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Industry Moves行业动向

LG Energy Solution Posts KRW 7.6 Trillion Q2 Revenue, KRW 113.3 Billion Operating Profit as ESS SurgesLG新能源Q2营收7.6万亿韩元、营业利润1133亿韩元,储能业务大增成引擎

S 2.5 T3 1 sources1 个来源 R1-money-or-metal R4-quantified-first
  1. LG Energy Solution reported Q2 2026 consolidated revenue of KRW 7.6 trillion (up 15.3% quarter-on-quarter) and operating profit of KRW 113.3 billion, with revenue including a KRW 241 billion North America production incentive.
  2. First-half 2026 revenue rose 10% year-on-year, driven by ESS (energy storage system) revenue that surged 4.6 times and now accounts for a high-20% share of total revenue.
  3. The company said it will leverage its global manufacturing footprint and diverse product lineup to capture opportunities in the ESS and 46-series EV battery markets, underscoring the battery supply chain's role in the broader EV industry.
  1. LG新能源公布2026年第二季度合并营收7.6万亿韩元(环比增长15.3%)、营业利润1133亿韩元,其中营收包含2410亿韩元的北美生产激励。
  2. 年上半年营收同比增长10%,主要由储能系统(ESS)业务拉动——该业务收入同比暴增4.6倍,占总营收比例已达20%以上(high-20%区间)。
  3. 公司表示将利用其全球制造布局和多元产品线,把握储能系统与46系列电动车电池市场的机遇,凸显电池供应链对整个电动车产业的支撑作用。