回溯中国电池产业的发展历程，过去十年，依托产能扩张与成本优势，中国实现了从跟跑到并跑的跨越，全球市场份额持续领先。但行业内部也逐渐显现隐 忧：随着产能基数扩大，低端产能过剩问题加剧，部分领域同质化竞争导致的 内卷现象开始凸显。"行业不能再靠拼产能、压价格求生存，要靠技术创新、 质量提升、服务优化赢市场。" 刘宝生强调，这一观点在论坛期间的企业交流中，得到了多数参会代表的认同。 【环球网财经 记者 陈超】"面对新阶段、新机遇，中国电池产业要坚持创新驱动，拒绝'内卷'，共同构建健康产业生态！"10 月 10 日，第十五届中国国际电 池工业博览会（IBIE 2025）期间，中国电池工业协会理事长刘宝生在致辞中说道。 中国电池工业协会方面向环球网记者表示，从深圳会展中心 15000 平米展区内的展品布局，到同期举办的 2025 中国国际电池应用大会，IBIE 2025 成为这场 产业转向的集中缩影 —— 在未来新兴场景竞争新赛道，企业不再单纯比拼产能规模，转而聚焦场景解决方案；行业不应纠结价格战，而需深耕价值竞争， 中国电池产业正集体驶入场景驱动的新航道。 从 "规模之争" 到 "价值之战" "当前，中国电池产业已进 ...

Core Insights - The article highlights the vibrant development of Xiangyang, a city with a rich historical background, showcasing its modernization and cultural heritage [1][3]. Cultural Development - Xiangyang's ancient city wall, with a history of 2800 years, attracts tourists and enhances the night economy through new business formats [2]. - The city has implemented two rounds of "Ancient City Protection and Utilization Three-Year Action Plan," enhancing the historical and cultural significance of the ancient city [3]. Economic Growth - Xiangyang focuses on "Two Investments and Three Capabilities" as key strategies to boost economic growth, emphasizing both new investments and optimizing existing resources [4]. - The city supports the development of the new energy battery industry, particularly in lithium batteries, to meet market demands, fostering collaboration among local enterprises [6]. Urban Development - Xiangyang has been recognized as a national civilized city, balancing modernity and tradition while enhancing urban infrastructure and green spaces [7]. - The city has completed 197 renovations of old residential areas and increased green space by 1.53 million square meters, contributing to improved environmental quality [7]. Rural Revitalization - The city has initiated four actions for rural revitalization, enhancing rural functionality and upgrading industries, leading to improved living standards [10]. - New rural residents are establishing businesses, such as cafes, attracting urban visitors and promoting rural tourism [10].

Core Viewpoint - The company is facing significant challenges in its performance for the first half of 2025 due to changes in the global economic environment and international trade policies, but it is actively seeking growth through transformation and strategic initiatives [1]. External Environment Impact - The company's core market, the United States, has been adversely affected by new tariff policies, leading to a pause in orders from U.S. customers and a shift of orders to Southeast Asia, resulting in an order gap. The U.S. market accounts for approximately 50% of the company's total business, making this impact particularly significant [2]. - The European market is experiencing intense competition, and the low profit margins in the "Belt and Road" markets are causing customers to increasingly lean towards Europe, exacerbating the decline in the company's overall gross margin to 19.68% [2]. Cost Increase - To achieve long-term sustainable development, the company has been pushing forward with strategic transformation, which has led to increased short-term costs due to various factors. - The company has made substantial investments in research and development, with new R&D personnel and related expenses amounting to nearly 2.4675 million yuan during the reporting period. Additionally, the company has initiated a stock incentive plan for core employees, incurring expenses of 3.8893 million yuan [3]. - The company has also incurred significant initial investments in its Vietnam factory, resulting in a loss of 8.051 million yuan during the reporting period. Furthermore, the establishment of a domestic sales subsidiary has increased operational costs as the company develops products tailored to the domestic market [3]. Channel Optimization - The company operates through both online and offline channels, with online sales having been developed since 2018. The e-commerce business accounted for 13.54% of total sales in 2024, with online sales revenue increasing by 58.64% year-on-year [4]. - The company has restructured its e-commerce segment by introducing new talent and forming a centralized e-commerce team to enhance support and oversight of its various e-commerce subsidiaries [4]. - The Vietnam factory officially commenced production in June 2025, with expectations for capacity to gradually increase in the second half of the year, which will help mitigate market risks and improve supply assurance for overseas customers [4]. New Business Growth - The company plans to launch lithium battery garden products and low-voltage lithium battery products in the second half of this year, which are expected to create new growth opportunities and gradually restore growth momentum [5].