反倾销调查的贸易效应及中国的应对策略——以光伏产品为例

Trade Effect of Anti-Dumping Investigation and China’s Coping Strategies—A Case Study of Photovoltaic Product

摘要: 自2011年以来全球贸易保护主义重新抬头，而中国光伏产品凭借低成本优势快速扩张。以美欧为首的国家纷纷掀起对中国光伏产品反倾销的调查，中国光伏产业发展遭受重大打击。本文基于2008年~2017年的中国光伏出口总额数据分析了实施反倾销措施产生的贸易效应。结果表明，国外对中国光伏产品实施反倾销措施后产生了明显贸易抑制效应、贸易转移效应、贸易偏转效应。中国应对光伏产业结构进行整合升级和技术革新，开拓新市场，以促进中国光伏产业持续健康发展。

Abstract: Global trade protectionism has risen again since 2011, while China’s photovoltaic products have expanded rapidly with the advantage of low cost. Countries led by the United States and Europe have launched anti-dumping investigations on China’s photovoltaic products, and the development of China’s photovoltaic industry has suffered a major blow. Based on the data analysis of China’s photovoltaic exports from 2008 to 2017, this paper analyses the trade effects of the implementation of anti-dumping measures. The results show that foreign anti-dumping measures against Chinese photovoltaic products have produced significant trade restraint effect, trade transfer effect and trade deflection effect. China should integrate and upgrade the photovoltaic industry structure and technological innovation, and open up new markets to promote the sustained and healthy development of China’s photovoltaic industry.