长寿命电池
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换电规模扩大,蔚来再成立电池公司!
起点锂电· 2026-02-28 10:22
活动主题: 全极耳技术跃升 大圆柱市场领航 活动时间: 2026年4月10日 活动地址: 深圳宝安维纳斯皇家酒店三楼维纳斯厅(深圳国际会展中心京基百纳店) 主办单位: 起点锂电、起点研究院SPIR 第一批赞助及演讲单位: 鹏辉能源/多氟多新能源/大族锂电/嘉智信诺/亿鑫丰 /孚悦科技 换电版图扩大,对电池的需求急剧上升,蔚来需要更多 "血包"。 起点锂电获悉, 2 月 26 日蔚来电池科技(上海)有限公司成立 ,注册地址位于上海市嘉定区安亭镇墨玉南路 1080 号 , 注册资本 1 亿 元人民币 ,经营范围含电池 与 电子专用材料、石墨及碳素 制品 、新型膜材料、新能源汽车电附件 的 销售等,由上海蔚来全资持股。 蔚来 自研电池在车企中起步较早, 2022 年 10 月 出资 20 亿元 成立蔚来电池安徽公司,此次新成立的上海公司 ,将与安徽公司 形成协 同 。技术方面, 蔚来已实现 固液 电池与换电站适配,补能生态 也形成规模 。 本次新成立电池公司,代表蔚来需要解决的问题有以下三点: 1. 对 供应链 的把控需要进一步加强 , 减少上游电池厂依赖; 2. 为"命 门"换电业务争取主动权, 截至 今年春节期 ...
质保期仅为8年!蔚来李斌:电动车电池寿命与车的寿命不匹配,解决电池寿命刻不容缓【附电动车电池行业市场分析】
Qian Zhan Wang· 2025-08-11 11:05
Group 1 - The core issue highlighted is the mismatch between the lifespan of electric vehicle batteries and the vehicles themselves, with a call for the industry to address battery longevity urgently [2] - Current warranty periods for new energy vehicle batteries are typically 8 years, while vehicles can last over 15 years, leading to potential battery health issues after significant mileage [2] - By 2025 to 2032, nearly 20 million new energy vehicles are expected to face battery warranty expiration, emphasizing the need for long-life batteries and planning for post-warranty services [2] Group 2 - The battery is considered the heart of new energy vehicles, with performance directly impacting range, acceleration, charging speed, and overall vehicle lifespan [2][3] - Battery costs account for 40%-50% of the total vehicle cost, making battery lifespan critical for the overall lifecycle cost of the vehicle [5] - Current lithium-ion battery technology has a limited cycle life of 1000-2000 cycles, which does not meet the long-term usage demands of vehicles [5] Group 3 - NIO is actively developing long-life batteries and ensuring battery safety through its battery swap stations, which conduct comprehensive health checks on batteries during swaps [7] - NIO has established over 8,100 charging and battery swap stations nationwide, with more than 3,400 battery swap stations, leading the industry in infrastructure [8] - The battery swap process is efficient, taking as little as 2 minutes and 24 seconds, providing convenience and reliability for users [8]