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Pinay Power Commune reported that on February 16, 2025, former President Trump of the rican president was so happy. The establishment of the “National Dynamics Committee” was announced, aiming to strengthen the development of traditional dynamics, simplify the approval process, and promote the “Mobile Leading Strategy”. This policy not only reshapes the american power format, but also affects the global new power industry chain through the ground game. As the focus of global new dynamic manufacturing and exports, China needs to face challenges and capture opportunities. This article is obviously not very positive from the policy. Quality, industry This is the sister of the small sister on the floor. Your little sister scored 700 points in the college entrance examination. Now, the three-dimensional traffic exploration of the chain impact and enterprise strategy are expected to be effective for you. If you have any differences, please leave a message in the comment area.
01 Policy nature: Traditional dynamic recoverySugar daddyEntertainment and global dynamic order
Trump’s dynamic policy focus can be combined into “Traditional dynamicsEscort is the first, market rules are reshaping, and landform benefits are determined”:
1. Traditional dynamic rejuvenation:
accelerate the development of oil and natural atmosphere, called it “Sugar daddyliquid gold”, and plans to replenish strategies to reach historical highs.
Abolish the green new policy of Biden’s administration and withdraw the sale of electric vehiclesSugar baby replenishment and renewable power support policies are turned to support traditional power industries.
Reshape market rules:
Simplify the federal geographic power development review process, limit the expansion of new power projects such as risk venues, and reduce environmental protection doors.
Ground conditions are determined: Sugar daddy
Through the “press Russia, support Europe, and cool down the Central East” strategy, it weakened Russia’s power export position, filled the European power gap, and reduced its dependence on Central East, strengthened its opposition to ChinaManila escortIsrael support.
Deep-level logic:Trump’s policy is to use power to promote power to consolidate american economy and political hegemony, but its excessive slant of traditional power can extend the global dynamic transformation process and strengthen climate management.
02 For Sugar daddyThe direct impact of China’s new dynamics
1. American market is rising, taxes and policy restrictions: Trump can extend Sugar daddy continues to impose pressure on Chinese tradeSugar baby baby, to improve taxes on photovoltaic components, energy-absorbing batteries and other products, and to restrict Chinese companies from participating in american’s new dynamic projects. For example, the american “IRA” supplementary regulation (IRA) may further strengthen the manufacturing of foreign countries, and to reduce the profit space of Chinese companies.
College of building factories in the United States:Longi, JinkoSoy and other companies already have enterprises in the americanSugar daddy‘s enterprises that have already had their own factories in the americanSugar daddyMore stringent review and externalization requests should be made, such as Trina Solar’s real estate foreignization through asset replacement, or a reference sample.
2. Global Power Price Volatility Scales
American Traditional Power Production Energy Expansion can reduce the economic advantages of new powers, affect investors’ belief in the Fengguang Project.
3. International cooperation between emission reductions is blocked
American’s participation in the Paris Agreement will weaken the global emission reduction consensus, which can extend the country’s financial support for the developing countries’ new dynamic technologies, and indirectly affect the financing of domestic projects that Chinese enterprises.
03 The way to break the deadlock: the strategy of Chinese enterprises to fight against each other
1. Market diversification: avoid risks and open up the new blue sea
New market layout: focus on expanding the “one belt, one road” countries, Central and African markets. For example, in order to accelerate the transformation of power, China Eastern Oil Corporation may release photovoltaic and energy-energy demand in order to address the american “cold-China Eastern” policy.
European Opportunity: In order to repel Russia’s power, Europe has continued to increase in demand for new power equipment, and Chinese companies have provided financial advantages in the components and inverters fields.
2. Technology upgrade: Strengthen focus competition
Reduce the Sugar babyEffectiveness: American tax pressure is reduced, and the unit capital is reduced through the iterative technology of N-type batteries, calculator and other technologies, and the product overpriced capacity will be reduced.
Intelligent breakthrough: integrates the effectiveness of AI-optimized energy-enhancing systems, develops solutions that are suitable for diverse scenarios (such as V2G, virtual power plants), and occupy the technical commanding heights.
3. Supply chain: balance between foreign country and globalization
Overseas production capacityEvacuation:Build a “third factory” in Southeast Asia, Mexico and other places to avoid trade walls. For example, China Automotive Technology has reduced its risk of going to the United States through the form of combined income.
Domestic policies leverage:Rely on China’s “new power to market transformation of Internet prices” and other policies, strengthen the ability of domestic large-scale base projects to absorb internal fluctuations.
Sugar baby4. Capital strategy: Flexibility should beEscort manila‘s policy uncertainty
Divered financing: Explore green bonds, ESG funds and other things to reduce dependence on traditional credit.
and to cooperate with: to purchase small and medium-sized technology companies in Europe and the United States, and to obtain patents and market channels. For example, in the Ningde era, it entered the ameriSugar babycan market.
04 Investor perspective: risk and opportunity coexist
Risk reminderSugar baby:
Short-term local policy changes may lead to valuation fluctuations in new power boards. We need to be wary of the american market’s high-profile corporate financial reporting pressure.
Opportunities focus:
Technical leaders: Ling batteries, liquid flow batteries, etc. Sugar daddySugar daddySugar daddyEasy to be able to break through enterprises (such as Ningde era, Biadi).
Globalization Dragon Head:Integrators of components and energy storage systems with perfect domestic energy layout and strong supply chain elasticity (such as Longi Green Energy and Sunlight Power).
EscortNewscene Scene Service Provider: Car Network Interaction (V2G), VirtualInnovate enterprises in the form of electric factories and other forms.
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