2025广州车展上，广汽集团（601238）董事长冯兴亚宣布，广汽集团于广州番禺建设的全固态电池中试产线近期已正 式建成并投产。该产线成功打通全固态电池的制造全流程，在行业内率先具备60Ah以上车规级全固态电池规模量产条 件。该产线的正式投产标志着广汽向2026年实现全固态电池装车搭载目标迈出关键一步。 同时，广汽集团成功开发出大宽幅、高韧性硫化物全固态电解质膜，确保全固态电池的性能可以有效发挥；在电极工 艺上，干法电极技术实现了7.7mAh/cm以上高面容量正极的连续化制备，为高比能全固态电池的制备奠定基础。此 外，第三代海绵硅负极技术的应用，有效提高了负极的性能发挥，其可逆容量达传统石墨负极4倍以上，且循环稳定 性大幅提升。 在全力推进全固态电池产业化的同时，广汽集团坚持多元技术路线并行，在新型能源技术领域持续多点发力。今年上 半年，广汽首台高性能氢燃料电池电堆正式下线，该电堆攻克了一体化单电池与一体化箱封技术，以及超精细均一化 长寿命超薄钛材极板的技术难题，采用了高性能膜电极技术和多重安全防护技术，功率密度已突破7.5kW/L，同时体 积缩减30%，重量降低25%，达到行业领先水平，具备高集成性、高能量 ...

Core Viewpoint - GAC Aion has been recognized as a global unicorn for three consecutive years, ranking 50th in the latest Hurun Research Institute's "2025 Global Unicorn List," and remains the largest new energy vehicle unicorn globally, highlighting its strong position in the competitive new energy vehicle market [1] Advanced Technology Reserve - Advanced technology reserves are identified as the core driving force for sustainable development [2] Safety and Battery Technology - The upcoming GB 38031-2025 battery national standard represents a significant enhancement of safety benchmarks in the industry. GAC Aion's modular battery technology, launched in 2021, meets the new standard's core requirements five years in advance, achieving a record of zero self-ignition among 1.3 million users, showcasing the effectiveness of its self-research system in ensuring safety [3] Intelligent Driving - GAC Aion has addressed the long-standing "technology stratification" issue in the industry by introducing LiDAR technology into mainstream models priced below 150,000 yuan, thus accelerating the popularization of intelligent driving. This move is a result of scaled procurement and self-developed algorithms that lower marginal costs [4] Smart Mobility and Collaboration - GAC Aion is actively working towards the ultimate form of smart mobility, with plans to mass-produce L4 autonomous driving vehicles by the end of 2025 and initiate demonstration operations in major cities by 2026. The collaboration with Didi in the AIDI plan exemplifies its commitment to practical applications rather than mere conceptual showcases [5] Market Performance - GAC Aion's models, such as AION Y and AION RT, have gained significant traction in the market, with AION Y Plus maintaining a strong competitive position in the A-class pure electric SUV sales ranking [6] Charging Network Development - GAC Aion is proactively addressing the industry's charging network challenges by building its own fast-charging stations, with 13,659 stations established by June 2025, and a goal of achieving a density of 10 stations per square kilometer in key urban areas. This approach enhances user experience and redefines the responsibility of charging infrastructure in the industry [7][8] Globalization Strategy - GAC Aion's globalization strategy focuses on building a comprehensive value chain system rather than merely exporting products. The establishment of a smart factory in Indonesia allows for flexible production and local service integration, enhancing user satisfaction and establishing a unified quality standard [9][10] Market Impact - The effectiveness of GAC Aion's strategy is reflected in its market performance, with significant sales growth in Thailand and Indonesia, and a ranking of eighth in global new energy vehicle sales in 2024, solidifying its position as a leading player in the industry [11]

Core Viewpoint - The Ministry of Industry and Information Technology has officially released the "Safety Requirements for Power Batteries for Electric Vehicles," which will be implemented on July 1, 2026, marking it as the "strictest battery safety regulation in history" due to its mandatory requirement for batteries to not catch fire or explode [1] Industry Impact - The new standard is expected to increase R&D costs for automotive manufacturers and may lead to a reshuffling of the industry, promoting concentration and standardization of technology [1] - A survey indicated that 78% of the 36 automotive and battery companies interviewed have the technical capability to ensure batteries do not catch fire or explode, while an additional 14% expect to achieve this capability by 2026-2027 [1] Technological Developments - Several battery manufacturers are enhancing battery safety through innovative designs, such as GAC Aion's modular battery technology, BYD's blade battery, and CATL's Kirin battery, which utilize various safety features to prevent thermal runaway [2] Safety Concerns - There is a discrepancy between laboratory testing and real-world incidents, as multiple battery cells may fail simultaneously in actual accidents, raising questions about the objectivity and authority of safety test results [3] - Issues have been reported regarding data manipulation by manufacturers during third-party testing, which can affect the accuracy of accident responsibility assessments [3] Market Dynamics - The new standard will apply to newly approved vehicle models starting July 1, 2026, and to existing models by July 1, 2027, creating a one-year transition period for existing models to comply or exit the market, potentially leading to a clearance sale of older models in late 2026 [4] - The increase in battery safety requirements will likely lead to higher production costs, which will be passed on to consumers, further reshaping the electric vehicle market [4]