【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。 ...

国信证券(香港)·资讯日报 股票市场概览 港股市场表现 富时新加坡海峡指数一年表现 JING YI, CFA, CPA SFC CE No.: BRQ314 +852 2899 6747 jessiejing@guosen.com.cn 美股市场表现 2025 年 7 月 31 日 资讯日报 海外市场主要股市上日表现 | 指数 | 收盘价 | 東日 | 周深跌 | 年初至今 | | --- | --- | --- | --- | --- | | | | 涨跌 (%) | ( % ) | 涨跌 (%) | | 德国DAX 24262.22 | | 0.19 | 0.18 | 21.86 | | 上证指数 | 3615.72 | 0.17 | 0.61 | 6.12 | | 纳斯达克指数 21129.67 | | 0.15 | 0.10 | 8.43 | | 日经225 40654.70 | | (0.05) | (1.93) | 1.91 | | 标普500 | 6362.90 | (0.12) | (0.40) | 7.72 | | 富时新加坡海峡指数 | 4219.41 | (0.24) | (0.98) ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 投资市场新闻 2. Robotaxi 动态定价更省钱？ 3.特斯拉生产经营 方面的消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周三收盘是319.04% 全天下跌了2.16%美元 跌幅是0.67% 美国三大股指 纳指上涨0.15% 道指下跌0.35% 标普上涨0.09% 政策方面的消息 美国政府釜底抽薪！ 废除气候圣经 过去十几年 整个美国甚至 全世界的环保法规 都建立在一个观念之上 我们叫它气候圣经 结果现在 有人要把这本 圣经给撕掉 就在7月29号 美国环境保护署 也就是EPA 在印第安纳州的一个 汽车经销商那里 开了个记者会 正式丢出一个震撼弹 根据EPA官方发布的新闻稿 署长李· 泽尔丁（Lee Zeldin）宣布 他们要废除一项 有着里程碑意义的法律意见 就是 危害性裁决（Endangerment Finding） 危害性裁决 这名称听起来很绕口 但你只要知道 它就是美国过去 所有气候变迁 法规的地基 这项在2009年 欧巴马时代确立的裁决 认定二氧化碳等 温室气体会危害 公众健康和福祉 有了这个尚方 ...

2.【逐际动力发布全尺寸人形机器人LimX Oli，售价15.8万元起】具身智能机器人公司逐际动力LimXDynamics正式发布全尺寸通用人形机器人LimX Oli，有Lite、EDU及Super三个版本，售价15.8万元起，即日起开放预订。据介绍，LimX Oli身高165cm，拥有31个机身自由度（不含末端执行器），以 通用构型设计、模块化软硬件结构与持续完善的工具链开发系统，全面支持从算法研发到系统部署的各阶段工作。(IT之家) 3.【巨星传奇回应与宇树合作：初步资金规划可关注配售情况】巨星传奇就与宇树科技的合作对记者回应指出，双方联合开发的主要是具有陪伴功能与社交 属性的消费级机器人，除了家庭使用外，还会应用于演唱会、表演秀等演艺领域。对于开发消费级机器人的资金规划，其进一步表示，前不久公司宣布启动 配售，计划将约38.2%（约1.24亿港元）用于扩展零售渠道网络，包括自动贩卖机及智能机械设备，"其中，智能机械设备涵盖了此次和宇树科技合作的机 器人，初步资金规划可以关注公司配售完成后的资金运用计划。" (21财经) 4.【消息人士：LG新能源与特斯拉签署价值43亿美元电池供应协议】一位知情人士周三透 ...

Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core View of the Report - The main lithium carbonate futures fluctuated sharply during the session, closing up 0.43%. The spot price slightly declined, with electric carbon dropping by 200 to 72,950. The ore price remained flat. The production profit of salt plants using purchased lithium spodumene decreased by 78 to 2,411 yuan/ton, and the production loss of salt plants using purchased lithium mica narrowed by 186 to 6,782 yuan/ton. The supply is expected to remain high in the short term, and the fundamentals are difficult to support the lithium carbonate price. Due to the market's enthusiasm for the anti - involution theme, the lithium carbonate price is more likely to rise than fall, and the support level for the futures price is around 68,000 [11]. Group 3: Summary by Directory 1. Market Review and Operation Suggestions - The main lithium carbonate futures fluctuated sharply, rising 0.43% at the close. After the Politburo meeting did not mention anti - involution again, the futures turned from rising to falling during the session, with the lowest point at 68,500, but rebounded at the end of the session. The spot price slightly declined, and the current spot price is still at a premium to the futures. The production profit of spodumene - based salt plants decreased, and the production loss of mica - based salt plants narrowed. The supply is expected to remain high in the short term, and the price is supported at around 68,000 [11]. 2. Industry News - Super - battery Group's "Yuanwang Energy Storage Technology Agricultural Photovoltaic Complementary 46MW/92.16MWh Lead - Carbon Energy Storage Project" started in Tai'an, Shandong [14]. - LG Energy Solution won a lithium iron phosphate (LFP) battery supply project worth about 43 billion US dollars (5.9442 trillion won), accounting for 23.2% of its 2024 annual sales. The contract will take effect on August 1, 2025, with a term of three years and can be extended [14]. - Sungrow signed a cooperation agreement with European energy storage solution provider SUNOTEC to provide 2.4GWh of battery energy storage systems for its European solar projects, with the first batch of projects in Bulgaria, etc., which will accelerate the intelligent upgrade of the regional power system [13][15].

Core Viewpoint - LG Energy Solution, South Korea's largest battery manufacturer, has secured a significant contract for lithium iron phosphate (LFP) batteries worth 5.9442 trillion KRW (approximately 30.884 billion CNY), which accounts for about 20% of its total revenue from the previous year [1] Group 1: Contract Details - The contract was signed on July 29 and will take effect from August 1, lasting for three years, with potential extensions up to seven years [1] - The specific customer for this order has not been disclosed, but media reports suggest it may be Tesla, aimed at reducing reliance on Chinese battery imports [1] Group 2: Production Capacity and Expansion - LG Energy Solution has two factories producing LFP batteries, with a total capacity of 62 GWh in Nanjing, China, and plans to expand this capacity to 145 GWh by 2025 [2] - In North America, LG Energy has eight battery bases planned with a total capacity exceeding 350 GWh, including independent factories and joint ventures with major automotive companies [3] Group 3: Market Trends and Strategic Shifts - The demand for LFP batteries is increasing among Western electric vehicle manufacturers like Tesla and Ford, prompting a shift in South Korean battery manufacturers' focus from nickel-cobalt-manganese (NCM) batteries to LFP technology [3] - LFP batteries are recognized for their lower cost, higher reliability, and reduced fire risk compared to NCM batteries, despite having lower energy density [3] Group 4: Competitive Landscape - Other South Korean battery giants, such as SK On and Samsung SDI, are also accelerating their LFP battery business in response to market demands [5] - The U.S. market presents challenges for Chinese battery manufacturers due to tariffs and regulatory hurdles, making it plausible for LG Energy Solution to secure orders from American clients [5][6] Group 5: Export Dynamics - Recent data indicates that Germany has overtaken the U.S. as the largest destination for Chinese lithium battery exports, with U.S. exports significantly declining due to high tariffs [6] - In the first half of the year, China's lithium battery exports to the U.S. amounted to $5.998 billion, accounting for 17.59% of total exports, reflecting a year-on-year decline [6][7]

Core Viewpoint - LG Energy Solution (LGES) has signed a $4.3 billion contract for lithium iron phosphate batteries, potentially supplying around 50 GWh, with Tesla as the likely customer, indicating a strategic shift in Tesla's supply chain away from reliance on Chinese suppliers [1][2][3]. Group 1: Contract Details - LGES signed a contract worth 5.9442 trillion KRW (approximately $4.3 billion) with a term from August 2027 to July 2030, with the possibility of a four-year extension [2]. - The contract value is estimated to be about one-fourth of LGES's projected sales for 2024 [2]. - The lithium iron phosphate batteries will be supplied from LGES's factory in Michigan, which is the only production base for this type of battery in North America [2][6]. Group 2: Tesla's Supply Chain Strategy - Tesla's energy business has been heavily reliant on Chinese suppliers, including CATL and BYD, for battery products [3]. - Due to U.S. tariffs on Chinese batteries, Tesla is accelerating the construction of a lithium iron phosphate battery cell manufacturing plant in Nevada, which will initially produce on a small scale [6]. - The potential production capacity gap at Tesla's plant, combined with tariff impacts, may have prompted the shift to LGES for battery supply [6]. Group 3: Competitive Landscape - LGES has a first-mover advantage in the U.S. lithium iron phosphate battery market, as competitors like Samsung SDI and SK On have not yet entered this space [8]. - LGES plans to increase its lithium iron phosphate production capacity in Michigan to 17 GWh by the end of 2025 and over 30 GWh by the end of next year, with large project developers already reserving this capacity [10]. - The recent HR1 legislation in the U.S. strengthens barriers against foreign entities entering the battery market, favoring companies with established domestic production capabilities like LGES [10].

Core Viewpoint - The article highlights the increasing dominance of lithium iron phosphate (LFP) battery products from Chinese manufacturers, prompting foreign renewable energy giants like Tesla and LG Energy to intensify their investments in LFP projects [2][3]. Group 1: Tesla's Developments - Tesla's first LFP battery factory in the U.S. is expected to start production by the end of this year, located in Nevada with a planned capacity of 10 GWh, supplying batteries for Powerwall, Megapack, and some vehicle battery packs [3][6]. - Tesla's Q2 revenue was approximately $22.5 billion, a year-on-year decline of about 12%, while net profit was around $1.4 billion, down approximately 23% [6][14]. - Despite the overall decline in revenue, Tesla's energy storage deployment reached 9.6 GWh in Q2, a year-on-year increase of 2.1%, and the total for the first half of the year was 20 GWh, achieving two-thirds of the 31 GWh target for 2024 [7][10]. Group 2: LG Energy's Strategy - LG Energy announced a significant LFP project contract worth $4.3 billion (approximately 309 billion RMB), which could secure its performance for the next three years and potentially extend to seven years based on mutual satisfaction [3][4]. - LG Energy's Q2 revenue was 5.6 trillion KRW (approximately 290 billion RMB), with an operating profit of 492.2 billion KRW (approximately 25 billion RMB), reflecting a quarter-on-quarter growth of 31.4% [14]. - The company has been actively diversifying its strategy, focusing on energy storage and LFP battery production, including a partnership with Chinese material companies and plans for a production line in Morocco [12][15]. Group 3: Industry Trends - The demand for LFP batteries is being driven by the rapid growth of energy storage solutions, with Tesla's Megapack product securing numerous orders in recent months [7][10]. - The global shift towards LFP batteries is seen as a safer alternative to nickel-cobalt-manganese (NCM) batteries, especially in light of past thermal runaway incidents associated with NCM batteries [15].

Core Viewpoint - BASF and CATL have signed a strategic cooperation agreement for cathode materials, aiming for resource integration and technological breakthroughs in the global new energy industry chain [1][2]. Group 1: Strategic Collaboration - CATL has chosen BASF as a core supplier, aligning with its overseas factory layout in Europe and Southeast Asia for deep strategic synergy [2]. - The partnership focuses on advanced cathode active materials (CAM) and battery recycling, enhancing CATL's localization efforts in Europe since its first overseas battery factory in Germany [2]. Group 2: Global Expansion - CATL has established multiple overseas battery factories in Germany, Hungary, Spain, and Indonesia, while BASF is also expanding its upstream factories in Europe, China, and Indonesia [2]. - The collaboration allows CATL to offer a range of battery products, including lithium iron phosphate batteries, high-nickel ternary batteries, sodium-ion batteries, and solid-state batteries, covering various energy density ranges [2]. Group 3: Technological Focus - BASF is focusing on lithium battery cathode materials and is actively exploring cutting-edge technologies such as sodium batteries and solid-state batteries [2].

Core Viewpoint - BYD's future investment direction focuses on selective and substantial investments, emphasizing continuous follow-up investments and empowerment in cutting-edge technologies, international expansion, and critical supply chain areas [2][11]. Investment Strategy - BYD has invested in approximately 100 projects with a total investment amount of 40 billion yuan, with 12 companies already listed and 10 more undergoing IPO review [3]. - The investment team at BYD aims to find companies that can create synergistic effects with BYD, enhancing the overall ecosystem [3][6]. - The investment strategy is centered around smart technology, internationalization, and high-end development [3][11]. Smart Technology Focus - The transition from electrification to smart technology is highlighted as the next phase in the automotive industry, with BYD investing in various innovative startups in this field [3][15]. - BYD's investment spans the entire smart technology chain, from AI applications to algorithms and chips, with plans to extend into semiconductor manufacturing and new materials [15][16]. Case Study: Hunan Youneng - Hunan Youneng, the world's largest manufacturer of lithium iron phosphate materials, is a classic example of BYD's successful investment strategy, showcasing the potential of lithium iron phosphate batteries over ternary lithium batteries [8][10]. - BYD's strategic investment in Hunan Youneng has led to its rise as a leading supplier of lithium iron phosphate materials, demonstrating the effectiveness of BYD's investment approach [10][12]. International Expansion - BYD's overseas sales have seen rapid growth, with over 240,000 units sold in 2023 and projections of 410,000 units in 2024 and 900,000 to 1 million units in 2025 [20]. - The internationalization of Chinese automotive brands, led by BYD, is creating significant opportunities for local supply chains in overseas markets [20][21]. High-End Brand Development - Tengshi, BYD's key high-end brand, has achieved significant sales milestones and is positioned as a crucial element in BYD's high-end strategy [4][24]. - Tengshi's innovative technologies and products, such as the Tengshi N9, are gaining international recognition and contributing to BYD's brand image enhancement [24][25][26].