电动车需求降温 LG新能源转战储能赛道

Group 1 - LG Energy plans to expand its energy storage system business in the U.S. to mitigate the impact of rising electric vehicle tariffs and slowing global consumer demand [1] - The CFO, Lee Chang-Sil, stated that the energy storage business and advanced manufacturing tax incentives in the U.S. are expected to maintain growth momentum despite the potential impact of the EV tax credit expiration on September 30 [1] - The company reported an operating profit of 492.2 billion KRW (approximately 358 million USD) for Q2, with revenue of 5.6 trillion KRW, consistent with preliminary results [1] Group 2 - LG Energy has initiated energy storage battery production at its Michigan plant, aiming to increase annual capacity to 17 GWh by the end of the year and to 30 GWh by 2026 [2] - The company is currently negotiating "significant" contracts with multiple clients, indicating a positive outlook amidst a challenging global EV market [2] - Due to intensified competition from Chinese rivals, LG Energy plans to shift some production lines at its Poland factory to energy storage batteries and focus on the high-end market [2]