Recently, the Chinese government began to develop anti-dumping and counter-subsidy investigations on imported polysilicon. Industry insiders pointed out that China's domestic polysilicon companies or from it, but the production cost of downstream companies may increase.
Some market participants believe that the US government's punitive tariffs in China's solar companies may increase OEM orders, and Taiwan's solar companies can benefit from it. However, in fact, the US market demand is lower than expected, and there is a limited state of OEM orders.
The industry has added that the European market situation is seriously impacted, and the Taiwan solar companies that depend on OEM orders may also feel a negative impact.
According to Taiwan Electronic Times, China's solar energy companies have been negatively affected by US anti-dumping and counter-subsidized punitive tariffs and the unstable in European solar market. Since some Taiwan solar cell manufacturers have rely on the orders of Chinese companies, the market considers that this negative impact is likely to wave and Taiwan solar enterprises.
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