规划70GWh！吉利短刀电池产能行业第一

Core Viewpoint - The article highlights the advancements in battery technology by Geely, particularly the development of the "Shen Dun" short blade lithium iron phosphate battery, which is set to significantly enhance the company's production capacity and market position in the electric vehicle sector [3][4]. Group 1: Production Capacity and Technology - Geely's subsidiary, Jiyao Tongxing, has established the largest advanced production capacity for short blade batteries in the industry, with plans to reach a production scale of 70GWh by 2027 across 8 production bases [4][8]. - The Shen Dun short blade battery, launched on June 27, 2024, features a length reduction of 40% compared to traditional long blade batteries and an increase in thickness by 35% [3][5]. - The battery boasts a cycle life of 3,500 cycles (approximately 1 million kilometers) and supports fast charging from 10% to 80% in just 17 minutes and 4 seconds at a 2.45C rate [5]. Group 2: Safety Features - The battery has undergone extreme safety tests, including 8-pin puncture tests, 5.8mm live ammunition penetration, dynamic seawater immersion, and 26-ton crushing tests, utilizing a patented grid framework and three-layer protective design [6][7]. Group 3: Production Bases and Investment - The production bases include locations in Tonglu, Quzhou, Jianhu, Ganzhou, Shangrao, Yingtan, Ningguo, and Zaozhuang, with significant investments aimed at achieving the planned production capacity [7][8][10]. - The Tonglu base is set to achieve an annual production capacity of 12GWh, while the Quzhou base aims for 24GWh, with total investments exceeding 100 billion yuan [8][9]. Group 4: Market Position and Growth - Following the integration of its battery businesses, Geely's battery installation volume has entered the top 10 in the Chinese market, with a total of 8.24GWh installed in 2024, surpassing LG Energy [13][14]. - Geely plans to increase its self-supply ratio of batteries to 30% within two years, with current self-supplied battery volume accounting for approximately 18% of its total demand [15][16]. Group 5: Strategic Partnerships - Geely has established a strategic partnership with CATL, which has been a key supplier since 2013, and plans to expand their joint production capacity to 25GWh by 2024 [16].