On February 23rd local time, US media reported that the US government is considering imposing a new round of tariffs on about six industries, including large batteries, on the grounds of "national security". It is worth noting that this round of measures will be implemented independently of the previously announced global unified tariff policy of 15%, forming a cumulative effect. From the currently disclosed information, the key areas for the proposed tariff increase include: large batteries, mainly covering energy storage batteries (power station energy storage, household energy storage systems) and power batteries (application areas such as new energy vehicles); Cast iron and iron fittings; Plastic pipeline products; Industrial chemicals; Industries related to key infrastructure such as power grid equipment and telecommunications equipment. Insiders revealed that the new tariff measures will be implemented based on "national security" policy, and the scope of application and details of tax rates have not yet been finalized. But it can be made clear that this measure is not included in the recently announced global 15% tariff framework, but is implemented as a separate tariff tool. This means that if the relevant products are both on the global 15% tariff list and included in the scope of this "national security" tariff, companies may face additional tax burden pressure. Analysts point out that industries such as large batteries, power grids, and communication equipment all belong to the energy transition and critical infrastructure sectors. The United States launching additional tariff investigations on national security grounds may have far-reaching impacts on related international supply chains. Further attention needs to be paid to the official announcement and specific implementation details.
The conference is approaching, and the soaring price of platinum is forcing a price increase! Dongyue Silicon Materials surged by 20%. As the news of the "Organic Silicon High Quality Development Conference" to be held in Ningbo, Zhejiang from February 28th to March 1st continues to ferment, the stock prices of A-share organic silicon concept listed companies have experienced continuous explosions. As of the close on the 25th, Dongyue Silicon Materials has surged by 19.98% among individual stocks in the sector; Sanyou Chemical, Xingfa Group, and Silicon Treasure Technology rose by over 5%, Chengguang New Materials rose by 4.96%, and Hesheng Silicon Industry rose by 4.93%.