中国蓄电池厂商相继在美建厂，减轻关税负担

Core Viewpoint - Chinese battery companies are shifting from exporting products to local production in the U.S. to mitigate tariff-related cost increases and capitalize on the growing demand for battery systems in data centers [2][4]. Group 1: Market Dynamics - Chinese battery manufacturers are increasingly establishing factories in the U.S., with companies like Xiamen Hicharge Energy and Horizon Robotics announcing new production lines in Texas and Tennessee, respectively, with capacities of 10 GWh and 7 GWh [4]. - The intensifying competition in the Chinese market has prompted these companies to target the U.S. market, which presents greater growth opportunities [4]. Group 2: Regulatory Environment - The U.S. government, under the Biden administration, announced a plan to impose tariffs of up to 25% on Chinese-made batteries starting January 2026, which has influenced Chinese companies to localize production [4]. - The OBBB Act, passed in July 2025, aims to strengthen restrictions on companies controlled by the government, indicating potential future challenges for Chinese firms operating in the U.S. [5]. Group 3: Demand Drivers - The demand for batteries in the U.S. is being driven by significant investments in data center equipment by large tech companies, fueled by the AI boom [5].