LG能源解决方案终止向特斯拉电池供应LG化学正极材料，95%超高镍技术门槛成分水岭

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盖世汽车讯 LG能源解决方案已停止在供应特斯拉的电池中采用其关联公司LG化学生产的正极材料。此举源于LG化学未能满足特斯拉对‘高能量密度’正极材料提出的创新规格要求。据电池行业3月5日信息，自去年下半年起，LG能源解决方案为特斯拉新款Model Y长续航版及后续车型所供电池，已全部转用L&F公司提供的正极材料，不再使用LG化学产品。特斯拉正加速在其电动汽车及人形机器人‘Optimus’中导入镍含量...

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Watershed","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSII":0.6,"TESL":0.6,"TSLR":0.6,"TSLO":0.6,"TSYY":0.6,"TEST":0.6,"TSL":0.6,"TSLQ":0.6,"TSLY":0.6,"CRSH":0.6,"TSLA":1.95,"TSLG":0.6,"TSLP":0.6,"TSLI":0.6,"TLA":0.6,"TSLW":0.6,"TSLZ":0.6,"TSLS":0.6,"TSLT":0.6,"TSDD":0.6,"07766":0.6},"content_text":"盖世汽车讯 LG能源解决方案已停止在供应特斯拉的电池中采用其关联公司LG化学生产的正极材料。此举源于LG化学未能满足特斯拉对‘高能量密度’正极材料提出的创新规格要求。据电池行业3月5日信息，自去年下半年起，LG能源解决方案为特斯拉新款Model Y长续航版及后续车型所供电池，已全部转用L&F公司提供的正极材料，不再使用LG化学产品。特斯拉正加速在其电动汽车及人形机器人‘Optimus’中导入镍含量达95%及以上的超高镍NCM(镍钴锰)三元电池，并计划率先搭载于新款Model Y长续航版与Cybertruck车型。镍含量提升至95%后，正极材料能量密度较现有90%镍产品高出逾20%，较NCM811(镍80%、钴10%、锰10%)提升30%–40%，同时可显著降低昂贵钴元素用量，使单位能量成本趋稳。更高能量密度不仅可提升车辆续航与输出性能，还支持通过减少电池装机量实现同续航下的成本下探，或在维持价格前提下拓展车载人工智能等高功耗功能应用空间。近期特斯拉在全球多个市场包括韩国下调整车售价，超高镍电池技术被视作关键支撑因素之一。但镍含量超过95%带来显著技术挑战：材料晶体结构稳定性下降，热失控风险上升，量产良率难以保障。实现稳定量产需依赖‘单晶’等先进工艺，即在不破坏颗粒结构前提下强化粒子结合。LG化学长期以88%–90%镍含量产品为主力，判断该水平已满足主流客户需求，因而未及时投入超高镍量产技术开发；而L&F则提前布局相关技术，目前已承接LG化学失去的特斯拉订单，并预计将于今年首次实现盈利，营业利润约1200亿韩元。LG化学向LG能源解决方案供应的正极材料，此前约占其总出货量的30%–40%。随着特斯拉全面转向超高镍路线，叠加其他车企实质放缓电动车业务，LG化学全年正极材料出货量可能由常规的6万–7万吨骤降至不足3万吨。此外，LG能源解决方案亦在导电剂、绝缘材料等辅助电池材料招标中，倾向选择报价更低的中小厂商，进一步压缩LG化学份额。LG化学表示，将加快超高镍量产技术投入，力争恢复对LG能源解决方案的供货，并拓展新客户。特斯拉推动的高能量密度材料竞争正延伸至人形机器人领域。该公司计划最早于明年启动Optimus量产，并为其配备镍含量95%及以上的超高镍正极材料。由于机器人本体空间严苛(如仅限人体胸腔尺寸)，必须在极小体积内集成高能量密度电池以保障运行时长与作业精度，因此超高镍电池被视为争夺人形机器人市场先机的核心部件。业内指出，未来电动车市场复苏期与人形机器人产业化窗口期的竞争结果，将取决于各材料企业在当前需求低谷阶段的技术决策与执行成效。","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":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"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 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