LG&通用合作，方形叠片LFP技术全球“外溢”

Battery Technology Partnerships - General Motors (GM) and LG Energy Solution extended their 14-year battery technology partnership to include the development of prismatic batteries, with a focus on stacking and lithium iron phosphate (LFP) technologies [1] - LG Energy Solution also partnered with Renault's EV subsidiary Ampere for LFP battery supply, highlighting the growing importance of LFP technology in the EV market [11] Stacking Technology and Manufacturing Advantages - Stacking technology is gaining traction in overseas markets due to its ability to increase energy density and improve cycle performance, enhancing EV range and lifespan [2] - Chinese equipment manufacturers, such as Lead Intelligent, have demonstrated strong manufacturing capabilities, securing orders for stacking equipment from international automakers' European bases [12] Chinese Lithium Battery Industry's Global Influence - The Chinese lithium battery industry's influence on global power battery technology continues to grow, particularly in structural, process, and material technology routes [5] - Chinese battery companies are increasingly adopting technology licensing as an innovative way to serve global markets, with companies like CATL and EVE Energy leading the way [10][18] Prismatic LFP Battery Adoption by International Automakers - Prismatic LFP batteries, a mature product of the Chinese lithium battery industry, are being adopted by major international automakers including Tesla, Volkswagen, Ford, Renault, Hyundai, Daimler, and Toyota [17] - CATL has established partnerships with Ford, Tesla, and GM through its LRS (Licence Royalty Service) model and is in talks with over a dozen European and American automakers for similar technology licensing agreements [18] Overseas Expansion and Localized Cooperation - Chinese battery companies are actively expanding overseas through localized cooperation, such as SVOLT's strategic partnership with Thailand's Banpu NEXT, which includes joint ventures and cooperation in energy storage, battery cells, and recycling [14] - The adoption of Chinese-developed technologies like stacking and LFP by international automakers and battery manufacturers reflects the growing competitiveness and cost-effectiveness of Chinese battery solutions [13]