起点锂电·2025-07-02 10:50Core Viewpoint - The article discusses the upcoming 2025 Fifth Electric Two-Wheeler Battery Swap Conference and Lightweight Power Battery Technology Summit, highlighting the growth and expansion of the battery industry, particularly focusing on BYD's production capabilities and the competitive landscape in Brazil for Chinese automotive companies [2][3][8]. Group 1: Event Details - The event will take place on July 10-11, 2025, at the Shenzhen Baoan Dingshi International Hotel [2]. - The theme of the event is "Swap City, Smart Two-Wheelers," and it is organized by various entities in the battery and electric vehicle sectors [2]. Group 2: BYD's Battery Production - BYD reported a battery installation volume of approximately 27.02 GWh in June, with a cumulative total of about 134.526 GWh for the year [3]. - The monthly battery installation volumes from January to May showed a consistent increase, with January at approximately 16.101 GWh and May reaching about 28.476 GWh [3]. - Despite a slight decrease in June compared to May, the year-on-year growth is significant, with June's figures up from 16.1 GWh last year [3]. Group 3: Expansion of BYD's Production Capacity - BYD's subsidiary, Fudi Battery, is rapidly expanding its production capacity, with a new project in Guangxi expected to add 7 GWh annually [5]. - Fudi Battery's total planned capacity is 45 GWh, with an investment of 14 billion yuan, and it is projected to generate over 26 billion yuan in annual revenue [6]. - The company is also expanding its external supply business, securing orders from major global automotive brands such as Tesla and Honda [7]. Group 4: Chinese Automotive Companies in Brazil - Chinese automotive companies produced 34% of the world's cars from January to May this year, with BYD ranking 6th and Geely 9th [9]. - Several Chinese brands are establishing a presence in Brazil, with 80% of electric vehicles in the country coming from Chinese manufacturers [10]. - The article notes the lessons learned from previous attempts by Chinese companies to enter the Brazilian market, emphasizing the importance of local supply chain development and long-term commitment to the market [11].