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零跑汽车又一电池项目落地!
起点锂电·2025-10-26 11:15

Core Viewpoint - Leap Motor is advancing its battery project with the approval of the "Zhongling New Energy Power Battery Intelligent Manufacturing Base Project," indicating a strategic move to stabilize battery supply and anchor battery technology development [3][4]. Group 1: Project Details - The project is being constructed by Zhongling New Energy Technology (Zhejiang) Co., Ltd., with a total investment of 750 million yuan, including 11.565 million yuan for environmental protection [3]. - The planned production line will have an annual capacity of 33.6 GWh for power battery systems [3]. - Zhongling New Energy was established in August 2025, with a registered capital of 1 billion yuan, focusing on battery manufacturing and recycling [3]. Group 2: Financial Performance - In the first half of the year, Leap Motor achieved revenue of 24.25 billion yuan, a year-on-year increase of 174%, with a gross margin of 14.1%, up 13% [4]. - The company became the second new force in car manufacturing in China to achieve positive net profit in the first half of the year [4]. - Leap Motor delivered 221,664 new cars from January to June, leading the sales among new force brands, with a 155.7% increase compared to the same period in 2024 [4]. Group 3: Market Position and Strategy - Leap Motor's proactive approach in battery layout is essential to integrate resources and create cost advantages amid strong power demand [5]. - The company collaborates with multiple battery suppliers, including Guoxuan High-Tech and CATL, which helps stabilize the battery supply chain and mitigate risks associated with chip shortages [5]. - The trend of car manufacturers partnering with battery manufacturers is becoming a primary model for deepening cooperation in the lithium battery industry [6]. Group 4: Industry Trends - Similar to Leap Motor, Li Auto has also formed a joint venture with a battery manufacturer, indicating a shift towards self-research and development in battery technology [7]. - The collaboration between car manufacturers and battery factories is evolving from simple capacity and supply partnerships to more technical discussions, reflecting the increasing importance of technology and control for car manufacturers [8].