I. Overseas Market News

Driven by dual factors of emission reduction goals and the outdoor economy, the energy storage industry has become a new hotspot in green overseas expansion.

Global shipments of portable energy storage devices hit a new high in 2024. Sales of related categories on Amazon surged 15 times, with young users forming the core consumer group across scenarios like camping, travel, and on-board emergency use. The installed capacity of residential energy storage reached 17.8GWh in 2024, a year-on-year increase of 11%.

Amid this wave, China has emerged as the "super factory" for global energy storage equipment. Mature markets in Europe, the United States, and Australia maintain steady demand, while emerging markets are accelerating their rise. Southeast Asia, Africa, and Latin America are becoming new growth engines. (36Kr Global)

II. Global Trade Regulations

1.The updated U.S. National Security Strategy mentions using comprehensive high tariffs, technology embargoes, and collective pressure from allies to push China's economy toward a domestic-demand-driven model. It aims to cut China's export share to the U.S. below 10% by 2029 and regain dominance in the global supply chain. (Americas Observer)

2.Mexico adjusted tariffs on over 1,400 products, raising the tax rate from the original 0-20% to 10-50%. The adjustment covers about 17 industries and targets non-free trade partners including China, South Korea, India, Thailand, and Indonesia. (Zhejiang Council for the Promotion of International Trade)

3.The U.S. government will allow NVIDIA to export its H200 artificial intelligence chips to China and plans to collect a 25% share per chip. While this presents an opportunity, caution is needed to avoid the trap of "technological binding." (Jiangsu Council for the Promotion of International Trade)

III. Foreign Trade News

1.The UK government announced sanctions against two Chinese companies (i-Soon and Venustech), accusing them of launching cyber attacks on the UK and its allies. China firmly opposes this and has lodged solemn representations. (Observer Network)

2.The European Commission used the Foreign Subsidies Regulation (FSR) again to conduct an unannounced inspection on Temu, a subsidiary of PDD Holdings. This marks the second time the European Commission has launched a "dawn raid" investigation against a Chinese enterprise based on the so-called "foreign subsidies." (CCCEU)

3.According to the official website of the EU Rapid Alert System for Food and Feed (RASFF), Poland notified that Chinese-exported glass water tanks are non-compliant, as the products were found to have excessive migration of heavy metals lead and cadmium. (Trade Law Online)