国轩高科进军小动力市场

Core Viewpoint - The article highlights the strategic partnership between Hefei Guoxuan Jitai Battery Technology Co., Ltd. and Lujiang High-tech Zone to enter the small power battery market, aiming to create a new growth engine for Guoxuan High-tech and contribute to the development of a new energy industry cluster in Anhui [1][2]. Group 1 - The small power battery project will focus on technological innovation, product upgrades, and market cultivation, targeting the trillion-yuan market potential in the small power battery sector [1]. - The chairman of Hefei Guoxuan Jitai, Xu Xingwu, noted that China has over 400 million electric two-wheelers with a lithium battery penetration rate of less than 10%, indicating a significant market opportunity for lithium batteries to replace lead-acid batteries [1]. - Emerging applications such as low-altitude aircraft, electric ships, and engineering machinery are expected to drive the global small power battery market, creating new industrial space [1]. Group 2 - Guoxuan High-tech's chairman, Li Zhan, stated that the daily electricity consumption of new energy vehicles in China is only 330 million kWh, representing 1.2% of the national average daily electricity consumption, suggesting vast market potential for energy storage lithium batteries [2]. - If China's daily electricity usage is shifted by two hours, the demand for energy storage batteries could exceed 10,000 GWh, positioning small power batteries as the "third growth pole" after power batteries and energy storage [2]. - Over the past decade, Guoxuan High-tech has established a complete new energy industry chain in Lujiang High-tech Zone, with ten projects launched, including production and recycling of lithium iron phosphate and high-nickel ternary battery materials [2].