Due to environmental protection and other considerations, countries around the world now attach great importance to clean energy-related products and technologies. For example, new energy vehicles, lithium batteries, photovoltaic products and wind power products. In this regard, we can say that we have achieved a leading edge and mastered a lot of core technologies.
Judging from the public data, the top three of our export commodities in 2024 are new energy vehicles, lithium electronics and photovoltaics, which are basically clean energy-related industrial chains. As a new industry, clean energy can be said to have received a lot of attention, including China, the United States, the West, Japan and South Korea are accelerating the development of related industrial chains.
However, it is obvious that we have excellent performance in this field, and it can even be said that we have also been recognized by many enterprises and consumers in foreign markets. This also makes it difficult for local enterprises in the United States and the West to develop, and at the same time, with the excellent production capacity of Made in China, we also have a lot of production capacity and cost advantages.
It is precisely for this reason that after finding it difficult to compete in normal ways, the United States and the West have also begun to make small moves. During her recent visit to China, U.S. Treasury Secretary Janet Yellen said that our overcapacity has an adverse impact on the global economy. Previously, the United States also issued relevant bans on Chinese power batteries and new energy vehicles.
In fact, not only the United States, but also the European Union began to act. According to the latest news, the European Commission has decided to conduct a countervailing investigation against Chinese wind power enterprises. In fact, this also means that the scope of the EU's so-called countervailing investigation has been further expanded, from the previous new energy vehicles, power batteries to wind power.
The so-called countervailing investigation actually means that if the company under investigation is found to be "unfair subsidies", it may be banned by the EU. At the recent Munich Security Conference in February, the CEO of the European energy company Siemens Energy was still playing up the theory of China's wind power threat.
It is precisely because of this series of reasons that the EU has not only launched anti-subsidy investigations against Chinese enterprises in the field of new energy vehicles and photovoltaics, but also will spread to the field of wind power, which is obviously not a very good news for domestic wind power companies.
In fact, the EU's so-called countervailing investigation is a kind of trade protection, in order to protect the development of local related industries, so through this reason to restrict Chinese products from entering the European market. There is no doubt that this is very different from the free trade that the United States and the West have been propagating before, and it also shows that the so-called free trade of the United States and the West is nothing more than a cover-up rhetoric.
Judging from the current development of the EU wind power industry, if there is no so-called "countervailing act" to restrict the development of Chinese enterprises in the European market, then in terms of the poor performance of the European wind power industry chain, I am afraid that the development of wind power in Europe will only lag behind.
Judging from the public big data, the four major European wind power manufacturers, including General New Energy, German Ender, Siemens and Vestas, will directly lose 4.7 billion euros in 2022, and in the European wind power action plan released in October last year, Europe's problems in the field of wind power have been further exposed, including a series of reasons such as rising raw materials and smooth and cumbersome approvals.
What people didn't expect was that Europe even pushed the reason for the loss of its own wind power companies on us. However, it is clear that Europe is now very dependent on various components such as us in the field of wind power, and it is unlikely that it will be able to solve the problem in this way.
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