业内人士对从中国进口的逆变器将会遭到征税的担心,已经延续了很久。而现在看来,最终结果比他们所担心的更糟。
美国贸易代表Robert Lighthizer和美国总统唐纳德•特朗普宣布,美国通过第301条对价值约2000亿美元的中国进口产品征收关税,这其中包括逆变器和非锂电池。
这些关税将从9月24日起按10%征收,从2019年1月1日起升至25%。美国政府高级官员在与记者的一次电话中表示,这一缓冲是为了给那些依赖这些进口产品的公司一些时间来转移供应链。
对于美国太阳能市场的逆变器制造商而言,这种转变已经开始了。Sungrow将选择从其印度的3GW逆变器工厂进货,而依赖于其合同制造商Flex,Enphace正在将生产转移到墨西哥。但由于墨西哥的工厂预计要到2019年二季度才能生产微型逆变器,这意味着Enphace将要面对长达9个月的进口关税。
总的来说,由于逆变器只占整个项目成本的一小部分,预计这些关税对单个逆变器供应商的市场份额影响要大于对整个太阳能市场的影响。
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