高工锂电·2025-09-15 10:58Core Insights - The article highlights the accelerating trend of battery supplier diversification among automotive manufacturers in China, with multiple suppliers being utilized for new vehicle models [4][5][6]. Group 1: Battery Supplier Landscape - The latest vehicle declaration list from the Ministry of Industry and Information Technology includes 22 battery suppliers, indicating a shift towards a more diversified supply chain [4]. - CATL remains the leading supplier with 41 models, but faces increasing competition as several models now feature multiple battery suppliers [7][8]. - Other notable suppliers like EVE Energy, Zhongxin Innovation, and Honeycomb Energy are rapidly expanding their market presence by securing new orders from various automakers [5][6][7]. Group 2: Vehicle Manufacturer Strategies - Leap Motor's new model LAFA5 utilizes four different battery suppliers, showcasing a strategy to enhance supply chain flexibility [5]. - Geely's Zeekr X employs both self-produced and externally sourced batteries, reflecting a hybrid approach to battery sourcing [5]. - The shift in strategy is also evident as companies like Xiaopeng Motors and BAIC's Arcfox are now introducing range-extended electric vehicles to address consumer range anxiety, creating new opportunities for battery suppliers [6][9]. Group 3: Technological Developments - Lithium iron phosphate (LFP) batteries are solidifying their position in the market, with applications extending to high-end models, as seen with BYD's Fudi battery supplying the Tengshi N9 [6][9]. - Sodium-ion batteries are making their commercial debut in the commercial vehicle sector, as demonstrated by a model from King Long equipped with sodium-ion technology, indicating a potential shift in future battery technology trends [9].