电池周刊 4月8日

Neil Beveridge, Ph.D.+852 2123 2648neil.beveridge@bernsteinsg.comBrian Ho, CFA+852 2123 2615brian.ho@bernsteinsg.comHengliang Zhang+852 2123 2629hengliang.zhang@bernsteinsg.com Battery Weekly 8 April America •Tesla Q1 deliveries show stabilisation rather than a breakthrough - electrive.com. Tesla says it produced 408,386 and delivered 358,023electric cars in the first quarter of 2026. That is a significantly improved start for the Texas-based electric vehicle manufacturer comparedto 2025, when Tesla’s production fell to around 362,600 units and deliveries to 336,700. Compared to this low point, the newly releasedfigures represent a 12.6% increase in production and a 6.3% rise in deliveries. However, Tesla has not yet fully recovered from its slump. In2025, the carmaker sold 9.1% fewer electric vehicles than in 2024. The current Q1 figures suggest stabilisation rather than a rebound. •Freudenberg exits battery and fuel cell systems business - electrive.com. Freudenberg has officially withdrawn from its battery andfuel cell systems business for heavy-duty applications, dissolving its Freudenberg e-Power Systems (FEPS) unit on January 1, 2026.The company will no longer develop or sell battery cells, battery systems, or complete fuel-cell systems. Only its hydrogen componentsbusiness will continue, now integrated into Freudenberg Sealing Technologies. The shutdown marks the end of several key FEPS initiatives,including collaborations with ZF on fuel-cell systems for heavy trucks and the HyFleet partnership with Flixbus on long-distance hydrogenbus powertrains. FEPS had also launched a new maritime battery system, XWAVE, as recently as mid-2025.Freudenberg CEO ClausMöhlenkamp stated that operations in both the U.S. and Germany were closed, except for the components division, impacting around 600employees, mostly in the U.S.—despite the company having opened a new battery lab in Michigan in late 2023. Asia •LG chairman visits U.S. and Brazil to accelerate ESS and global market expansion - Korea JoongAng Daily. LG Chairman Koo Kwang-mo visited key U.S. and Brazilian facilities to accelerate LG’s ESS and global expansion strategy. In the U.S., he inspected Vertech andemphasized integrating ESS hardware + software as AI-driven power demand grows. LG Energy Solution plans to convert 5 North Americansites into ESS-dedicated factories and expects the global ESS market to rise from 300 GWh (2025) to 750 GWh (2030). LG also highlightedits use of LFP batteries and noted it is the only ESS battery manufacturer currently operating in North America. In Brazil, Koo reviewedLG Electronics’ operations and the company’s $200 million new refrigerator plant in Paraná, opening July 2026, supporting LG’s broader“Global South” expansion strategy across high-growth emerging markets. •CATL signs deal with Chinese express giant to electrify delivery trucks - CnEVPost. CATL and STO Express partner to focus on logisticstruck electrification and the construction of charging and battery swap facilities. CATL has built 300 truck battery swap stations and plansto increase the number to 900 in 2026. The effort aims to address high fuel costs in mainline logistics transportation, which has long beenone of the biggest challenges facing the express delivery industry. CATL is collaborating with automakers on customized development tooptimize the battery capacity, layout, and overall weight of mainline logistics trucks, according to the statement. Taking the 400-kilometerroute from Shanghai to Ningbo as an example, these electric heavy-duty trucks achieve an energy consumption benefit of 0.8 yuan ($0.116)per kilometer compared with traditional fuel vehicles. Even after accounting for the depreciation value of fuel trucks, the fleet can stillachieve a cost reduction of 0.3 yuan to 0.5 yuan per kilometer, CATL said. •Hina Battery exec predicts sodium battery costs will fall to match lithium rivals - CnEVPost. Currently, lithium battery prices mainly rangefrom 0.3 yuan ($0.044) to 0.5 yuan per watt-hour, while current sodium battery prices are in the range of 0.5 yuan to 0.7 yuan per Wh,depending on specific application scenarios, Li said. Hina hosted the 2026 Global Sodium Battery Industry Ecology Conference on Tuesday.At the event, Li forecast that after 2028, the performance battery market will drive sodium-ion batteries to an industrial scale measured in hundreds of gigawatt-hours (GWh). By then, the cost of sodium-ion battery cells will drop to 0.3 yuan per Wh, and technological evolutionwill increase the energy density of power-type sodium battery products to over 180 Wh/kg, he said. •EVE Energy announced two major battery investments within three days, totaling 120 billion yuan - Storage Discovery. EVE Energyannounced two major battery investments within three days, totaling 120 billion yuan. On March 31, its subsidiary signed an agreementwith local authorities to build a 60 GWh power-storage battery project in Jingmen, with a planned