Group 1 - The core viewpoint of the article is that Geely is intensifying its investment in the battery industry chain after resolving conflicts with its partner, Xinwanda [2] - Geely has established a new battery company, Baoji Shanju Battery Co., Ltd., with a registered capital of 50 million yuan, just four months after the establishment of another battery company, Zhejiang Jiyao Tongxing Holdings Co., Ltd., which has a registered capital of 1 billion yuan [3] - The restructuring of Geely's battery business aims to create a unified battery industry group, Ji Yao Tongxing, to streamline operations and enhance efficiency by consolidating various brands and technologies [5][4] Group 2 - Geely plans to achieve a production capacity of 70 GWh by 2027, focusing on lithium iron phosphate blade battery technology for its brands such as Zeekr, Lynk & Co, and Galaxy [3][4] - The company will not expand its production capacity further but will optimize existing capacity, with a distribution plan of 40% for Ji Yao Tongxing products, 40% for CATL products, and 20% for other capacities [5][6] - Geely is also exploring the acquisition of idle battery production capacity in the market instead of building new factories, aiming for practical cooperation and resource restructuring [8] Group 3 - Geely is set to make significant advancements in solid-state battery technology, with plans to complete the production of a 20Ah solid-state cell by 2024 and launch a solid-state battery pack by 2026 [10] - The solid-state battery development utilizes sulfide electrolyte technology, achieving a conductivity of over 7 mS/cm, while also exploring oxide technology with a conductivity of 0.8 mS/cm [10][11] - The company aims to use sulfide batteries for high-end models and oxide batteries for mass-market vehicles, creating a complementary dual-route strategy [11]
吉利再成立电池公司!