美加征关税100% 储能电池关税或高达158.4%！

Core Viewpoint - The article discusses the upcoming CINE2025 Solid-State Battery Exhibition and the implications of new U.S. tariffs on the lithium battery industry, highlighting the challenges and strategic shifts faced by Chinese companies in the global market [2][3][4]. Event Overview - The CINE2025 Solid-State Battery Exhibition will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [2]. - The event will include the 2025 Qidian Solid-State Battery Golden Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [2]. Tariff Implications - On October 9, 2023, the Ministry of Commerce and the General Administration of Customs announced export controls on dual-use items, effective November 8, 2025 [3]. - Starting November 1, 2023, the U.S. will impose a 100% tariff on lithium batteries, which, combined with existing tariffs, could lead to a total tariff exceeding 140.9% [4]. - By January 1, 2026, the "301" tariff is expected to rise from 7.5% to 25%, resulting in a total tariff of 158.4% [4]. Market Reactions - The article notes that the current tariff threats are perceived as a strategy of "extreme pressure," with uncertainty regarding their actual implementation [4]. - The U.S.-China trade relationship has seen significant fluctuations, with various rounds of tariff increases and negotiations throughout 2025 [4][5][6]. Industry Trends - Despite the challenges, Chinese companies are actively seeking new markets in Australia, Europe, the Middle East, and Latin America to mitigate risks associated with the U.S. market [9]. - Currently, U.S. orders account for less than 2% of Chinese companies' total orders, indicating a shift in focus towards other regions [9]. - The strategic move by Tesla to partner with LG Energy for lithium iron phosphate batteries signals a potential reduction in collaboration opportunities for Chinese battery manufacturers in the U.S. market [8]. Conclusion - The article emphasizes the need for the Chinese energy storage industry to accelerate technological upgrades and global expansion to maintain a competitive edge in the face of increasing tariffs and geopolitical tensions [9].