EU launches anti-dumping investigation on China's photovoltaic glass

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 growing scrutiny of Chinese solar products. In February of this year, the association submitted a 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 analysts, the total value of photovoltaic glass in the EU market reached around 200 million euros in 2012, with Chinese imports accounting for less than one-third—approximately 60 million euros. While the volume may seem small, the implications are significant. This investigation comes just months after the EU launched a similar "double-countervailing" review on Chinese photovoltaic cells and modules, signaling a broader effort to curb Chinese solar exports. The addition of photovoltaic glass to this list could have a ripple effect on the entire Chinese solar supply chain, potentially stifling growth and innovation in key sectors. Photovoltaic glass plays a critical role in the solar panel manufacturing process. Major Chinese producers such as CSG, Xinyi, and Xiuqiang Glass dominate the market, but they currently lack advanced anti-reflective coating technologies that give foreign competitors an edge. If the EU imposes additional duties, it could severely impact R&D efforts, production capabilities, and export sales of these high-value components. Although the number of companies directly affected by this particular investigation may be limited, when combined with previous EU actions against other solar products, the cumulative effect could be substantial. Many Chinese manufacturers rely heavily on the European market, and any new trade barriers could disrupt their operations and profitability. In September of last year, the EU initiated a "double-countervailing" investigation into Chinese photovoltaic modules and cells, which lasted for nine months. The scale of that inquiry was unprecedented, with over 21 billion euros worth of Chinese solar products involved. This recent move suggests that the EU is continuing its aggressive approach toward Chinese solar exports. A representative from Jinke Energy (JKS.NYSE) previously told reporters that the most immediate impact would be a decline in sales to Europe, which remains one of the company’s largest export markets. As trade tensions continue to rise, Chinese solar firms are now facing a more complex and challenging regulatory environment in Europe.

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