多家锂电头部调整在美策略：EV放缓，储能提速

Core Viewpoint - The article discusses the strategic adjustments made by international lithium battery companies in response to increasing policy uncertainties in the U.S. and a slowdown in the electric vehicle market, highlighting the shift towards energy storage solutions and the postponement of electric vehicle battery projects [1][2]. Group 1: Company Adjustments - Envision AESC has decided to pause its electric vehicle battery project in South Carolina and accelerate its energy storage business, with its Tennessee factory's energy storage production line having commenced operations in April [1]. - The company is optimizing its U.S. strategy by focusing on energy storage while temporarily halting electric vehicle battery production, and it plans to flexibly allocate global production resources to meet the demands of clients like BMW in North America and globally [1][2]. Group 2: Production and Supply Chain - The new generation 46 series cylindrical battery products, originally intended to be produced in South Carolina for BMW, will now be supplied through Envision's global production network, with mass production already initiated at the Wuxi Jiangyin super factory [2]. - Envision AESC's global production network is set to support BMW's electric vehicle platforms, with the company accelerating the deployment of more efficient production lines at its Cangzhou super factory to meet increasing delivery demands [2]. Group 3: Global Expansion - Envision AESC has recently launched its battery super factory in Douai, France, which is the ninth factory globally and one of the few local cell manufacturing plants in Europe with scale effects, contributing to the success of Renault's R5 model in the European electric vehicle market [3]. - The company has completed project financing for its Sunderland super factory in the UK, which is expected to be operational by the second half of 2025, providing high-performance battery products for leading electric vehicle manufacturers like Nissan [3].