欧盟电池法案推迟！

Core Viewpoint - The European Union has postponed the implementation of the battery supply chain due diligence segment of the battery regulation by two years, allowing Chinese lithium battery companies to continue exporting to Europe without restrictions for at least two more years [1][3]. Group 1: Reasons for Delay - Geopolitical factors are a significant reason for the delay, as the battery supply chain is predominantly controlled by East Asian countries, making it challenging for Europe to establish its own production lines in the short term [3]. - There is a lack of consensus among EU member states regarding which third-party verification agencies can certify battery due diligence, leading to insufficient supply of these agencies [3]. - The investigation methods for due diligence have not been finalized, with no clear standards established for how to conduct these investigations [3]. - Conflicts between the Corporate Sustainability Due Diligence Directive (CSDDD) and battery due diligence obligations require further discussion to synchronize the legislative guidelines [4]. Group 2: Implications for the Industry - The delay in regulations provides a valuable opportunity for domestic lithium battery companies to prepare for eventual compliance and enhance their export capabilities to Europe [6][8]. - The quality of batteries exported from China to Europe is expected to improve significantly, which may lead to increased technological competition within the industry [9]. - The European market remains crucial for Chinese lithium battery exports, especially as European automotive brands rely on Chinese batteries for their electrification efforts [10]. - The energy storage market in Europe is undergoing transformation, with significant growth in large-scale storage installations, indicating a stable future market for Chinese companies despite potential challenges [11].