电动车需求降温 LG新能源转战储能赛道

智通财经网
Jul 25, 2025

智通财经APP获悉,随着电动汽车关税上涨及全球消费需求放缓,LG新能源计划扩大其在美国的储能系统业务,以缓解电动汽车电池业务所受冲击。首席财务官Lee Chang-Sil在公布超预期的第二季度财报后表示,尽管美国电动汽车税收抵免政策将于9月30日终止可能进一步影响需求,但储能系统业务及美国先进制造业税收优惠有望维持增长动能。“我们相信储能业务的扩张能够抵消汽车电池业务的下滑,同时通过资源重组和成本...

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