The 2025 New Energy Enterprises "Going Global" Series: Setting Sail in Europe and America report mainly discusses the situation of Chinese new energy enterprises "going global" in the European and American markets, analyzes market opportunities and challenges, and provides coping strategies.
1. Market Opportunities
- European Market: Europe is actively promoting the development of clean energy, with decarbonization targets and the impact of the energy crisis, planning to increase the proportion of renewable energy and invest large amounts of funds to upgrade the power grid. Moreover, the European new energy market has high prices and profitability. In fields such as photovoltaics, energy storage, and wind energy, Chinese enterprises have certain market shares and development opportunities.
- U.S. Market: Although U.S. government policies are variable, the return of manufacturing and the development of AI technology have driven the growth of electricity demand. The demand for photovoltaic and energy storage markets continues to rise, energy transition is an inevitable trend, and investment in clean energy is growing rapidly, all of which provide development space for Chinese new energy enterprises.
2. Challenges
- Trade Barriers and Localization Policies: Europe and the U.S. set up trade barriers through increased tariffs and new regulations, while implementing localized industrial policies to promote the return of manufacturing, restrict exports from Chinese new energy enterprises, and encourage enterprises to establish local production capacity.
- High Entry Thresholds and Costs: The European and American markets have implicit market protection measures, strong local competitors, and high market costs, including compliance and legal risks, logistics and supply chain, human resources, and other costs.
- Insufficient Localized Operational Capability: Chinese enterprises face issues in understanding customer needs, organizational structure and team management, and cost control, and need to improve their localized operational capabilities.
3. Coping Strategies
- Diversifying Production Capacity: Expanding from the "China + 1" model to the "+N" model, deploying production capacity in multiple regions to reduce risks brought by sudden policy changes.
- Technology and Brand Driven: Enhancing core technologies, building brand image, curbing vicious low-price competition, and establishing agile response mechanisms to policy changes.
- Industrial Chain Integration: Developing from both vertical integration and horizontal expansion of the industrial chain, deepening services and the consumer end, and strengthening cooperation with related enterprises and professional service industries.
- Optimizing Risk Control Systems: Building a comprehensive post-investment internal control system for operations, effectively managing and continuously optimizing risks for investment projects.
What this signal means for growth teams
This market signal should be treated as an operating prompt, not a standalone trend. The brand question is whether the team can connect TikTok content, creators, paid media, commerce readiness, and reporting into one measurable growth cycle.
Commercial read
- Market signal: TikTok Industry Research and Analysis Report
- Published: May 13, 2025
- Commercial lens: TikTok Ads, creators, TikTok Shop, live commerce, and reporting.
- Source transparency: the original source linked in this article
What brands should do next
- Identify the market, audience, product group, and KPI this signal could affect.
- Turn the insight into a small TikTok creative, creator, Shop, or paid media test before scaling spend.
- Add FAQ, offer clarity, product proof, and contact paths so traffic can convert instead of only reading.
- Review weekly performance across reach, click quality, Shop actions, creator output, and revenue impact.
Tuke Marketing helps brands connect TikTok Ads, creator partnerships, TikTok Shop operations, live commerce, and reporting into one accountable operating system.
What should brands do with this TikTok signal?
Brands should translate the signal into a focused operating test across creative, creators, TikTok Shop readiness, paid media, and reporting before increasing budget.
How does Tuke Marketing evaluate this kind of news?
Tuke Marketing reviews platform news through market timing, category demand, creator supply, commerce readiness, and measurable growth actions.
When should a team contact Tuke about this topic?
A team should contact Tuke when it needs to turn a TikTok market signal into a practical launch, creator, advertising, live commerce, or reporting plan.
Source transparency: Tuke cites the original source linked in this article and adds its own operating analysis for brands evaluating TikTok growth decisions.