重大利空！突然宣布：取消！

Core Viewpoint - LG Energy Solution, a leading South Korean battery manufacturer, has faced significant contract cancellations, resulting in a loss of approximately 13.5 trillion KRW (around 650 million RMB) in expected revenue within ten days, which exceeds half of its total revenue from the previous year [1][4]. Group 1: Contract Cancellations - LG Energy Solution announced the cancellation of a 3.9 trillion KRW contract with Freudenberg Battery Power Systems, which is part of the Kordel Group [3]. - Prior to this, LG Energy lost a contract worth 9.6 trillion KRW with Ford, which accounted for 37.5% of the company's total revenue last year [4]. - The cumulative loss from these cancellations highlights the volatility in the electric vehicle battery supply chain and the challenges faced by LG Energy in maintaining stable revenue streams [4]. Group 2: Financial Impact and Market Response - Following the contract cancellations, LG Energy's stock price dropped nearly 9% in a single day, and as of December 26, the stock was down 1.79%, with a market capitalization of 89.74 trillion KRW (approximately 4.35 billion RMB) [1][4]. - The company stated that the cancellations would not result in financial losses due to the nature of the contracts and the lack of specialized investments tied to them [4]. Group 3: Strategic Adjustments - In response to the cancellations and market uncertainties, LG Energy is shifting its focus from pursuing large orders to enhancing profitability and cash flow health [6]. - The company plans to optimize its customer structure and concentrate resources on more stable growth areas, such as energy storage systems (ESS) [6]. - LG Energy aims to increase its ESS battery production capacity in North America to 50 GWh, significantly up from the initial target of 30 GWh, driven by rising demand in the region [6].