备受关注的23.14亿天价索赔案迎来最新进展。 2月6日，欣旺达（300207）发布公告称，公司已与威睿电动（极氪控股子公司）在一审阶段达成和解。 这场和解的背后是欣旺达承认公司在更换动力电池包一事中的相关责任并将承担对应费用。 费用分担上，双方约定，动力电池包更换的所有费用按实际成本计算。经双方核对确认后，按约定比例共同承担。处理后的旧电池包全部归欣旺达所有。 对于2025年12月31日前已发生的费用，在扣除欣旺达已支付的部分后，欣旺达还需向威睿动力支付6.08亿元剩余款项。2025年12月31日后产生的新费用， 双方将按协议约定的比例分担。 双方的合作源于2021年，彼时极氪为保障供应链安全并获得议价权，引入欣旺达作为宁德时代（300750）之外的第二供应商，双方甚至合资成立山东吉利 欣旺达动力电池有限公司来深化绑定，形成"主供宁德时代、二供欣旺达"的分层供应方案——长续航版搭载宁德时代100度电电池包，性能版（WE86车 型）则采用欣旺达86度电电池包。 然而合作仅两年后，2023年起大量极氪001 WE86车型车主集中反馈充电速度腰斩、续航衰减显著（冬季实际续航较官方数据少跑150公里）、电量显示不 ...

2025年末，吉利汽车旗下一公司曾以欣旺达子公司交付的电芯存在质量问题，并造成损失为由，向后者 提起诉讼并索赔23亿元，此事近期迎来新进展。2月6日，欣旺达及涉事子公司欣旺达动力同步发布公告 称双方已达成和解。 2月6日盘后，欣旺达动力在公众号发布的《关于欣旺达动力与威睿达成和解的声明》显示，此前，威睿 电动汽车技术（宁波）有限公司（以下简称"威睿公司"）与欣旺达动力科技股份有限公司（以下简 称"欣旺达动力"）因合同执行纠纷引发诉讼，双方经充分沟通与友好协商已达成和解，欣旺达同步发布 的公告《关于子公司重大诉讼进展暨签订的公告》显示，双方在一审阶段达成和解，原告将在《和解协 议》生效后撤回起诉，预计对上市公司2025年归母净利润的影响为5亿元至8亿元。 公告披露的和解内容显示，双方同意对于更换动力电池包相关的费用按照实际成本进行认定，根据实际 发生金额经双方核对后确认，双方商定按比例分担该实际发生金额，同时，事件处理后的相关电池包全 部归欣旺达动力所有。 具体而言，对于截至2025年12月31日已经实际发生的成本费用金额，综合考虑各种因素及双方核算的结 果，扣除欣旺达动力已实际承担的金额后，欣旺达动力应向威睿 ...

Core Viewpoint - Xiwanda Electronics Co., Ltd. announced that its wholly-owned subsidiary, Xiwanda Power Technology Co., Ltd., reached a settlement agreement with Weir Electric Vehicle Technology (Ningbo) Co., Ltd. regarding a significant sales contract dispute, leading to the withdrawal of the lawsuit by Weir Electric [1][3]. Group 1: Settlement Agreement Details - The agreement stipulates that all costs related to the replacement of power battery packs will be calculated based on actual costs and shared according to an agreed ratio, with all related battery packs belonging to Xiwanda Power after the resolution [3]. - Xiwanda Power is required to pay Weir Electric a remaining amount of 608 million yuan after deducting the costs already borne by Xiwanda Power, with a payment schedule extending over five years [3]. - The payment plan includes specific percentages to be paid in each year from 2026 to 2030, with 60% due in 2026 and the remaining balance to be settled by 2030 [3]. Group 2: Background and Industry Context - The dispute originated from a lawsuit filed by Weir Electric in December 2025, claiming damages of 2.314 billion yuan due to quality issues with battery cells delivered between June 2021 and December 2023 [4]. - Geely Electric, a subsidiary of Geely Holding Group, is a key player in the new energy vehicle sector, focusing on the development and manufacturing of core components such as power batteries and electric drive systems [4]. - Geely has adopted a multi-faceted strategy in the new energy sector, with plans to launch its self-developed all-solid-state battery by 2026 [5]. - In 2025, Geely's total sales reached 4.116 million units, a 26% increase year-on-year, with new energy vehicle sales growing by 58%, achieving a penetration rate of 56% [6].

预计影响净利5-8亿元。 作者 | 张睿 编辑 | 志豪 欣旺达将至少向吉利支付剩余金额6.08亿！双方达成和解。 车东西2月6日消息，今日，欣旺达电子股份有限公司发布关于子公司重大诉讼进展暨签订《和解协议》的公告。 公告显示，欣旺达电子股份有限公司（以下简称"欣旺达"）的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"） 与吉利控股集团旗下子公 司威睿电动汽车技术（宁波）有限公司（以下简称"威睿"）在一审阶段达成和解，威睿将在《和解协议》生效后撤回起诉。 1、双方同意对于更换动力电池包相关的费用按照实际成本进行认定，根据实际发生金额经双方核对后确认，双方商定按比例分担该实际发生金额。同 时，事件处理后的相关电池包全部归欣旺达动力所有。 2、对于截至2025年12月31日（涵盖了威睿起诉前的全部实际发生金额）已经实际发生的成本费用金额，综合考虑各种因素及双方核算的结果，扣除欣旺 达动力已实际承担的金额后，欣旺达动力应向威睿支付的剩余金额为6.08亿元；对于2025年12月31日之后实际发生的成本费用金额，双方按协议约定比例 分担；事件处理后的相关电池包全部归欣旺达动力所有。 3、按照国家相关主管机构的 ...

Core Viewpoint - XINWANDA reached a settlement with WEIRUI Electric, resolving a lawsuit regarding battery quality issues, with WEIRUI agreeing to withdraw its lawsuit after the settlement agreement takes effect [2][3]. Group 1: Settlement Details - WEIRUI Electric filed a lawsuit against XINWANDA for damages amounting to 2.314 billion yuan due to alleged quality issues with battery cells delivered between June 2021 and December 2023 [3]. - According to the settlement agreement, costs related to replacing the battery packs will be recognized based on actual costs, with both parties agreeing to share these costs proportionally [3]. - XINWANDA is required to pay WEIRUI a remaining amount of 608 million yuan, with costs incurred after December 31, 2025, to be shared according to the agreement [3]. Group 2: Financial Impact - The settlement is expected to impact XINWANDA's net profit attributable to shareholders by 500 million to 800 million yuan in 2025, considering warranty provisions and the realizable value of the battery packs [3]. - The settlement aims to protect consumer interests while aligning with the healthy development of the industry [4].

作者丨彭鑫 编辑丨安安 2月6日，欣旺达发布公告称，欣旺达的子公司欣旺达动力科技股份有限公司与吉利系公司威睿电动汽车 技术（宁波）有限公司在一审阶段达成和解，后者将在《和解协议》生效后撤回起诉。双方同意对于更 换动力电池包相关的费用按照实际成本进行认定，根据实际发生金额经双方核对后确认，双方商定按比 例分担该实际发生金额，同时，事件处理后的相关电池包全部归欣旺达所有。欣旺达预计，本次事件对 上市公司2025年归母净利润的影响为5亿~8亿元。 ...

编辑｜瑜见 欣旺达预计，本次事件对上市公司2025年归母净利润的影响为5亿~8亿元。 记者｜肖逸思 2月6日，欣旺达发布公告称，欣旺达的子公司欣旺达动力科技股份有限公司与吉利系公司威睿电动汽车 技术（宁波）有限公司在一审阶段达成和解，后者将在《和解协议》生效后撤回起诉。 双方同意对于更换动力电池包相关的费用按照实际成本进行认定，根据实际发生金额经双方核对后确 认，双方商定按比例分担该实际发生金额，同时，事件处理后的相关电池包全部归欣旺达所有。 ...

2月6日，欣旺达发布公告称，欣旺达的子公司欣旺达动力科技股份有限公司与吉利系公司威睿电动汽车 技术（宁波）有限公司在一审阶段达成和解，后者将在《和解协议》生效后撤回起诉。双方同意对于更 换动力电池包相关的费用按照实际成本进行认定，根据实际发生金额经双方核对后确认，双方商定按比 例分担该实际发生金额，同时，事件处理后的相关电池包全部归欣旺达所有。欣旺达预计，本次事件对 上市公司2025年归母净利润的影响为5亿~8亿元。（第一财经记者 肖逸思） ...

记者｜肖逸思 编辑 ｜瑜见 欣旺达预计，本次事件对上市公司2025年归母净利润的影响为5亿~8亿元。 2月6日，欣旺达发布公告称，欣旺达的子公司欣旺达动力科技股份有限公司与吉利系公司威睿电动汽 车技术（宁波）有限公司在一审阶段达成和解，后者将在《和解协议》生效后撤回起诉。 双方同意对于更换动力电池包相关的费用按照实际成本进行认定，根据实际发生金额经双方核对后确 认，双方商定按比例分担该实际发生金额，同时，事件处理后的相关电池包全部归欣旺达所有。 ...

Group 1 - The core viewpoint of the article highlights the trend of increasing battery capacities in range-extended electric vehicles (REEVs) in the Chinese market, with a clear stratification in battery capacities across different price segments by 2025 [1][11]. - The mainstream battery capacity for entry and mid-range REEVs is concentrated between 28-40 kWh, corresponding to a pure electric range of 200-300 km [3][10]. - High-end REEVs are expected to feature battery capacities of 60-80 kWh, with some models exceeding 80 kWh, aligning closely with or surpassing mainstream pure electric vehicles [2][8]. Group 2 - The Ideal L series models, including L7, L8, and L9, are set to have a main battery capacity of 52.3 kWh, making them a dominant configuration in the mid-to-high-end market [4]. - The Wanjie M series models, such as M7, M8, and M9, will have main battery capacities ranging from 42 to 53.4 kWh, with higher configurations reaching up to 53.4 kWh [4]. - The Xiaopeng X9 features a battery capacity of 63.3 kWh, while the Zhiji LS6 and the Zunji S800 have capacities of 66 kWh and 65 kWh respectively, both offering a pure electric range exceeding 450 km [5][6]. Group 3 - The industry is witnessing a trend towards "increased capacity big batteries," with high-end models' battery capacities now comparable to mainstream pure electric vehicles, such as the 80.3 kWh battery in the Leap D19 [8]. - The competition in the high-end market is focusing on "pure electric first," with range extenders serving as a backup solution, leading to a consensus on the need for large capacity and long range [9]. - By 2025, most new REEV products are expected to standardize battery capacities of 60 kWh and above, with high-end models likely to approach or exceed those of some pure electric vehicles [9][12].