Core Viewpoint - Geely is consolidating its battery business under the company Jiyao Tongxing, aiming for a production capacity of 70 GWh by 2027, primarily focusing on short blade lithium iron phosphate batteries [1] Group 1: Battery Business Overview - Geely's battery business began its layout around 2019, with the launch of the Jin Zhuan battery on December 15, 2023, emphasizing ultra-fast charging capabilities [1] - The company has three main battery series: ultra-fast charging, high energy density, and super hybrid [1] - The production capacity of the Quzhou base is 24 GWh and is fully operational [1] Group 2: New Developments - Geely is planning to develop square shell batteries and large cylindrical batteries, with the square shell battery expected to be used in the upcoming Star Yao 8 long-range version [1] - The large cylindrical battery is still in the planning stage, potentially following the 4695 scheme [1] Group 3: Implications of Battery Integration - The integration of the battery business allows Geely to self-research and produce batteries, significantly reducing costs and enhancing bargaining power with suppliers like CATL [1] - As production capacity increases, Geely is expected to shift more towards self-supply, further highlighting cost and pricing advantages [1] Group 4: Significance of New Battery Forms - Geely's current battery form is the short blade lithium iron phosphate battery, which is considered optimal for both ultra-fast charging and high energy density [1] - The introduction of square shell and large cylindrical batteries will enable Geely to cater to a wider range of vehicle models, reducing reliance on external battery suppliers [1] - The potential for self-manufacturing ternary lithium batteries indicates a strategic move towards complete self-sufficiency in battery production, alleviating issues related to supply constraints and cost sharing with suppliers [1]

对从上游育种开始的各个环节进行精益管理，以达到业内最低综合成本。 本文为IPO早知道原创 作者｜罗宾 微信公众号｜ipozaozhidao 据IPO早知道消息，近日，冷冻薯制品生产商「凯达恒业」完成了近4亿元首轮融资。本轮融资由黑 蚁资本领投，建发新兴投资跟投，融资款将被用于产线建设、育种研发、品牌营销等，持续深耕马铃 薯全产业链优化整合。 凯达恒业成立于2000年，专注于马铃薯冷冻食品和休闲食品的研发、生产和销售。2019年，凯达进 入冷冻法式薯条生产领域，并先后在内蒙古乌兰察布市和太仆寺旗建立了冷冻薯制品加工产业园， 预计两年内 ， 凯达恒业有望拥有亚洲最大的冷冻薯制品加工能力 。 国内外需求双增，推动薯制品加工能力出海 垂直供应链整合能力和极致成本效率的竞争壁垒 根据市场研究公司Claight Corporation的报告《2024年-2032年全球炸薯条市场报告及预测》， 全球薯条市场在2023年达到了近271.3亿美元（约合人民币1980亿元），并且在2024年-2032年 间预计将以6.3%的年复合增长率继续增长。冷冻薯条的主要消费市场包括北美、欧洲、亚太地区、 拉丁美洲以及中东和非洲，其中北美是 ...