Zheng Quan Shi Bao Wang·2025-08-07 04:53Group 1 - The U.S. new energy industry is undergoing significant changes due to tariff uncertainties and the introduction of the "Great and Beautiful" Act, which primarily affects Chinese supply chain companies in the new energy sector [1][2] - Panasonic has decided to delay the full operation of its new electric vehicle battery factory in the U.S. due to sluggish sales reported by its main customer, Tesla. The factory, which began construction in fall 2022, was planned to start operations by the end of the 2026 fiscal year with an investment of approximately $4 billion [1] - Other battery manufacturers, including Envision AESC and Guoxuan High-Tech, have also announced delays or reductions in their U.S. projects, with a total capacity of 19.2 GWh being postponed [1][2] Group 2 - The "Great and Beautiful" Act, signed by President Trump, includes provisions that will affect government subsidies for electric vehicle purchases, potentially reducing sales of new energy vehicles in the U.S. and impacting Chinese supply chain companies [2][3] - The Act imposes restrictions on companies with significant Chinese ownership or components, which may lead U.S. and other foreign companies to avoid sourcing from Chinese suppliers, thereby affecting the supply chain dynamics in the U.S. new energy sector [3][4] - Companies like CATL, Envision AESC, and Guoxuan High-Tech, which have established operations in the U.S., are expected to be significantly impacted by these changes, especially those heavily reliant on the U.S. market [4] Group 3 - The uncertainty surrounding U.S. tariffs and policies has led to a reevaluation of investment economics, resulting in project cancellations and capacity planning being put on hold [5] - The global energy storage market is experiencing a shift characterized by regional fragmentation, increased competition, and a need for strategic flexibility among companies [5] - Companies are advised to optimize market strategies, enhance technological innovation, and improve supply chain resilience to navigate the evolving landscape effectively [5]