LG Energy Solution373220.KS
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LG Energy Solution 소개
LG Energy Solution manufactures lithium-ion batteries, primarily for electric vehicles, and ranks among the largest battery producers outside China. The company was carved out of LG Chem's battery division and listed separately, with LG Chem remaining its majority shareholder within the LG Group. It supplies cells and packs to global automakers and operates or partners in production plants across South Korea, North America, Europe, and Asia, including joint ventures with vehicle manufacturers. Beyond automotive cells, it makes batteries for energy-storage systems and smaller applications, and revenue depends chiefly on long-term supply agreements with carmakers.
The free float is limited because LG Chem retains majority ownership, a structure that concentrates voting control and constrains index-driven demand relative to the company's size. Earnings are geared to electric-vehicle adoption rates among a concentrated set of automaker customers, making order backlogs and plant utilization central to the investment case. United States clean-energy manufacturing incentives and local-content rules materially shape the economics of its North American footprint, adding policy sensitivity in both Washington and Brussels. Competition with Chinese battery makers on cost and chemistry is a persistent structural consideration, alongside raw-material price pass-through terms in customer contracts.
LG Energy Solution's lineage runs back to LG Chem's battery research of the 1990s, when the chemicals company began developing lithium-ion cells and later won early contracts with global automakers. As the electric-vehicle business grew large enough to need its own capital base, LG Chem split the division into a wholly owned subsidiary in December 2020, and the new company completed one of the largest initial public offerings in Korean history in January 2022. It remains a subsidiary within the LG Group hierarchy, sitting beneath LG Chem, which in turn is controlled by the group holding company LG Corp.
The business runs on multi-year supply agreements: automakers commit to cell volumes years ahead of vehicle launches, and contracts commonly include raw-material price pass-through clauses that shift metals-cost volatility to customers. Joint-venture plants co-owned with carmakers deepen those relationships and share capital burdens, while energy-storage and small-cell lines diversify the order book. Competitive standing rests on manufacturing yield, chemistry breadth spanning premium nickel-rich cells and lower-cost alternatives, and a production footprint inside North America and Europe that qualifies output for local incentive programs, an advantage over China-based rivals in those markets. Nearly all demand ultimately originates outside Korea.
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LG Energy Solution 관련 기사
기사 17건
LG에너지솔루션, 탭리스 원통형 배터리 특허 침해로 中 EVE에너지 美 ITC에 제소 — 전동공구 수입금지 위기
LG에너지솔루션이 미국 전동공구에 사용되는 탭리스 원통형 배터리 기술을 겨냥해 중국 EVE에너지를 상대로 미국 ITC에 5건의 특허 침해 소송 및 텍사스 연방법원 소송을 제기하며, 한국 배터리 지식재산권 분쟁이 미국 시장으로 확전됐다.
LG Energy Solution Revives Ohio Battery Plant — 850 Workers Return as EV Chasm Nears Turning Point
LGES and GM's Ultium Cells joint venture reinstates 850 workers at Warren, Ohio from July 27. Utilization rate set to improve from 46.9% to 60%+ in H2 2026 as the EV demand 'chasm' shows signs of ending.
LG Energy Solution Wins Google's Steel River Battery Order, Largest U.S. Solar-Storage Project
LGES wins Google's Steel River battery supply deal: 2.0 GWh LFP initially, expanding to 2.9 GWh by 2029. North American manufacturing secures IRA AMPC credits. Follow-on to May 2026 DTE Energy order.
LG Energy Solution Q2 2026: Operating Profit Plunges 77% as EV Slowdown Bites Ultium JV
LG Energy Solution reported Q2 2026 operating profit of ₩113.3B, down 77% YoY, as EV demand slumped and Ultium Cells JV paused US production. Ex-AMPC operating loss was ₩127.7B.
LG Energy Solution Locks In Humanoid Battery Contracts With Tesla, Boston Dynamics and Figure AI
LG Energy Solution (373220.KS) confirms battery supply deals with Tesla, Boston Dynamics, and Figure AI for humanoid robots, betting on high-nickel ternary chemistry to outpace Chinese LFP rivals.
LG Energy Solution (373220.KS) Ohio EV Plant Pivots to ESS
A $3.5 billion battery plant that Honda and LG Energy Solution broke ground on to build electric-vehicle cells has instead started churning out cells for the po
KRX Puts Brakes on Weekly Options for Samsung, SK Hynix, Hyundai Motor and LG Energy Solution as KOSPI Volatility Forces Rethink
South Korea's Korea Exchange indefinitely postpones the June 29 launch of weekly single-stock options for Samsung Electronics, SK Hynix, Hyundai Motor, and LG Energy Solution amid a 10% KOSPI decline and USD 13.2 billion in foreign outflows.
LG Energy Solution Debuts Polish-Made JF2S Battery at ESS Europe 2026, Targeting AI Data Center Power Market
LG Energy Solution showcases JF2S DC Link 5.0 (~5 MWh, Polish LFP), JP6 UPS and 2170 BBU at Messe Munich (Jun 23-25), backed by USD 1.6B DTE Energy deal and KRW 3.4T in 2026 ESS contracts.
LG Energy Solution Hits 100,000 Global Patent Mark, First Battery Maker to Reach the Milestone
LG Energy Solution surpassed 100,000 global patent applications, becoming the first battery company in the world to reach the milestone, backed by record R&D spending of ₩1.33 trillion in 2024.
LG Energy Solution Courts US AI Talent as Q1 Losses Persist
LG Energy Solution (373220.KS), the world's third-largest electric-vehicle battery maker, held its annual Battery Tech Conference (BTC) — a recruitment-linked event that invites graduate-level researc
LG Energy Solution Ends Sunwoda Patent Fight in Licensing Deal
LG Energy Solution (373220.KS), Korea's largest electric-vehicle battery maker, has converted a two-year cross-border patent war into a license agreement with Chinese cell maker Sunwoda — but the f...
Indonesia Nickel Cuts Hit LG Energy Solution (373220.KS)
LG Energy Solution (373220.KS) Files for US Tariff Refund
LG Energy Solution: $1.6B ESS Deal With DTE Lifts Shares 15%
LG Energy Solution signed a $1.6 billion (₩2.4 trillion) two-year ESS supply contract with DTE Energy for 6 GWh of batteries, sending shares up 15% on May 28.
LG Energy Solution Closes Honda Ohio JV Building Sale at ₩3.74T, ₩483B Below December Plan
LG Energy Solution closed the sale of Ohio JV building assets to Honda for ₩3.7416 trillion ($2.73B) on May 26, 2026, about ₩483 billion (11.4%) below the ₩4.22 trillion figure disclosed in December 2025.
LG Energy Solution posts ₩207.8 billion Q1 loss; LG Chem swings to deficit
LG Energy Solution FY2025 Financial Analysis: Why Net Income Collapsed 76% Despite a 134% Operating Profit Rebound
자주 묻는 질문
What does LG Energy Solution do?
LG Energy Solution manufactures lithium-ion batteries, primarily cells and packs for electric vehicles, along with batteries for energy-storage systems, power tools, and consumer devices. Spun out of LG Chem, it ranks among the largest battery producers outside China and supplies major automakers from plants in Korea, North America, Europe, and Asia.
Who controls LG Energy Solution?
LG Chem holds a majority of the shares, making the battery maker a controlled subsidiary within the LG Group; LG Corp, the group holding company steered by the Koo family, sits above LG Chem. The free float available to outside investors is therefore relatively small for a company of its size.
How can foreign investors get exposure to LG Energy Solution?
The shares are listed on the Korea Exchange under ticker 373220. There are no U.S.-listed depositary receipts, so foreign investors generally use brokers providing access to the Korean market or hold Korea-focused and battery-supply-chain ETFs that include the stock. Exposure also comes indirectly through parent LG Chem.
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