传三星SDI斩获特斯拉(TSLA.US)大单！未来三年供应逾21亿美元储能系统电池

Group 1 - Samsung SDI has reached an agreement with Tesla to supply energy storage system (ESS) batteries worth over 3 trillion KRW (approximately 2.11 billion USD) over three years, although Samsung SDI stated that no final decision has been made [1] - Samsung SDI has formed a strategic partnership with Solid Power and BMW to develop and validate a demonstration vehicle using all-solid-state battery technology, with Solid Power providing sulfide-based solid electrolytes [1] - The company is diversifying its revenue sources by negotiating battery supply collaborations with humanoid robot manufacturers to mitigate the impact of U.S. tariffs and declining global electric vehicle demand [1] Group 2 - Samsung SDI is actively expanding in the U.S. market, planning to collaborate with General Motors to build a battery factory in Indiana and considering converting some facilities to produce lithium iron phosphate batteries [2] - The company reported an unexpected operating loss in the third quarter, attributing it to tariffs and declining electric vehicle demand, particularly in North America [2] - Samsung SDI's management expects a "significant improvement" in fourth-quarter earnings due to the growth of its energy storage system business in the U.S., a recovery in European electric vehicle demand, and new opportunities in robotics and artificial intelligence [2]