July 18, Diaoyutai State Guesthouse.

Lu Fei was sitting at the best man's table, and next to him was Liu Yidong. Even Wang Xing and Lu Huateng were not qualified to sit at this table. It was a blessing to be able to sit at the children's table.

After working hard all day long, Lu Fei unbuttoned his suit jacket and was finally able to take a breath and drink some water.

"Mr. Lu."

At this moment, a familiar figure came over.

"Secretary Huang!"

Lu Fei recognized Leader Sha's secret at a glance.

"The leader asks you to come over."

As soon as these words came out, the two people left the banquet hall one after another and came to the outdoor central lake, with gurgling water and surrounded by trees.

Through the dense woods, he saw the two affable faces of Leader Sha and Lin Jiaqing. He immediately cheered up and walked away with his head held high.

"Here we come."

Leader Sha patted him on the shoulder.

"Xiao Lu, you may have guessed why we came to see you this time, right?" Lin Jiaqing said with a straight face.

"Well, if I guess correctly, it should be the sanctions imposed by Europe and the United States on the domestic photovoltaic industry." Lu Fei replied.

"You guessed it right."

Leader Sha said in a serious tone: "Europe and the United States have successively launched anti-dumping and countervailing measures against our photovoltaic industry. You should know the seriousness of this matter."

"Logic also has a lot of investment in the photovoltaic industry."

Lu Fei nodded solemnly.

The market share of the photovoltaic industry at home and abroad is about 4:6. It is precisely that of the 60% foreign market share, almost 90% comes from the European and American markets. Once the United States takes the lead in passing the "double anti-dumping" resolution, it will increase import tariffs.

100%, or even 200%, the EU will soon follow the footsteps of the United States.

At that time, it will be a disaster for the domestic photovoltaic industry!

Because it is impossible to maintain the current scale of the photovoltaic industry with only 40% of the domestic market share, not to mention that the majority of the domestic market share is all supported by financial subsidies.

Without the continuous foreign exchange feedback from Europe and the United States, no matter how much financial subsidies are provided, they will only be used to put out the fire, treating the symptoms but not the root cause.

At this time, it is already the darkest moment for the domestic photovoltaic industry.

"Exports to the United States will drop by about 50%, and exports to Europe will be 70% or 80%. Such a sudden drop will make the trillion-dollar photovoltaic industry supported by the 4 trillion bailout plan and the Golden Sun Project disappear in an instant.

In between, things fell apart.”

As soon as Leader Sha finished speaking, Secretary Huang immediately added.

The entire industry is expected to lose RMB 350 billion in output value and suffer structural risks of RMB 200 billion in loans. It will fall into a complete trough. The most critical thing is that 500,000 to 600,000 people will lose their jobs as a result.

"Xiao Lu."

"Eh."

"Tell me what you think. Do you have any opinions?"

Leader Sha smiled and narrowed his eyes.

"I'm afraid that if I say something wrong, it will affect the leader's judgment."

Lu Fei pursed his lips and considered his words.

"You kid!"

Leader Sha shook his head and laughed: "The person who speaks is not guilty. There is no right or wrong here. Whether it is right or wrong can only be tested through practice. What I am asking now is your opinion. Don't be afraid of saying something wrong, just be afraid that you won't say it."

"Then I'll say it."

"explain!"

"I think it is disrespectful to reciprocate. We must express our attitude and fight back appropriately, otherwise."

Lu Fei curled his lips.

"What you can't get on the battlefield, you can't even hope to get at the negotiation table." Leader Sha nodded, "How are you going to fight back?"

"Since they are both anti-dumping and countervailing, we cannot countervail, but we can give them anti-dumping."

Lu Fei smiled evilly and said: "If you use his own method, you will pay him back."

"Be specific."

Lin Jiaqing's eyes lit up.

"Like Europe, the United States, Japan and South Korea, I think we can conduct anti-dumping investigations to the same extent on their monocrystalline silicon, polycrystalline silicon, and even 200mm and 300mm large silicon wafers."

There was a sense of pride in Lu Fei's words.

"Ahem."

Secretary Huang looked left and right and reminded that mainland silicon wafer manufacturers cannot keep up with the supply of raw materials and production capacity due to poor technology. Wafer manufacturing companies can only rely heavily on imports, especially polysilicon and 300mm large silicon wafers.

.

“It’s not what it used to be!”

The corner of Lu Fei's mouth rose, "Silicon Group has realized the localization of polysilicon from technology to equipment over the past few years, with President Zhang and all employees working overtime day and night, and has also completed mass production of 200mm large silicon wafers. As for the most important thing

The 300mm is currently in the trial production stage, and it won’t take long for the results to be produced.”

"Mr. Zhang?"

Lin Jiaqing was very curious.

"That's Zhang Rujing from SMIC."

Leader Sha had stayed in the Shanghai stock market and immediately guessed: "TSMC used an international lawsuit to force him out of China Semiconductor Manufacturing Co., Ltd. This guy secretly dug him into logic and hid it, and then there was no news. I didn't expect you to let him go."

Doing this kind of thing."

"Hey, let's put people to their best use."

Lu Fei smiled and said, "It turns out that I did use the right partner. Once the 300mm large silicon wafer is mass-produced, it will break the monopoly of the international giants. Although it is not guaranteed that the equipment will be completely localized, the quality and yield rate, I have this

The confidence is definitely no worse than that of foreign countries!" Lu Fei vowed and patted his chest.

"You, you, always give us some surprises!"

Leader Sha and Lin Jiaqing looked at each other, their tense faces more or less relaxed, revealing smiles of relief and relief.

The solemn and solemn atmosphere gradually dissipated.

"But just fighting back cannot save the photovoltaic industry, and the anti-dumping investigation takes a long time from the preliminary review to the final ruling. During this period, the domestic photovoltaic industry may be finished."

Lin Jiaqing cast a meaningful look.

"With wise leadership, even if it survives, its market share in the European and American markets will be completely eaten up by other foreign companies, just like what happened in the United States."

Lu Fei sighed.

"There are two countermeasures now. One is to inject blood into the photovoltaic industry and preserve the significance of the photovoltaic industry. You must also know the significance."

Leader Sha looked at the lake reflecting the moon.

Lu Fei nodded. The photovoltaic industry is one of the main players in green renewable energy. It is also preventing Europe and the United States from making a fuss in the name of "green environmental protection and carbon neutrality" and restricting China's development.

Of course, it is also based on the strategy of energy diversification.

"The other option is to give up scale and pursue the development of high-tech and sophisticated technologies. If quantity cannot be maintained, quality will be maintained. Focus on supporting a few companies with strong technologies to keep a spark in the international market until the cold winter of 'double-reverse' and anti-reliance policies has passed."

, those few that survive can continue to develop." Lin Jiaqing said.

"Xiao Lu, if it were you, what would you choose?"

Leader Sha cast an inquiring look.

"One is to defend the city at all costs; the other is to abandon the city and build a fortress to preserve the vitality."

Lu Fei touched his chin, "But if I were asked to choose, I wouldn't choose either."

"Why?" Lin Jiaqing smiled.

"Because both are just appeasement solutions and cannot solve the fundamental problem. To completely revive the domestic photovoltaic industry, I think we need to take the third way." Lu Fei said seriously.

"Third way?" Leader Sha was surprised.

"It means gathering all the forces upstream and downstream to build large-scale photovoltaic power stations in the west." Lu Fei said with a smile.

"Isn't this the first option? Another Golden Sun Project, using financial subsidies to continue blood transfusions to stimulate the market?"

Lin Jiaqing frowned.

"hey-hey."

Lu Fei said: "What I said may be a little different from the first plan. Going to the west is not simply to build power stations, but to turn the external circulation of the photovoltaic industry into an internal circulation."

Inner loop mode?

Leader Sha and others immediately became interested.
To be continued...