2 1 Shi Ji Jing Ji Bao Dao·2025-12-10 08:16Core Insights - The article emphasizes the importance of the new energy storage industry in Guangdong as a strategic pillar for the province's economy and international trade, particularly in the context of global shifts towards carbon neutrality and the increasing demand for renewable energy sources [2][3]. Group 1: Development of New Energy Storage in Guangdong - Guangdong has established new energy storage as a strategic pillar industry, supported by various government policies since 2020, leading to rapid growth in the sector [4]. - As of August 2025, Guangdong became the largest source of lithium-ion battery exports in China, accounting for 26.2% of the national total, with export values reaching $12.66 billion, a 39.7% increase year-on-year [4]. - The province's exports to major markets like Germany and the United States accounted for 35.7% of total lithium battery exports, highlighting its leading position in the international market [4]. Group 2: Challenges Faced by Guangdong's Energy Storage Enterprises - Guangdong's energy storage products face significant challenges in major export markets such as the U.S. and EU, where stringent performance, quality, and carbon emission standards are enforced [6][7]. - The U.S. has imposed high tariffs on Chinese energy products, reaching up to 145%, complicating the export strategies of Guangdong companies [6][7]. - The EU's regulatory frameworks, such as the Critical Raw Materials Act and the New Battery Law, impose strict compliance requirements, creating additional cost burdens and operational challenges for local enterprises [7][8]. Group 3: Strategies for Internationalization and Market Expansion - To navigate the complex international landscape, Guangdong's energy storage industry must shift from a passive "product exporter" mindset to a proactive "global value network builder" approach [10]. - Companies are encouraged to diversify their market presence by exploring emerging markets in Southeast Asia, Latin America, and Africa, where demand for clean energy infrastructure is growing [11]. - Establishing production bases overseas and forming joint ventures can help mitigate tariff impacts and enhance market access, particularly in the U.S. [12]. Group 4: Risk Mitigation and Strategic Adaptation - Guangdong's energy storage sector should develop a dual-track mechanism for open cooperation and risk prevention to address geopolitical supply chain disruptions [13]. - Strengthening international technical standards and green regulations collaboration can enhance the competitiveness of Guangdong enterprises in the global market [13]. - Companies are advised to build strategic reserves of critical raw materials and explore alternative technologies to ensure supply chain security and reduce dependency on single sources [13].