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CN PV Industry Insiders: Impact of Tariff Hike Requires Further Observation, Uncertainty Lingers
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The repercussion of the latest U.S. tariff hike on the photovoltaic (PV) industry is considered minimal, Securities Times report cited views and judgments from multiple corporate figures, industry association representatives, and experts, attributing the decline in the PV stock sector today more to systemic market panic and emotional factors rather than the tariffs themselves. They argued that PV product export channels to the U.S. have already been heavily snagged, with both China-produced and Southeast Asia-produced PV products facing high U.S. tariff barriers for some time. Thus, the newly implemented tariffs are not expected to cause a direct impact. However, some industry insiders believed the impact of the tariff hike on the PV sector remains uncertain and requires further observation. The new tariffs will indeed elevate costs within the PV supply chain to the U.S. Corporate representatives suggested that the ongoing restructuring of global trade order will wreak harsh challenges. For the PV industry specifically, beyond facing ultra-high tariffs, adjustments to U.S. renewable energy subsidy policies could pose additional hurdles. If both tariffs and subsidy reductions are implemented together, the challenges for the PV industry could intensify radically. The report also cited analysis highlighting another dimension of impact: the Southeast Asian market. Following the U.S. imposition of tariffs on PV modules exported from four Southeast Asian countries, some production capacity is shifting to other Southeast Asian nations and India. Southeast Asian exports account for 70-80% of U.S. PV module imports, and with the newly imposed high tariff rates on these countries, the industry will still feel the repercussion. AAStocks Financial News |
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