美国公司接手欧洲锂电池巨头后，无一车企愿与其合作

Core Viewpoint - The acquisition of Northvolt by Lyten, an American lithium-sulfur battery manufacturer, has not attracted any automotive companies to support the restart of Northvolt's battery production lines after its bankruptcy [1][2]. Group 1: Northvolt's Bankruptcy - Northvolt, once the largest lithium battery manufacturer in Europe, filed for bankruptcy on March 12, 2023, marking the largest corporate bankruptcy in Swedish history [1]. - Prior to its bankruptcy, Northvolt raised approximately $15 billion (around 107.3 billion RMB) from government and investors, with total debts exceeding $8 billion (around 57.2 billion RMB) across its nine affiliated companies [1][2]. - The company faced significant operational challenges, including low production capacity and poor yield rates, with its Skellefteå factory achieving only 1% of its designed capacity in 2023 [2]. Group 2: Lyten's Acquisition Plans - Lyten announced on August 7, 2023, that it had signed an agreement to acquire all remaining assets of Northvolt in Sweden and Germany [2]. - The CEO of Lyten, Dan Cook, expressed that if the company can deliver quality products consistently, former Northvolt customers may return [3]. - However, automotive manufacturers have shown reluctance to re-engage, with comments from former investors and partners indicating that discussions about battery orders are premature [3]. Group 3: Future Production Goals - Lyten aims to leverage Northvolt's production facilities to accelerate the mass production of lithium-sulfur batteries by the end of 2028 [4]. - Experts have expressed skepticism about the feasibility of lithium-sulfur batteries being used in electric vehicles before 2030, highlighting the extensive time and investment required to reach current battery manufacturing levels [4].