关税82.4%！中美储能企业：博弈格局生变

Core Viewpoint - The article discusses the impact of the recent tariffs imposed by the Trump administration on the energy storage industry, highlighting both the potential risks and strategic responses from Chinese companies in the sector. Group 1: Tariff Impact on the Industry - The new tariffs on energy storage products are expected to result in a cumulative tax rate of 64.9%, which could rise to 82.4% by 2026 for storage batteries and systems [4] - The tariffs are seen as a double-edged sword, potentially diluting the cost advantages of Chinese manufacturers while also prompting a strategic shift in the global energy storage market [3][4] Group 2: Company Responses and Strategies - Some companies, like Aters, are exploring various methods to mitigate tariff impacts, including contract clauses to protect against tariff changes and expanding overseas manufacturing capabilities [2] - Companies such as Funeng Technology have a minimal reliance on the U.S. market, focusing instead on European exports, which may buffer them from the tariff impacts [2] Group 3: Market Dynamics and Future Outlook - The U.S. heavily relies on Chinese battery suppliers, with 90% of battery energy storage systems (BESS) projects using Chinese batteries, indicating a significant dependency that complicates supply chain shifts [7] - The article suggests that a rush to install energy storage systems may occur in North America before the tariffs take full effect, potentially providing short-term support for Chinese lithium battery exports [8] Group 4: Competitive Landscape - The tariffs may lead to increased prices for energy storage systems in the U.S., affecting the internal rate of return (IRR) for projects that rely on imported components [9] - Tesla's production of Megapacks in Shanghai and plans for a second U.S. factory highlight the competitive strategies being employed to navigate the tariff landscape [8][10]