21专访｜先导智能王燕清：我们不是在追赶，而是定义下一代技术

Core Insights - The lithium battery industry is entering the "TWh era," with global demand for power batteries expected to exceed 1300 GWh by 2025, alongside explosive growth in the energy storage market [1] - The competition in the "TWh era" is not just about individual companies but the resilience of the entire industry chain [1] Group 1: Industry Dynamics - The shift to the "TWh era" signifies a reconstruction of competitive logic, moving beyond mere capacity growth to a focus on efficiency and quality [5] - In the past decade, lithium battery companies competed primarily on scale, with rapid factory construction and production line deployment being key to gaining market share [6] - The new challenges in the "TWh era" require manufacturers to achieve capacity increases within limited space and labor constraints, necessitating a departure from traditional production line replication [8] Group 2: Company Strategy - The company has established a "full value chain" capability for "turnkey delivery," creating a competitive moat [7] - The company emphasizes "extreme manufacturing" to address the challenges of scale, efficiency, and quality, relying on data-driven decision-making, AI empowerment, and flexible automation [8] - The use of digital twin technology allows for significant efficiency improvements, with equipment delivery efficiency potentially increasing by 50% and overall equipment effectiveness (OEE) improving by 35% [8] Group 3: Collaborative Innovation - The company has formed joint R&D mechanisms with top global battery enterprises, allowing for collaborative innovation from the initial design phase [9] - This deep collaboration ensures that the company's products are precisely aligned with market demands [9] Group 4: Competitive Barriers - The company leverages its large delivery scale to gain advantages in supply chain negotiations and cost control [10] - The core competitive strengths are summarized as platform reuse capabilities, a robust R&D innovation system, and localized global service capabilities [10] Group 5: Technological Leadership - The company aims to define next-generation technologies rather than merely catch up, with early investments in solid-state battery equipment and other advanced technologies [11] - Key factors for the industrialization of solid-state batteries include manufacturing processes, equipment efficiency, and cost control [11] Group 6: Market Positioning - The company advocates for a shift from price competition to a "value war," focusing on total cost of ownership (TCO) rather than just equipment purchase prices [12] - By targeting high-tech, high-barrier markets such as solid-state batteries, the company avoids low-end capacity competition and positions itself for future market leadership [12] - The company is expanding its global presence to tap into higher-quality orders, moving away from domestic price wars [12] Group 7: Financial Performance - The company's overseas business generated revenue of 1.154 billion yuan in the first half of 2025, with a gross margin of 40.27%, surpassing the overall business margin [13] - The company is actively involved in setting national and international industry standards to promote the development of standardized and modular manufacturing [13]