【消息称#通用汽车将采购宁德时代电池#，用于"最便宜"的雪佛兰Bolt】据《华尔街日报》今日报道， 尽管受到关税影响，通用汽车仍计划从中国进口电池，用于旗下第二代雪佛兰 Bolt 纯电动车。此举在 一定程度上填补了供应链缺口，与其在美国本土电池制造上的高调投入形成反差。 通用表示，这项临时措施意在为其自主制造磷酸铁锂电池铺路。"近年来，多家美国车企都依赖海外厂 商提供磷酸铁锂电池和相关授权。为了维持竞争力，通用将短期内从类似供应商采购电池组，为旗下价 格最亲民的电动车供能。" 通用表示，目前旗下 12 款在售电动车均搭载美国制造的电池，涵盖售价 3.5 万美元（现汇率约合 25.2 万元人民币）的雪佛兰 Equinox EV 和高达 34 万美元（现汇率约合 244.3 万元人民币）的凯迪拉克 Celestiq。 通用于 2016 年推出 Bolt，并在 2023 年停产。新一代 Bolt 定价约 3 万美元（现汇率约合 21.6 万元人民 币）。通用董事会成员 Jon McNeill 去年曾透露，在 7500 美元补贴下，新 Bolt 售价将降至 2 万美元出 头，但该补贴将在新车上市前被取消。（IT之家） ...

Summary of Xiaomi's Automotive Supply Chain and Market Outlook Industry Overview - Xiaomi is set to deliver 450,000 vehicles in 2025, with projections of 750,000 to 800,000 vehicles in 2026, creating growth opportunities for supply chain companies [1][3] - The YU7 model is expected to account for 300,000 units, while other models like Ultra will contribute an additional 150,000 units [1] Key Points on Supply Chain Companies Wuxi Zhenhua - Wuxi Zhenhua is a major supplier of stamping parts for Xiaomi, with an expected revenue contribution from Xiaomi business reaching nearly 20% in 2025, totaling 500 million yuan [5] - The company reported a first-quarter performance of 95 million yuan, with second-quarter expectations exceeding 100 million yuan [5] Fute Technology - Fute Technology holds over 10% market share in the three-electric system sector, with projected total revenue of 2.6 billion yuan in 2025, where Xiaomi's business will account for 23% [6] - Future contributions from Xiaomi could approach half of Fute's total revenue with the launch of a third vehicle [6] Top Group - Top Group's business with Xiaomi has increased to 13-14%, with expectations to meet Xiaomi's needs better as the third vehicle and overseas expansion occur [7] - By 2026, Xiaomi's business could match that of Seres, reaching 30-40% of Top Group's total customer base [7] Jingdian Technology - Jingdian Technology exclusively supplies differential assemblies for Xiaomi vehicles, valued at approximately 200 yuan per vehicle [9] - The deep collaboration with Xiaomi has allowed Jingdian to expand its other business areas, enhancing its core competitiveness [9] Huayang and Desay - Huayang upgraded its automotive products from 1,000 yuan to over 3,000 yuan per unit, with expected supply ratios of 4-5% in 2025 and nearly 10% in 2026 [4][11] - Desay is anticipated to become a significant customer for Xiaomi, with potential revenue contributions of 20% in 2025, positioning Xiaomi as Desay's second-largest customer [12] Additional Insights - The supply chain for Xiaomi's electric vehicles includes various companies such as Yinlun, Bolong Precision, and Songyuan, with new suppliers like Huada Technology emerging [10] - The third range-extended electric vehicle is expected to bring significant supply chain increments, indicating strong continuity but potential fluctuations in unit value [10] - Smaller suppliers like Huguang and Zeekr play a role in providing specific components, enhancing the overall supply chain through deep collaboration [8] Conclusion - Xiaomi's automotive ambitions are set to significantly impact its supply chain partners, with various companies poised to benefit from increased demand and collaboration as new models are introduced and production ramps up [1][3][6]