整车客户增至五家，宁德时代主推滑板底盘背后有何谋划？

Core Viewpoint - CATL's skateboard chassis business is making significant progress, with a recent agreement signed with Changan Mazda to develop new energy vehicles based on this technology, marking it as the fifth automaker to adopt CATL's skateboard chassis solution [1] Group 1: Business Developments - CATL has previously announced similar collaborations with companies such as Avita, JAC, and BAIC New Energy, with BAIC New Energy planning to launch multiple new models based on the skateboard chassis by around 2026 [1] - The skateboard chassis integrates key components like drive, brake, steering, and battery, allowing for independent development of the vehicle body and chassis, which can accommodate various vehicle types [1] - CATL's chairman stated that the skateboard chassis will significantly reduce the development costs for new models, opening doors for new entrants in the electric vehicle industry [2] Group 2: Technological Innovations - The skateboard chassis is based on Cell To Chassis (CTC) technology, which directly installs battery cells onto the chassis, bypassing traditional assembly methods, thus enhancing efficiency and energy density [3][4] - CTC technology allows for the use of lower-cost lithium iron phosphate batteries while achieving similar range to higher-density batteries, thereby reducing overall costs [4] Group 3: Strategic Planning - CATL established a subsidiary, Times Intelligent, to focus on the skateboard chassis business, with a "531" plan aimed at product rollout within three years and annual support for 2-3 automakers starting from the fifth year [6] - The production base for skateboard chassis in Yichun, Jiangxi, is set to commence operations in 2024, with the capability to develop new models within 12-18 months [6] Group 4: Market Outlook - The market demand for skateboard chassis is expected to grow, with predictions that it could capture nearly double-digit market share within the next decade [8] - Despite current hesitance from automakers to fully embrace the skateboard chassis concept, increasing competition in the electric vehicle sector may lead to a shift in acceptance [7]