科迈罗 总经理 章少坤：新能源浪潮下科迈罗Pack设备四大生态构建

Core Viewpoint - The article discusses the advancements and innovations in the energy storage battery industry, particularly focusing on the rapid technological iterations and the importance of efficient production and supply chain management to capture market opportunities [1][5]. Group 1: Event Overview - The 2025 User-Side Energy Storage and Battery Technology Forum was held on December 19, 2025, in Shenzhen, with over 800 attendees focusing on commercial energy storage, portable storage, and safety challenges [1]. - The event included the 10th Annual Lithium Battery Industry Conference and the 10th Anniversary Celebration of the Initiation Research Institute [1]. Group 2: Technological Innovations - The rapid iteration of technology in the energy storage sector necessitates quick responses and the introduction of innovative technologies to address industry pain points [5]. - The company has established a leading response mechanism, reducing planning and design to production time to just 7 days, which is 40% faster than the industry average [5]. Group 3: Production Efficiency - The traditional custom production line has a long delivery cycle of 4-5 months, which can lead to missed market opportunities; the company aims for a 30-day rapid delivery benchmark [6]. - The company employs modular standard design and open architecture for equipment, allowing for easy adjustments and upgrades, thus protecting customer investment and significantly lowering future modification costs [6]. Group 4: Cost Management - The company has developed a comprehensive supply chain management system, maintaining a core component inventory rate of 50%, which allows for high-quality equipment at a total cost of ownership that is 15-20% lower than competitors [6]. - The company emphasizes the importance of non-standardized designs and the risks associated with technological changes that can lead to high upgrade costs and low investment returns [6]. Group 5: Market Positioning - The company has delivered over 200 production lines and has established a global presence, particularly in Southeast Asia, with a focus on two-wheeled and three-wheeled vehicles [10]. - The company has collaborated with local partners to integrate production lines with regional industrial chains, ensuring localized service and support [10]. Group 6: Future Outlook - The company plans to leverage China's full industrial chain supply advantages and aims to expand globally with a focus on customized and modular solutions for energy storage applications [11]. - The future strategy includes a comprehensive service model that encompasses the entire supply chain from cell production to end-user applications, indicating a significant market potential beyond the trillion-dollar scale [11].