At present, the United States has begun to take restrictive measures against China's new energy battery industry in an attempt to kick China out of the battery chain. This move has been interpreted by some as the beginning of a comprehensive crackdown on China's new energy sector by the United States, but some industry analysts believe that this may accelerate the overseas construction of Chinese new energy companies. So, is this new regulation a suppression or a good for the domestic battery industry?
The latest rules issued by the United States require that if the Chinese government owns more than 25% of the battery companies, they will be placed on the Sensitive Entity List (FEOC) and thus lose their eligibility for car purchase subsidies. This means that cooperation between Chinese automakers and battery companies will be limited. However, according to the latest data, only 20% of the nearly 100 new energy vehicles sold in the United States under the new regulations meet the subsidy requirements. Major NEV companies such as Tesla and Ford, which sources 40% of its batteries in China, have been significantly affected, while Ford relies on technical support from CATL. Therefore, this restriction seems to be aimed at China, but in fact, its impact falls more on the US automakers.
Under the restrictions, China's new energy battery companies have long been prepared. Earlier this year, CATL announced a partnership with Ford to build a battery plant in the United States, and Ford invested $3.5 billion. In addition, domestic battery companies such as Guoxuan Hi-Tech and EVE have also expressed their intention to establish overseas factories and have received tax exemption support. These measures show that the U.S. restrictions on China's battery industry do not change its dependence on Chinese batteries. In addition, China also has corresponding industrial advantages and technological strength in semiconductors, aircraft manufacturing, life sciences and other fields, which provides China with more options in the face of U.S. restrictions.
In conclusion, although the U.S. restrictions may have a certain impact on China's new energy battery industry, Chinese companies have the ability to meet this challenge. The United States itself cannot completely get rid of its dependence on China's battery industry. With the continuous development of China's industrial advantages and technological strength in other fields, China's position in the global new energy field will become more and more important.
In the face of the United States' restrictions on China's new energy battery industry, the trend of Chinese new energy battery companies accelerating overseas factory construction is becoming more and more obvious. Back in the beginning of this year, CATL partnered with Ford to build a battery plant in the United States. Subsequently, domestic battery companies such as Guoxuan Hi-Tech and EVE also released signals to establish overseas factories and received corresponding tax reduction and exemption support. This trend is not only a demonstration of the confidence of China's new energy battery companies, but also a strong response to the US restrictions.
In addition, China also has a corresponding trend of overseas factory construction in other fields. For example, China's semiconductor production capacity has exceeded 190 billion in the first half of this year, the number of global orders for China's self-developed large aircraft C919 has exceeded 1,000, and Chinese biotechnology companies have also occupied more than 70% of the global market share with their self-developed enzyme technology. These trends not only reflect China's industrial advantages in related fields, but also highlight China's important position in the global industrial chain.
In the process of building factories overseas, China's new energy battery industry can not only expand its market share, but also deepen its cooperative relationship with overseas customers and enhance its brand and technical strength. At the same time, overseas factories can also be supported by tax exemptions and exemptions, reducing enterprise operating costs and improving competitiveness. Therefore, the overseas development trend of China's new energy battery industry is very clear and will continue to deepen.
With the continuous development and growth of China's new energy battery industry and the opportunity to build factories overseas, it is also facing some troubles and challenges. First of all, technological innovation is the core competitiveness of China's new energy battery industry in overseas competition. Chinese companies need to increase their efforts in technology research and development and innovation, and improve the performance and quality of their products in order to win the recognition of the international market.
Secondly, the competition in the international market is also becoming increasingly fierce, and Chinese new energy battery companies need to face competition from other countries when entering overseas markets. These competitors have advanced technology, rich market experience and strong brand influence, so Chinese companies need to improve their core competitiveness and make breakthroughs in technology, quality and service.
Finally, overseas factories also face certain investment risks and management challenges. Chinese NEV companies need to overcome linguistic, cultural and legal differences to build effective marketing and sales channels to ensure the successful operation of overseas factories.
In general, China's new energy battery industry is facing both opportunities and challenges. Overseas factories can expand market share, deepen cooperative relations, and reduce operating costs, but at the same time, it is also necessary to pay attention to issues such as technological innovation, international market competition, and overseas investment risks. Only by overcoming these challenges can China's new energy battery industry achieve greater development in international competition.