【DT新材料】 获悉， 7月30日，韩国电池制造商 LG新能源 宣布， 公司近日承揽磷酸铁锂（LFP） 电池供应项目，合同金额达5.9442万亿韩元（约合43亿美元） 。合同金额相当于该公司2024年全年 销售额（25.6万亿韩元）的23.2%。该合同于7月29日签署，将自今年8月1日起正式生效，期限为三 年。 LG新能源表示，出于保护商业秘密的考虑，不宜透露合同方以及合同详情。合同包含附加条款，即 双方可协商将合同期延长至七年并扩大供货，因此合同金额和合同期限今后可被调整。 LG新能源的主要客户包括是 特斯拉、通用汽车和大众 等汽车企业的上游电池供货商。据业内人士周 三晚些时候透露，本次合同背后的客户是特斯拉，为后者供应用于储能系统的磷酸铁锂电池。 据悉，7月25日， LG新能源 发布2025年第二季度财报。本季度公司 合并营收5.6万亿韩元（约290亿 人民币），环比下降11.2%， 上年同期为净亏损 240 亿韩元 ；营业利润为4922亿韩元（约25亿人 民币），环比增长31.4%，营业利润率达8.8%。 扣除4908亿韩元的《通胀削减法案》税收抵免（北 美生产激励）后，时隔五个季度再度实现扭亏为盈。 ...

Core Viewpoint - LG Energy Solution (LGES) reported a decline in revenue for Q2 2025, primarily due to fluctuations in raw material prices and policy impacts on North American energy storage batteries, despite stable EV battery sales [1][2]. Financial Performance - Revenue for Q2 2025 was 288.4 billion, a year-on-year decrease of 9.7% and a quarter-on-quarter decrease of 11.2%, with stable EV battery sales but a decline in North American energy storage revenue [1] - Gross margin improved to 18.8%, up 1.9 percentage points quarter-on-quarter; operating profit margin reached 8.8%, up 2.9 percentage points quarter-on-quarter, with Q3 benefiting from a US IRA subsidy of 25.4 billion (approximately 7.9 to 10.1 GWh of domestic production) [1] - Capital expenditure for Q2 was 140.8 billion, primarily for North American capacity expansion [1] 2025 Outlook - The company projects a revenue growth of 5% to 10% year-on-year for 2025, although the first half of 2025 saw a nearly 4% decline, indicating challenges ahead [2] - Demand for electric vehicles may slow in the short term, but advancements in autonomous driving technology and renewable energy projects are expected to drive long-term growth [3] - The PFE policy is increasing barriers to entry in the US market, enhancing the competitive advantage of companies with established local production and supply chains [3] Operational Developments - LGES is expanding energy storage battery capacity, with a new facility in Michigan officially starting production in Q2 2025, aiming to increase annual ESS battery capacity to 17 GWh by the end of the year and over 30 GWh by the end of 2026 in North America [4] - The company plans to begin mass production of mid-range battery products at its Poland factory in the second half of the year, including high-nickel and lithium iron phosphate (LFP) batteries [5] - LGES is enhancing its technological competitiveness by launching LFP batteries suitable for electric vehicles and energy storage, with plans to introduce batteries that can be charged in under 10 minutes by 2028 [6]