{"id":2303,"date":"2025-02-06T06:10:37","date_gmt":"2025-02-06T06:10:37","guid":{"rendered":"https:\/\/www.liyuebattery.com\/?p=2303"},"modified":"2025-03-13T05:57:59","modified_gmt":"2025-03-13T05:57:59","slug":"how-the-u-s-ira-is-strengthening-chinas-battery-dominance","status":"publish","type":"post","link":"https:\/\/www.liyuebattery.com\/zh\/blog\/how-the-u-s-ira-is-strengthening-chinas-battery-dominance\/","title":{"rendered":"\u7f8e\u56fd\u7231\u5c14\u5170\u5171\u548c\u519b\u5982\u4f55\u52a0\u5f3a\u4e2d\u56fd\u5728\u7535\u6c60\u9886\u57df\u7684\u4e3b\u5bfc\u5730\u4f4d"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"the-ira-s-unintended-consequences-strengthening-china-s-battery-industry\"><strong>\u300a\u7231\u5c14\u5170\u5171\u548c\u519b\u6cd5\u6848\u300b\u7684\u610f\u5916\u540e\u679c\uff1a\u5f3a\u5316\u4e2d\u56fd\u7535\u6c60\u4ea7\u4e1a<\/strong><\/h2>\n\n\n\n<p>\u7f8e\u56fd\u653f\u5e9c\u4e8e2022\u5e74\u901a\u8fc7\u300a\u901a\u80c0\u524a\u51cf\u6cd5\u6848\u300b\uff08IRA\uff09\u51b3\u8bae\u65f6\uff0c\u5176\u76ee\u6807\u5f88\u7b80\u5355\uff1a\u5f3a\u5316\u7f8e\u56fd\u56fd\u5185\u4f9b\u5e94\u94fe\uff0c\u4f7f\u7f8e\u56fd\u6210\u4e3a\u7535\u52a8\u6c7d\u8f66\uff08EV\uff09\u7535\u6c60\u9886\u57df\u7684\u9886\u5bfc\u8005\uff0c\u5e76\u538b\u5236\u4e2d\u56fd\u4f01\u4e1a\u3002\u8be5\u8ba1\u5212\u65e8\u5728\u63d0\u4f9b\u5de8\u989d\u8865\u8d34\u2014\u2014\u6bcf\u751f\u4ea7\u4e00\u5343\u74e6\u65f6\uff08kWh\uff09\u7535\u6c60\u53ef\u83b7\u5f97$45\u7f8e\u5143\u8865\u8d34\u2014\u2014\u4ee5\u9f13\u52b1\u4f01\u4e1a\u5728\u7f8e\u56fd\u800c\u975e\u4e2d\u56fd\u751f\u4ea7\u7535\u6c60\u3002\u4f46\u4e8b\u4e0e\u613f\u8fdd\u3002IRA\u975e\u4f46\u6ca1\u6709\u5c06\u4e2d\u56fd\u4f01\u4e1a\u62d2\u4e4b\u95e8\u5916\uff0c\u53cd\u800c\u5e2e\u52a9\u5b83\u4eec\u53d8\u5f97\u66f4\u52a0\u5f3a\u5927\u3002\u539f\u56e0\u5982\u4e0b\u3002<\/p>\n\n\n\n<p>\u6211\u4eec\u5148\u4ece\u8865\u8d34\u8bf4\u8d77\u3002\u8865\u8d34\u7684\u76ee\u7684\u662f\u964d\u4f4e\u7f8e\u56fd\u516c\u53f8\u751f\u4ea7\u7535\u6c60\u7684\u6210\u672c\uff0c\u4ee5\u4fbf\u4e0e\u4e2d\u56fd\u516c\u53f8\u7ade\u4e89\u3002\u4f46\u6709\u4e00\u4e2a\u95ee\u9898\uff1a\u751f\u4ea7\u7535\u6c60\u4e0d\u4ec5\u9700\u8981\u5927\u91cf\u8d44\u91d1\uff0c\u8fd8\u9700\u8981\u4e16\u754c\u9886\u5148\u7684\u6280\u672f\u3002\u50cf\u4e2d\u56fd\u8fd9\u6837\u7684\u516c\u53f8 <a href=\"https:\/\/www.catl.com\/\">\u5b81\u5fb7\u65f6\u4ee3 <\/a>\u548c <a href=\"https:\/\/www.byd.com\/\">\u6bd4\u4e9a\u8fea <\/a>\u82b1\u4e86\u5341\u591a\u5e74\u7684\u65f6\u95f4\u5b8c\u5584\u4ed6\u4eec\u7684\u6280\u672f\u5e76\u6295\u8d44\u4e8e\u7814\u53d1\uff0c\u5c24\u5176\u662f <a href=\"https:\/\/www.liyuebattery.com\/zh\/products\/battery-cell\/\">\u78f7\u9178\u94c1\u9502\uff08LFP\uff09\u7535\u6c60<\/a>\uff0c\u6bd4\u5176\u4ed6\u7c7b\u578b\u7684\u7535\u6c60\u66f4\u4fbf\u5b9c\u3001\u66f4\u5b89\u5168\u3002<\/p>\n\n\n\n<p>\u4ec0\u4e48\u65f6\u5019 <a href=\"https:\/\/www.ford.com\/\">\u798f\u7279 <\/a>\u798f\u7279\u5ba3\u5e03\u4e0e\u5b81\u5fb7\u65f6\u4ee3\u8fbe\u6210\u4e00\u9879\u4ef7\u503c1435\u4ebf\u7f8e\u5143\u7684\u534f\u8bae\uff0c\u5c06\u5728\u5bc6\u6b47\u6839\u5dde\u5efa\u9020\u4e00\u5ea7\u78f7\u9178\u94c1\u9502\u7535\u6c60\u5de5\u5382\uff0c\u8fd9\u8868\u660e\u7f8e\u56fd\u4f01\u4e1a\u5728\u6280\u672f\u65b9\u9762\u786e\u5b9e\u8fdc\u8fdc\u843d\u540e\u3002\u798f\u7279\u6ca1\u6709\u5f00\u53d1\u81ea\u5df1\u7684\u6280\u672f\uff0c\u800c\u662f\u6388\u6743\u5b81\u5fb7\u65f6\u4ee3\u7684\u6280\u672f\u4e13\u5229\u6765\u751f\u4ea7\u7535\u6c60\u3002\u4e3a\u4ec0\u4e48\uff1f\u56e0\u4e3a\u8fd9\u6bd4\u4ece\u96f6\u5f00\u59cb\u66f4\u5feb\u3001\u66f4\u4fbf\u5b9c\u3002\u7231\u5c14\u5170\u5171\u548c\u519b\uff08IRA\uff09\u8865\u8d34\u4f7f\u8fd9\u79cd\u5408\u4f5c\u5173\u7cfb\u66f4\u5177\u5438\u5f15\u529b\uff0c\u4f46\u5b83\u5e76\u6ca1\u6709\u89e3\u51b3\u6700\u6839\u672c\u7684\u95ee\u9898\uff1a\u7f8e\u56fd\u4f01\u4e1a\u5bf9\u4e2d\u56fd\u6280\u672f\u7684\u4f9d\u8d56\u7a0b\u5ea6\u5b9e\u9645\u4e0a\u6bd4\u6211\u4eec\u60f3\u8c61\u7684\u8981\u9ad8\uff01<\/p>\n\n\n\n<figure class=\"wp-block-gallery aligncenter has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" data-id=\"2041\" src=\"https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12.webp\" alt=\"Pouch cell lamination production workshop\" class=\"wp-image-2041\" srcset=\"https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12.webp 1920w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12-300x169.webp 300w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12-1024x576.webp 1024w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12-768x432.webp 768w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12-18x10.webp 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" data-id=\"2040\" src=\"https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9.webp\" alt=\"Lithium-ion battery formation testing process\" class=\"wp-image-2040\" srcset=\"https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9.webp 1920w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9-300x169.webp 300w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9-1024x576.webp 1024w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9-768x432.webp 768w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9-18x10.webp 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"counterproductive-tariffs\"><strong>\u9002\u5f97\u5176\u53cd\u7684\u5173\u7a0e<\/strong><\/h2>\n\n\n\n<p>\u4e3a\u4e86\u4fdd\u62a4\u7f8e\u56fd\u4f01\u4e1a\uff0c\u7f8e\u56fd\u653f\u5e9c\u4e0d\u4ec5\u4e8f\u672c\u8865\u8d34\u56fd\u5185\u4f01\u4e1a\uff0c\u8fd8\u5bf9\u5916\u56fd\u4f01\u4e1a\u5f81\u6536\u5173\u7a0e\uff01\u4ec5\u5728\u4e2d\u56fd\u751f\u4ea7\u7684\u7535\u6c60\u5c31\u88ab\u5f81\u6536\u9ad8\u8fbe38.4%\u7684\u5173\u7a0e\u3002\u4f46\u8fd9\u4e9b\u5173\u7a0e\u5e76\u6ca1\u6709\u635f\u5bb3\u4e2d\u56fd\u4f01\u4e1a\uff0c\u53cd\u800c\u8feb\u4f7f\u5b83\u4eec\u53d1\u6325\u521b\u9020\u529b\u3002\u4f8b\u5982\uff0c\u6bd4\u4e9a\u8fea\u6b63\u5728\u58a8\u897f\u54e5\u5efa\u8bbe\u4e00\u5ea7\u5927\u578b\u7535\u6c60\u5de5\u5382\u3002\u7531\u4e8e\u58a8\u897f\u54e5\u662f\u300a\u7f8e\u58a8\u52a0\u534f\u5b9a\u300b\uff08USMCA\uff09\u7684\u7f14\u7ea6\u56fd\uff0c\u5728\u90a3\u91cc\u751f\u4ea7\u7684\u7535\u6c60\u53ef\u4ee5\u514d\u5173\u7a0e\u8fdb\u5165\u7f8e\u56fd\u5e02\u573a\u3002<\/p>\n\n\n\n<p>\u53e6\u4e00\u5bb6\u4e2d\u56fd\u516c\u53f8\uff0c <a href=\"https:\/\/www.evebattery.com\/en\">EVE\u80fd\u6e90<\/a>\u4e5f\u5728\u9a6c\u6765\u897f\u4e9a\u6269\u5f20\u3002\u5f97\u76ca\u4e8e\u4e00\u9879\u540d\u4e3aRCEP\u7684\u8d38\u6613\u534f\u5b9a\uff0c\u5728\u9a6c\u6765\u897f\u4e9a\u751f\u4ea7\u7684\u7535\u6c60\u8fd0\u5f80\u7f8e\u56fd\u65f6\u53ef\u4eab\u53d710%\u7684\u5173\u7a0e\u6298\u6263\u3002\u8fd9\u4e9b\u4e3e\u63aa\u8868\u660e\uff0c\u4e2d\u56fd\u4f01\u4e1a\u4e0d\u4ec5\u7a81\u7834\u4e86\u7f8e\u56fd\u8d38\u6613\u58c1\u5792\uff0c\u8fd8\u52a0\u901f\u4e86\u5168\u7403\u5316\u8fdb\u7a0b\uff0c\u5728\u5168\u7403\u84ec\u52c3\u53d1\u5c55\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"the-real-issue-technology\"><strong>\u771f\u6b63\u7684\u95ee\u9898\uff1a\u6280\u672f<\/strong><\/h2>\n\n\n\n<p>\u95ee\u9898\u7684\u6838\u5fc3\u4e0d\u662f\u91d1\u94b1\u6216\u5173\u7a0e\uff0c\u800c\u662f\u6280\u672f\u3002\u4e2d\u56fd\u4f01\u4e1a\u62e5\u6709\u5de8\u5927\u7684\u9886\u5148\u4f18\u52bf\u3002\u4ed6\u4eec\u82b1\u8d39\u4e86\u6570\u5e74\u65f6\u95f4\u6539\u8fdb\u78f7\u9178\u94c1\u9502\u7535\u6c60\uff0c\u4f7f\u5176\u66f4\u4fbf\u5b9c\u3001\u66f4\u9ad8\u6548\u3002\u5982\u4eca\uff0c\u4e2d\u56fd\u4f01\u4e1a\u53ef\u4ee5\u751f\u4ea7$50\/kWh\u7684\u7535\u6c60\uff0c\u800c\u7f8e\u56fd\u4f01\u4e1a\u53ea\u80fd\u751f\u4ea7$120\/kWh\u7684\u7535\u6c60\u3002<\/p>\n\n\n\n<p>IRA\u8865\u8d34\u6216\u8bb8\u6709\u52a9\u4e8e\u7f29\u5c0f\u8fd9\u4e00\u5dee\u8ddd\uff0c\u4f46\u8fd9\u53ea\u662f\u6743\u5b9c\u4e4b\u8ba1\u3002\u5982\u679c\u4e0d\u52a0\u5927\u7814\u53d1\u6295\u5165\uff0c\u7f8e\u56fd\u5c06\u7ee7\u7eed\u843d\u540e\u3002\u5b81\u5fb7\u65f6\u4ee3\u4e0e\u798f\u7279\u7684\u5408\u4f5c\u53ea\u662f\u4e00\u4e2a\u5f00\u59cb\u3002\u968f\u7740\u8d8a\u6765\u8d8a\u591a\u7684\u7f8e\u56fd\u516c\u53f8\u610f\u8bc6\u5230\u81ea\u8eab\u65e0\u6cd5\u72ec\u81ea\u7ade\u4e89\uff0c\u6211\u4eec\u53ef\u80fd\u4f1a\u770b\u5230\u66f4\u591a\u4e0e\u4e2d\u56fd\u516c\u53f8\u5efa\u7acb\u5408\u8d44\u4f01\u4e1a\u3002<\/p>\n\n\n\n<p>\u300a\u7231\u5c14\u5170\u5171\u548c\u519b\u6cd5\u6848\u300b\uff08IRA\uff09\u5e26\u6765\u7684\u610f\u5916\u540e\u679c\u4e0d\u4ec5\u4ec5\u662f\u63a8\u52a8\u4e2d\u56fd\u4f01\u4e1a\u5728\u58a8\u897f\u54e5\u548c\u9a6c\u6765\u897f\u4e9a\u7b49\u5730\u8bbe\u5382\uff0c\u7f8e\u56fd\u5b9e\u9645\u4e0a\u8fd8\u5728\u5e2e\u52a9\u4e2d\u56fd\u4f01\u4e1a\u6784\u5efa\u66f4\u5168\u7403\u5316\u7684\u7535\u6c60\u4f9b\u5e94\u94fe\u3002\u8fd9\u6216\u8bb8\u5e76\u975e\u7acb\u6cd5\u8005\u7684\u672c\u610f\uff0c\u4f46\u5bf9\u5730\u7403\u548c\u6d88\u8d39\u8005\u800c\u8a00\u5374\u662f\u4e2a\u597d\u6d88\u606f\u3002\u66f4\u52a0\u591a\u5143\u5316\u7684\u4f9b\u5e94\u94fe\u610f\u5473\u7740\u4ef7\u683c\u66f4\u7a33\u5b9a\uff0c\u77ed\u7f3a\u73b0\u8c61\u66f4\u5c11\uff0c\u800c\u4e2d\u56fd\u7535\u6c60\u51fa\u53e3\u6b63\u5728\u5feb\u901f\u589e\u957f\u2014\u2014\u4ec5\u53bb\u5e74\u5c31\u589e\u957f\u4e86231\u5428\u3002\u5c3d\u7ba1\u9762\u4e34\u5173\u7a0e\u548c\u8865\u8d34\uff0c\u4e2d\u56fd\u4ecd\u7136\u4fdd\u6301\u9886\u5148\u5730\u4f4d\u3002\u771f\u6b63\u7684\u7ade\u4e89\u4e0d\u662f\u8c01\u80fd\u5efa\u6700\u591a\u7684\u5de5\u5382\uff0c\u800c\u662f\u8c01\u80fd\u521b\u65b0\u5f97\u6700\u5feb\u3002\u800c\u76ee\u524d\uff0c\u4e2d\u56fd\u6b63\u5728\u53d6\u80dc\u3002<\/p>","protected":false},"excerpt":{"rendered":"<p>The IRA\u2019s Unintended Consequences: Strengthening China\u2019s Battery Industry When the U.S. government passed the Inflation Reduction Act (IRA) resolution in 2022, the U.S. government\u2019s goal was simple: strengthen the U.S. domestic supply chain to make the United States a leader in electric vehicle (EV) batteries and suppress Chinese companies. The plan was to offer huge [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2040,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_gspb_post_css":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-2303","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"blocksy_meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How the U.S. IRA is Strengthening China\u2019s Battery Dominance - Custom Lithium Battery Manufacturer &amp; Supplier - Liyue<\/title>\n<meta name=\"description\" content=\"The U.S. Inflation Reduction Act (IRA) aimed to boost domestic EV battery production but is instead empowering Chinese lithium battery leaders like CATL and BYD. 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