
三星SDI公司在第三季度业绩超预期后,正寻求在储能系统电池领域实现增长。
Samsung SDI Co. is seeking growth in batteries for energy storage systems after posting stronger-than-expected earnings for the third quarter.
记者 Annie Lee 报道 这家韩国公司周四表示,截至9月止的季度营业利润较前三个月近乎翻倍,达到4078亿韩元(约合3.06亿美元)。这是自2023年以来的最佳季度业绩,并超过了彭博汇编的分析师预期。净利润涨幅也超出预期。
By Annie Lee The South Korean company said Thursday operating profit almost doubled from the previous three months to 407.8 billion won ($306 million) in the period through September. That was its best quarterly result since 2023 and beat analyst projections compiled by Bloomberg. Net income also rose more than expected.
三星SDI表示,驱动因素包括在全球人工智能数据中心热潮带动下,其储能板块销售增强。公司称,今年已在美国获得超过60吉瓦时的储能电池订单,并计划加快生产线转型以满足不断增长的需求。
Samsung SDI cited drivers including stronger sales in its energy storage sector following a global boom in artificial intelligence data centers. The company said it has secured more than 60 gigawatt-hours of ESS battery orders in the US this year, and plans to accelerate the conversion of production lines to meet the growing demand.
全球电池制造商正越来越多地转向储能领域,以抵消电动汽车增长放缓的影响。公用事业公司正在增加电池系统以支持可再生能源发电,而越来越多的数据中心正利用该技术帮助管理电力需求的快速变化并提供短时备用电源。
Global battery makers are increasingly turning to energy storage to offset slowing growth in electric vehicles. Utilities are adding battery systems to support renewable power, while an increasing number of data centers are using the technology to help manage rapid changes in their electricity demand and provide short-duration backup.
三星SDI在周四的新闻稿中表示:“三星SDI预计储能市场将在第四季度保持增长势头。在电动汽车市场,预计欧洲需求将增加,而美国疲软的需求短期内可能持续。”三星SDI8月表示正在收购通用汽车公司在印第安纳州合资企业的股份,并计划将该工厂用作固定式电池储能生产中心。公司周四表示,已与韩国主要材料企业签署磷酸铁锂正极材料长期供货协议,以满足美国对独立于中国供应链的需求。
“Samsung SDI expects the ESS market to maintain its growth momentum in the fourth quarter,” the company said in a press release Thursday. “In the EV market, demand in Europe is expected to increase, while sluggish demand in the U.S. is likely to persist for the time being.”Samsung SDI said in August it was buying General Motors Co.’s stake in an Indiana venture, and plans to use the plant as a stationary battery storage production hub. The company said Thursday that it has signed long-term supply agreements for LFP, or lithium-iron-phosphate, cathode materials with major Korean materials companies to meet US demands for supply chains independent of China.
这家韩国企业还表示,正在扩大其磷酸铁锂电池业务,同时已向人形机器人客户出货全固态电池样品,并称正在继续进行客户评估和商业化准备工作。
The Korean firm also said it is scaling up its LFP battery business, while it has also shipped all-solid-state battery samples for humanoid robots, adding that it is continuing customer evaluations and preparations for commercialization.