China's active negative electrode material industry achieved complete victory in the US anti-dumping case against China

On March 12, 2026, the US International Trade Commission (ITC) issued a statement stating that imports of Active Anode Materials (AMM) from China have not caused substantial obstacles to the establishment of related industries in the United States. Based on the negative ruling of ITC, the active negative electrode materials exported from China to the United States will not be subject to high double anti tariffs, and our side has achieved a complete victory in this case with no industry damage. Previously, on February 11th, the US Department of Commerce issued a final positive anti-dumping ruling on active negative electrode materials imported from China, ruling that the dumping margin of Chinese manufacturers/exporters applying for a separate tax rate was 93.50%, and the national unified tax rate in China was 102.72%. At the same time, a final positive anti-dumping ruling was made on Chinese products involved in the case, ruling that the subsidy tax rate was 66.82% -66.86%. Case review: On December 18, 2024, the American applicant, the Alliance of Active Negative Material Manufacturers, submitted a filing application. On January 3, 2025, the China Chamber of Commerce for Import and Export of Minmetals and Chemicals held a coordination meeting to respond to the lawsuit. The main leading enterprises participated in the conference. On January 7, 2025, the US Department of Commerce launched an anti-dumping and countervailing investigation into imported active negative electrode materials from China. In March 2025, the main companies involved visited the China Minmetals and Chemical Industry Import and Export Chamber of Commerce to exchange strategies for responding to the case. On May 20, 2025, the US Department of Commerce made a preliminary ruling on anti subsidy measures, stating that Huzhou Kaijin New Energy Technology Co., Ltd. and Shanghai Shaosheng Knitted Weat, due to their failure to participate in the lawsuit, were both subject to a tax rate of 712.03%, while Panasonic Global Procurement (China) Co., Ltd./Panasonic (China) Co., Ltd. and other Chinese manufacturers/exporters were subject to a tax rate of 6.55%. On July 17, 2025, the US Department of Commerce made a preliminary anti-dumping ruling, which determined that the dumping margin of Chinese producers/exporters applying for a separate tax rate was 93.50%, and the national unified tax rate in China was 102.72%. On February 11, 2026, the US Department of Commerce made a positive final ruling on countervailing measures, ruling that the subsidy tax rates for Huzhou Kaijin New Energy Technology Co., Ltd. and Shanghai Shaosheng Knitted Weat were both 66.82%, and the subsidy tax rates for Panasonic Global Procurement (China) Co., Ltd./Panasonic Electric (China) Co., Ltd. and other Chinese manufacturers/exporters were 66.86%. At the same time, a positive final ruling on anti-dumping was made, ruling that the dumping margin of Chinese producers/exporters who applied for a separate tax rate was 93.50%, and the national unified tax rate in China was 102.72%. *In the product scope ruling, the US Department of Commerce will exclude active negative electrode materials that have been processed into imported lithium battery products (including cells, battery modules, battery packs), electric vehicles, hybrid vehicles, mobile phones, and battery energy storage systems from the scope of taxation. On March 12, 2026, three members of the United States International Trade Commission voted on the substantive obstacles to the industry in this case. The voting result is 2:1, with two votes against taxation and one vote in favor of taxation. As the work station of the Ministry of Commerce to deal with trade frictions, the China Chamber of Commerce for Import and Export of Minmetals and Chemicals, under the guidance of the Ministry's Trade Relief Investigation Bureau, quickly responded and promptly convened a coordination meeting for the case response after receiving the filing warning information, in order to buy time for the case response. Throughout the entire process of responding to the case, the China Minmetals and Chemical Industry Import and Export Chamber of Commerce, as the organizer of the case, actively connected various entities of the "four body linkage", adopted a combination of online and offline methods, timely followed up on the progress of the case, fully exchanged opinions, and played a positive role in the case response.