Chinese Battery Makers Benefit From U.S. Rising Demand -- Market Talk

Dow Jones11-15

1802 ET - Chinese battery manufacturers are expected to capitalize for some time on rising demand from U.S. developers of energy-storage systems, despite the limitations that the One Big Beautiful Bill Act imposed on the use of Chinese equipment in clean-energy projects, according to Jefferies. The investment bank cites battery makers CATL and Sungrow as "best positioned" to benefit. "While foreign-entity-of-concern requirements pose challenges, we expect continued deployment of Chinese [battery systems] via safe harbored inventory procured prior to Jan. 1 2026," when such restrictions for new projects become effective, the investment bank says. "Chinese systems remain meaningfully cheaper and more advanced in energy density and efficiency," Jefferies adds, pointing to an uptick in Chinese exports as evidence of its view. (luis.garcia@wsj.com; @lhvgarcia)

(END) Dow Jones Newswires

November 14, 2025 18:02 ET (23:02 GMT)

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The investment bank cites battery makers <a href=\"https://laohu8.com/S/300750\">CATL</a> and Sungrow as \"best positioned\" to benefit. \"While foreign-entity-of-concern requirements pose challenges, we expect continued deployment of Chinese [battery systems] via safe harbored inventory procured prior to Jan. 1 2026,\" when such restrictions for new projects become effective, the investment bank says. \"Chinese systems remain meaningfully cheaper and more advanced in energy density and efficiency,\" Jefferies adds, pointing to an uptick in Chinese exports as evidence of its view. (luis.garcia@wsj.com; @lhvgarcia) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 14, 2025 18:02 ET (23:02 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Battery Makers Benefit From U.S. Rising Demand -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Battery Makers Benefit From U.S. Rising Demand -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-15 07:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1802 ET - Chinese battery manufacturers are expected to capitalize for some time on rising demand from U.S. developers of energy-storage systems, despite the limitations that the One Big Beautiful Bill Act imposed on the use of Chinese equipment in clean-energy projects, according to Jefferies. The investment bank cites battery makers <a href=\"https://laohu8.com/S/300750\">CATL</a> and Sungrow as \"best positioned\" to benefit. \"While foreign-entity-of-concern requirements pose challenges, we expect continued deployment of Chinese [battery systems] via safe harbored inventory procured prior to Jan. 1 2026,\" when such restrictions for new projects become effective, the investment bank says. \"Chinese systems remain meaningfully cheaper and more advanced in energy density and efficiency,\" Jefferies adds, pointing to an uptick in Chinese exports as evidence of its view. (luis.garcia@wsj.com; @lhvgarcia) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 14, 2025 18:02 ET (23:02 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0531971595.HKD","symbol_name":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2583680931","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2583680931","pubTimestamp":1763161320,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1802 ET - Chinese battery manufacturers are expected to capitalize for some time on rising demand from U.S. developers of energy-storage systems, despite the limitations that the One Big Beautiful Bill Act imposed on the use of Chinese equipment in clean-energy projects, according to Jefferies. 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The investment bank cites battery makers CATL and Sungrow as \"best positioned\" to benefit. \"While foreign-entity-of-concern requirements pose challenges, we expect continued deployment of Chinese [battery systems] via safe harbored inventory procured prior to Jan. 1 2026,\" when such restrictions for new projects become effective, the investment bank says. \"Chinese systems remain meaningfully cheaper and more advanced in energy density and efficiency,\" Jefferies adds, pointing to an uptick in Chinese exports as evidence of its view. 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