美国拟对东南亚光伏电池板最高征3400%关税

Core Viewpoint - The U.S. International Trade Commission (ITC) has determined that the prices of solar photovoltaic (PV) panels imported from four Southeast Asian countries, including Vietnam and Thailand, have been improperly suppressed, leading to the imposition of countervailing and anti-dumping duties on these imports [1]. Group 1: ITC Findings - The ITC's final ruling on May 20 confirmed that "crystalline silicon photovoltaic cells" imported from Vietnam, Thailand, Cambodia, and Malaysia are sold at prices below fair value due to government subsidies [1]. - The U.S. Department of Commerce is expected to initiate countervailing and anti-dumping duties within a week, with varying rates for each country and company [1]. Group 2: Duty Rates - The highest combined duties for Cambodian companies will exceed 650%, while some companies are classified as local entities of Chinese firms, with rates for Cambodian companies potentially exceeding 3400% [1]. - Since 2022, the U.S. has applied a special exemption for duty-free imports of solar power-related products from these four countries, which is set to expire in June 2024 [1]. Group 3: Background and Investigation - The investigation into the imposition of countervailing and anti-dumping duties began under the Biden administration, with the ITC making a preliminary determination in June 2024 that "improper dumping behavior" exists [1].