2026年初，LG在北美接连释放出两条看似分属不同领域、却指向同一方向的信号。 2月4日，LG能源解决方案旗下的储能子公司Vertech宣布，与美国光伏组件制造商 Qcells 达成合作，将在美国交付总规模达5GWh的储能项目。 2月2日，在美国拉斯维加斯举行的2026 AHR Expo（北美暖通、空调与制冷行业展览）上，LG电子的展台同样出现了一个耐人寻味的变化：热泵热水器与 整体热水解决方案，被放置在了住宅暖通系统展示的核心位置。 如果把这两条信息放在同一条时间线上来看，LG在北美所做的，显然已经不只是"业务布局"，而是一次更具纵深的能源体系落子。 LG的能源意图 Vertech与Qcells的合作，并非一笔象征性的订单。5GWh 的储能规模，在当前美国工商业与社区级储能市场中，已属实质性项目体量。这意味着，LG 的角 色不再局限于设备或电芯供应，而是直接参与到美国本土能源基础设施的交付环节中。 从行业层面看，北美住宅暖通空调（HVAC）并不是一个高速扩张型市场，但也远未进入衰退期。 根据Global Market Insights的研究数据，2024年北美住宅单元式 HVAC市场规模约为68亿美元，预计 ...

Group 1: Market Performance - The electric equipment and new energy sector increased by 4.90% this week, ranking 3rd in terms of performance, outperforming the Shanghai Composite Index [1][2] - The lithium battery index saw the highest increase at 7.05%, while the wind power index had the smallest increase at 0.62% [1][2] Group 2: New Product Launches - Ruipu Lanjun launched multiple strategic new products covering energy storage, commercial vehicles, and passenger vehicles on October 23, 2025 [2] - In the energy storage sector, new cells of 392Ah and 588Ah were introduced, along with a 6.25MWh system achieving an energy efficiency of 35.5% [2] - The passenger vehicle segment featured a hybrid battery capable of 80% charge in 10 minutes and over 4500 cycles, while the commercial vehicle solutions included a 600kWh battery box and a 455kWh battery cluster [2] Group 3: Export Data - In September 2025, China's inverter exports amounted to 5.085 billion yuan, showing a year-on-year increase of 4.96% but a month-on-month decrease of 19.21% [3] - From January to September 2025, total inverter exports reached 48.487 billion yuan, reflecting a year-on-year growth of 7.54% [3] - The Australian market experienced significant growth, with a monthly export value of 447 million yuan, up 306% year-on-year [3] Group 4: Electricity Consumption - In September 2025, the total electricity consumption in society was 888.6 billion kWh, representing a year-on-year growth of 4.5% [4] - From January to September 2025, cumulative electricity consumption reached 7,767.5 billion kWh, with a year-on-year increase of 4.6% [4] - The first industry saw a 10.2% increase in electricity consumption, while the second and third industries grew by 3.4% and 7.5%, respectively [4]