关税下降后 中国储能电芯对美出口是否迎来利好？

Group 1 - The core point of the article is the significant reduction of tariffs on Chinese energy storage cells from over 150% to around 40% as stated in the joint statement of the China-US Geneva trade talks [1] - According to InfoLink Consulting, the overseas market for energy storage cell shipments is projected to reach 137.3 GWh in 2024 [1] - The top five companies in the overseas energy storage cell market are all Chinese manufacturers: CATL, BYD, EVE Energy, Envision, and Ruipu Lanjun [1] Group 2 - Among the top ten manufacturers in the overseas energy storage cell market, eight are Chinese companies, while the other two are South Korean firms: Samsung SDI ranked sixth and LGES ranked ninth [1]