Mwachidule: SKI ikuganiza zochotsa bizinesi yake ya batri ku United States, mwina kupita ku Europe kapena China.

Poyang'anizana ndi kulimbikira kwa LG Energy, bizinesi ya batri ya SKI ku United States yakhala yosatsutsika.

Atolankhani akunja adanenanso kuti SKI idanenanso pa Marichi 30 kuti ngati Purezidenti wa US a Joe Biden sasintha chigamulo cha US International Trade Commission (yotchedwa "ITC") pamaso pa Epulo 11, kampaniyo iganiza zochotsa bizinesi yake ya batri.United States.

Pa February 10 chaka chino, ITC inapanga chigamulo chomaliza pa zinsinsi zamalonda ndi mikangano ya patent pakati pa LG Energy ndi SKI: SKI ndiyoletsedwa kugulitsa mabatire, ma modules, ndi mapaketi a batri ku United States kwa zaka 10 zotsatira.

Komabe, ITC imalola kuti ibweretse zida m'zaka 4 zikubwerazi ndi zaka 2 kuti ipange mabatire a projekiti ya Ford F-150 ndi mndandanda wamagalimoto amagetsi a Volkswagen a MEB ku United States.Ngati makampani awiriwa agwirizana, chigamulochi sichikhala chovomerezeka.

Komabe, LG Energy idapereka chiwongola dzanja chachikulu chapafupifupi 3 thililiyoni wopambana (pafupifupi RMB 17.3 biliyoni) ku SKI, ndikuthetsa chiyembekezo cha mbali zonse ziwiri kuti apeze njira yothetsera mkangano mwachinsinsi.Izi zikutanthauza kuti bizinesi ya batri ya SKI ku United States ikumana ndi vuto "lowononga".

SKI idapereka chenjezo m'mbuyomu kuti ngati chigamulo chomaliza sichidzasinthidwa, kampaniyo idzakakamizika kusiya kumanga fakitale ya batri ya $ 2.6 biliyoni ku Georgia.Kusunthaku kungapangitse antchito ena aku America kutaya ntchito ndikusokoneza ntchito yomanga makina opangira magetsi ku United States.

Ponena za momwe angathanirane ndi fakitale ya mabatire, SKI inati: “Kampaniyi yakhala ikufunsa akatswiri kuti akambirane njira zochotsera bizinesi ya mabatire ku United States.Tikuganiza zosamutsa bizinesi ya mabatire yaku US kupita ku Europe kapena China, zomwe zingawononge mabiliyoni ambiri. ”

SKI inanena kuti ngakhale ikakakamizika kuchoka ku msika wa batri wa galimoto yamagetsi ya US (EV), siganiza zogulitsa chomera chake cha Georgia ku LG Energy Solutions.

"LG Energy Solutions, m'kalata yopita kwa Senator waku US, ikufuna kupeza fakitale ya SKI ku Georgia.Izi zikungokhudza chisankho cha Purezidenti Joe Biden. ”"LG idalengeza popanda kutumiza zikalata zowongolera.Dongosolo la ndalama zokwana 5 thililiyoni (ndondomeko yazachuma) siliphatikiza malo, zomwe zikutanthauza kuti cholinga chake chachikulu ndikuthana ndi mabizinesi omwe akupikisana nawo. "SKI adatero m'mawu ake.

Poyankha kutsutsidwa kwa SKI, LG Energy idakana, ponena kuti inalibe cholinga chosokoneza mabizinesi omwe akupikisana nawo."Ndizomvetsa chisoni kuti (opikisana nawo) adadzudzula ndalama zathu.Izi zidalengezedwa kutengera kukula kwa msika waku US. "

Kumayambiriro kwa Marichi, LG Energy idalengeza kuti ipanga ndalama zoposa US $ 4.5 biliyoni (pafupifupi RMB 29.5 biliyoni) pofika 2025 kuti iwonjezere mphamvu yake yopanga batire ku United States ndikumanga osachepera awiri.

Pakalipano, LG Energy yakhazikitsa fakitale ya batri ku Michigan, ndipo ikugwirizanitsa US $ 2.3 biliyoni (pafupifupi RMB 16.2 biliyoni pamtengo wosinthanitsa panthawiyo) ku Ohio kuti amange fakitale ya batri yokhala ndi mphamvu ya 30GWh.Zikuyembekezeka kumapeto kwa 2022. Ikani mukupanga.

Nthawi yomweyo, GM ikuganizanso zomanga chomera chachiwiri cholumikizira mabatire ndi LG Energy, ndipo kuchuluka kwa ndalama kungakhale kufupi ndi komwe kumayendera limodzi.

Kutengera momwe zinthu ziliri pano, kutsimikiza kwa LG Energy kuti awononge bizinesi ya batri yamagetsi ya SKI ku United States ndikokhazikika, pomwe SKI ikulephera kubwezera.Kuchoka ku United States kungakhale chochitika chotheka kwambiri, koma zikuwonekerabe ngati zibwerera ku Europe kapena China.

Pakadali pano, kuwonjezera ku United States, SKI ikumanganso mabatire akuluakulu amagetsi ku China ndi Europe.Pakati pawo, chomera choyamba cha batri chomwe chinamangidwa ndi SKI ku Comeroon, Hungary chapangidwa, ndi mphamvu yokonzekera ya 7.5GWh.

Mu 2019 ndi 2021, SKI idalengeza motsatizana kuti idzagulitsa USD 859 miliyoni ndi KRW 1.3 thililiyoni kuti ipange batire yake yachiwiri ndi yachitatu ku Hungary, yomwe ikukonzekera kupanga 9 GWh ndi 30 GWh motsatana.

Mumsika waku China, batire yopangidwa molumikizana ndi SKI ndi BAIC idapangidwa ku Changzhou mu 2019, yomwe imatha kupanga 7.5 GWh;kumapeto kwa 2019, SKI idalengeza kuti idzagulitsa US $ 1.05 biliyoni kuti ipange maziko opangira mabatire ku Yancheng, Jiangsu.Gawo loyamba likukonzekera 27 GWh.

Kuphatikiza apo, SKI yakhazikitsanso mgwirizano ndi Yiwei Lithium Energy kuti ipange mphamvu yopangira batire yofewa ya 27GWh kuti iwonjezere mphamvu yopangira batire ku China.

Ziwerengero za GGII zikuwonetsa kuti mu 2020, mphamvu yamagetsi ya SKI padziko lonse lapansi ndi 4.34GWh, kuwonjezeka kwa 184% pachaka, ndi gawo la msika wapadziko lonse la 3.2%, kukhala lachisanu ndi chimodzi padziko lonse lapansi, ndipo makamaka popereka chithandizo kumayiko akunja kwa OEMs. monga Kia, Hyundai, ndi Volkswagen.Pakalipano, mphamvu zokhazikitsidwa ndi SKI ku China zikadali zazing'ono, ndipo zikadali kumayambiriro kwa chitukuko ndi zomangamanga.