LG新能源取消3.9兆韓元訂單，為全球電動車電池供應鏈投下變數
韓國電池巨頭LG新能源無預警取消與德國科德寶的3.9兆韓元訂單。本文深入分析此舉對全球電動車電池供應鏈的衝擊，以及投資人應注意的潛在風險。
一筆高達3.9兆韓元（約30億美元）的訂單突然告吹。 根據路透社報導，韓國電池龍頭LG新能源（LG Energy Solution）已取消與德國科技集團科德寶（Freudenberg）的電池零件採購合約，此舉為瞬息萬變的全球電動車（EV）供應鏈投下震撼彈。
合約告吹，背後動機未明
據LG新能源於2025年12月26日向監管機構提交的文件顯示，這份價值3.9兆韓元的龐大合約已被終止。然而，官方並未說明取消合約的具體原因，這種不透明引發了市場對其背後動機的諸多揣測，從供應商問題到自身戰略調整，各種可能性甚囂塵上。
市場衝擊與投資者警訊
這次的突發事件，不僅可能衝擊LG新能源的股價表現，更對投資者敲響了警鐘：全球電動車電池供應鏈的穩定性並非牢不可破。這可能反映了EV市場需求放緩的壓力，或是企業為求降低成本而進行供應鏈重組的先兆。對投資人而言，這意味著必須重新評估相關產業鏈的投資風險。
電動車電池產業競爭激烈，技術迭代迅速。此次合約取消事件凸顯了供應鏈的脆弱性與潛在風險。投資者在佈局相關產業時，應將供應鏈穩定性、地緣政治風險與企業策略變動等因素納入考量。
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