通用汽车(GM.US)田纳西电池厂战略转身：从电动车减速中突围，押注储能蓝海

智通财经03-17

智通财经APP获悉，通用汽车(GM.US)与LG新能源的电池合资企业Ultium Cells LLC下月将启动其田纳西工厂的储能电池生产。此举旨在重新激活因通用汽车缩减电动车计划而闲置的工厂，切入快速增长的固定式储能市场。Ultium运营副总裁Tom Gallagher在接受采访时表示，公司将重新聘用1月份在田纳西州斯普林希尔工厂暂时解雇的约700名工人，开始生产磷酸铁锂电池。这些电池将供应给LG...

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SUV生产三元锂电池，全面达产时员工规模曾达1350人。Gallagher表示：\"我们能够在极短时间内将产能转向新的商业机遇，这与其他合资企业形成了鲜明对比。\"他透露，工厂改造成本达\"数千万美元\"，被解雇的工人应在4月底前返岗。通用汽车及其众多同行正试图通过将合资工厂从车用电池转向储能电池，或完全剥离相关业务，来遏制电动车领域数十亿美元的亏损。尽管美国总统特朗普放松监管并取消关键的电动车税收抵免政策，削弱了本已放缓的美国电动车市场，但根据市场预测，到2030年美国电力需求将增长12%，其中数据中心需求将占增量三分之一以上。战略转身对于LG而言，田纳西工厂的转型是其整体战略转身的关键一环。虽然LG仍计划为通用汽车生产车用电池，但增加生产线的灵活性，确保即使在电动车需求低迷时也能维持运转。这家韩国电池制造商正在北美改造另外四家电动车电池工厂，包括密歇根州的两家、与本田在俄亥俄州的合资工厂，以及曾与Stellantis在加拿大温莎的合资工厂，均转向生产用于固定式储能系统的磷酸铁锂电池。其与通用在俄亥俄州的另一家Ultime合资工厂将继续为通用生产电动车电池;亚利桑那州的一家新工厂也将在今年开始生产电动车电池。LG新能源北美总裁Bob Lee表示，改造工厂生产磷酸铁锂电池的成本通常是原始投资额的10%至20%，因为只需调整部分设备。瑞银分析师Tim Bush指出，美国市场对LG而言是至关重要的增长来源，与欧洲不同，美国设置了监管壁垒。Bush称，就营收和利润增长而言，\"这是一大亮点\"。瑞银表示，包括特朗普预算案中保留的45X电池生产税收抵免和48e投资税收抵免在内，LG及其储能系统客户可能受益于覆盖储能系统成本约60%的联邦补贴。电力饥渴LG固定式储能系统集成部门Vertech的首席产品官Tristan Doherty表示，即使人工智能驱动的数据中心建设热潮放缓，北美地区仍有足够的电力需求来消化LG的现有产能。Doherty在LG温莎新工厂接受采访时表示：\"能够在不到一年内改造这些设施，意味着我们能迅速反应并实际达到产能。我们将为美国大部分市场供应本土电芯。\"瑞银预测，韩国制造商合计在美国公用事业规模市场的份额可能从2025年的不足10%，到2027年增至50%以上。对于通用汽车而言，转向储能系统只是暂时的。通用汽车发言人Stu Fowle表示，Ultium将工厂转为生产储能电芯的价值在于，让休假工人重返工作岗位，并使工厂保持车用电池的生产能力。未来，通用汽车计划使用富锰锂电池，由LG生产。两家公司押注富锰锂电池能在成本上与磷酸铁锂竞争，并提供更优性能。通用汽车尚未指定美国生产地点，但斯普林希尔工厂具备生产富锰锂电池的能力。","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":"","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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