It is very unfortunate that these dumping and subsidy accusations have taken ground on slashdot and in general. So many people swallow these accusations as fact simply because they are reported allowing the entire anti-China hysteria to continue to grow. These tariffs are a only temporary injustice compared to the totally corrupt "dumping" ruling that will come. Where is the proof of any of this? The firms singled out have all their financials available and they all have positive gross margins. Why is a Chinese subsidy anti-competitive while American subsidies are not? How can people so easily swallow this nonsense?
There are a lot of valid complaints against the Chinese solar industry, but these are not it. This is crony capitalism by politically well-connected minority of mostly anonymous US/German firms. That is all. Chinese companies make cheap solar panels totally above the board, "dumping" is due to small Chinese firms going BANKRUPT by new and successful PV firms. There are Chinese causalities to this revolution too! a.k.a. Destructive capitalism. You can also buy "dumped" Evergreen Solar (a bankrupt US solar firm) at below industry ASP. Where's the outrage? The big Chinese players (the ones specifically, by name targeted with these tarrifs) are taking over and putting American and German firms out of business via well executed competitive capitalism. They spent the last 5 years building modern high-quality poly silicon plants that produce poly at 20$kg, way cheaper existing than US and NORWAY. Their poly plants sit right next to their wafer, cell, and module facilities, which all use the fanciest, newest US and German manufacturing equipment. The Chinese firms are aggressively pursuing vertical strategies, executing efficiency improvements throughout the entire product chain, and reducing cost via a hugely competitive free market, recycling the nasties instead of dumping them because its cheaper! The strongest firms are manufacturing and selling modules at under a dollar at 7-14% gross margin. AKA *not* dumping. They are all operating on a loss due to fast declining module ASPS, awesome competition, and reletively high OPEX due to expansion, R&D, and debt. We know this because these companies are listed on American exchanges where they comply with GAAP accounting standards, file this info in their quarterly 10K and have American firms auditing them. The basis of these dumping and subsidy accusations are so obviously fradulent, it is really insulting. China is executing a brilliant strategy, mostly above the board, and now the the US politburo is attempting to penalize them. It won't work, we'll just fall further behind.
China Development Bank has given out loan guarantees much like the US Department of Energy (e.g Solandra, First Solar). Ironically, the Chinese firms have barely even tapped this credit. They have mostly been successful raising money on the securities and bond markets in the US and Hong Kong, aka private investors. Chinese provinces have given out awesome tax and energy rebates to manufacturers just like US States (e.g.MA,CA,CO). Where's the beef? The whole anti-Chinese bandwagon is utterly disgusting. It so clearly displays the hypocrisy behind the agendas that drive capitalism and globalization that I can barely stomach it.... It's all a complete farce.
On the other hand, PV is clearly part of a massive strategy for Chinese energy independence. In fact, they have probably passed the tipping point. They are mostly through the development of a several hundred GW/yr PV industry. They will continue grow their production on the backs of western countries mandates and private financing from western markets. Brilliant! the west is paying China to develop what will be the most cost effective, ubiquitous and potentially largest industry on earth. We Americans see this well-executed strategy and our response is to protect a minor portion of our own solar industry (at the expense of our solar equipment exporters, which fyi give us the NET solar exports, and downstream solar firms). This is about the most incompetent response I could possibly imagine. We are losers.