LG新能源启动密歇根工厂改造 2027下半年独家供特斯拉ESS方形电池涉5.94万亿韩元订单

市场资讯02-24 18:28

LG新能源已启动将旗下美国密歇根州兰辛全资工厂改造为能源存储系统（ESS）专用方形电池生产基地，该工厂将成为集团首个ESS方形电池生产据点，独家定向供应特斯拉。目前，LG新能源已启动兰辛工厂生产线转换工作，将投产供应特斯拉的磷酸铁锂方形电池，并已下达主要设备采购订单。具体商业运营时间尚未明确，业内预计将在2027年下半年落地。LG新能源于2025年7月签下规模约5.94万亿韩元的磷酸铁锂电池供应...

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Cells工厂供货的Apro提供。LG新能源为ESS生产的方形电池采用正负极极耳位于电池顶部的“顶部极耳”结构，与公司和通用汽车联合开发的方形电池形态相同。当前大型电网ESS市场对磷酸铁锂方形电池需求旺盛，特斯拉工业用Megapack此前采用的磷酸铁锂方形电池供应商为宁德时代。特斯拉直接生产家用Powerwall和工业用Megapack等ESS成品，电芯供应来源包含LG新能源、三星SDI等厂商。特斯拉在加州和上海设有Megapack生产基地，总年产能达80GWh，并计划在休斯顿新建50GWh生产设施。截至2025年底，LG新能源已锁定超140GWh的ESS累计订单，计划2026年底将ESS生产能力提升至至少60GWh，其中北美地区产能将达50GWh。市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。财经频道更多独家策划、专家专栏，免费查阅>>责任编辑：钟离","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation,productRelease","news_rank":0,"symbols":[],"gpt_button":0,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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LG新能源启动密歇根工厂改造 2027下半年独家供特斯拉ESS方形电池 涉5.94万亿韩元订单

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LG新能源启动密歇根工厂改造 2027下半年独家供特斯拉ESS方形电池涉5.94万亿韩元订单