界面新闻记者 | 庄键

hanguozuidadedonglidianchishengchanshangqiandingshougelinsuantielidianchidaxingdingdan，biaozhizheqizaijishuluxianzhuanxingfangmianmaichulezhongyaoyibu。

7yue1riwanjian，lgxinnengyuanxuanbu，yuleinuojituanqixiadediandongqichezigongsianpei(amere)qiandinglelinsuantielidonglidianchigongyinghetong。genjuyueding，lgxinnengyuanjiangcong2025nianmodao2030nian，xianganpeitigongyue39 gwhdelinsuantielidianchi，keyongyushengchan59wanliangdiandongqiche。

zheixiedonglidianchijiangzailgxinnengyuandebolangongchangshengchan，dazaiyuanpeidexiayidaidiandongqichechexing。zheibijiaoyidejutijinebingweipilu，danhanguojingjiribaoyuanyinxingyeguancharenshidehuacheng，jinejiangdadaoshushiyimeiyuan。

genjuleinuojituanpiludexinxi，ningdeshidai(300750.sz)yetongyanghuodeleanpeidelinsuantielidianchidingdan，gaigongsixiongyalidianchigongchangjiangfuzegonghuo。

此前，包括LG新能源在内的韩国动lidianchizhizaoshangzhuyaozhuanzhuyusanyuandianchideshengchan，danyouyutesila、futedengoumeidiandongqicheshengchanshangduiyulinsuantielidianchidexuqiubuduanzengzhang，hanguodianchiqiyedejishuluxianyezhujianzhuanxiang。

xiangbisanyuandianchi，linsuantielidianchiyongyoudichengben、gaokekaoxinghedihuozaifengxiandengyoushi，danqinengliangmidujiaodi。linsuantielidianchimuqiandezhuyaoshengchanshangweiningdeshidaihebiyadi(002594.sz)dengzhongguogongsi。zaizhongguoshichang，linsuantielidianchideshizhanlvyichaoguoqicheng。

zaioumeidiqu，yiningdeshidaiweidaibiaodezhongguodianchiqiyeyezaituozhanlinsuantielidianchidexiayoukehu。

qunian，ningdeshidaiyusitelandisidachengxieyi，jihuaxiangqigongyinglinsuantielidianchi，binggongtongzaiouzhoujianshelinsuantielidianchigongchang。sitelandisiweiquanqiupaimingdisideqichejituan。

ningdeshidaihaitongguojishushouquandefangshi，yufuteqichezaimeiguohezuojianshelinsuantielidianchigongchang，zongtouewei35yimeiyuan（yuehe238yiyuanrenminbi）。futeqicheyongyouzheizuoxingongchangdesuoyouquan，ningdeshidaizetigongchoujianheyunyingfuwu，bingjiudianchizhuanlijishujinxingxuke。

国轩高科(002074.SZ)和亿纬锂能((300014.sz)zaimeiguosuobujugongchangdedianchichanpinyejunweilinsuantieli.qizhong，yiweilinengyukangmingsi、daimulekachehepeikahezijianshededianchigongchangyiyushanggeyuedikaigong，nianchannengyuewei21 gwh，yujijiangyu2026niankaishichuhuo。

lgxinnengyuantoulu，cicitigongjileinuojituandelinsuantielidianchicaiyonglectpjishu。ctpjiwumozudonglidianchibao，qiliangdianshitiaoguomozu，zhijiejiangdianxinjichengdaodianchibao。zheixiangshejishidezaixiangtongkongjiandedianchibaoneikeyirongnagengduodianxin，congertigaoledianchinengliangmidu，bingjiangdizhizaochengbenhezhongliang。

lgxinnengyuangongyingdelinsuantielidianchihaicaiyongleruanbaodianxin。gaigongsicheng，xiangbiyucaiyongfangxingdianxindectpjishu，qinengliangmidutigaoleyue5%。ruanbaohefangxingjunweidianxindefengzhuangxingshizhiyi，dianxinshizuchengdianchibaodezuixiaodanyuan。

lgxinnengyuanshouxizhixingguanjindongming(kim dong-myung)cheng，yiouzhoushichangweiqidian，gaigongsijiangjixukuodalinsuantielidonglidianchidegongying。

genjulgxinnengyuandeguihua，qisanyuanlidianchidengchanpinjiangzhugonggaoduanshichang，linsuantielidianchidengchanpinzeshiyongyuzhongdijiashichang，yiciyingduiduozhongkehuxuqiu。qunianniandi，lgxinnengyuanweiyuzhongguonanjingdegongchangyikaishishengchanchunengyonglinsuantielidianchi，cheyongdelinsuantielidianchijihuazai2025nianpiliangshengchan。

jinnian2yue，lgxinnengyuanhaiyulongpankeji(603906.sh)zigongsichangzhouliyuanqiandinglinsuantielizhengjicailiaozhangqigongyinghetong。zi2024nian-2028nianqijian，changzhouliyuanjianghejixianglgxinnengyuanxiaoshou16wandunlinsuantielizhengjicailiaochanpin。ruoanzhaodangqianshichangjiagegusuan，xieyizongjinechao70yiyuan。lgxinnengyuancheng，cicihezuozhizaijiakuaiqitigaolinsuantielidianchilingyujingzhenglidesudu。

duiyulgxinnengyuaneryan，tongguotigaochanpinjingzhengliyitigaoshichangfenedenuliyikeburonghuan。genjuzixunjigousnedetongji，jinnian1-4yue，zheijiahanguodianchigongsizaiquanqiudonglidianchishichangdezhanyoulvsuoshuizhi13%，weiliequanqiudisanwei。tongqi，paimingbangshoudeningdeshidaishizhanlvjiejin38%。