4月动力电池出口环比下降2.9%

Group 1 - The article discusses the upcoming 2025 High-Performance Sodium Battery Industry Summit and the 2025 High-Performance Solid-State Battery Technology and Application Summit, both taking place in Suzhou [2][3] - In April, the total export of domestic power batteries and other batteries was 22.3 GWh, a month-on-month decrease of 2.9% but a year-on-year increase of 64.2% [3] - The decline in power battery exports in April is considered within a normal range despite the significant impact of tariffs [3][4] Group 2 - The article highlights that companies typically maintain a stockpile of 1-3 months to mitigate supply chain disruptions, which has allowed them to manage the impact of tariffs without drastic changes in procurement [5] - The "transshipment" phenomenon in April boosted domestic lithium battery exports, with exports to ASEAN countries increasing by 20.8% year-on-year in dollar terms [5] - A 90-day tariff exemption agreement has been reached between China and the US, providing temporary relief for export-oriented companies [6] Group 3 - Domestic lithium battery companies have been increasing their overseas presence since 2022, with significant capacity being released between 2025 and 2027 [6] - As overseas capacity is released, domestic battery companies will enhance their ability to withstand tariff impacts [7] - The restructuring of the lithium battery supply chain is ongoing, with a focus on building sustainable global supply capabilities [7][8]