Recently, the U.S. Department of Commerce announced an anti-dumping and countervailing duty investigation into crystalline silicon photovoltaic cells from India, Indonesia, and Laos. This move appears to target these three countries, but in reality, it is an indirect blow to Chinese photovoltaic companies.

For a long time, to avoid high tariffs from the United States, many Chinese photovoltaic manufacturers have chosen to relocate their production capacity to Southeast Asian countries, especially Indonesia and Laos. However, this strategy seems to have become less effective. The recent investigation by the United States indicates that simple relocation of production capacity or transshipment trade can no longer effectively circumvent trade barriers.

This situation reminds one of previous similar actions by the United States against Mexican factories, where many companies that relocated to Mexico to avoid tariffs ultimately could not escape the fate of being sanctioned. This scenario highlights that in the current complex international trade environment, businesses need to consider their global strategies more cautiously and strategically.

The move by the United States not only affects the business strategies of related companies but also has a significant impact on the global photovoltaic industry chain. The market reacted strongly to this, with noticeable fluctuations in related stocks. For investors, this situation emphasizes the importance of flexibly adjusting investment strategies rather than sticking to a single position.

Overall, this survey incident reflects the intensity of competition in the global photovoltaic industry and the complexity of the geopolitical game among countries in the field of new energy. It not only tests the adaptability of enterprises but also challenges the wisdom of various countries in seeking a balance between promoting the development of clean energy and protecting their domestic industries.