电动汽车市场需求放缓 电池行业转向储能系统
Shang Wu Bu Wang Zhan·2026-01-26 16:16
Core Viewpoint - The electric vehicle market demand is slowing down, leading battery companies in South Korea to adjust their supply contracts and shift focus towards energy storage systems (ESS) [1] Group 1: Market Trends - The ESS market is expected to grow at a compound annual growth rate (CAGR) of 19.6%, increasing from $32.6 billion in 2025 to $114.1 billion by 2032 [1] Group 2: Company Strategies - EcoPro BM and LNF are working to expand their production lines for lithium iron phosphate (LFP) materials [1] - LG Energy Solution and SK On are also focusing on the ESS market and are evaluating locations for new factories [1]