中国电池企业正在韩国建厂，以获得美国的税收优惠

韩国与美国签署了自由贸易协定，中国电池供应商从中受益

作者：布拉特·安德森

5小时前https://www.carscoops.com/wp-content/uploads/2023/07/China-Battery-a-1024x576.jpg

美国渴望减少中国在电动汽车供应链中的参与，但中国公司似乎领先一步，宣布了一系列与韩国公司的合作伙伴关系，允许他们运输电池去美国享受慷慨的税收减免。

韩国目前与美国有自由贸易协定，电池在韩国制造，然后安装在电动汽车上美国应该有资格通过降低通货膨胀法案获得税收减免。虽然拜登政府可能希望这将减少中国对电池供应链的束缚，但这反而促使其中一些公司与韩国公司合作，在韩国建立电池厂。事实上，彭博社有报道称，中国公司及其韩国合作伙伴宣布在韩国投资40亿美元建设电池工厂。

宁波朗贝新能源科技有限公司就是其中之一。该公司最近宣布，2010年将在韩国生产80，000吨三元前驱体；韩国承认选择中国是因为中国有资格享受美国的税收。https://www.carscoops.com/wp-content/uploads/2023/05/Clarios-Battery-Plant-2-1024x576.jpg

这家中国公司表示:“该公司韩国基地生产的产品符合IRA法案中合格关键矿物的相关要求，在出口到欧洲和美国市场时，可以享受关税政策的好处。”

中国在锂精炼、硫酸钴精炼、电池、电池阴极、电池电解液和电池隔膜行业占据主导地位，并且已经为韩国巨头LG Energy Solution、Samsung SDI和SK On提供阴极、阳极和前体。

“中国和韩国，我们需要彼此，”韩国电池工业协会官员李明圭说由于IRA，韩国电池制造商认为从中国进口电池材料如阴极和前体是有风险的。如果这些原材料都是在韩国制造的，这意味着韩国将在国内拥有更稳定的供应链。"

美国正在起草规则，规定允许多少来自中国等“受关注的外国实体”的内容，并可能随时阻止这些中韩合资企业获得税收优惠。LG表示，如果发生这种情况，它将买断与中国华友钴的合资企业。

“美国不能排除中国企业来自电动汽车供应链，”电池研究公司SNE研究副总裁James Oh告诉彭博。“如果他们禁止韩中合作，美国将永远无法制造电动汽车。”https://www.carscoops.com/wp-content/uploads/2023/04/2023-CATL-Condensed-Battery-Tech1-1024x576.jpg

原文

Chinese Battery Firms Are Building Korean Factories To Be Eligible For U.S. Tax Breaks

Korea has a free trade agreement with the U.S. and Chinese battery suppliers are benefiting

by Brad Anderson

5 hours ago

The United States is eager to reduce China’s involvement in the EV supply chain but it would appear as though Chinese companies are one step ahead, announcing a series of partnerships with Korean companies that will allow them to ship batteries to U.S. and receive generous tax breaks.

Korea currently has a free trade agreement with the United States and batteries that are manufactured in South Korea and then installed in EVs assembled in the United States should qualify for tax breaks through the Inflation Reduction Act. While the Biden administration likely hoped this would reduce China’s stranglehold over the battery supply chain, it has instead prompted some of them to partner with Korean companies to establish battery plants in Korea. In fact, Bloomberg reports that $4 billion worth of investments have been announced by Chinese companies and their Korean partners for battery plants in Korea.

One of these companies is Ningbo Ronbay New Energy Technology Co. It recently announced that it will produce 80,000 tons of ternary precursors in Korea at a new factory and acknowledged it chose the country because it will be eligible for the U.S. tax breaks.

“The product produced by the company’s Korea base meet the relevant requirements for qualified key minerals in the IRA bill and can enjoy the benefit of tariff policies when exporting to European and US markets,” the Chinese firm said.

China dominates the lithium refining, cobalt sulfate refining, battery cell, battery cathode, battery electrolyte, and battery separator industries and already supplies cathodes, anodes, and precursors to Korean juggernauts LG Energy Solution, Samsung SDI, and SK On.

“China and South Korea, we need each other,” Korea Battery Industry Association official Lee Myung-kyu said. “Korean cell makers feel it’s risky to import battery materials like cathodes and precursors from China due to the IRA. If those raw materials are all made in South Korea, that means Korea will have a more stable supply chain in the country.”

The U.S. is drafting rules to govern how much content to allow from a ‘foreign entity of concern’ like China and could block these Chinese-Korean joint ventures from receiving tax benefits at any time. If this were to happen, LG says it would buy out the joint venture it has with China’s Huayou Cobalt.

“The US can’t exclude Chinese firms from EV supply chains,” battery research firm SNE Research vice president James Oh told Bloomberg. “If they ban Korea-China partnerships, the US will never be able to make EVs.”

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