20GWh电池项目落地！奇瑞投资数百亿造电池

Core Viewpoint - Chery Group has signed a cooperation agreement with Suzhou City to build a 20GWh lithium-ion battery production base, marking a significant investment in battery production as part of its strategy to stabilize supply chains and reduce costs in the electric vehicle sector [3][4][5]. Investment in Battery Production - Chery Group is investing hundreds of billions in battery production in Anhui, with plans for three major battery bases aiming for a total capacity of 80GWh [10]. - The newly signed project in Daxian County is the third battery factory for Chery's subsidiary, De Yi Energy, which was established in March 2022 with a registered capital of 1.8 billion yuan [3][6]. Battery Production Capacity and Projects - The first project in Zongyang Economic Development Zone has a total investment of 10 billion yuan and aims for a capacity of 20GWh, with the first phase expected to reach full production by October 2024 [7]. - The Wuhu project will focus on high-performance battery development with an initial investment of 2.81 billion yuan [8]. Self-Sufficiency and Market Position - Chery aims for a battery self-supply rate exceeding 40% by 2025, with De Yi Energy expected to rank among the top 15 in domestic power battery installations [8]. - In 2024, Chery's new energy vehicle sales are projected to reach 580,000 units, a year-on-year increase of 232.7% [15]. Supplier Expansion and Strategic Partnerships - Chery has expanded its battery supplier base, with CATL remaining the largest supplier, followed by Guoxuan High-Tech, which has significantly increased its share in Chery's supply chain [17]. - Chery has entered into strategic partnerships with multiple battery suppliers, including LG Energy, to enhance its battery technology and production capabilities [18][19]. Technological Advancements - Chery is developing solid-state batteries with a target energy density of 600Wh/kg by 2027, with the first model featuring this technology expected to launch in late 2024 [11][12]. - The company has successfully passed stringent safety certifications for its batteries, demonstrating a commitment to high safety standards [10].