大众汽车已与中国国轩高科达成三项合资协议，以建设磷酸铁锂电池产能，内容包括出售PowerCo瓦伦西亚工厂49%的股份，并收购斯洛伐克电芯工厂和摩洛哥正极材料工厂的少数股权。大众汽车表示，欧洲目前在该化学体系方面尚无相关本土产能。
Volkswagen has agreed three joint ventures with China’s Gotion to build lithium iron phosphate battery capacity, selling 49% of PowerCo’s Valencia plant and taking minority stakes in a Slovak cell plant and a Moroccan cathode plant. Volkswagen says Europe currently has no relevant capacity of its own in the chemistry.
据InsideEVs报道，大众汽车已与中国电池制造商国轩高科达成三项合资协议，将在欧洲建设磷酸铁锂产能。国轩高科将收购PowerCo瓦伦西亚工厂49%的股份，该工厂的产能将达到29.1吉瓦时。大众汽车表示，欧洲目前在该化学体系方面尚无相关产能。它控制着其中三座工厂的一座。
Volkswagen has agreed three joint ventures with the Chinese battery maker Gotion to build lithium iron phosphate capacity in Europe, InsideEVs reported. Gotion takes 49% of PowerCo’s plant at Valencia, which will run at 29.1 GWh. Volkswagen says Europe currently has no relevant capacity in the chemistry. It controls one of the three.
备案文件显示，国轩高科持有位于苏拉内的斯洛伐克电芯工厂51%的股份（产能为8.4吉瓦时），并持有位于盖尼特拉的摩洛哥工厂51%的股份（该厂每年生产10万吨正极材料）。PowerCo则分别持有这两座工厂49%的股份。只有瓦伦西亚工厂由大众汽车继续控股51%。其中有一座不在欧洲。
Gotion holds 51% of the Slovak cell plant at Surany, rated at 8.4 GWh, and 51% of a Moroccan plant at Kenitra making 100,000 tonnes of cathode material a year, filings show. PowerCo takes 49% of both. Only Valencia stays under Volkswagen control, at 51%. One of them is not in Europe.
盖尼特拉位于欧盟之外的摩洛哥，生产的是正极材料而非电芯。瓦伦西亚项目的投资额约为22.6亿欧元，另外两个项目的投资额则各约为4.8亿欧元。大众汽车将这一系列合作形容为对欧洲电池产业的巩固。预测的时间原本是2027年。
Kenitra sits in Morocco, outside the union, and makes the cathode material rather than the cells. The Valencia investment is put at about EUR 2.26B and the other two at about EUR 480M each. Volkswagen describes the package as strengthening Europe’s battery industry. The forecast was 2027.
2023年1月，环保组织“运输与环境”（Transport and Environment）曾预测，欧洲有望在2027年前实现所有电芯的本土化生产，从而结束对中国进口产品的依赖，并将Northvolt列为主要生产商之一。然而，Northvolt已经破产。该组织曾警告称，这一预测能否实现取决于是否有充足且及时的资金支持。瓦伦西亚原本计划紧随其后。
In January 2023 the campaign group Transport and Environment calculated that Europe could produce all its own cells by 2027 and end its reliance on Chinese imports, naming Northvolt among the major producers. Northvolt went bankrupt. The group had warned the projection depended on sufficient and timely funding. Valencia was meant to be next.
PowerCo于12月投产了萨尔茨吉特工厂，瓦伦西亚工厂原定于2027年7月跟进，而上周安大略工厂的投产时间则推迟到了2029年。如今，这座西班牙工厂已由中国企业参股近半。它被描述为统一电芯的欧洲生产枢纽。这一切正发生在西班牙。
PowerCo commissioned Salzgitter in December and Valencia was scheduled to follow in July 2027, with the Ontario plant slipping to 2029 last week. The Spanish site is now nearly half Chinese-owned. It is described as a European production hub for the unified cell. Spain is where this is happening.
Stellantis与宁德时代正在萨拉戈萨建设一座50吉瓦时的磷酸铁锂电池工厂，预计明年投产。加上瓦伦西亚29.1吉瓦时的产能，该国由中企合作建设的产能已接近80吉瓦时。大众汽车已经在那里生产其最便宜的电动车。原因是成本。
Stellantis and CATL are building a 50 GWh lithium iron phosphate plant at Zaragoza, due to start producing next year. Together with Valencia’s 29.1 GWh, that is close to 80 GWh of Chinese-partnered capacity in one country. Volkswagen already builds its cheapest electric cars there. The reason is cost.
大众汽车称，磷酸铁锂电池是大众市场实现平价电动出行的关键技术，并表示，到2030年，其在欧洲的份额可能从目前的10%升至40%至60%。中国掌握着相关供应链。欧洲廉价汽车所需的廉价电池，正是欧洲目前无法生产的。
Volkswagen calls the chemistry a key technology for affordable electric mobility in the volume segment, and says its European share could rise from 10% today to between 40 and 60% by 2030. China holds the supply chain for it. The cheap cells for Europe’s cheap cars are the ones Europe cannot currently make.