Michael Liu_进入美国市场_亚洲企业的成功之路.pdf

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1、Entering the US Market:the Path to Success for Asian CompaniesMichael LiuDirector of Research&Insights Volta FoundationXinghua Meng Assistant Secretary General 常州市电池技术协会 in partnership withTBSA&MTABATTERY SHOW ASIA|INVESTMENT TRACK|ENTERING THE US MARKET THE PATH TO SUCCESS FOR ASIAN COMPANIESQuanti

2、fy the Opportunity of a US Market EntryPart 1Understand Shifting Policies within the USPart 2Follow Best Practices in Entering the US MarketPart 3TBSA&MTAQuantify the Opportunity of a US Market EntryPart 1TBSA&MTAUnited States remains the second largest market for EVs outside of ChinaBATTERY SHOW AS

3、IA|INVESTMENT TRACK|ENTERING THE US MARKET THE PATH TO SUCCESS FOR ASIAN COMPANIESSource:BloombergNEF Electric Vehicle Outlook 2024.Assumed Economic Transition Scenario.GLOBAL LONGTERM PASSENGER EV SALES BY REGIONMillion unitsChina Europe United States Rest of WorldYearTBSA&MTAProfit margins in US a

4、re healthier compared to those in ChinaBATTERY SHOW ASIA|INVESTMENT TRACK|ENTERING THE US MARKET THE PATH TO SUCCESS FOR ASIAN COMPANIESSource Rho Motion,CRU Group,Roland Berger Distinguished Partners),aggregated in the 2024 Volta Foundation Battery Report.Additional analysis from Volta Foundation w

5、ith additional source input from Shanghai Metals Market.Modeled after a 314 Ah LFP prismatic cell.LFP CELL SPOT PRICE ESTIMATES$/kWh,FOB origin by region2212640372315752x overhead&profit marginMaterial cost Production cost Overhead&Margin Total costTBSA&MTAJoint Ventures open the US market to Asia&q

6、uickens profitabilityBATTERY SHOW ASIA|INVESTMENT TRACK|ENTERING THE US MARKET THE PATH TO SUCCESS FOR ASIAN COMPANIESSource:Content&analysis provided courtesy of CRU Group Distinguished Partner).Aggregated in the 2024 Volta Foundation Battery Report.Modeling an EV(power)cell with synthetic graphite