孚能科技再获车企定点！

Core Viewpoint - Company Fudi Technology has received a designated notification from a leading domestic new energy commercial vehicle customer, indicating that it will start supplying lithium iron phosphate batteries based on the SPS super soft package solution in 2026, marking a significant market recognition for its SPS battery products [3][4]. Group 1: Product Development and Market Position - The SPS super soft package battery is a flagship product of Fudi Technology, compatible with various material systems such as ternary and lithium iron phosphate, achieving significant cost reduction and efficiency improvements through innovations in material systems, battery structure, and production processes [4]. - In 2024, the SPS large soft package product will officially enter mass production, securing multiple high-quality designated projects, including partnerships with GAC, Dongfeng, Geely, and Jiangling for its lithium iron phosphate products [4][5]. - The commercial vehicle market is accelerating its electrification transformation, with major battery companies actively launching dedicated batteries for commercial vehicles, indicating a technological revolution and competitive ecosystem in a trillion-level market [5]. Group 2: Production Capacity and Sales Data - Fudi Technology's production lines for the "Ganzhou 30GWh new energy battery project (Phase I)" and "Guangzhou 30GWh power battery production base project (Phase I 15GWh)" have been launched, with production capacity utilization and product yield steadily increasing [5]. - In the first half of 2025, domestic new energy vehicle sales reached 5.878 million units, a year-on-year increase of 35.5%, with commercial vehicle sales growing by 55.9% [6]. - The sales of new energy commercial vehicles accounted for only 6.4% of total new energy passenger vehicle sales, but contributed to 20% of the total installed capacity, highlighting a shift towards higher capacity batteries in commercial vehicles [6]. Group 3: Strategic Partnerships and Innovations - In March 2024, Fudi Technology reached a cooperation agreement with FAW Liberation to apply its semi-solid batteries in commercial vehicle products, establishing a strategic partnership to promote the development of semi-solid and solid-state batteries in the commercial vehicle market [7]. - The cost of Fudi Technology's semi-solid batteries is only 5%-10% higher than that of liquid batteries, and the company has achieved GWh-level shipments [8]. - Fudi Technology views the development of solid-state batteries as a crucial strategy for changing the industry landscape, with plans to advance the mass production timeline for its sulfide solid-state batteries to 2025 [9].