鑫椤锂电·2025-09-10 08:25Core Viewpoint - The collaboration between Xiaomi and BYD, involving a significant battery order, signals a strategic partnership in the Chinese new energy vehicle industry, highlighting both companies' roles in the evolving market [1][2]. Group 1: Battery Order and Production Capacity - Xiaomi is rumored to place an order for 200,000 vehicle batteries from BYD, estimated to be between 12 to 15 GWh, which represents about half a month's production capacity for BYD, whose battery output exceeded 200 GWh in the first half of the year [1]. - BYD's total installed capacity for new energy vehicle power batteries and energy storage batteries reached approximately 156.876 GWh, marking a year-on-year growth of 76.12% [4]. Group 2: Strategic Collaboration - The partnership between Xiaomi, a new energy vehicle manufacturer, and BYD, a traditional automotive giant, is seen as a significant move for the collaborative development of China's new energy industry [2]. - There are mixed reactions to the collaboration, with some viewing it as a strong alliance while others criticize it as mere publicity [2]. Group 3: Product Details and Market Position - Xiaomi's first vehicle model, the SU7, will utilize BYD's Blade battery or CATL batteries, while the second model, YU7, will feature a 96.3 kWh lithium iron phosphate battery from the same suppliers [3]. - BYD's electronic division is a key manufacturer for Xiaomi's smartphones, producing about 40% of Xiaomi's mobile phone capacity [4].