车企自建电池“起量”，短刀更受青睐

Core Viewpoint - The article discusses the strategic moves of various automotive companies in the battery sector, particularly focusing on the establishment of independent battery divisions and the trend towards self-manufacturing batteries to reduce costs and stabilize supply chains [4][6][7]. Group 1: Company Developments - Geely Holding Group announced the establishment of an independent battery division, Zhejiang Jiyao Tongxing Energy Technology Co., aiming to centralize procurement, research, and manufacturing to lower battery costs and enhance supply chain stability [4]. - GAC Aion established the Yinpai Battery Company in October 2022, with a total investment of 10.9 billion, planning to produce 6GWh in the first phase and reach 36GWh by 2025 [6]. - NIO established NIO Battery Technology (Anhui) in October 2023, focusing on self-research of 4680 cylindrical batteries and lithium manganese iron phosphate composite batteries, with plans for production in 2026 [6]. - Chery Automobile's Yiyi Energy lithium battery project aims for over 40% self-supply rate by 2025, with an initial investment of 8.01 billion [6]. Group 2: Market Trends - The battery industry is witnessing a trend where companies like Geely and GAC are increasing their self-manufactured battery installations, with significant growth in their market shares [7]. - The short-blade battery, known for its standardization and fast-charging advantages, is gaining preference among automotive companies [8]. - Geely's unified battery brand, Shendun Jinzhang Battery, will focus on lithium iron phosphate short-blade technology, with 90% of its total production capacity dedicated to this type [8]. Group 3: Technological Innovations - Honeycomb Energy, spun off from Great Wall Motors, emphasizes the advantages of short-blade batteries, highlighting innovations in structure and manufacturing processes that enhance energy density, safety, and production efficiency [9]. - Short-blade batteries exhibit excellent performance in fast charging, consistency, and longevity, with successful applications in various well-known domestic and international manufacturers [10]. - The ongoing technological advancements in short-blade batteries are expected to expand their applications in high-voltage scenarios and energy storage markets, showcasing superior heat dissipation and low-temperature rise characteristics [10].