北美电池工厂大规模转向AI用电赛道，多家汽车企业已着手调整自身布局

元力社02-11

近日，在美国电动汽车销量增长放缓、AI基建加速的背景下，北美电池制造商正逐渐将部分原本面向电动汽车的产能转向储能领域，以寻求新的增长点并消化闲置产能。市场情报机构CRU数据显示，北美地区已有10座工厂正在开展改造工作，以转产更适配储能系统的电池。在这10座进行改造的工厂里，7座将主要面向储能市场。能源储能系统由成排的电池模块构成，并依靠管理软件进行调控，能够助力国家电网以及家庭、企业和工厂应对风能...

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Kelty在接受采访时称，公司正在考虑自行生产储能电池。与此同时，Stellantis与韩国电池合作伙伴三星SDI正把双方位于印第安纳州的合资工厂的部分生产线改造为储能电芯生产线。这一转变表明，美国底特律的三大车企未来均有可能成为大型科技公司建设AI数据中心时的储能电池供应商。此外，特斯拉的业务数据也在一定程度上反映出储能市场的增长情况。特斯拉在Megapack与Powerwall储能产品中使用了包括宁德时代、LG在内的多家供应商的电池。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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