鑫椤锂电·2025-09-17 07:51Core Viewpoint - EVE Energy has entered the supply chain of Xiaopeng's MONA series, providing traditional square batteries for the base version of the model, while BYD supplies the long-range version [1] Group 1: Supply Chain and Battery Technology - EVE Energy will supply traditional square batteries for the MONA M03, which is expected to launch in August 2024, with a projected cumulative delivery of over 100,000 units by March 25, 2025, setting a record for the fastest production line for new electric vehicle brands [1] - The square battery's layout is more flexible compared to BYD's blade battery, allowing for better adaptation to the chassis and reducing development costs [1] - Xiaopeng's main battery suppliers are CATL, EVE Energy, and BYD, with CATL holding a dominant share, supplying the 2025 models G6/G7/G9/X9, while EVE Energy supplies the P7+ and 2024 X9, and BYD supplies all of the MONA M03 [2] Group 2: Future Models and Global Strategy - Xiaopeng's CEO He Xiaopeng has indicated that the MONA series will include multiple models, designed for global markets with both left-hand and right-hand drive options, emphasizing a long-term global strategy that aims for local win-win scenarios [1]