GLII Comments: It is also to increase the panel tariffs, local panel companies can be said to be quite hopeful. Of course, in the short term, raising import tariffs is conducive to the protection of local companies and is expected to have a competitive advantage in terms of prices. But I always want to make a fuss about the price, not thinking about technology or quality, it is not the end of the cart. Children who are always protected by adults are not long. How to introduce or improve the technical level and improve their core competitiveness is the key.
Recently, Li Dongsheng, deputy of the National People's Congress and chairman of TCL Group (000100, SZ), said in an interview with the media in Beijing that China's electronic information industry has been in the predicament of "lack of core and less screen" and he will be in the second session of the 12th National People's Congress. Submitted the "Proposal on Promoting Key Technology Innovation and Promoting Strategic Development of Information Industry" proposal, suggesting that the government increase support and promote the development of the domestic LCD industry.
The specific measures include the unified planning of the panel industry by the state, avoiding repeated constructions, and increasing the protection of domestic flat panel display enterprises on tariff policies, and increasing the import tariff rate of LCD panels to 8% to 10%. Li Dongsheng said that this is his second time to propose to raise the panel tariff.
In this regard, some insiders said that raising the panel tariff will definitely benefit the development of China's panel industry. The product update and market changes in the panel industry are relatively fast. The manufacturers are not only facing domestic competitive pressures, but also face the competitive pressure of Japanese and Korean manufacturers. It is difficult to co-ordinate the implementation of production capacity. However, it is possible to establish a flat panel display industry committee and other platforms. The market personnel, senior leaders and technicians of the enterprise can regularly share information and exchange technology on the platform.
Some tariff preferences expired last year
Li Dongsheng suggested adjusting the tariff [2012] No. 18 exempted materials list to extend the tax exemption period to the end of 2015; or include it in the ECFA tax exempt list; the flexible substrate, luminescent additive, high purity metal aluminum wire required for OLED The core materials such as liquid desiccant and glass glue are included in the membrane crystal tax exemption list; the G8.5 rayon glass substrate is listed in the list of duty-free imported materials, or the tariff is lowered to 2%. Adjust the liquid crystal panel tax items from the current "optical instruments or equipment" to "LCD TV special parts", and increase the current provisional tax rate by 5% to 8% to 10%;
In addition, Li Dongsheng also suggested that since most of the process equipment for LCD panel manufacturing needs to be imported, investing in a 8.5-generation line of about 24.5 billion yuan is subject to an import equipment value-added tax of about 2.2 billion yuan, which is huge for enterprises. If the fiscal and taxation [2011] No. 107 document continues to be implemented, the value of the value-added tax on imported equipment at the end of the period will alleviate the pressure on the panel enterprises.
According to the National Financial Tariff [2012] No. 18 document, in the list of duty-free imported raw materials, some molds and targets expired in 2012, while glass, polarizing plates, backlight modules, high-purity gases, etching solutions, Lithography process chemicals, color films and chemical lotions have expired in 2013. It is understood that the key raw material industry bases in these upstream panels are weak and basically rely on imports.
In addition, the tax exemption policy for parts required for the import and maintenance of production equipment for the first batch of TFT-LCD manufacturers will also expire in 2015. According to the reporter's understanding, from 2012 to 2015, the duty-free import quotas for parts of the 12 manufacturers including BOE, Huaxing Optoelectronics, Shenchao Optoelectronics and China Light and Power Panda reached US$1.935 billion.
Li Dongsheng said that domestic new construction projects are 8% to 10% higher than the equipment depreciation costs of overseas manufacturers. This is a difficulty that enterprises cannot overcome.
Li Dongsheng also said that from a global perspective, the panel tariffs of emerging market countries such as Russia, Brazil, and India are 15% to 20%, and China's panel tariffs are only 5%, and there is room for improvement.
Tariffs increase or accelerate industry restructuring
It is understood that due to the late start of China's panel industry, tariffs have always been a tool for protecting the panel industry.
In 2012, China's panel import tariffs increased to 5%, directly promoting the development of panel makers such as BOE and Huaxing Optoelectronics. In addition, some panel companies in South Korea also chose to set up an 8.5-generation production line in Kunshan, Jiangsu and Guangzhou, Guangdong.
In the field of glass substrates in the upstream, most of the world's markets were occupied by Corning and Japan's Electric Glass and Asahi Glass.
In December last year, the Ministry of Finance raised the provisional tariff for liquid crystal glass substrates of 6th generation and below from 6% in 2013 to 6%. Glass substrate manufacturers Dongxu Optoelectronics and *ST Rainbow have begun to supply panel makers such as BOE. .
In this regard, some analysts pointed out that if China adjusts the panel tariffs, it is a trend for overseas manufacturers to set up factories.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
Recently, Li Dongsheng, deputy of the National People's Congress and chairman of TCL Group (000100, SZ), said in an interview with the media in Beijing that China's electronic information industry has been in the predicament of "lack of core and less screen" and he will be in the second session of the 12th National People's Congress. Submitted the "Proposal on Promoting Key Technology Innovation and Promoting Strategic Development of Information Industry" proposal, suggesting that the government increase support and promote the development of the domestic LCD industry.
The specific measures include the unified planning of the panel industry by the state, avoiding repeated constructions, and increasing the protection of domestic flat panel display enterprises on tariff policies, and increasing the import tariff rate of LCD panels to 8% to 10%. Li Dongsheng said that this is his second time to propose to raise the panel tariff.
In this regard, some insiders said that raising the panel tariff will definitely benefit the development of China's panel industry. The product update and market changes in the panel industry are relatively fast. The manufacturers are not only facing domestic competitive pressures, but also face the competitive pressure of Japanese and Korean manufacturers. It is difficult to co-ordinate the implementation of production capacity. However, it is possible to establish a flat panel display industry committee and other platforms. The market personnel, senior leaders and technicians of the enterprise can regularly share information and exchange technology on the platform.
Some tariff preferences expired last year
Li Dongsheng suggested adjusting the tariff [2012] No. 18 exempted materials list to extend the tax exemption period to the end of 2015; or include it in the ECFA tax exempt list; the flexible substrate, luminescent additive, high purity metal aluminum wire required for OLED The core materials such as liquid desiccant and glass glue are included in the membrane crystal tax exemption list; the G8.5 rayon glass substrate is listed in the list of duty-free imported materials, or the tariff is lowered to 2%. Adjust the liquid crystal panel tax items from the current "optical instruments or equipment" to "LCD TV special parts", and increase the current provisional tax rate by 5% to 8% to 10%;
In addition, Li Dongsheng also suggested that since most of the process equipment for LCD panel manufacturing needs to be imported, investing in a 8.5-generation line of about 24.5 billion yuan is subject to an import equipment value-added tax of about 2.2 billion yuan, which is huge for enterprises. If the fiscal and taxation [2011] No. 107 document continues to be implemented, the value of the value-added tax on imported equipment at the end of the period will alleviate the pressure on the panel enterprises.
According to the National Financial Tariff [2012] No. 18 document, in the list of duty-free imported raw materials, some molds and targets expired in 2012, while glass, polarizing plates, backlight modules, high-purity gases, etching solutions, Lithography process chemicals, color films and chemical lotions have expired in 2013. It is understood that the key raw material industry bases in these upstream panels are weak and basically rely on imports.
In addition, the tax exemption policy for parts required for the import and maintenance of production equipment for the first batch of TFT-LCD manufacturers will also expire in 2015. According to the reporter's understanding, from 2012 to 2015, the duty-free import quotas for parts of the 12 manufacturers including BOE, Huaxing Optoelectronics, Shenchao Optoelectronics and China Light and Power Panda reached US$1.935 billion.
Li Dongsheng said that domestic new construction projects are 8% to 10% higher than the equipment depreciation costs of overseas manufacturers. This is a difficulty that enterprises cannot overcome.
Li Dongsheng also said that from a global perspective, the panel tariffs of emerging market countries such as Russia, Brazil, and India are 15% to 20%, and China's panel tariffs are only 5%, and there is room for improvement.
Tariffs increase or accelerate industry restructuring
It is understood that due to the late start of China's panel industry, tariffs have always been a tool for protecting the panel industry.
In 2012, China's panel import tariffs increased to 5%, directly promoting the development of panel makers such as BOE and Huaxing Optoelectronics. In addition, some panel companies in South Korea also chose to set up an 8.5-generation production line in Kunshan, Jiangsu and Guangzhou, Guangdong.
In the field of glass substrates in the upstream, most of the world's markets were occupied by Corning and Japan's Electric Glass and Asahi Glass.
In December last year, the Ministry of Finance raised the provisional tariff for liquid crystal glass substrates of 6th generation and below from 6% in 2013 to 6%. Glass substrate manufacturers Dongxu Optoelectronics and *ST Rainbow have begun to supply panel makers such as BOE. .
In this regard, some analysts pointed out that if China adjusts the panel tariffs, it is a trend for overseas manufacturers to set up factories.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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