DT新材料·2025-08-14 01:02Core Viewpoint - The article highlights the recent developments in BYD's battery manufacturing projects, particularly focusing on the establishment of new production capacities and the significant growth in battery installation volumes in the new energy vehicle sector [2][4]. Group 1: Project Developments - On August 7, the Hai Feng County government announced the environmental impact report for BYD's battery manufacturing project, which will produce 50.88 million power batteries annually with a total capacity of 15 GWh [2]. - This marks the seventh project advancement for Fudi Battery in 2023, with previous projects including: 1. Wuhu City project with an investment of 2.4 billion yuan, aiming for an annual production capacity of 184,800 battery packs [3]. 2. Shaoxing Fudi project with a total investment of 6 billion yuan for a 15 GWh lithium battery production capacity [3]. 3. Changsha Fudi project expanding to an annual capacity of 19 GWh for battery packs [3]. 4. Weichai Fudi project in Yantai officially launched, featuring the new WEB602V160 battery pack [3]. 5. Taizhou Fudi project approved with a planned investment of 10.02 billion yuan for a 22 GWh capacity [3]. 6. Guangxi Fudi project initiated with a total investment of 14 billion yuan, expected to add approximately 7 GWh of annual production capacity [4]. Group 2: Capacity and Growth Metrics - BYD has established 12 battery bases in China through Fudi Battery, with a total planned capacity exceeding 500 GWh [4]. - By July 2025, the cumulative installed capacity of BYD's new energy vehicle power batteries and energy storage batteries is projected to reach approximately 156.876 GWh, representing a year-on-year growth of 76.12% [4]. - The power battery installation volume reached 89.9 GWh, ranking second globally, with a year-on-year growth rate of 58.4% [4].