Core Viewpoint - The article highlights the rapid development of the lithium battery industry chain in Morocco, driven by Chinese companies, which is creating a new growth engine for the global renewable energy sector [1]. Industry Chain Core Projects - Guoxuan High-Tech is investing approximately $6.8 billion to build Africa's first electric vehicle battery super factory in Morocco, with a planned capacity of 100 GWh, starting with 20 GWh expected to be operational by 2026 [3]. - BTR New Materials Group is investing about $849 million in Tangier to establish a factory with an annual production capacity of 50,000 tons of positive materials and 36,000 tons of negative materials, capable of supplying around 500,000 electric vehicles [4]. - Sichuan Yahua is collaborating with LG Energy Solution to invest over $500 million in a lithium hydroxide refining plant, which is expected to create over 430 direct jobs and ensure high-value utilization of local lithium resources [5]. - Zhongwei Co., Ltd. is investing $2 billion in a joint venture with Al Mada to build an NMC, LFP, and battery recycling project in Jorf Lasfar, with an annual capacity to support over 1 million electric vehicles [6]. Strategic Advantages of Morocco - Morocco holds about 70% of the world's phosphate reserves, a key source for LFP battery materials, and benefits from a low-cost production environment, with battery production costs 36% lower than in other countries [8]. - The Moroccan government aims to increase annual automotive production capacity to 1.4 million vehicles by 2030, aligning with the investment plans of Chinese companies [8]. Global Market Layout Strategic Significance - Investments by Chinese companies in Morocco are part of a broader global market strategy, allowing them to bypass trade barriers and access the U.S. market through free trade agreements [10]. - The establishment of a complete battery industry chain in Morocco enables Chinese companies to serve global markets, creating a "Made in Morocco, Sold Globally" model [10]. Industry Chain Coordination Effects - The investments have created a "chain effect," integrating various components of the battery supply chain, which reduces production costs and enhances supply chain stability [12]. - The Moroccan government supports this industry chain development by providing financial backing and facilitating administrative processes, ensuring smooth project execution [12].