重大事件
即時報告
8-K
2026-07-23
艾諾斯獲美能源部修訂撥款1.5億美元 南卡鋰電池廠專注國防應用
AI 繁中摘要
EnerSys(NYSE: ENS)提交8-K表格,更新其位於南卡羅來納州格林維爾的鋰電池製造廠計劃,策略轉向專注於國防及航空航天應用,以強化美國本土供應鏈安全。
關鍵更新:
- 獲美國能源部(DOE)修訂撥款約1.5億美元,須待最終文件及慣例條件。
- 工廠總淨投資估計約5億美元,另獲南卡州及格林維爾縣綜合激勵方案約2億美元(含長短期)。
- 初始產能約1吉瓦時(GWh),專為國防應用特殊需求設計。
- 董事會已正式批准投資及發展計劃。
- 預計於2028財年上半年動工(須經批准),動工後約三年全面投產。
- 終止與Verkor的技術合作關係,轉為利用現有航天及國防供應鏈的長期技術夥伴。
管理層觀點:
CEO Shawn O'Connell表示,此策略建基於EnerSys長期作為美國國防儲能解決方案可信賴供應商的角色,專門化設施將進一步強化本土供應鏈韌性,並為公司帶來增量收入機會。他強調這是「EnerGize」策略框架下的紀律性投資,旨在支持客戶同時為股東創造長期價值。
對投資者的潛在影響:
- 專注國防領域可提升訂單穩定性及利潤率,但需注意建設週期較長(約三年),短期內不會貢獻營收。
- 終止與Verkor合作可能帶來技術過渡風險,但公司依賴現有合作夥伴降低不確定性。
- 政府及州級補貼顯著降低資本開支壓力,有助於控制資產負債表風險。
展開英文正文
EX-99.1 2 exhibit991-planlithiumxion.htm EX-99.1 Document Exhibit 99.1 EnerSys Refines Plans for Defense‑Focused Lithium Cell Manufacturing Facility with DOE Support Purpose‑Built U.S. Facility to Strengthen Secure, Resilient Domestic Supply Chain for Defense‑Critical Applications READING, Pa., July 23, 2026 — (BUSINESS WIRE) — EnerSys (NYSE: ENS), a global leader in stored energy solutions for industrial, infrastructure, and defense applications, today provided an update on its planned U.S. lithium cell manufacturing facility in Greenville, South Carolina, reflecting a refined strategy under which the plant will be focused on the development and manufacturing of lithium cells for aerospace and defense and specialized industrial applications where a secure U.S.-based supply chain is essential. The updated plan is centered on serving customers where U.S.-based production is a critical requirement and demand is expected to be incremental to the Company’s current business. The facility is intended to support defense requirements for secure, foreign entity of concern (FEOC) compliant lithium-ion cells and strengthen U.S. supply chain resilience. EnerSys has been awarded a revised grant from the U.S. Department of Energy (DOE) of approximately $150 million, subject to final documentation and customary conditions. The Company currently estimates the total net investment for the facility to be approximately $500 million. As shared previously, EnerSys has also been awarded a comprehensive incentive package through South Carolina and Greenville County valued at approximately $200 million, which includes a combination of short-term and long-term incentives. Under the updated plan, EnerSys expects the facility to have an initial production capacity of approximately 1 gigawatt hour, purpose built to meet the specialized requirements of defense applications. EnerSys intends to use federal, state, and local funding, and operating cash flow to support the capital requirements of the factory. EnerSys’ Board of Directors has formally approved the investment and development plan. “This refined manufacturing strategy builds on EnerSys’ long‑standing role as a trusted supplier of stored energy solutions supporting U.S. defense applications,” said Shawn O'Connell, President and Chief Executive Officer of EnerSys. “By dedicating this facility to defense‑focused lithium cell development and manufacturing, we will further strengthen a secure, resilient, domestically sourced supply chain aligned with evolving U.S. national security requirements. Importantly, this approach allows us to support customers where domestic production is essential, while generating incremental revenue opportunities beyond our internal supply needs. Consistent with our EnerGize strategic framework, this is a disciplined investment that will allow us to support our customers’ needs, aligned with our commitment to deliver long‑term value for shareholders.” EnerSys first announced plans in 2023 to develop a U.S.‑based lithium cell manufacturing facility as part of its long‑term strategy to expand domestic manufacturing capabilities. Since that time, the Company has worked closely with the DOE to evaluate the optimal scope and strategic focus for the project. The revised approach reflects the specialized requirements associated with defense applications and EnerSys’ commitment to supporting defense‑critical supply chains. Given the facility’s refined defense-focused scope, EnerSys intends to transition away from its technology relationship with Verkor and does not expect Verkor to serve as the project’s technology partner going forward. EnerSys expects to support the project by leveraging a decades-long, established technology partnership within its existing aerospace and defense supply base. The Company currently anticipates beginning construction in the first half of fiscal year 2028, subject to customary approvals and conditions, with full production expected approximately three years after construction begins. About EnerSys EnerSys is a global leader in stored energy solutions helping industrial, infrastructure and defense customers address critical power and operational needs with batteries, chargers and other power equipment. The company delivers integrated solutions that combine energy storage technologies, power electronics, software-enabled intelligence, technical expertise and comprehensive global customer support. EnerSys supports customers across communications networks, data centers, energy infrastructure, material handling, transportation, aerospace and defense — including applications where power continuity is essential. Serving customers in more than 100 countries, EnerSys helps organizations manage energy more reliably, efficiently and intelligently in complex operating environments where uptime, safety and resilience matter. For more information, visit www.enersys.com. Caution Concerning Forward-Looking Statements This press release, and oral statements made regarding the subjects of this press release, contains forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995, or the Reform Act, which may include, but are not limited to, statements regarding EnerSys’ pre-tax benefit estimates, plans, objectives, expectations and intentions and other statements contained in this press release that are not historical facts, including statements identified by words such as “believe,” “plan,” “seek,” “expect,” “intend,” “estimate,” “anticipate,” “will,” and similar expressions. All statements addressing operating performance, events, or developments that EnerSys expects or anticipates will occur in the future, including statements relating to anticipated cost savings, charges and costs and our business are forward-looking statements within the meaning of the Reform Act. The forward-looking statements are based on management’s current views and assumptions regarding future events and operating performance, and are inherently subject to significant business, economic, and competitive uncertainties and contingencies and changes in circumstances, many of which are beyond EnerSys’ control. The statements in this press release are made as of the date hereof, even if subsequently made available by EnerSys on its website or otherwise. EnerSys does not undertake any obligation to update or revise these statements to reflect events or circumstances occurring after the date of this press release. Although EnerSys does not make forward-looking statements unless it believes it has a reasonable basis for doing so, EnerSys cannot guarantee their accuracy. The foregoing factors, among others, could cause actual results to differ materially from those described in these forward-looking statements. For a list of other factors which could affect EnerSys’ results, including earnings estimates, see EnerSys’ filings with the Securities and Exchange Commission, including “Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations,” and “Forward-Looking Statements,” set forth in EnerSys’ Annual Report on Form 10-K for the fiscal year ended March 31, 2026. No undue reliance should be placed on any forward-looking statements. CONTACT Lisa Hartman Langell Vice President, Investor Relations and Corporate Communications EnerSys 610-236-4040 E-mail: [email protected]