亿纬锂能在重卡领域再下一城，拿下福田汽车！ 5月26日， 福田汽车（600166） 发布对外投资公告，为 拓展新能源重卡业务 ，为客户提供多样化的电池租赁解决方案，支持动力电池降 本，提高新能源重卡利润率， 拟与亿纬锂能共同出资设立合资公司。 合资公司暂定名称为 北京福田亿纬新能源科技有限公司 ，注册地址暂定为北京昌平区沙河镇沙阳路老牛湾村北。经营范围：新材料技术研 发、电子专用材料研发、电池销售、蓄电池租赁、新能源汽车废旧动力蓄电池回收及梯次利用、充电桩销售等。 股权结构方面，合资公司注册资本计划为5亿元人民币，其中福田汽车以自有资金出资2.5亿元，亿纬锂能以现金出资2.5亿元， 分别持股 50%。 | 分期出资 | 出资时间 | | 具体出资金额(万元) | | | --- | --- | --- | --- | --- | | | | 稿田汽车 | 亿纬锂能 | 合计 | | 首期出资 | 合资公司成立之日起 90目 内 | 5000 | 5000 | 10000 | | 第二期出资 | 2027年12月31日 前 | 10000 | 10000 | 20000 | | 第三期出资 | 2028年12月 ...

Core Insights - The new energy commercial vehicle industry is at a critical turning point, with technological iteration and scenario innovation creating a strategic opportunity for deepening technology and expanding scenarios [2] - The penetration rate of new energy commercial vehicles in China has reached 20%, marking the beginning of a high-growth phase [3] - The market for lithium batteries in engineering machinery is projected to exceed 80GWh by 2030, becoming the third growth pole after passenger and commercial vehicles [4] Group 1: Industry Developments - The penetration rate of new energy VAN vehicles has surpassed 40%, indicating a synchronous resonance with the passenger vehicle market [3] - New energy light trucks have a penetration rate close to 20%, with a significant acceleration in electrification [3] - The upcoming "megawatt-level" 453kWh battery can charge from 10% to 80% in just 18 minutes, potentially saving over 50,000 yuan in operational revenue per user annually [3] Group 2: Technological Innovations - The 41.86kWh standardized battery for urban logistics vehicles can achieve rapid charging in 18 minutes, reducing energy costs [5] - The 160kWh light truck battery maintains 85% energy efficiency in low-temperature environments, addressing winter range anxiety [6] - The 448kWh battery system has been integrated into the vehicle body, reducing weight by 0.5 tons, which can increase cargo capacity and reduce transportation costs significantly [6] Group 3: Market Strategies - The company has introduced a 43.8kWh battery with a 10-year or 1 million kilometers warranty to address the "vehicle-battery lifespan mismatch" issue [7] - Collaborations with major vehicle manufacturers like Huawei and SANY highlight the importance of ecosystem synergy in the industry [7] - The shift from focusing solely on performance metrics to creating value throughout the entire lifecycle of commercial vehicles is a key trend [8]

摘要 钠电企业第一梯队的中科海钠，将带来全新的商用车钠离子电池解决方案。 随着全面电动化时代的到来，以乘用车领衔的电动化已走过了大半程，新能源市场正同步开启商用 车电动化征程。 商用车市场前景广阔。 一方面，新能源商用车应用场景多样，包括干线货运、短倒及封闭场景运 输、建筑施工、物流配送、城市公交等，以电动重卡和电动轻卡为主要代表，涉及的车型也多种多 样。 另一方面，各细分市场的电动化空间未完全释放，除了城市公交高达七成以上的电动化渗透率， 其余商用车场景的电动化渗透率大都不足10%。 与此同时，新能源商用车的产业链各环节队伍正在逐渐壮大，终端及电池销量创新高。 从终端来看 ，徐工、三一、重汽等头部重卡车企都已相继推出新能源商用车型，站在转型第一 线。高工产业研究院（GGII）数据，2024年国内新能源商用车销量达到53.2万辆，同比增长 28.9%。 从电池环节来看 ，新能源商用车赛道正成为主流电池企业新的增长曲线。GGII 数据显示，2024 年国内新能源商用车电池装机量达到62.9GWh，同比增速达到110%，大幅高于纯电及插混汽车 市场增速。 更进一步，从电池方案选择来看。 市场初期，锂电池凭借高度成 ...