The 2025 New Energy Enterprises "Going Global" Series: Setting Sail in Europe and America report mainly discusses the situation of Chinese new energy enterprises "going global" in the European and American markets, analyzes market opportunities and challenges, and provides coping strategies.
1. Market Opportunities
- European Market: Europe is actively promoting the development of clean energy, with decarbonization targets and the impact of the energy crisis, planning to increase the proportion of renewable energy and invest large amounts of funds to upgrade the power grid. Moreover, the European new energy market has high prices and profitability. In fields such as photovoltaics, energy storage, and wind energy, Chinese enterprises have certain market shares and development opportunities.
- U.S. Market: Although U.S. government policies are variable, the return of manufacturing and the development of AI technology have driven the growth of electricity demand. The demand for photovoltaic and energy storage markets continues to rise, energy transition is an inevitable trend, and investment in clean energy is growing rapidly, all of which provide development space for Chinese new energy enterprises.
2. Challenges
- Trade Barriers and Localization Policies: Europe and the U.S. set up trade barriers through increased tariffs and new regulations, while implementing localized industrial policies to promote the return of manufacturing, restrict exports from Chinese new energy enterprises, and encourage enterprises to establish local production capacity.
- High Entry Thresholds and Costs: The European and American markets have implicit market protection measures, strong local competitors, and high market costs, including compliance and legal risks, logistics and supply chain, human resources, and other costs.
- Insufficient Localized Operational Capability: Chinese enterprises face issues in understanding customer needs, organizational structure and team management, and cost control, and need to improve their localized operational capabilities.
3. Coping Strategies
- Diversifying Production Capacity: Expanding from the "China + 1" model to the "+N" model, deploying production capacity in multiple regions to reduce risks brought by sudden policy changes.
- Technology and Brand Driven: Enhancing core technologies, building brand image, curbing vicious low-price competition, and establishing agile response mechanisms to policy changes.
- Industrial Chain Integration: Developing from both vertical integration and horizontal expansion of the industrial chain, deepening services and the consumer end, and strengthening cooperation with related enterprises and professional service industries.
- Optimizing Risk Control Systems: Building a comprehensive post-investment internal control system for operations, effectively managing and continuously optimizing risks for investment projects.
