内容来源：https://www.geekwire.com/2025/next-gen-battery-company-group14-lands-463m-despite-clean-tech-headwinds/

内容总结：

美国新一代电池材料制造商Group14 Technologies近日宣布获得4.63亿美元新一轮融资。这家总部位于华盛顿州伍丁维尔的企业迄今融资总额已突破11亿美元，展现出资本市场对硅基电池技术前景的坚定信心。

在当前清洁技术联邦补贴削减、电动汽车市场增速放缓的背景下，此次融资被视为行业逆势突围的重要标志。尽管公司上月实施了未公开规模的裁员，并宣布华盛顿州摩西湖旗舰工厂投产时间推迟逾年至2026年初，但投资者仍持续加注其硅基负极技术。该技术可显著提升锂电池储能效率并缩短充电时间，其SCC55产品已应用于电动汽车、消费电子及数据中心储能领域。

值得关注的是，Group14同时宣布收购韩国SK公司所持股份，实现对韩国工厂的完全控股。该战略举措使其直接掌控毗邻全球最大电池制造商的生产基地，强化亚洲供应链布局。公司CEO里克·吕贝强调，其硅基材料每替代一吨中国石墨原料，就能为供应链提供五吨本土化解决方案，有效缓解当前中国占据全球90%石墨产能的供应链风险。

行业观察显示，美国电池材料行业正经历政策转向阵痛。相较于拜登政府时期对清洁能源的强力支持，现行政策更侧重传统能源，导致多家企业调整战略。同期，竞争对手OneD已关闭摩西湖试验工厂，而Sila纳米技术公司仍按计划推进当地产线建设。

此前，Group14曾获得美国能源部3亿美元专项补助，用于摩西湖工厂建设。分析师认为，尽管短期面临宏观环境挑战，但替代性电池材料的技术突破仍被视作摆脱对华依赖、重塑能源供应链的关键路径。

中文翻译：

新一代电池材料制造商Group14 Technologies今日宣布获得4.63亿美元新一轮融资。这家位于华盛顿州伍丁维尔的公司已累计从投资者处募集超过10亿美元资金。

此次融资正值Group14面临多重挑战之际：联邦政府大幅削减清洁技术支持、关税政策持续不确定性以及电动汽车市场增长放缓的预期。该公司上月未公开具体数量的裁员，并推迟了位于华盛顿州东部摩西湖旗舰电池材料工厂投产时间逾一年。

"本轮融资有力印证了即便宏观环境艰难，投资者仍加倍押注Group14在塑造储能未来方面的关键作用，"Group14首席执行官里克·吕贝在声明中表示，"他们的持续支持彰显了对我们技术的信心，以及对全球硅电池需求激增的认可。"

公司同时宣布收购SK株式会社所持股份，实现对已投产韩国工厂的100%控股。作为投资控股公司的SK株式会社也是本轮D轮融资的领投方。集团声明称，此举使Group14"完全掌控其亚洲主要生产基地，该基地毗邻全球最大电池制造商集群的战略位置优势显著"。

Group14研发的硅阳极技术可提升锂离子电池储能容量并缩短充电时间，其产品SCC55适用于电动汽车、消费电子产品和公用事业级储能电池，能满足数据中心电力需求。

此前该公司已融资6.49亿美元，本轮使其融资总额达到11.1亿美元。Group14于2023年4月在华盛顿摩西湖启动BAM2工厂建设，原计划2024年底投产，新投产日期已推迟至2026年初。

在拜登政府时期，Group14及其竞争对手发展更为顺畅。当时政府优先推进清洁能源转型，支持能源独立，包括加强中国主导的电池本土化生产。特朗普政府则转变政策方向，强调化石燃料使用，并取消对电池、风电、太阳能及电动汽车的税收优惠。

今年5月，OneD Battery Sciences据称已关停摩西湖试点工厂，而Sila公司正在同一城镇调试电池材料设施，计划年内启动生产。

2022年，Group14依据《两党基础设施法案》获得美国能源部1亿美元拨款用于BAM2工厂建设，去年9月再获2亿美元资助建设生产硅烷气体的摩西湖工厂——该气体是制造硅电池材料的关键原料。

"目前超过90%的阳极级石墨来自中国，供应链脆弱性显而易见，"吕贝指出，"我们的硅电池材料为制造商提供了高性能替代方案，有助于降低供应链风险。每吨SCC55产品相当于用本土解决方案替代五吨中国石墨。"

英文来源：

Next-gen battery materials manufacturer Group14 Technologies today announced $463 million of new funding. The Woodinville, Wash.-based company has raised more than $1 billion from investors.
The new cash comes as Group14 is forging a path forward despite significant federal cuts for clean tech support, ongoing tariff uncertainties, and projections for a slowing electric vehicle market. The company last month laid off an undisclosed number of workers and is delaying by more than a year the start of production at its flagship battery materials plant in Eastern Washington’s Moses Lake.
“This raise is powerful validation that, despite a tough macro environment, investors are doubling down on Group14’s role in shaping the future of energy storage,” said Group14 CEO Rick Luebbe in a statement. “Their continued support underscores their conviction in our technology and recognition of the global demand for silicon batteries we’re already seeing.”
The company also shared that it was buying out SK Inc. to gain 100% ownership of its already operating factory in South Korea. SK Inc., an investment holding company, also led the Series D round. The deal puts Group14 in “full control of its primary manufacturing base in Asia, strategically located near the world’s largest battery manufacturers,” the company said in a statement.
Group14 has developed a silicon anode technology used in lithium ion batteries that holds more power and requires less time for recharging than traditional graphite anode batteries. The product, called SCC55, is suitable for use in EVs, consumer electronics and utility-scale batteries that can help meet power demand for data centers.
The company previously raised $649 million from investors, bringing its new investment total to $1.11 billion. Group14 broke ground on its BAM2 facility in Washington’s Moses Lake in April 2023 and aimed to start manufacturing by late 2024. Its new start date is early 2026.
It was smoother sailing for Group14 and its competitors under the Biden administration, which prioritized the transition to clean power and supported energy independence, including bolstering U.S. battery production that is dominated by China. The Trump administration has reversed course, emphasizing fossil fuel use and cutting tax breaks for batteries, wind, solar and EVs.
In May, OneD Battery Sciences reportedly pulled the plug on its pilot plant in Moses Lake, while Sila is commissioning its battery materials facility in the same town and plans to start production this year.
Group14 received a $100 million grant from the U.S. Department of Energy in 2022 as part of the Bipartisan Infrastructure Act to help construct the BAM2 facility. In September it was awarded a $200 million DOE grant to build a Moses Lake plant that would produce silane gas, an essential ingredient for manufacturing silicon battery materials.
“With over 90% of anode-grade graphite coming from China, the vulnerability is clear,” Luebbe said. “Our silicon battery material gives manufacturers a high-performance alternative that helps derisk the supply chain. Every tonne of SCC55 displaces five tonnes of Chinese graphite with a homegrown solution.”
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