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布局华东 弗迪电池24亿再扩产!
起点锂电· 2025-08-07 10:12
Core Viewpoint - BYD is making significant progress in its new projects, particularly in the construction of the Wuhu Fudi Battery Co., Ltd. "BYD New Energy Power Battery Yangtze River Delta Manufacturing Center (Phase III)" [2] Group 1: Investment and Project Development - BYD has invested over 30 billion yuan in Wuhu [3] - In July 2021, BYD signed a contract for a 20 billion yuan new energy power battery industrial park project in Wuhu, which includes a 15 billion yuan manufacturing center and a 5 billion yuan parts project [4] - The first production line of the project was launched in January 2022, achieving a remarkable "Wuhu speed" with over 10 billion yuan in output value in the same year [4][5] - The current phase III project has an investment of 2.4 billion yuan, aiming to produce 184,800 battery packs and various components [6] - By 2025, BYD's total investment in Wuhu is expected to exceed 30 billion yuan, covering multiple sectors including power batteries and automotive components [7] Group 2: Industry Impact and Ecosystem Development - With the support of leading companies like BYD, Wuhu is gradually forming a high-quality new energy vehicle industry ecosystem, becoming the "first city of power batteries" in Anhui Province [8] - The project aims to create a 50 billion yuan automotive parts industry cluster in Wuhu, attracting 27 supporting enterprises [6][8] Group 3: Battery Production and Market Trends - In July, the production of power, storage, and consumer batteries in China increased by 37% year-on-year [10] - BYD's total installed capacity for new energy vehicle power batteries and storage batteries reached approximately 134.526 GWh by June 2025, with a significant monthly increase in May [10] - The storage business has shown outstanding performance, maintaining the top position in global DC-side storage system shipments [11] - BYD is expanding its product offerings in the two-wheeler and three-wheeler battery markets, launching 32 innovative products [11]