吉利汽车电池策略

Core Viewpoint - Geely is consolidating its battery business under the company Jiyao Tongxing, aiming for a production capacity of 70 GWh by 2027, primarily focusing on short blade lithium iron phosphate batteries [1] Group 1: Battery Business Overview - Geely's battery business began its layout around 2019, with the launch of the Jin Zhuan battery on December 15, 2023, emphasizing ultra-fast charging capabilities [1] - The company has three main battery series: ultra-fast charging, high energy density, and super hybrid [1] - The production capacity of the Quzhou base is 24 GWh and is fully operational [1] Group 2: New Developments - Geely is planning to develop square shell batteries and large cylindrical batteries, with the square shell battery expected to be used in the upcoming Star Yao 8 long-range version [1] - The large cylindrical battery is still in the planning stage, potentially following the 4695 scheme [1] Group 3: Implications of Battery Integration - The integration of the battery business allows Geely to self-research and produce batteries, significantly reducing costs and enhancing bargaining power with suppliers like CATL [1] - As production capacity increases, Geely is expected to shift more towards self-supply, further highlighting cost and pricing advantages [1] Group 4: Significance of New Battery Forms - Geely's current battery form is the short blade lithium iron phosphate battery, which is considered optimal for both ultra-fast charging and high energy density [1] - The introduction of square shell and large cylindrical batteries will enable Geely to cater to a wider range of vehicle models, reducing reliance on external battery suppliers [1] - The potential for self-manufacturing ternary lithium batteries indicates a strategic move towards complete self-sufficiency in battery production, alleviating issues related to supply constraints and cost sharing with suppliers [1]