LG能源解决方案在EV市场变化中取消了与德国公司的2.7B电池交易,采取了资产光战略。 LG Energy Solution cancels $2.7B battery deal with German firm amid EV market shift, adopting asset-light strategy.

LG能源解决方案已经取消了与Freudenberg电池动力系统的27亿美元电池供应合同, LG Energy Solution has canceled a $2.7 billion battery supply contract with Freudenberg Battery Power Systems after the German company decided to exit the battery business, joining Ford’s recent cancellation of a major deal. 预期收入总共损失93亿美元,超过LGES2024年收入的一半,这标志着在EV需求减弱和政策改变方面的一大挫折。 The combined loss of $9.3 billion in expected revenue—over half of LGES’s 2024 revenue—marks a major setback amid weakening EV demand and shifting policies. 尽管取消,但LGES报告没有立即遭受财务损失,因为它没有为这些项目作出重大投资。 Despite the cancellations, LGES reported no immediate financial loss, as it had not made significant investments for the projects. 作为回应,该公司正在采取“资产光”战略,将俄亥俄州工厂出售给本田,费用为28.6亿美元,以便在向混合体的市场转变中提高灵活性,稳定订单簿。 In response, the company is adopting an “asset-light” strategy, selling its Ohio factory to Honda for $2.86 billion to improve flexibility and stabilize its order book amid a market shift toward hybrids.