节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
韩国电池材料制造商L&F与特斯拉2023年签订的供应协议金额，已从初始预计的29亿美元大幅缩减至7386万美元，双方未披露金额锐减原因。该协议原约定2024年1月至2025年12月期间，L&F为特斯拉供应高镍正极材料，知情方及分析师指出，此材料原本计划用于特斯拉自研的4680电池电芯。
特斯拉CEO埃隆·马斯克2020年公布4680电池量产计划，称该电池成本更低，有望助力特斯拉三年内推出售价2.5万美元、具备完全自动驾驶功能的小型纯电车型以增强竞争力。但分析师表示，电动汽车市场需求增速放缓，叠加特斯拉4680电池量产与研发受阻，其对L&F正极材料的实际需求远低于预期。
当前特斯拉仅在销量低迷的Cybertruck车型搭载4680电池，尽管马斯克曾预测该车型年销量达数十万，但市场表现未达预期。马斯克亦承认，4680电池采用的干电极新工艺规模化量产是重大挑战。...
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