毕马威中国报告：核心技术驱动+品牌建设，应对新能源企业“出海”三重挑战

Core Insights - The report by KPMG China highlights that Chinese renewable energy companies face three main challenges when expanding into the European and American markets, including local barriers and policies, high entry costs, and insufficient local operational capabilities [1][2] Group 1: Market Opportunities - Europe is identified as the primary battleground for Chinese renewable energy companies due to its vast market and high profitability, particularly in solar and energy storage sectors [1] - The average price of energy storage systems in Europe is 1.2 RMB/Wh, significantly higher than the domestic average of 0.6-0.8 RMB/Wh, which is expected to attract more Chinese storage companies to Europe [1] Group 2: Driving Factors - Key driving factors for the European market include the acceleration of smart and digital upgrades in the power grid to accommodate clean energy, government incentives such as tax breaks and subsidies, and a high consumer willingness to pay for sustainable products [2] - The shift from "China +1" to "+N" strategy is recommended to mitigate systemic risks by diversifying production bases across Southeast Asia, Mexico, and Eastern Europe [3] Group 3: Strategic Recommendations - The report suggests four strategies for Chinese companies to address the challenges of going abroad: diversifying production locations, implementing a dual strategy of technology and brand development, vertically integrating the supply chain, and optimizing post-investment risk control systems [2][3] - Emphasizing core technology and brand building is crucial for establishing a high-quality brand image in the overseas market [3][4] Group 4: Industry Collaboration - Companies are encouraged to deepen their engagement in both vertical and horizontal dimensions of the supply chain, moving from manufacturing to service and consumption, particularly in large infrastructure projects like solar and wind farms [5] - Strengthening strategic partnerships with related industries and professional service providers is essential for navigating local regulations and enhancing operational stability in foreign markets [5]