告别规模赛，全球锂电装备迎“新秩序”

Core Viewpoint - The ultimate goal of the new global lithium battery equipment order is to reshape industry value, with Chinese equipment companies aiming to become not only "order winners" but also "value leaders" in the global supply chain [1][21]. Group 1: Industry Trends - By 2025, the global lithium equipment industry is expected to experience a significant "order wave," with leading companies like Hai Moxing, Xian Dao Intelligent, Ying He Technology, and Li Yuan Heng signing and holding orders totaling over 30 billion yuan, marking a year-on-year increase of 70% to 80% [2]. - The current expansion cycle focuses on "high safety, high reliability, high performance, and high value," moving away from the previous emphasis on mere scale [3][7]. - The industry is transitioning from a phase of rapid scale competition to one centered on high-quality internal growth supported by global expansion [6]. Group 2: Equipment Demand and Value Creation - Customer demands for equipment have evolved from simply "being able to produce" to requiring "stable mass production, technological upgrades, and long-term service" [8]. - The shift in value perception means that customer trust now relies on quality and service over mere capacity guarantees, prompting companies to evolve from "equipment suppliers" to "lifecycle partners" [8][9]. - This expansion of value dimensions aligns with battery companies' demands for "high value" and distinguishes Chinese equipment firms from their overseas counterparts [9]. Group 3: Strategic Pathways for Leadership - Achieving a "leading position" in the new order requires a collaborative approach across technology, market, and globalization [12]. - Technological iteration is identified as the core variable and competitive advantage for equipment companies, with Hai Moxing adopting a dual-line R&D strategy to address challenges in solid-state battery production [13][14]. - The diversification of market dynamics provides essential support for Chinese equipment companies, allowing them to mitigate risks and expand their operational space [15]. Group 4: Globalization and Localization - The trend of "capacity going global" is a significant feature of the new order, necessitating enhanced globalization capabilities for Chinese companies [16]. - Chinese equipment firms should focus on "localization of organization, service, and innovation" to deeply integrate into the global industrial ecosystem [18]. - Hai Moxing's global strategy includes establishing 11 overseas subsidiaries and an innovation lab in Silicon Valley, emphasizing localized service and rapid response to customer needs [19][20]. Group 5: Value Restructuring Directions - The three main directions for value restructuring include transitioning from "equipment providers" to "standard co-creators," from "cost competition" to "technology premium," and from "individual efforts" to "ecosystem collaboration" [21][22][23]. - Hai Moxing collaborates with leading battery companies and research institutions to advance the standardization and industrial application of solid-state battery equipment [22]. - The focus on ecosystem collaboration aims to enhance the resilience and efficiency of the global supply chain, addressing common industry challenges [23].