呢?
美国将于9月24日开始以10%的税率征税,并将在2019年1月1日将税率增加至25%。美国高级政府官员指出,不在一开始征收25%的高额税率是为了给依赖进口产品的公司转移供应链的时间。
供应美国太阳能市场的专用[prov_or_city]干式变压器制造商已经开始转变。Sungrow可从其位于印度的3 GW专用[prov_or_city]干式变压器工厂运输产品,依赖合同制造商Flex的Enphase 正在将生产转移到墨西哥。然而,由于该工厂预计在2019年第二季度之前不生产微型专用[prov_or_city]干式变压器,Enphase将承担长达9个月的进口关税。
总体而言,加征关税对单个专用[prov_or_city]干式变压器供应商的市场份额的影响预计要比太阳能市场大得多,因为专用[prov_or_city]干式变压器只占整个项目成本的一小部分。
以下为原文:
The day of judgement for the long-threatened tariffs on imports of inverters from China has arrived, and it is as bad or worse than many in the industry feared. As announced by U.S. Trade Representative Robert Lighthizer and U.S. President Donald Trump this evening, the United States is imposing tariffs on roughly $200 billion worth of Chinese imports, including inverters and non-lithium batteries, through Section 301.
These tariffs will start on September 24 at 10%, and will increase to 25% on January 1, 2019. In a call with reporters senior administration officials noted that the delay is intended give time for companies dependent upon these imports to shift supply chains.
For inverter makers supplying the U.S. solar market, such shifts are already underway. Sungrow has the option of shipping product from its 3 GW inverter factory in India and Enphase, which is reliant on contract manufacturer Flex, is shifting production to Mexico. However, as this factory is not expected to be producing microinverters until the second quarter of 2019, this means that Enphase will be hit with up to nine months of import duties.
Overall the impact of these tariffs is expected to be greater on the market share of individual inverter suppliers than the solar market writ large, as inverters make up a small portion of overall project costs.