松下推迟美国电池工厂的满负荷生产

Core Viewpoint - Panasonic is adjusting its production plans for the new EV battery factory in Kansas due to declining sales from its major customer, Tesla, and an uncertain market environment [1][2]. Group 1: Production Plans and Investments - The Kansas factory, which is Panasonic's second large-scale battery factory in the U.S. after Nevada, was initially aiming for full production capacity of approximately 30 GWh by the end of the 2026 fiscal year, but this timeline has been postponed [1]. - The investment in the Kansas factory is about $4 billion, and it is being constructed by Panasonic's battery subsidiary, Panasonic Energy [1]. - Following the adjustment in Kansas, Panasonic has frozen plans for a third production base in the U.S., which was previously considered for locations like Oklahoma [2]. Group 2: Market Conditions and Sales Performance - Tesla's global sales for the second quarter of 2025 decreased by 13% year-on-year, dropping to 384,122 vehicles, which has impacted Panasonic's battery business [1]. - The market for electric vehicle batteries is experiencing a slowdown, prompting various companies to revise their production plans, including Nissan and Toyota, which have also postponed their battery factory projects in Japan [2].