7.2GWh磷酸铁锂电池订单落地！

Ofweek光电信息网

09/08

9月4日，韩国电池巨头SK On表示，已同美国Flatiron Energy Development公司签署协议，为其储能系统供应磷酸铁锂电池。这笔订单长达4年，SK On将在2026年至2030年期间供应至多7.2GWh的储能系统，具体金额未披露。这是今年韩国电池企业拿下的又一笔磷酸铁锂电池订单。此前的7月30日，LG新能源宣布与特斯拉签订价值43亿美元的磷酸铁锂电池供应合同，占其2024年总...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250908094746951b97f5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1429558221.USD","symbol_name":"Natixis Loomis Sayles US Growth Equity RA USD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250908094746951b97f5&s=b","article_id":"2565579603","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250908094746951b97f5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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On将在2026年至2030年期间供应至多7.2GWh的储能系统，具体金额未披露。这是今年韩国电池企业拿下的又一笔磷酸铁锂电池订单。此前的7月30日，LG新能源宣布与特斯拉签订价值43亿美元的磷酸铁锂电池供应合同，占其2024年总营收的23.2%，创下公司史上最大单笔订单纪录。该订单产品将预计从2027年8月开始供货，持续三年并可延至七年。7月31日，三星SDI在其第二季度财报中表示，公司签订了美国电力用ESS项目的订单合同，计划从四季度开始在当地量产。其还计划在下半年优化与美国Stellantis成立的合资企业SPE的生产线运营，推出各种新型电池，如方形铁锂电池，来扩大普及型电动车的订单。由此可见，韩国三大电池巨头都在近期收获颇丰。并且，韩国电池所进军的领域，正是中国企业擅长的磷酸铁锂电池。维科网锂电注意到，近年来，磷酸铁锂电池凭借性能持续突破、性价比高等优势，正以不可阻挡之势重塑全球动力电池格局。据业内机构测算，到2030年欧洲动力和储能电池总需求将达到1500GWh，其中约有一半即750GWh的电池将采用磷酸铁锂路线。而在磷酸铁锂电池需求爆发以前，因欧美车企对这一技术的导入相对保守，所以直到中国电池企业加速海外扩张与车型渗透，这些企业才开始正视磷酸铁锂的战略地位。如今，海外电池企业在磷酸铁锂电池领域的追赶已有具体的体现。具有先发优势的中国电池企业，如何应对这种局面？维科网锂电将持续关注。","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,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}