超300亿！电池巨头签下LFP电池供应大单

Core Viewpoint - LG Energy Solution has signed a significant contract for lithium iron phosphate (LFP) battery supply, indicating strong demand in the energy storage sector and potential collaboration with major clients like Tesla [1] Group 1: Contract Details - The contract is valued at 5.9442 trillion Korean Won (approximately 30.9 billion RMB) and will last for three years, starting from August 1, 2024 [1] - This contract represents 23.2% of LG Energy Solution's projected total sales for 2024, which is estimated at 25.6 trillion Korean Won [1] - There are provisions for extending the contract duration up to seven years and increasing the supply scale, suggesting potential for future growth in revenue [1] Group 2: Client and Production Insights - The specific client for this contract has not been disclosed, but it is speculated to involve Tesla for energy storage systems, with production likely taking place at LG's U.S. facility [1] - LG Energy Solution's major clients include Tesla and General Motors, although it remains unclear whether the supplied batteries will be used for electric vehicles or energy storage systems [1] Group 3: Industry Context - The contract highlights the increasing collaboration between South Korean companies and global tech giants, exemplified by Samsung Electronics' recent $16.5 billion chip supply agreement with Tesla [1] - This trend underscores South Korea's growing significance in the renewable energy and technology supply chain [1]