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► wen guanchazhe.com zhang jingjuan

faced with the strong rise of chinese electric vehicles, the united states and the european union have successively wielded the stick of trade protectionism. according to a reuters report on september 6, chinese batteries that power electric vehicles are obviously the next target of the united states and europe, "but in this contest, it seems more difficult for the west to win."

according to the report, china is a major battery producer. it is estimated that in the first half of 2024, chinese power battery manufacturers, represented by the power battery leader catl, will account for two-thirds of the global electric vehicle power battery market.

in addition, the installed capacity of chinese power battery companies has also shown a rapid growth trend. in the first half of 2024, the installed capacity of honeycomb energy batteries was 5,579mwh, more than doubling the year-on-year growth rate. the installed capacity of sinovation, guoxuan high-tech, catl and byd all increased by more than 20% compared with the same period last year.

data from the "2023 power battery transportation industry development report" shows that my country has become the world's largest producer of power lithium batteries, with an output of approximately 675gwh in 2023, a year-on-year increase of 42.5%. a report released in may this year by the atlantic council, a think tank in washington, said that in 2023, china's total lithium battery exports reached us$65 billion, up 400% from 2019. nearly two-thirds of these batteries are exported to europe and north america. the rest are mainly sold to east asia, where they are usually assembled into products and eventually sold to europe or north america. data shows that the united states imported lithium batteries worth approximately us$13.1 billion from china in 2023, accounting for 70% of total imports.