4680电池材料订单大跳水！_老虎社区_美港股上老虎

4680电池材料订单大跳水！

锂电派01-06 12:05

韩国电池材料企业 L&F 的一份合同调整公告，意外揭开了电动汽车行业及特斯拉核心业务的困境。该公司披露，2023 年 2 月与特斯拉签订的电池材料供应合同，金额从最初的 3.83 万亿韩元（约合 29 亿美元）大幅缩水至 973 万韩元（约 7400 美元），仅为原合同规模的 0.025%，降幅超 99%。这份合同曾被视作特斯拉推进 4680 电池规模化生产的重要布局，涉及的高镍正极材料原计划在 ...

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