在此前的媒体沟通会上，靳玉志解释为什么还要与广汽再造一个新品牌时表示，启境之所以出现，是因为市场依然有空 白。 "目前为止，我们很难找到一个既时尚又安全，还要智能，更具有操控的车，所以希望能打造这样的'Dream Car'，来填 补市场空白。"他说，启境的目标就是打造"既要又要还要更要"的车型。 11月20日晚，广汽集团与华为联合打造的全新品牌——"启境"，在华为乾崑生态大会上首次公开亮相。 据悉，这一由华为乾崑与启境团队联合打造、广汽集团投资的新品牌，旨在成为"年轻高端可信赖的品智旗舰"。 华为智能汽车解决方案BU CEO靳玉志在大会现场以"一启入境，共赴美好"为双方合作定调，强调将秉持"绝不妥协"的 态度，打造一款集"美的出色、驾的热爱、智的自在"于一体的"六边形战士"车型，全面突破用户对智能汽车的想象边 界。 启境品牌CEO刘嘉铭在现场介绍，启境计划于2026年推出两款新车。目前，被誉为"华系最美猎装轿跑"的首款车型，已 完成高温环境测试与设计定型，预计2026年6月正式上市交付。该车型全系搭载华为乾崑全栈智能方案，从底层技术到 用户体验均实现深度绑定。 刘嘉铭透露，第一款车本来没打算做猎装轿跑，双方在 ...

Core Viewpoint - The lithium battery industry is transitioning from a single focus on consumer electronics to a diverse range of applications including electric vehicles, energy storage, low-altitude economy, and humanoid robots, as companies seek to build sustainable growth curves amid uncertainty [1][3]. Industry Challenges - The lithium battery supply chain is under pressure this year, with significant fluctuations in upstream raw material prices and a "price war" in the downstream market. The market is experiencing structural differentiation, with lithium iron phosphate batteries capturing over 80% market share in the power sector, while household and commercial energy storage are emerging as new growth engines [3][5]. - The industry has seen a tenfold increase in production over four years, with China holding 75% of global material supply and 85% of power battery capacity. However, leading in scale does not equate to leading in profits, as the overall gross margin has been compressed by 12% to 17%, and net profit margins have dropped below 4% due to cost pressures and price competition [5][12]. Industry Restructuring - The current "big reshuffle" in the lithium battery sector is viewed as a necessary phase towards maturity, as the industry moves from rapid growth to consolidation and differentiation [4][6]. - Companies are shifting their strategic focus towards deep development of niche applications, leveraging a "technology + scenario" approach to build differentiated competitive advantages [8][9]. Technological Development - Companies are adopting practical and diverse strategies in technology selection, with a gradual approach towards solid-state batteries while balancing technological maturity and market acceptance. Lithium iron phosphate has become the dominant technology, holding nearly 80% market share, but nickel-cobalt-manganese batteries remain irreplaceable in high-end applications due to their energy density advantages [10][12]. - The demand for energy storage batteries continues to strengthen, with emerging fields like low-altitude economy and humanoid robots pushing battery technology to new heights [9][10]. Global Market Dynamics - Leading companies are extending their vision to global markets and sustainable development, emphasizing the need for agility and strategic adjustments based on deep technological accumulation and market trend analysis. The industry is shifting from a focus on production capacity to a comprehensive consideration of product quality, brand value, supply chain security, and lifecycle carbon management [12][13]. - The global market is becoming a key battleground for value reconstruction, with a price difference of 15%-20% and stable gross margins above 25% indicating that globalization is essential for profit growth. However, companies must navigate trade barriers such as the US IRA Act and the EU's new battery regulations, which redefine market entry rules [12][13].