LG新能源获奔驰14亿美元电池订单两年内四度牵手累计合同额达160亿美元

储能世界2025-12-09

14亿美元新合同：聚焦中端市场LG新能源(LG Energy Solution)12月8日通过监管文件披露，已与梅赛德斯-奔驰签署价值2.06万亿韩元(约14亿美元)的电池供应协议。根据协议，LG新能源将从2028年3月1日起至2035年6月30日，向奔驰在北美和欧洲市场的电动车型供应电池，供货期长达7年。图片为AI生成这份合同金额占LG新能源2024年全年收入的8%。该公司2024年的总营收为...

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Solution)12月8日通过监管文件披露，已与梅赛德斯-奔驰签署价值2.06万亿韩元(约14亿美元)的电池供应协议。根据协议，LG新能源将从2028年3月1日起至2035年6月30日，向奔驰在北美和欧洲市场的电动车型供应电池，供货期长达7年。图片为AI生成这份合同金额占LG新能源2024年全年收入的8%。该公司2024年的总营收为25.62万亿韩元。值得注意的是，LG新能源在监管文件中表示，合同的具体金额、期限和其他条款仍可能根据与客户的协议发生变化。韩国多家媒体援引业内人士分析称，此次订单预计涉及15-20吉瓦时(GWh)的磷酸铁锂(LFP)电池，这类电池通常用于中低价位电动汽车。这与LG新能源此前与奔驰签订的合同有所不同——之前的协议主要涉及用于高性能、高端车型的46系圆柱形电池。两年四份合同：战略伙伴关系持续深化这已经是LG新能源与梅赛德斯-奔驰在短短两年内签署的第四份重大供应协议，双方合作关系持续升温。第一份合同于2024年10月签署，涉及50.5 GWh电池容量。虽然当时披露的细节有限，但韩国媒体报道称，该合同基于46系圆柱形电池，计划从2028年开始供货。第二、三份合同于2025年9月同时公布，总容量达107 GWh，分为两部分：向奔驰美国关联公司供应75 GWh，供货期从2029年中期至2037年底向奔驰欧洲供应32 GWh，供货期从2028年中期至2035年底韩国媒体估计，这两份合同的总价值约为15万亿韩元(约108亿美元)，估值基于LG新能源下一代46系圆柱形电池的现行价格。据报道，这些46系圆柱形电池直径为46毫米。加上最新签署的14亿美元合同，LG新能源向梅赛德斯-奔驰供应的电池总价值已达到约160亿美元。激烈竞争中脱颖而出韩国媒体透露，2025年9月的107 GWh订单是在与中国电池制造商宁德时代(CATL)和孚能科技(Farasis)的激烈竞争后才最终获得的。这三家公司目前都是梅赛德斯-奔驰的常规电池供应商。梅赛德斯-奔驰尽管参与了欧洲电池制造合资企业ACC(Automotive Cells Company)，但其电池需求远超ACC的计划产能。更重要的是，ACC计划中的三座工厂中有两座目前处于搁置状态，而计划在意大利建设的工厂据报道濒临取消。这种情况促使梅赛德斯-奔驰首席执行官奥拉·凯伦纽斯(Ola Källenius)寻求更稳定的供应商关系。2024年11月中旬，凯伦纽斯在首尔会见了LG集团代表，讨论移动出行领域的未来合作。这位奔驰最高管理层随后表示，梅赛德斯-奔驰与LG共享基于创新、质量和可持续发展的共同愿景，双方正在共同努力，为全球汽车行业树立新标准。奔驰电动化战略的关键拼图梅赛德斯-奔驰正在推进宏大的电动化战略，计划在2027年之前在全球市场推出40款新车型，涵盖入门级到高端细分市场。图片来源网络其中最受关注的是基于全新MMA(Mercedes Modular Architecture，梅赛德斯模块化架构)平台打造的车型。2026款CLA 250+ EV将成为首款采用该平台的车型，计划于2025年第一季度上市。该车型采用800伏电气架构，EPA续航里程可达374英里(约602公里)，起售价为47,250美元。根据梅赛德斯官方信息，CLA电动版配备85 kWh电池组，最大充电功率320千瓦，仅需10分钟即可补充超过300公里的续航里程。该车型已于2025年6月在德国拉施塔特工厂正式投产，WLTP标准下续航里程接近800公里。除CLA外，奔驰还计划推出基于MMA平台的紧凑型跨界车，以及采用MB.EA平台的GLC EV车型，预计将在2025年底前推出。LG新能源：2025年订单大丰收尽管电动汽车市场增长放缓的担忧持续存在，但LG新能源在2025年依然收获颇丰。除了与梅赛德斯-奔驰的多份合同外，该公司还在今年签署了其他重大协议：与特斯拉的43亿美元订单：供应磷酸铁锂储能电池，这是LG新能源在储能领域的重要突破与通用汽车的合作：共同开发富锂锰(LMR)电池，用于通用汽车的全尺寸卡车和SUV，计划从2028年开始供货与丰田通商的合资企业：扩大在日本市场的影响力作为全球第三大电动汽车电池制造商，LG新能源正在积极扩大生产能力。该公司在美国亚利桑那州建设的46系圆柱形电池专用工厂计划于2027年完工，将成为供应梅赛德斯-奔驰订单的主要生产基地。此外，LG新能源还计划在其美国和欧洲的工厂生产磷酸铁锂电池，以满足最新合同的需求。多元化电池技术布局LG新能源与奔驰的多份合同显示出明显的技术差异化战略：46系圆柱形电池主要用于高端、高性能车型。这种电池直径46毫米，相比传统的2170电池，单个电动汽车所需的电池数量从3,000-4,000颗降至600-1,300颗，显著降低车辆重量，提高能源效率。磷酸铁锂(LFP)电池则针对中低端市场。这类电池成本更低，安全性更高，虽然能量密度相对较低，但对于追求性价比的消费者来说是理想选择。这种多元化的产品组合使LG新能源能够满足梅赛德斯-奔驰从入门级到豪华级的全系列电动车型需求，同时也反映出全球电动汽车市场正在走向细分化和差异化竞争。行业启示：长期信心未变尽管美国联邦税收抵免政策的变化、修订后的燃油经济性规定等因素给电动汽车需求带来不确定性，但这些数十亿美元级别的订单表明，汽车制造商对电动化的长期信心依然坚定。业内人士指出，即使电动汽车市场在短期内出现收缩，这些长期订单也显示出汽车制造商预期未来将越来越依赖电池动力。对于像梅赛德斯-奔驰这样的传统豪华汽车制造商来说，确保稳定的电池供应已成为其电动化转型战略中不可或缺的一环。LG新能源与梅赛德斯-奔驰的深度合作，不仅巩固了前者作为全球顶级电池供应商的地位，也为后者的电动化战略提供了坚实的技术支撑。随着双方合作的不断深化，这种战略伙伴关系有望在未来几年继续扩展至更广泛的电动汽车生态系统。免责声明免责声明：我们登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述，其原创性以及文中陈述文字和内容未经证实，对本文以及其中全部或者部分内容、文字的真实性、完整性、及时性本站不作任何保证或承诺，文章内容仅供参考！如果您不希望我们转载您的作品，请和我们联系处理，谢谢！","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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LG新能源获奔驰14亿美元电池订单 两年内四度牵手累计合同额达160亿美元

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LG新能源获奔驰14亿美元电池订单两年内四度牵手累计合同额达160亿美元