亿欧智库：中国蓄电池行业出海国别机会洞察报告

Group 1 - The report highlights the explosive growth in global electrification and energy storage demand, providing significant development opportunities for the battery industry, particularly for lithium-ion batteries from China [1][9]. - China's lithium-ion battery industry exhibits three major development characteristics: green compliance with environmental standards, deepening global layout through technology and management system exports, and accelerated vertical integration among leading companies [1][2]. - Key export markets for Chinese lithium-ion batteries include Vietnam, the United States, and India, with notable high-frequency and high-value purchasers emerging in these regions [2][21][23]. Group 2 - Each core export country has established clear import regulations and certification thresholds, necessitating compliance with local standards and testing procedures for Chinese manufacturers [2][28]. - Despite facing multiple challenges, the industry is transitioning towards a dual-driven model of technological upgrades and compliance, aiming to enhance global competitiveness [2][31]. - The report indicates that from 2020 to 2025, the overall export value of Chinese batteries is expected to rise significantly, with a projected growth rate of 24.22% by 2025 compared to the same period [14]. Group 3 - The report outlines the procurement situation in Vietnam, where approximately 2,000 purchasers engaged in transactions, resulting in a total transaction value of $5.19 billion [18]. - In the U.S. market, 847 purchasers participated in transactions, with a total transaction value of $5.41 billion, indicating strong demand [21]. - India's market saw around 1,000 purchasers involved in transactions, with a total transaction value of $3.4 billion, reflecting robust market activity [23]. Group 4 - The report emphasizes the need for Chinese companies to adapt to increasing compliance requirements and local market conditions, which are becoming critical for maintaining export competitiveness [28][31]. - The industry is witnessing a shift from price competition to a focus on technology and compliance, driven by rising regulatory standards in key markets [31][32]. - The challenges faced by the industry include supply chain constraints, technological iteration pressures, and heightened compliance thresholds, necessitating a strategic focus on local adaptation and technological innovation [32][33].