Recently, according to foreign media reports, the European Union officially disclosed the core content of the draft "Industrial Accelerator Act" (Industrial Decarbon isation Accelerator Act, IDAA).
This is regarded by the industry as "the most stringent market access regulation in the past decade", which requires all non-EU enterprises to have at least 40% of raw materials and manufacturing links from the EU in key industries such as batteries and energy storage; At the same time, if an enterprise refuses to transfer technology, it must set up a joint venture with a local EU enterprise, which holds no less than 35% of the shares.
This means that China's energy storage enterprises, which have long relied on the export and project delivery of the whole machine, will face a new threshold, and even if they build factories locally, they may lose full control of their core assets.