电池周刊（6月1日）

Neil Beveridge, Ph.D.+852 2123 2648neil.beveridge@bernsteinsg.comBrian Ho, CFA+852 2123 2615brian.ho@bernsteinsg.comKelvin Yuan, Ph.D., CFA+852 2123 2612kelvin.yuan@bernsteinsg.com Battery Weekly 1 June America •LG Energy Solution Signs $1.6 Billion ESS Supply Deal With DTE Energy.- thelec.net LG Energy Solution signed a $1.6 billion ESSbattery supply agreement with U.S. utility DTE Energy, covering 6 GWh of batteries over about two years. The batteries will support eightgrid projects in Michigan, including an AI data center development, and will be produced at LGES’s Holland, Michigan facility. The dealhighlights growing demand for ESS in grid stabilization and AI infrastructure, while reinforcing LGES’s strategy to expand its North American •LG Energy Solution sells Honda JV battery plant assets.- pulse.mk. LG Energy Solution has completed the sale of building assets from itsU.S. battery joint venture with Honda for KRW 3.74 trillion (USD 2.48 billion), securing additional liquidity amid a slowdown in EV demand.The assets, located at the Ohio battery plant, were sold to Honda’s U.S. unit but will continue to be used through lease arrangements,ensuring operational continuity. The move reduces LGES’s short-term capital burden while improving cash flow, with the proceeds expected Asia •SK Innovation to Sell Loss-Making Chinese Separator Business to Semcorp for USD69 Million.- yicaiglobal SK Innovation will sell its loss-making China battery separator business (SK Hi-Tech Materials) to Semcorp for about CNY 400 million (USD ~59 million) as part of itsrestructuring. The Changzhou plant has ~940 million sqm capacity but has struggled with low utilization and losses due to limited customers.The acquisition allows Semcorp to quickly expand capacity and improve efficiency using its scale, customer network, and cost advantages, •China’s Tinci Gains on Plan to Build Lithium Battery Material Plant for Up to USD310 Million.- yicaiglobal Tinci Materials Technology plans toinvest up to CNY 2.1 billion (~USD 310 million) to build a new LFP cathode material plant in Zhejiang, China, with annual capacity of 160,000tonnes. The project focuses on high-compaction LFP materials, which offer higher energy density, better fast-charging, and longer cyclelife, targeting both high-end EV batteries and large-scale energy storage systems. The expansion is part of Tinci’s strategy to move beyond •China opens first truck battery swap station using Bosch BaaS.- electrive.com A new electric truck battery-swapping station has beenlaunched in Chizhou, China, using a Battery-as-a-Service (BaaS) solution from the Bosch–Mitsubishi joint venture Bosch MC Battery ServiceInnovations. The station, developed with Shanghai Lingzhou, can serve over 100 trucks per day and combines swapping with AI-basedbattery monitoring and cloud analytics to track battery health and optimize performance. The project demonstrates growing adoption of •CATL launches battery-swapping network for light electric trucks in southern China.- electrive.com CATL has partnered with logisticsprovider DST to launch its first standardized battery-swapping network for light electric trucks in China’s Greater Bay Area. The projectcurrently operates 31 swap stations and plans to expand to 140 sites by the end of 2026, supporting around 5,000 electric trucks. Using time and cutting operating costs by roughly 50% compared to diesel trucks. The rollout is part of CATL’s broader strategy to build anationwide network of 3,000 swap stations and accelerate electrification of commercial transport. •POSCO Future M to Build LFP Cathode Plant in Pohang.- thelec.net POSCO Future M, through its joint venture CNP New MaterialTechnology, is building a new LFP cathode materials plant in Pohang, South Korea, with production set to begin in 2027 and capacityexpanding to 50,000 tonnes annually. The move reflects rising demand for cost-efficient LFP batteries, particularly for energy storagesystems and AI-driven power demand. In parallel, POSCO Future M is also converting part of its existing ternary cathode lines to LFP •Hyosung Heavy Industries Wins 11 Billion Won ESS Order in Japan.- thelec.net Hyosung Heavy Industries has secured an ESS EPC contractworth about KRW 11 billion in Japan to build 10 MW / 40 MWh grid-connected energy storage systems across five regions. The companywill also provide up to 20 years of maintenance services, strengthening its long-term presence in Japan’s ESS market. Including this deal, •China's SINVO Starts Full Operations at Korea Plant for Tesla Battery Equipment.- thelec.net SINVO (Shenzhen Sinvo Automation) hasestablished a battery equipment manufacturing plant in Gumi, South Korea, to supply LG Energy Solution, with equipment ultimatelydestined for LG’s LFP battery production lines at its Lansing, Michigan plant for Tesla’s Megapack ESS. The factory focuses on stackingprocess equipment, a critical and technically demanding step in battery manufacturing t