欧美动力电池行业“凛冬”已至

Group 1 - A significant downturn is affecting the European and American power battery industry, highlighted by major cancellations of battery orders and investment reductions from key players like Ford and Volkswagen [2][3][5] - Ford has canceled a battery agreement worth 9.6 trillion won with LG Energy Solution and exited a joint venture with SK On, which collectively represents over half of LG's projected sales for 2024 [3][4] - LG Energy Solution is also delaying production plans for its Michigan plant and has paused operations at its Ultium battery factory due to the cooling electric vehicle market [4][5] Group 2 - The European market is experiencing similar challenges, with companies like Britishvolt and Northvolt facing bankruptcy, and Porsche halting its battery development plans due to market pressures [5][6] - The demand for electric vehicles is projected to decline significantly, with global sales growth expected to drop to 13% by 2026, marking the lowest increase since the pandemic [7][9] - Policy changes, such as the termination of federal tax credits in the U.S. and the potential cancellation of the EU's ban on combustion vehicles, are contributing to the slowdown in electric vehicle demand [7][8] Group 3 - The cancellation of battery orders reflects a broader trend of automakers scaling back their electric vehicle strategies, leading to potential overcapacity and financial strain on battery manufacturers [6][7] - The energy storage battery market is emerging as a new growth opportunity for lithium battery companies, with predictions of significant market expansion by 2030 [10][11] - Companies like Samsung SDI are pivoting towards energy storage solutions, indicating a strategic shift in response to the current challenges in the power battery market [10][11]