Workflow
动力电池
icon
Search documents
我国2025年GDP40强城市预测:上海首破5.7万亿,泉州反超佛山,盐城逆袭南昌!
Sou Hu Cai Jing· 2025-12-28 10:46
Core Insights - The economic landscape of Chinese cities is undergoing significant changes, with Shanghai leading with a GDP of 5.7 trillion yuan, followed by Beijing at 5.2 trillion yuan and Shenzhen at 3.89 trillion yuan, indicating a shift towards a competition based on "new quality productivity" rather than mere scale [1][2] Group 1: Economic Performance - Shanghai's GDP of 57,073.36 billion yuan represents a growth of 3,146.65 billion yuan from the previous year, driven by a dual engine of finance and technology innovation [2] - Beijing's GDP is projected to reach 52,781.23 billion yuan, with an increase of 2,938.13 billion yuan, showcasing its stable economic position [2] - Shenzhen's GDP is expected to hit 39,025.67 billion yuan, reflecting a growth of 2,223.80 billion yuan, highlighting its role in the digital economy [2] Group 2: Emerging Cities - Quanzhou has surpassed Foshan with a GDP of 918.2 billion yuan, driven by a strong presence of global enterprises and a digital economy that is expected to contribute over 15% to its GDP by 2025 [5] - Yancheng's rise over Nanchang is attributed to its robust new energy sector, with an expected output of over 300 billion yuan, accounting for 28% of its GDP [7] - The digital transformation in Quanzhou's traditional industries has led to a significant increase in its semiconductor sector, which has grown from 3% to 7% of the national market share [5] Group 3: Industry Trends - The Long Triangle region is experiencing a "spillover effect" from Shanghai, with technology contract transactions expected to exceed 380 billion yuan in 2024 [3] - Yancheng's focus on a "dual carbon economy" is reflected in its advancements in renewable energy technologies, positioning it for sustainable growth [7] - Quanzhou's integration of traditional industries with digital capabilities has resulted in a 40% reduction in production cycles, enhancing its competitive edge [5]
威睿索赔23亿元,欣旺达:其他客户未出现问题
Jing Ji Guan Cha Wang· 2025-12-28 05:07
Core Viewpoint - The lawsuit filed by Weir Electric Vehicle Technology against Xinwanda Power claims that the battery cells supplied from June 2021 to December 2023 have quality issues, leading to a compensation demand of approximately 2.314 billion yuan [2][4] Group 1: Company Background - Xinwanda was established in 1997 and is headquartered in Shenzhen, ranking sixth among Chinese power battery suppliers in the first three quarters of this year, while maintaining the number one market share in the global mobile phone battery market for five consecutive years [2] - Weir was founded in 2017, with its major shareholders being Geely Automobile and Zeekr, the latter being a brand under Geely [2] Group 2: Legal Proceedings - The lawsuit was officially received by Xinwanda Power from the Ningbo Intermediate People's Court on December 25, 2025, with Weir alleging that the quality issues of the battery cells caused significant losses [2] - Xinwanda has stated that while the lawsuit has been filed, the legal process will take time, and the claims made by Weir may not be fully substantiated [2] Group 3: Product and Quality Issues - The lawsuit is related to the Zeekr 001 model, with numerous complaints from Zeekr owners regarding battery capacity degradation, charging speed reduction, voltage instability, and power outages after 2-3 years of use [2] - In December 2024, Zeekr announced a free battery pack replacement for users experiencing abnormal battery health in the Zeekr 001 WE86 vehicles [2] Group 4: Financial Implications - The compensation amount claimed by Weir is significant, as Xinwanda's net profit for 2023 and 2024 is projected to be 2.544 billion yuan, which is only slightly higher than the 2.314 billion yuan claim [4]
失去的,宁德时代要拿回来|深氪
36氪· 2025-12-27 09:48
以下文章来源于36氪汽车 ,作者李勤 36氪汽车 . 看懂汽车产业新百年。36氪旗下智能电动车产业报道公号。 "宁王"拿回份额,战斗力和品牌的多重攻势 文 | 李勤 编辑 | 杨轩 来源| 36氪汽车(ID:EV36kr) 封面来源 | IC Photo 因此,试着和电池龙头掰一掰手腕,不光是小米,也是不少头部造车公司的想法。 而对于宁德时代来说,这是一场不容再退让的防御战。 这是一场顶级企业之间的角力。 两位万亿集团的掌舵人,宁德时代董事长曾毓群、小米集团董事长雷军,今年年中在小米总部进行了一场气氛和谐、但相持不下的谈判晚宴。 曾毓群跟雷军试图"重谈条件"。据多位车企人士讲述,宁德时代的前乘用车销售负责人朱威在任时,曾向不少车企口头承诺过后续的返利条件。但2024年 底,朱威换岗,宁德时代调整销售体系架构,这些"承诺"面临重新商定。 谈判焦灼点在于,小米希望能落地这些返利条件,宁德时代的立场是,让利需要对应更多的供货份额;但小米汽车一开始就设定好了顶层供应链框架,要维 持电池供应的平衡局面。不久后,也在小米总部,雷军将会见另一家电池供应商比亚迪的老板王传福。 小米的第一款车SU7,宁德时代的电池供货占比高达 ...
欣旺达动力遭吉利子公司索赔23亿元
Mei Ri Jing Ji Xin Wen· 2025-12-27 07:01
每日经济新闻消息,欣旺达(SZ300207)子公司欣旺达动力科技股份有限公司(以下简称欣旺达动 力)卷入了一场高达23.14亿元的诉讼案件。 超23亿元的诉讼金额,对于欣旺达而言并非小数目。记者查询发现,2024年,欣旺达实现营业总收入 560.21亿元,实现扣非净利润16.05亿元。今年前三季度,欣旺达则实现营收435.34亿元,实现扣非净利 润10.15亿元。这也意味着,其去年至今的扣非净利润可覆盖上述诉讼金额。 关于欣旺达动力与威睿电动的商业合作,此前欣旺达的公告披露不多。但根据欣旺达2021年4月公告, 其全资子公司欣旺达电动汽车电池有限公司成功获得威睿电动关于"PMA平台项目"的动力电池电芯开 发意向,成为其定点供应商。当时,欣旺达在公告中表示,公司将尽快安排与吉利汽车协商并签署相关 合同,做好后续推进工作。 记者查询发现,欣旺达电动汽车电池有限公司即欣旺达动力原名,而此次导致欣旺达动力卷入诉讼纠纷 的便是电芯,纠纷事项发生的起始时间2021年6月也与欣旺达动力成为定点供应商的日期接近。 曾计划独立上市,但尚未有结果 根据欣旺达12月26日晚间公告,威睿电动汽车技术(宁波)有限公司(以下简称威睿电动 ...
索赔超23亿!吉利系公司指控欣旺达电芯存在质量问题
第一财经· 2025-12-27 06:00
Core Viewpoint - The lawsuit filed by Weirui Power against Xiwanda Power highlights significant quality issues with battery cells supplied by Xiwanda, leading to a claim exceeding 2.3 billion yuan, which is nearly equivalent to Xiwanda's net profit for 2023 and 2024 combined [3][4]. Group 1: Lawsuit Details - Xiwanda Power received a civil lawsuit from Weirui Power on December 25, 2025, alleging quality problems with battery cells delivered between June 2021 and December 2023 [3]. - Weirui Power, established in 2017 and backed by Geely, claims damages exceeding 2.3 billion yuan due to the alleged defects in the battery cells [3][4]. - The collaboration between Xiwanda and Weirui began in 2021, focusing on supplying battery cells for the PMA platform project developed by Geely and Volvo [3]. Group 2: Product Issues - The Zeekr 001, a key product using Xiwanda's battery cells, sold over 70,000 units in 2022, with the WE86 version accounting for more than 60% of sales [3]. - Customers reported issues with the Zeekr 001 WE86, including slow charging speeds and inaccurate battery level readings, indicating potential quality concerns [3][4]. Group 3: Company Response - In response to battery health concerns, Zeekr initiated a monitoring program and offered free battery replacements for affected customers, despite the issues not meeting warranty standards [4]. - Reports indicate that some customers received new battery packs labeled "CATL," suggesting a potential switch from Xiwanda's batteries to those from Contemporary Amperex Technology Co., Limited (CATL) [4]. - Xiwanda stated that the lawsuit has not yet gone to trial, and the outcome remains uncertain, with the company seeking to resolve the matter amicably [4].
欣旺达子公司被索赔超23亿!吉利系公司指控欣旺达电芯质量问题
Di Yi Cai Jing· 2025-12-27 05:15
Core Viewpoint - A subsidiary of XINWANDA, XINWANDA Power, is facing a lawsuit from Weirui Electric Vehicle Technology (Ningbo) Co., Ltd., claiming over 2.3 billion yuan due to quality issues with battery cells delivered between June 2021 and December 2023 [1] Group 1: Company Overview - XINWANDA announced the lawsuit on December 26, stating that the claim is based on alleged quality problems with battery cells supplied to Weirui Power [1] - Weirui Power, established in 2017, is primarily owned by companies within the Geely group, with Zeekr Automotive as the controlling shareholder and Geely Automobile as another major shareholder [1] Group 2: Partnership Background - The collaboration between Geely and XINWANDA Power began in April 2021 when XINWANDA Power received a letter of intent from Weirui Power for the development of battery cells for the PMA platform project [1] - The PMA platform, developed jointly by Geely and Volvo, is a modular electric architecture used in various brands including Zeekr, smart, Volvo, and Geely Geometry [1]
超500亿电池龙头,重大诉讼!
Zhong Guo Ji Jin Bao· 2025-12-27 02:04
威睿电动汽车技术(宁波)有限公司(以下简称威睿公司)作为诉讼原告,提及欣旺达动力交付的电芯 存在质量问题。官网显示,威睿公司隶属于吉利控股集团。 欣旺达动力是欣旺达布局动力电池业务的重要载体,而欣旺达是国内动力电池头部企业。12月26日收 盘,欣旺达股价报29.75元/股,总市值达549.6亿元。 【导读】欣旺达子公司牵涉超23亿元诉讼,被指控交付电芯有质量问题 12月26日晚间,欣旺达(300207)发布《关于子公司重大诉讼事项的公告》称,公司子公司欣旺达动力 科技股份有限公司(以下简称欣旺达动力)作为被告,牵涉买卖合同纠纷诉讼案件,涉案金额达23.14 亿元。 官网显示,威睿公司创建于2013年,是一家专业从事新能源汽车动力电池、电驱动系统、充电系统、储 能系统的研发、制造、销售与售后服务的新能源科技公司。 天眼查显示,威睿公司的股东分别是极氪汽车(上海)有限公司、吉利汽车集团有限公司,持股比例分 别为51%、49%。 公告称当前无法判定诉讼影响 吉利系公司起诉欣旺达动力 公告显示,12月25日,欣旺达动力收到浙江省宁波市中级人民法院送达的民事起诉状、应诉通知书等诉 讼材料。 诉讼材料显示,威睿公司要求欣 ...
超500亿电池龙头 重大诉讼!
Zhong Guo Ji Jin Bao· 2025-12-27 02:02
Core Viewpoint - A subsidiary of XWANDA, XWANDA Power Technology Co., Ltd., is involved in a lawsuit concerning quality issues with battery cells, with the claim amounting to 2.314 billion yuan [2][5]. Group 1: Lawsuit Details - The lawsuit was initiated by Weirui Electric Vehicle Technology (Ningbo) Co., Ltd., a subsidiary of Geely Holding Group, alleging that the battery cells delivered by XWANDA Power from June 2021 to December 2023 had quality problems, resulting in financial losses for Weirui [2][5]. - Weirui is seeking compensation of 2.314 billion yuan, along with interest calculated at the loan market quotation rate from the date of the lawsuit until payment is made [7][8]. Group 2: Company Background - XWANDA Power is a comprehensive new energy technology enterprise engaged in the production and sales of battery cells, modules, battery management systems (BMS), and battery packs [7]. - XWANDA holds a 40.21% stake in XWANDA Power, which is a key player in the company's strategy for the power battery business [10]. Group 3: Financial Performance - XWANDA Power reported revenues of 11.12 billion yuan in 2023 and 15.73 billion yuan in 2024, with net losses of 1.56 billion yuan and 1.87 billion yuan, respectively [10]. - The company has been experiencing continuous losses, and the impact of the ongoing lawsuit on its financial performance remains uncertain [10][11]. Group 4: Industry Position - As of November 2025, XWANDA ranked sixth among domestic power battery companies in terms of battery installation volume, with 21.80 GWh, accounting for 3.25% of the market [13][14].
超500亿电池龙头,重大诉讼!
中国基金报· 2025-12-27 01:54
12 月 26 日晚间,欣旺达发布《关于子公司重大诉讼事项的公告》称,公司子公司欣旺达动力科技股份有限公司(以下简称欣旺达动力) 作为被告,牵涉买卖合同纠纷诉讼案件,涉案金额达 23.14 亿元。 【导读】欣旺达子公司牵涉超 23 亿元诉讼,被指控交付电芯有质量问题 中国基金报记者 邱德坤 威睿电动汽车技术(宁波)有限公司(以下简称威睿公司)作为诉讼原告,提及欣旺达动力交付的电芯存在质量问题。官网显示,威睿公 司隶属于吉利控股集团。 欣旺达动力是欣旺达布局动力电池业务的重要载体,而欣旺达是国内动力电池头部企业。 12 月 26 日收盘,欣旺达股价报 29.75 元 / 股,总市值达 549.6 亿元。 吉利系公司起诉欣旺达动力 公告显示, 12 月 25 日,欣旺达动力收到浙江省宁波市中级人民法院送达的民事起诉状、应诉通知书等诉讼材料。 诉讼材料显示,威睿公司要求欣旺达动力履行支付赔偿金等款项的义务,理由是在 2021 年 6 月至 2023 年 12 月期间,欣旺达动力向威 睿公司交付的电芯存在质量问题,并给威睿公司造成损失。 官网显示,欣旺达动力是一家集电芯、模组、 BMS (电池管理系统)和 PACK ...
294项国家标准发布
Xin Lang Cai Jing· 2025-12-26 22:04
Core Viewpoint - The article discusses the completion of a national action plan aimed at enhancing standards for traction equipment updates and consumer product recycling, covering 294 national standards across 13 key areas, which has been successfully finalized [1]. Group 1: Energy Consumption and Emission Standards - The 294 national standards focus on upgrading energy consumption and emission technology standards, enhancing product quality and safety standards, and increasing the supply of recycling and circular economy standards [1]. - The action plan includes the revision of energy consumption limit standards for key industries such as thermal power, steel, and building materials, aiming to eliminate outdated production capacity and improve the proportion of advanced capacity [1]. - A total of 113 national standards have been published to tighten energy efficiency requirements for general equipment like boilers, motors, and transformers [1]. Group 2: Carbon Emission Standards - The plan aims to establish a carbon emission accounting and product carbon footprint standard system, with 18 national standards for corporate greenhouse gas emission accounting published to provide unified norms for carbon emission calculations [1]. - This initiative guides companies in systematically implementing energy-saving and carbon-reduction transformations [1]. Group 3: Quality and Safety Standards for Consumer Products - The action plan includes the revision of 115 national standards in sectors such as automotive, home appliances, furniture, and emerging consumer goods, aimed at improving product quality and safety standards [1]. - The goal is to facilitate the entry of high-quality durable consumer goods into residents' lives [1]. Group 4: Recycling and Resource Utilization Standards - The plan also addresses the recycling, disassembly, and regeneration of waste products, with 66 national standards for resource recycling established in areas like home appliances, furniture, electronic products, photovoltaic, wind power, and power batteries [2]. - These standards encourage product design that considers ease of recycling and regeneration, and they regulate scientific disassembly and reuse during product recovery [2].