Ford Motor(US:F) 鑫椤锂电·2025-12-29 07:05Group 1 - LG Energy Solution has announced the termination of a supply contract with US-based Fraunhofer Battery Power Systems, valued at 3.9 trillion KRW (approximately 19 billion RMB) [1] - Just a week prior, LG Energy Solution lost a battery supply order worth 9.6 trillion KRW (approximately 45.7 billion RMB) due to Ford's significant adjustment of its electric vehicle strategy [2] - The recent announcements indicate that LG Energy Solution has lost a total of 13.5 trillion KRW (approximately 65.7 billion RMB) in potential revenue within a span of less than 10 days, which is equivalent to half of the company's total revenue of 25.62 trillion KRW last year [2] Group 2 - Ford has announced plans to transform its unfinished electric vehicle battery factory into a storage business, leveraging technology licensed from CATL to capitalize on AI power demand opportunities [2] - Another South Korean battery company, SK On, has also terminated its joint venture with Ford this month, highlighting the challenges faced by the automotive industry [2]