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锂电产业链周记 | 宁德时代联手问界布局“厂中厂”百川股份董事长突遭立案留置
Xin Lang Cai Jing·2025-07-04 14:05

Group 1 - CATL has launched two CTP 2.0 high-end battery pack production lines at the Seres Super Factory, marking its first base in Chongqing and utilizing a "factory within a factory" collaboration model for local production of power battery systems for the AITO series vehicles [1] - The "factory within a factory" model integrates core component suppliers directly into the vehicle manufacturing plant, enhancing efficiency and collaboration [1] - CATL and Seres have also expanded their cooperation into the zero-carbon sector, successfully connecting a 50MWh distributed photovoltaic project to provide green energy for the factory [1] Group 2 - Sunwoda announced plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its global strategy and brand image [2] - Founded in 1997 and listed on the Shenzhen Stock Exchange in 2011, Sunwoda is a leading player in the lithium-ion battery sector, with projected revenue of 15.139 billion yuan from its power battery segment in 2024, accounting for 27% of total revenue [2] - In 2024, Sunwoda's total shipment volume is expected to reach 25.29 GWh, with an installed capacity of 18.8 GWh, ranking it tenth globally [2] Group 3 - CATL's subsidiary, Puchin Times, along with Indonesia's state-owned mining company ANTAM and the Indonesian Battery Company IBC, has initiated a joint investment project for nickel resources and battery industry chain in Indonesia [4] - The total investment for the project is nearly 6 billion USD, with a planned annual battery production capacity to support 200,000 to 300,000 electric vehicles, and potential expansion into the energy storage sector [4] - The project is expected to create 8,000 direct jobs and 35,000 indirect employment opportunities upon full operation [4]