节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
据韩媒报道，三星SDI与宝马集团已就全固态电池开展实证合作，并正按既定时间表推进2027年商用化目标。该公司2025年实现全年营收13.2667万亿韩元，营业亏损1.7224万亿韩元；业绩变动受全球主要国家政策调整、美国战略客户电动车销量下滑等因素影响，但三星SDI通过强化储能系统（ESS） 业务销售基础，有效收窄了亏损幅度。
ESS业务方面，三星SDI成为韩国电池行业唯一开发非中国系方形ESS解决方案的企业，推出NCA基SBB 1.7与LFP基SBB 2.0等多款产品，完善ESS产品组合；同时扩大了在美国本地工厂的ESS用电池生产与供应能力。2026年，该公司在海外签署5项总计超150GWh的大型供货协议，涵盖电动车用NCA 46系列圆柱电Ʊ..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
