外面在打补丁，国内还在募集资金扩产大卷特卷。新能源行业是真的狗

图片评论

个个都亏损了，还在拼命扩产，拼命的倾销能怪人家加关税么？

所以光伏基本没弹，那天连高开都没有，市场门儿清得很，双反➕补漏洞很多分析师和公司都有预期。隆基也是一季度直接把挤压美国海关的组件全部计提了。光伏真正的利空是tcl中环可转债可以发行成功

就现在这个价格，转啥东南亚，直接出口美国，加50%，照样性价比突出

图片评论

外面在打补丁，国内还在募集资金扩产大卷特卷。新能源行业是真的狗

家电出海会不会也上这个大招

这种情况，无所谓，国内光伏工厂很多在美国有工厂

个个都亏损了，还在拼命扩产，拼命的倾销能怪人家加关税么？

所以光伏基本没弹，那天连高开都没有，市场门儿清得很，双反➕补漏洞很多分析师和公司都有预期。隆基也是一季度直接把挤压美国海关的组件全部计提了。光伏真正的利空是tcl中环可转债可以发行成功

Ending the solar bridge and cracking down on stockpiling. In June 2022, President Biden initiated a temporary, 24-month bridge to facilitate certain imports from Cambodia, Malaysia, Thailand and Vietnam duty-free to ensure robust deployment while the domestic solar manufacturing base ramped up. Since then, U.S. solar manufacturing and deployment have both grown dramatically. As the President has previously committed, the bridge will end as scheduled on June 6, 2024, and producers in Southeast Asia that have been found to be circumventing antidumping and countervailing duties on solar manufacturers from the People’s Republic of China (PRC) will be subject to those duties. Additionally, in implementing the solar bridge, the Department of Commerce requires that panels imported duty-free must be installed within 180 days to prevent stockpiling. Customs and Border Protection (CBP) has announced that it will vigorously enforce this provision, including by requiring importers to provide to CBP a certification of solar module utilization with detailed information about the modules being deployed.
这段话写的其实挺模糊的，也可以理解成只有那些被审查有规避反倾销和反补贴的公司才会被税。而且，美国还有5GW的电池配额，还可以提升到7.5GW。

天风：加了个寂寞，好于预期，明天嗨

就现在这个价格，转啥东南亚，直接出口美国，加50%，照样性价比突出

光伏市场未来走民用路线，材料技术预计在未来五年内会有革命性突破，大幅提升光电转化率。