宁德时代首席制造官倪军：海外扩张为第一要务，AI布局显成效

Core Viewpoint - CATL views overseas expansion as a top priority amid fierce competition in the domestic automotive market, which poses a threat to the industry's healthy development [1] Group 1: Market Environment - CATL's Chief Manufacturing Officer, Ni Jun, highlighted that irrational competition could destroy the entire industry, echoing similar sentiments from BYD's executive regarding the unsustainable nature of the current electric vehicle price war [1] - The demand for high-quality batteries is increasing as the world moves towards sustainable development [1] Group 2: Global Expansion Strategy - CATL is making efforts to improve capacity utilization and is actively exploring optimal strategies for global expansion, including establishing wholly-owned factories in Germany and Hungary [2] - The Hungarian factory is being customized for specific automakers, who will share part of the construction costs [2] - The company recognizes that the cost of building factories in Germany is significantly higher than in other regions due to factors like land, labor, and operational efficiency [2] Group 3: Technological Advancements - CATL has been deploying artificial intelligence since seven or eight years ago, initially for simple tasks, but its application has now expanded to key roles in battery material selection, manufacturing processes, and after-sales service [2] - The company is working to reduce the space required for production and redesigning structures and equipment to accommodate more production lines [2] Group 4: Operational Improvements - CATL is learning from past mistakes to ensure that errors made in factories are corrected, which will enhance the competitiveness of the Hungarian factory expected to commence operations later this year [3]