储能重大利好？中美取消91%关税

Core Viewpoint - The recent U.S.-China trade agreement to eliminate 91% of tariffs is expected to positively impact China's new energy storage industry, particularly in the context of battery exports [5][6]. Tariff Adjustments - The U.S. will modify tariffs on Chinese goods, suspending 24% of tariffs for 90 days while retaining a 10% tariff [5]. - China's response includes suspending similar tariffs on U.S. goods, with a focus on maintaining a 10% tariff and canceling additional tariffs [5][6]. - The cumulative tariff on Chinese energy storage batteries has been adjusted to 40.9%, down from previous highs [7][8]. Historical Tariff Context - The cumulative tariffs on energy storage batteries have fluctuated significantly, peaking at 173% before the recent adjustments [8]. - The timeline of tariff changes shows a gradual increase until the recent reduction, highlighting the volatility in trade relations [8]. Short-term Implications - The 90-day buffer period is seen as a temporary advantage for Chinese companies, as the U.S. still relies heavily on Chinese supply chains for energy storage batteries [9]. - The reduction in tariffs may lead to a short-term increase in exports of energy storage products from China to the U.S. [9][10]. - U.S. energy storage developers are under pressure to complete projects before potential future tariff increases, indicating a sense of urgency in the market [9]. Market Dynamics - The current tariff level of 40.9% is considered high but manageable for U.S. energy storage customers, suggesting a potential for increased competitiveness for Chinese exporters [10]. - The 90-day window allows Chinese companies to address inventory and order pressures while preparing for future market conditions [10].