美国关税风暴可能深度影响，甚至严重冲击全球储能江湖。 据24潮产业研究院 (TTIR) 统计，两个交易日 （4月7-8日） ，仅国内储能上市公司总市值蒸发近 4500亿元，降幅达15.92%！ 目前之所以在资本层面产生如此大的冲击与破坏力，与美国在全球储能江湖地位有很大关系。据 中信建投证券统计，2024年美国储能装机需求约40GWh，占比全球装机的20%，对应储能电池要 货80-100GWh。 根据海关总署数据显示，2024年中国向美国出口锂电池153.15亿美元 （约1100亿人民币） ，占 国内锂电池出口总额的25%。另外据CESA储能应用分会产业数据库不完全统计，就中国企业出 海情况来看，2024年中国企业跟美国企业签订储能订单最多，规模最大，达24个，总规模超 65.78GWh，占中国企业全球出海订单规模的33.63%。 很明显，为了实现争夺储能领域的全球话语权与定价权，美国在政策层面正在全力 "封堵" 中国 储能企业，以实现 "将完整的电池供应链带回美国" 的战略目标。 当前美国储能江湖，对中资企业而言即意味着巨大的发展空间与机遇，也预示着激烈的竞争与博 弈风险，而留给企业破局的时间已经非常紧迫了 ...

美国关税风暴可能深度影响，甚至严重冲击全球储能江湖。 据24潮产业研究院 (TTIR) 统计，两个交易日 （4月7-8日） ，仅国内储能上市公司总市值蒸发近 4500亿元，降幅达15.92%！ 目前之所以在资本层面产生如此大的冲击与破坏力，与美国在全球储能江湖地位有很大关系。据 中信建投证券统计，2024年美国储能装机需求约40GWh，占比全球装机的20%，对应储能电池要 货80-100GWh。 根据海关总署数据显示，2024年中国向美国出口锂电池153.15亿美元 （约1100亿人民币） ，占 国内锂电池出口总额的25%。另外据CESA储能应用分会产业数据库不完全统计，就中国企业出 海情况来看，2024年中国企业跟美国企业签订储能订单最多，规模最大，达24个，总规模超 65.78GWh，占中国企业全球出海订单规模的33.63%。 很明显，为了实现争夺储能领域的全球话语权与定价权，美国在政策层面正在全力 "封堵" 中国 储能企业，以实现 "将完整的电池供应链带回美国" 的战略目标。 当前美国储能江湖，对中资企业而言即意味着巨大的发展空间与机遇，也预示着激烈的竞争与博 弈风险，而留给企业破局的时间已经非常紧迫了 ...

Core Viewpoint - The China Securities Index for Intelligent Electric Vehicles has shown a decline of 17.16% over the past month, 2.52% over the past three months, and 7.67% year-to-date, indicating a challenging market environment for the sector [1][2]. Group 1: Index Performance - The China Securities Intelligent Electric Vehicle Index opened lower but closed higher, with a current value of 2889.57 points and a trading volume of 63.561 billion yuan [1]. - The index is designed to reflect the overall performance of listed companies involved in various aspects of the intelligent electric vehicle industry, including power systems, perception systems, decision systems, execution systems, communication systems, vehicle production, and aftermarket services [1]. Group 2: Index Composition - The top ten weighted companies in the index are BYD (18.38%), CATL (13.19%), Luxshare Precision (6.48%), Huichuan Technology (5.26%), Will Semiconductor (4.55%), Great Wall Motors (4.48%), iFlytek (3.14%), Sanhua Intelligent Control (2.7%), EVE Energy (2.57%), and Top Group (2.4%) [1]. - The index's holdings are primarily listed on the Shenzhen Stock Exchange (71.60%), followed by the Shanghai Stock Exchange (27.72%) and the Beijing Stock Exchange (0.68%) [1]. Group 3: Industry Breakdown - The industry composition of the index includes 36.44% in consumer discretionary, 34.16% in industrials, 22.02% in information technology, 6.71% in materials, and 0.68% in communication services [2]. - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2].

4 月9 日，美国总统特朗普以"中国未撤回 34% 报复关税"为由，宣布对华加征 50% 关税，叠加此前税率，对华商品总税率飙升至 104% 。这标志着中美贸易冲突从"摩擦"演变为"核战级对抗"。 就锂电产业而言，加上美国目前对中国电池产品征收 3.4% 的基础关税，以及其计划在 2026 年对来自中国的储能电池施加 25% 的 301 条 款关税 ( 该税率已适用于动力电池 ) ， 将使得动力电池与储能电池对应的关税从 82.4%/64.9% 进一步升级至 132.4%/114.9% 。 | 关税政策 | 动力电池 | 備能电池 | 生效时间 | | --- | --- | --- | --- | | 电池基础关税 | 3. 4% | 3. 4% | 已生效 | | 301条款关税 | 25% | 7.5% | 2024年9月 | | | | 25% | 2026年 | | 对中国商品额外关税 | 10% | 10% | 2025年2月1日 | | 对中国商品额外关税 | 10% ---- | 10% | 2025年3月4日 | | "对等关税" | 34W STARTING POINT | 34% | 2 ...

Core Viewpoint - The article highlights the accelerated expansion of China's lithium battery industry in Europe, particularly through the establishment of a battery factory by EVE Energy in Hungary, which signifies a strategic move to mitigate capacity risks amid global trade tensions [2][3]. Group 1: EVE Energy's European Expansion - EVE Energy's wholly-owned subsidiary in Hungary has received construction permits for its first battery factory in Europe, marking a significant step in its expansion efforts [2][3]. - The factory will focus on producing large cylindrical power batteries, which will supply directly to BMW's local factory, indicating a deepening partnership between Chinese battery manufacturers and major European automakers [3]. - EVE Energy is not only building capacity but is also advancing technology sharing and ecosystem development, reflecting a deeper evolution of Chinese lithium battery companies' overseas strategies [3]. Group 2: Collaboration and Innovation - EVE Energy has signed a memorandum of understanding with Wuhan University and the University of Debrecen in Hungary to establish practical bases by Q3 2027, aiming to enhance industry-academia collaboration and accelerate research outcomes [3]. - In March, Wanhua Chemical signed a joint development agreement with German lithium iron phosphate material company IBU-tec to scale up industrial trials, with preliminary results expected in Q3 2023 [3]. - This collaboration aims to build a local supply chain in Europe and may lead to the establishment of a joint laboratory for battery innovation [3]. Group 3: Equipment and Manufacturing Advances - MANST EG, a subsidiary of Mannesmann, has signed a strategic sales contract with Automotive Cells Company (ACC) to provide core equipment and technical services, marking a breakthrough in the European market [4][5]. - ACC, formed by Stellantis, Mercedes-Benz, and TotalEnergies, is a flagship company in the European battery industry, with battery production set to support Peugeot and Opel electric vehicle models starting in 2024 [4]. Group 4: Broader Industry Trends - Chinese electric vehicle manufacturers, such as BYD, are also increasing their production capacity in Europe, with plans for a third factory in Germany, following the establishment of plants in Hungary and Turkey [6]. - The Chinese Ministry of Commerce has indicated a desire to restart negotiations on electric vehicle anti-subsidy price commitments with the EU, aiming to create a more stable environment for investment and collaboration [7]. - Despite potential short-term demand impacts from tariffs, Chinese companies maintain competitiveness due to advantages in core battery technologies and cost, with prices currently about 40% lower than South Korean counterparts [7].

4月8日，亿纬锂能就美国"对等关税"政策回应称，目前直接出口美国的占比低于4%。 短期看， 公司与美国客户主要采取FOB(离岸价)模式进行结算，这种模式下公司不承担关税成本， 因此当 前关税政策对现有合同的交付不造成成本影响。 亿纬锂能称，将加快完成全球化布局及海外产能建设，强化公司海外工厂的先发优势，同时与海 外客户做好协同，同时继续发挥公司在CLS(合作经营)业务模式的优势，通过技术授权和服务满 足海外客户的电池供应需求。 ——The End—— 本文来源：同花顺 。 本公众号所发表内容注明来源的，版权归原出处所有（无法查证版权的或未注明出处的 均来源于网络搜集），如有侵权请及时联系删除。转载内容只以信息传播为目的，仅供参考，不代表本号认同 其观点和立场。内容的真实性、准确性和合法性由原作者负责。 -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 鑫椤资讯成立于2010年，主要服务于炭素、锂电、电炉钢3大行业，是中国专业产业研究和顾问公司。鑫椤资 讯以研究为中心，提供数据库、产业前瞻预测、战略咨询和媒体宣传等服务。 ...

Group 1 - The core viewpoint of the article is that EVE Energy Co., Ltd. has received a construction permit from the Debrecen government in Hungary to establish a battery manufacturing plant, which will enhance its production capacity and international competitiveness in the new energy sector [1] - The construction permit is expected to effectively promote EVE Energy's construction needs in Hungary and leverage resources and advantages from all parties involved [1] - This initiative is part of the company's strategic development plan and aims to improve its global industrial layout, aligning with the interests of all shareholders [1]

金融界4月8日消息，上证指数低开高走，中证智能电动汽车指数 (智能电车，H11052)下跌0.54%，报 2886.91点，成交额673.43亿元。 数据统计显示，中证智能电动汽车指数近一个月下跌16.71%，近三个月下跌3.08%，年至今下跌 7.17%。 据了解，中证智能电动汽车指数选取主营业务涉及智能电动汽车动力系统、感知系统、决策系统、执行 系统、通讯系统、整车生产以及汽车后市场的上市公司证券作为指数样本，以反映智能电动汽车产业上 市公司证券的整体表现。该指数以2014年12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证智能电动汽车指数十大权重分别为：比亚迪（18.56%）、宁德时代 （13.68%）、立讯精密（6.56%）、汇川技术（5.26%）、长城汽车（4.47%）、韦尔股份（4.38%）、 科大讯飞（3.1%）、三花智控（2.67%）、亿纬锂能（2.6%）、拓普集团（2.42%）。 从中证智能电动汽车指数持仓的市场板块来看，深圳证券交易所占比71.96%、上海证券交易所占比 27.41%、北京证券交易所占比0.63%。 从中证智能电动汽车指数持仓样本的行业来看，可选消费占比36 ...

Core Viewpoint - The energy storage industry is experiencing a surge in demand driven by policy changes, market competition, and the expansion of overseas markets, leading to a situation where production lines are operating at full capacity despite an overall industry overcapacity issue [5][6][36]. Group 1: Industry Demand and Policy Impact - The energy storage sector has expanded rapidly, with planned production capacity in China exceeding 1000 GWh for 2024, but actual shipments only reaching 300 GWh, resulting in a utilization rate of less than 35% [4]. - The release of document No. 136 has created urgency among renewable energy developers to complete projects before the June 2025 deadline, leading to a spike in energy storage demand [5][6]. - Twelve provinces in China have issued clear targets for energy storage projects, totaling over 30 GW/80 GWh [7]. Group 2: International Market Opportunities - Domestic energy storage companies are securing significant orders in international markets due to their advanced technology and cost-effective products [8]. - Notable orders include a record 19 GWh from CATL in the Middle East, showcasing the growing international demand for energy storage solutions [9]. Group 3: Corporate Strategies and Production Expansion - Major companies are proactively securing supply agreements for battery materials to ensure timely delivery and production [21]. - CATL has signed multiple agreements to expand production capacity, including a 40 GWh battery production project in Fuzhou and a 25 GWh project in Fuding [25][26]. - EVE Energy is also expanding its production capabilities with a new factory in Jingmen, planning a total capacity of 60 GWh [28]. Group 4: Emerging Market Segments - The demand for energy storage in data centers is becoming a new growth point, driven by the increasing need for clean energy solutions to support high-density computing facilities [11][19]. - The global market for data center energy storage lithium batteries is expected to grow significantly, with shipments projected to exceed 69 GWh by 2027 and reach 300 GWh by 2030 [18]. Group 5: Industry Challenges and Future Outlook - Despite the current demand surge, the industry faces potential overcapacity issues due to some companies expanding production without considering actual market needs [36][38]. - Experts emphasize the importance of focusing on technological innovation and product quality to avoid falling into the trap of excess capacity [39][40].

亿纬锂能海外工厂"加速"！ 4月8日，亿纬锂能发布 公告称， 全资孙公司 亿纬匈牙利 于近日收到匈牙利 Debrecen（德布勒森市）政府出具的建筑许可决定，许可亿纬 匈牙利在德布勒森市建立电池制造厂。 这也意味着，亿纬锂能又一海外工厂取得实质性进展，将进入建设阶段。 出海浪潮下，亿纬锂能已在海外布局多个基地，包括马来西亚工厂、匈牙利工厂，以及美国的合资工厂，其中匈牙利工厂则是亿纬锂能在欧洲 投建的首个电池工厂。 回溯来看，2023年6月，亿纬锂能曾公告称， 拟选址匈牙利德布勒森，建设45万平方米乘用车大圆柱电池生产基地，投资额不超过13.07亿 欧元，建设期为4年。公告指出，该 项目有利于快速响应匈牙利当地关键客户对新能源汽车配套动力电池的需求，同时辐射周边，就近承接更 多欧洲地区客户的订单。 据悉， 匈牙利德布勒森工厂 生产的大圆柱形电池将供货宝马汽车的德布勒森工厂。 2022年9月，亿纬锂能曾 获得宝马集团定点，将为德国 宝马集团Neue Klasse系列车型提供大圆柱锂离子电芯。 到2024年11月，亿纬锂能宣布，目前 正在匈牙利德布勒森市西北工业区建立先进电池工厂， 项目预计2027年竣工投产， 年 ...