全球围剿中国锂电｜独家

Core Viewpoint - The article highlights the increasing challenges faced by Chinese companies in the lithium battery sector due to aggressive trade policies and regulations from the US and Europe, which aim to curb China's competitive edge in the global market [3][14][27]. Group 1: Industry Challenges - Chinese battery manufacturers, including companies like CATL and Guoxuan High-Tech, are experiencing project suspensions in the US due to the "One Big Beautiful Bill" and other restrictive policies [3][22][25]. - The US has implemented the Inflation Reduction Act (IRA), which provides significant subsidies for domestic production while imposing strict requirements on foreign entities, particularly targeting Chinese companies [14][15][19]. - The European Union is also enacting measures to limit reliance on Chinese products, including tariffs on electric vehicles and stringent local content requirements for battery production [21][28]. Group 2: Market Position and Performance - By October 2025, Chinese companies are projected to hold six out of the top ten positions in the global power battery market, capturing 69% of the market share, with CATL alone accounting for 38% [8][9]. - The Chinese lithium battery industry has established a comprehensive supply chain, from raw materials to recycling, solidifying its dominant position globally [10][36]. - Despite facing external pressures, the growth of Chinese lithium battery exports has been significant, increasing from 35.9% in 2017 to an expected 54.9% by 2024 [34]. Group 3: Strategic Responses - In response to the restrictive policies, Chinese companies are exploring joint ventures and restructuring ownership to comply with US regulations, as seen with Canadian company Canadian Solar's strategy in the US [22][24]. - The article notes that the US's attempts to localize production and reduce dependency on Chinese technology may ultimately backfire, as American companies currently lack the capacity and technology to replace Chinese suppliers [28][37]. - The ongoing geopolitical tensions and trade barriers are likely to hinder the development of the US renewable energy sector, potentially diminishing its global competitive advantage [37].