-- 加拿大皇家银行资本市场（RBC Capital Markets）策略师周五表示，美国对老挝、印度尼西亚和印度的晶体硅光伏产品进口发布了初步反倾销裁定，征收高额关税，这可能会重塑太阳能供应链的贸易格局，并提振美国国内制造商的竞争力。 RBC分析师表示，美国商务部对印度、印度尼西亚和老挝的加权平均倾销幅度分别为123.04%、35.17%和22.46%。 此前，美国在2月底发布了初步反补贴税裁定，认定补贴率在80%至126%之间。 反倾销和反补贴税案件的共同结果提高了从这三个国家进口产品的潜在成本。尽管近期采取的关税措施已经抑制了进口量，但这三个国家的进口量仍然占美国太阳能电池板进口总量的80%以上。 RBC表示，如果关税最终确定在类似水平，东南亚和印度组件供应商的竞争压力将会降低，此举可能对First Solar有利。 美国商务部将于2026年9月5日前做出最终裁定。此后，美国国际贸易委员会将在约45天后发布最终损害裁定。 然而，RBC分析师表示，随着商务部继续进行核实和最终利润率计算，此案仍有可能发生变化，但初步调查结果表明，主要海上太阳能供应中心将面临持续的监管压力。
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