The European Commission has officially announced the initiation of an anti-dumping investigation into Chinese photovoltaic glass, following a formal request from the European Photovoltaic Glass Manufacturers Association. This probe is expected to last up to 15 months and marks another step in the EU’s ongoing scrutiny of Chinese solar products.
In February of this year, the association submitted a formal complaint to the European Commission, urging the EU to conduct an anti-dumping investigation and impose punitive tariffs on Chinese photovoltaic glass imports. According to industry experts, the total value of photovoltaic glass in the EU market in 2012 was around 200 million euros, with China accounting for less than one-third—approximately 60 million euros. While the amount may seem modest, the significance of this investigation lies in its broader implications. It follows the EU’s recent “double anti-dumping†measures against Chinese photovoltaic cells and modules, signaling a growing trend of protectionism that could negatively impact China’s entire solar supply chain.
Photovoltaic glass plays a crucial role in the solar panel manufacturing process. Major Chinese producers include companies like CSG, Xinyi, and Xiuqiang Glass. However, these firms currently lack advanced technologies that could give them a competitive edge in the global market. If the EU imposes “double anti-dumping†duties, it could severely hinder the research, development, and sales of high-performance photovoltaic glass products.
Although the current investigation involves a relatively small number of companies, when combined with previous EU actions, it could create significant challenges for Chinese enterprises along the entire photovoltaic industry chain.
Earlier in September 2023, the EU launched a similar “double anti-dumping†investigation into Chinese photovoltaic modules and cells, which lasted nine months. In 2011, the total value of Chinese solar products exported to Europe reached as high as 21 billion euros, making this investigation one of the largest in the sector's history.
A representative from Jinke Energy (JKS.NYSE) told reporters at the time that the most immediate impact would be a decline in sales to Europe, which remains one of the company’s key export markets. As the EU continues to adopt stricter trade policies, Chinese solar manufacturers are facing increasing pressure to adapt and innovate in order to remain competitive in international markets.
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