电池产能整合

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从"分兵作战"到"集团军":吉利电池整合背后的产能暗战
经济观察报· 2025-08-30 06:01
Core Viewpoint - Geely is strategically integrating its battery assets, consolidating previously scattered battery brands and capacities into a unified brand, "ShenDun JinZhuan" battery, to enhance brand perception and operational efficiency [3][4][11]. Battery Brand Integration - Geely established Zhejiang JiYao TongXing Energy Technology Co., Ltd. to integrate JinZhuan and ShenDun short-blade batteries into the ShenDun JinZhuan brand [3]. - The integration aims to elevate both battery and vehicle brands, facilitating resource consolidation and enhancing competitiveness in the battery sector [4][11]. Product Development and Safety - The newly branded ShenDun JinZhuan battery combines the safety features of ShenDun batteries with the advanced cell technology of JinZhuan batteries, aiming for a high-end market position [6][7]. - The ShenDun short-blade battery has passed rigorous safety tests, including a unique 5.8mm bullet penetration test, while the JinZhuan battery has undergone extensive fire and pressure tests [7]. Production Capacity and Strategy - JiYao TongXing currently operates eight production bases with a total planned capacity exceeding 176 GWh, aiming for a target of 70 GWh by 2027 [12][14]. - Geely plans to source 40% of its battery needs from JiYao TongXing, with the remainder supplied by CATL and other sources, indicating a strategic shift towards optimizing existing capacities rather than expanding production [12][14]. Future Directions - Geely is focusing on transforming its business model towards energy services, exploring battery-as-a-service and battery swapping models, and establishing a battery bank [14]. - The company is also looking to integrate its electric drive and other related businesses in the near future, indicating a broader strategic consolidation across its operations [15].
从"分兵作战"到"集团军":吉利电池整合背后的产能暗战
Jing Ji Guan Cha Wang· 2025-08-30 03:54
在吉曜通行衢州基地的接待中心一楼大厅里,放着银晃晃的电动车下装展示模型和金灿灿的"金砖电池"。旁边一台小型针刺台架,正做着金砖电池的"8针同 刺"试验。 针刺下去,电池没有起火,也没有冒烟,用手触摸,也没有发烫。几个针刺点的温度通过传感器,显示在台架旁边的屏幕上,电池温度在38.6℃—29.1℃, 电芯电压为3.2995V,各项指标符合预期要求。 "我们就是要让参观者通过这种活动,更直观地感受到神盾金砖电池的安全性,以后还要请用户来参观工厂,展示我们先进的制造技术。"吉曜通行品牌方负 责人对经济观察报说,要把神盾金砖电池的品牌做起来,通过与整车配合等创新营销,让用户有更清晰的感知。这是8月27日,吉曜通行举办媒体开放日的 主要目的。 现场的解说员还是习惯性地说"金砖电池",而不是"神盾金砖电池"。虽然目前的神盾短刀电池也是金色的,但金砖电池来源更早、知名度也更高。神盾短刀 电池是吉利汽车在2024年6月发布的,金砖电池则是极氪在2023年11月发布的。 吉利整合旗下电池资产,是其自去年开始的战略大整合中的一环。今年4月的2025上海车展上,吉利控股集团宣布成立浙江吉曜通行能源科技有限公司,将 金砖电池、神盾短 ...