活性阳极材料

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中美“交锋”再起?美国要对中国电池材料下手,不料中方早已预判
Sou Hu Cai Jing· 2025-05-27 16:44
据报道援引彭博社报道,美国商务部于当地时间20日初步裁定中国关键电池组件存在补贴,认为中国活性阳极材料生产商获得高额政府补贴, 这一裁定为后续加征反补贴关税铺平了道路。美国方面的这一动作,无疑是中美经贸关系中的又一次"交锋"。 5月20日,美国商务部发布了"对原产于中国的活性阳极材料反补贴调查"的裁定公告。公告宣称,两家中国企业未充分配合调查,依据"不利推 定事实"推断其补贴率超过700%,而其他中国企业补贴率为6.55%。活性阳极材料,作为电动汽车电池的核心组件之一,由石墨、硅等材料构 成,其对电池的性能、寿命和安全性有着直接影响。而中国,目前供应着全球大部分的石墨。根据Capstone LLC数据,美国59%的天然石墨和 68%的人造石墨进口依赖中国。 电动汽车电池(资料图) 此次调查始于2024年12月18日,由美国行业协会——美国活性阳极材料生产商联盟就补贴问题提交申诉。值得注意的是,这些调查独立于美国 政府对贸易伙伴加征的广泛关税,也不同于拟对半导体、药品等商品征收的额外关税。此外,在今年3月,美国众议院还通过了《与依赖外国 对手电池脱钩法案》,禁止美国国土安全部从宁德时代、比亚迪等6家中国公司购买 ...
48小时内,美国连下3道挑战书,邀6国“入伙”,中方早有准备
Sou Hu Cai Jing· 2025-05-26 15:56
Group 1 - The U.S. Department of Commerce has preliminarily ruled that key battery components from China are receiving "unfair subsidies," paving the way for potential anti-subsidy tariffs [1] - Two Chinese companies have subsidy rates exceeding 700%, while other companies have a subsidy rate of 6.55% [1] - Active anode materials, which include graphite and silicon, are critical for electric vehicle batteries [1] Group 2 - The American Association of Port Authorities warns that imposing import tariffs on Chinese-made cranes could lead to a loss of nearly $6.7 billion and hinder infrastructure investment upgrades [3] - The association's CEO urged the U.S. Trade Representative to exempt already ordered cranes from tariffs, predicting that tariff costs will increase over the next decade [3] - The G7 finance ministers' meeting is focusing on issues such as manufacturing overcapacity and non-market behavior, with U.S. tariffs on China being a central topic [3] Group 3 - Recent high-level economic talks between China and the U.S. in Geneva have led to significant reductions in bilateral tariff levels, effectively canceling tariffs imposed since the trade war began on April 2 [4] - Multiple media outlets and scholars emphasize that cooperation between China and the U.S. is essential for mutual benefit, warning against confrontation [4] Group 4 - Jamie Dimon, CEO of JPMorgan Chase, visited Beijing and expressed commitment to deepening engagement in the Chinese capital market, signaling a potential easing of U.S.-China relations [6] - Despite the Geneva meeting's outcomes, the U.S. continues to pressure other countries regarding the use of Chinese technology, particularly Huawei's AI chips, citing export control violations [6] - The U.S. State Department has instructed financial institutions not to provide loans to Chinese state-owned enterprises involved in the Belt and Road Initiative, alleging threats to regional security without providing evidence [6] Group 5 - Following the Geneva trade meeting, the tariff confrontation between China and the U.S. has reverted to the state prior to April 2, with experts noting that China's surpassing of the U.S. will be gradual and phase-based [8] - China is expected to achieve absolute maritime dominance over the U.S. in the South China Sea and Taiwan Strait by around 2028 [8] - By 2030, China aims to complete over 300 remote sensing satellites, enhancing its global monitoring capabilities [8]
721%关税!美国再度针对中国锂电企业!
起点锂电· 2025-05-22 10:16
Core Viewpoint - The U.S. Department of Commerce has preliminarily ruled that Chinese key battery components, specifically active anode materials, are receiving substantial government subsidies, paving the way for potential anti-subsidy tariffs on these products [1][2]. Group 1: Preliminary Ruling and Tariff Implications - The preliminary ruling on May 20 indicates that companies like Huzhou Kaijin New Energy and Shanghai Shaosheng Knitted Sweat, which did not participate in the investigation, face a tariff rate of 712.03%, while Panasonic and other Chinese producers face a rate of 6.55% [1]. - Huzhou Kaijin New Energy, established in August 2017, has an effective production capacity of 250,000 tons of anode materials, with plans to increase capacity to 590,000 tons by the end of 2025 [1]. - The final ruling from the U.S. Department of Commerce is expected on September 19, 2025, pending approval from the International Trade Commission (ITC), which will make its final decision on November 13, 2025 [1]. Group 2: Industry Context and Competitive Landscape - U.S. graphite producers initiated the investigation, claiming that Chinese government subsidies artificially lower prices, making it difficult for them to compete [2]. - The U.S. relies heavily on China for graphite, importing 59% of its natural graphite and 68% of its synthetic graphite from China, with approximately $350 million worth of anode materials imported in 2023 [3]. - The increasing trade barriers may lead to higher costs for U.S. customers and exacerbate volatility in the global new energy supply chain [3]. Group 3: Broader Trade Policies and Protectionism - The U.S. has escalated tariffs on electric vehicle batteries and non-vehicle lithium batteries, with rates reaching 173.4% and 155.9% respectively, although these rates have been reduced recently [4]. - The U.S. House of Representatives passed a bill aimed at decoupling from Chinese battery suppliers, further indicating a strategy to weaken China's dominance in the battery supply chain [4]. - The ongoing trade tensions reflect a broader trend of protectionism in the U.S. and Europe, aimed at bolstering domestic industries against Chinese competition [5]. Group 4: Strategic Recommendations for Chinese Companies - Chinese lithium battery companies are advised to remain vigilant against geopolitical risks and trade protectionism, focusing on building resilient and localized supply chains [5]. - There is a need to create technological advantages to maintain a competitive edge in the global market, as highlighted by the statement from CATL's founder regarding the indispensable role of Chinese technology for global automakers [5].
美国准备对中国电池材料下手,专家:美以补贴为借口,实质出于政治考量
鑫椤锂电· 2025-05-22 03:06
关注公众号,点击公众号主页右上角" ··· ",设置星标 "⭐" ,关注 鑫椤锂电 资讯~ 文章来源: 环球时报 报道称,美国商务部20日初步裁定中国关键电池组件存在补贴,认为中国活性阳极材料生产商获得高额政 府补贴,为后续加征反补贴关税铺平道路。对此,接受《环球时报》采访的专家表示, 美国以补贴为借口 对中国下手,实质是出于政治考量。 5月20日,美国商务部发布"对原产于中国的活性阳极材料反补贴调查"的裁定公告,宣称两家中国企业未 充分配合调查,依据"不利推定事实"推断补贴率超过700%,其他中企补贴率为6.55%。 据悉,活性阳极材料是指在电池中作为阳极使用,并且能够积极参与电化学反应的材料,是电动汽车电池 的核心组件之一,主要由石墨、硅等材料构成。对电池来说,活性阳极材料至关重要,它直接影响电池的 性能、寿命和安全性。彭博社报道称,中国供应全球大部分石墨,据Capstone LLC数据,美国59%的天 然石墨和68%的人造石墨进口依赖中国。 美国商务部对中国活性阳极材料的调查始于去年12月18日,美国行业协会——美国活性阳极材料生产商联 盟就补贴问题提交申诉。 彭博社报道称,这些调查独立于美国政府对贸易 ...
刚刚,A50跳水!亚太股市,全线低开!
Zheng Quan Shi Bao Wang· 2025-05-22 02:21
截至发稿,韩国综合指数、日经225指数跌幅分别为0.74%、0.69%。 | | 亚太市场(AP) | | | --- | --- | --- | | 泰国SET指数 | 1179.81 с | -0.78% | | 韩国KOSPI200 | 346.47 d | -0.83% | | 韩国综合指数 | 2606.06d | -0.74% | | 韩国KOSDAQ | 718.23d | -0.74% | | 日经225 | 37040.85d | -0.69% | | 富时马来西亚综指 | 1536.49 | -0.54% | | 富时新加坡海峡指数 | 3864.67 | -0.46% | | MSCI大平洋地区 | 3275.76 | -0.42% | 5月22日,亚太股市全线低开,而黄金再次飙涨。 港股低开,截至发稿,恒指跌0.4%。小鹏汽车涨近10%,公司昨日披露业绩与指引均好于预期;微博涨近3%,公司Q1归属股东净利润同比增长 116.36%。 A股三大指数均飘绿。化学原料板块短线走低,中毅达跌停。高位股调整,南京港跌停,苏州龙杰、连云港、百利电气、成飞集成等大幅低开。 富时中国A50指数期货直线 ...
美国准备对中国电池材料下手,专家:美以补贴为借口,实质出于政治考量
Huan Qiu Shi Bao· 2025-05-21 23:03
Core Points - The U.S. Department of Commerce has preliminarily ruled that Chinese key battery components, specifically active anode materials, are receiving substantial government subsidies, paving the way for potential anti-subsidy tariffs [1][2] - The investigation into these subsidies began on December 18, 2022, following a complaint from the U.S. Active Anode Materials Producers Alliance [1] - Active anode materials are crucial for battery performance, lifespan, and safety, with China supplying a significant portion of the world's graphite, accounting for 59% of U.S. natural graphite and 68% of synthetic graphite imports [1] Industry Implications - The investigation is separate from broader tariffs imposed by the U.S. government on trade partners and is specifically targeting the battery supply chain [2] - The U.S. House of Representatives passed a bill in March aimed at reducing reliance on Chinese battery suppliers, indicating a strategic move to weaken China's dominance in the battery supply chain [2] - Chinese companies are noted for their competitive advantage due to high cost-performance ratios and a well-established supply chain, which allows them to produce quality products at lower costs [2]
美国对中活性阳极材料作出反补贴初裁
news flash· 2025-05-21 03:35
Group 1 - The U.S. Department of Commerce announced a preliminary countervailing duty ruling on imported active anode materials from China, with specific duty rates set for various companies [1] - The preliminary duty rates are 712.03% for Huzhou Kaijin New Energy Technology Co., Ltd. and Shanghai Shaosheng Knitted Sweat, while Panasonic Global Procurement (China) Co., Ltd. and other Chinese producers/exporters face a rate of 6.55% [1] - The final countervailing duty ruling is expected to be issued by the U.S. Department of Commerce on September 29, 2025 [1] Group 2 - The case primarily involves products under U.S. Customs codes 2504.10.5000 and 3801.10.5000 [1]
突发!美国对中国锂电材料发起双反调查
起点锂电· 2025-01-16 10:08
联盟声称,2024年前9个月,中国输美活性阳极材料金额超2.6亿美元,占据美国进口市场份额 超60%,并认定中国进口产品存在828.14% - 920.95%的倾销幅度。 1月7日,应美国负极材料生产商联盟(AAAMP)于2024年12月18日提交的申请,美国商务部 对进口自中国的活性阳极材料(Active Anode Material)发起反倾销和反补贴调查。 本案主要涉及美国海关编码2504.10.5000和3801.10.5000项下产品。美国双反调查所涉及的"活 性负极材料"涵盖了天然石墨、人造石墨、任何含石墨的化合物或混合物。 美国国际贸易委员会(ITC)预计将最晚于2025年2月3日作出反倾销和反补贴产业损害初裁。若 美国国际贸易委员会裁定涉案产品的进口对美国国内产业构成了实质性损害或实质性损害威 胁,美国商务部将继续对本案进行调查并预计于2025年3月13日作出反补贴初裁,2025年5月27 日作出反倾销初裁。 该联盟要求对中国进口的锂离子电池负极石墨产品征收高达920%的关税。 理由是中国通过大 规模补贴进行低价倾销,导致石墨产能过剩,价格紊乱,并对美国本土生产商造成了冲击。尽 管当前已存在2 ...