Key Takeaways TSLA's 4680 battery supply deal with L&F was cut from $2.9B to $7,386, a nearly 99% reduction.Tesla said slower EV demand and 4680 cell ramp issues meant it needed far less high-nickel cathode material.TSLA's Cybertruck uses 4680 cells but sells ~20k25k yearly vs 250k capacity, driving discounts and 0% APR.Electric Vehicle (EV) giant Tesla’s (TSLA) Cybertruck plans have suffered a major setback after South Korean battery materials supplier L&F Co announced that its 4680 battery deal has been r ...

固态电池研发进展 - 公司固态电池相关产品目前处于小试样品开发阶段 [1] - 半固态电池相关产品已完成开发并正式启动市场推广 [1] 未来电池技术布局 - 公司将针对关键领域布局全极耳21700电池 [1] - 计划开发4680、4695大圆柱电池 [1] - 上述产品将搭配固态电池体系以满足高倍率、高比能、长续航需求 [1]