以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 导语：宁德时代的"换电"建立在标准化动力电池包上，而蔚来重资"基建"成效有限。 宁德时代创始人曾毓群的办公室，曾经常年挂着一副字：赌性坚强。 有人问他，为什么不挂福建人最信的"爱拼才会赢"？曾毓群答道："光拼是不够的，那是体力活。赌才是脑力活。" 但2023年，他把字换了。 三场豪赌 当曾毓群决定在2011年ALL IN动力电池时，宁德时代迎来了一场必须全力压上的技术赌局。 那一年，宝马正在打造自己的首款电动车"之诺1E"，因为本已谈好的国内电池供应商合作告吹，宁德时代得到了这个宝贵机会。 宝马的要求并不简单：一套标注着各种需求和参数的电池技术文档，整整800页。 但曾毓群仍然一定要拿下这个客户。 两年时间，宁德时代与宝马的工艺专家一起吃透了这份技术规范书，并建起了全亚洲最大的动力电池测试中心，顺手学会了德系标准的生产与管 理体系。 这一赌，让宁德时代成为了宝马在大中华地区唯一的电池供应商。此后，它的客户名单里，陆续又加入了北汽、吉利、东风、长安等车企。 但当时的宁德时代，局面还没有完全打开。 当时的动力电池市场，松下和LG ...

以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 作 者：陈斯文 来 源：华商韬略（ID：hstl8888） 宁德时代创始人曾毓群的办公室，曾经常年挂着一副字： 赌性坚强。 有人问他，为什么不挂福建人最信的"爱拼才会赢"？曾毓群答道："光拼是不够的，那是体力活。赌才是脑 力活。" 但2023年，他把字换了。 01 三场豪赌 当曾毓群决定在2011年ALL IN动力电池时，宁德时代迎来了一场必须全力压上的技术赌局。 那一年，宝马正在打造自己的首款电动车"之诺1E"，因为本已谈好的国内电池供应商合作告吹，宁德时代 得到了这个宝贵机会。 宝马的要求并不简单：一套标注着各种需求和参数的电池技术文档，整整800页。 但曾毓群仍然一定要拿下这个客户。 两年时间，宁德时代与宝马的工艺专家一起吃透了这份技术规范书，并建起了全亚洲最大的动力电池测试 中心，顺手学会了德系标准的生产与管理体系。 这一赌，让宁德时代成为了宝马在大中华地区唯一的电池供应商。此后，它的客户名单里，陆续又加入了 北汽、吉利、东风、长安等车企。 但当时的宁德时代，局面还没有完全打开。 2015年，国家层面公布的"动力电池 ...

Core Insights - ZhiFeng Industrial Electronics Group has signed a cooperation memorandum with Bayambang City, Philippines, to promote electric motorcycle and battery swapping projects, marking a significant step in the company's global renewable energy strategy [1][3][4] Group 1: Project Details - The cooperation aims to replace approximately 6,000 traditional fuel motorcycles within the first year, with a target of 30,000 units over three years, and an overall goal of 200,000 electric motorcycle replacements in the surrounding areas [3][4] - ZhiFeng has developed various products in the renewable energy sector, including charging stations, electric motorcycles, battery swapping systems, and energy storage products, supported by an intelligent management system for monitoring and remote control [3][4] Group 2: Market Context - The Philippines has prioritized renewable energy and climate change in its policies, implementing zero tariffs on imported electric vehicles and expanding tax incentives for hybrid and electric motorcycles, aiming for a 75% reduction in greenhouse gas emissions by 2030 [4] - Bayambang City, with a population of approximately 3.04 million, is positioned to benefit from the renewable energy project, which is expected to enhance the local renewable energy industry and create more job opportunities [4] Group 3: Strategic Importance - The partnership is seen as a crucial step towards sustainable development in the region, with ZhiFeng's chairman emphasizing the importance of reducing urban carbon emissions and improving air quality through this initiative [5]

Event Overview - The 2025 Fifth Start Two-Wheeled Vehicle Battery Swap Conference and Lightweight Power Battery Technology Summit will be held on July 10-11, 2025, in Shenzhen, with the theme "Battery Swap City, Smart Two-Wheelers" [1] - The event is organized by Start Lithium Battery, Start Sodium Battery, Start Two-Wheeled Vehicles, and Battery Swap [1] - The expected scale of the event is over 600 participants [1] Participating Companies - Notable sponsors and partners include Yadi Technology Group, Tailin Group, New Day Co., Cainaio Group, Dudu Battery Swap, and many others [1] - A diverse range of companies from the electric vehicle and battery sectors will participate, including leaders in battery technology and electric mobility [2][3][4] Conference Agenda - The conference will feature a closed-door meeting for selected industry leaders on July 10, followed by a series of forums and discussions on July 11 [9][10] - Key topics include the trends in battery swapping, safety solutions for electric two-wheelers, and the future of battery technology [9][10][11] Registration and Fees - Two registration packages are available: Package A for 2888 RMB per person, including one-day hotel accommodation and a white paper, and Package B for 2288 RMB, which includes lunch and the white paper [12][13] Keynote Speakers and Panels - The event will feature prominent speakers from various companies, discussing innovations in battery technology and the future of electric two-wheelers [10][11] - Roundtable discussions will address challenges and trends in the electric two-wheeler market, including safety and technology standards [10][11]

撰 文 / 张霖郁 设 计 / 琚 佳 设 计 / R e u t e rs 据路透社报道，宁德时代正与蔚来洽谈蔚来能源的控股权。 消息人士称，宁德时代是在3月17日晚宣布向蔚来能源注入不超过25亿元的战略投资后提出该项提 议。 截至到4月6日，蔚来共有3245座换电站。 消息人士没有透露宁德时代对这一交易的报价，不过其中一位人士表示，2024年的一轮融资中， 蔚来能源的估值超过100亿元。 关于此项谈判，宁德时代没有回应路透社的询问请求。 蔚来回应路透社的置评请求时回复道："蔚来汽车和宁德时代将深化资本和业务合作，进一步巩固 战略合作伙伴关系，共同打造全球最大的换电网络。" 宁德时代正加大对换电设施的投资，董事长曾毓群希望找到新的增长点，重塑这家已成立25年的 龙头企业，力图从电池制造成功转向绿色能源供应商。 宁德时代的目标是让中国三分之一的加油站转型为绿色能源补给站。 2024年12月18日，其举行了"巧克力换电生态大会"，当时发布了新一代换电解决方案，宁德时代 宣布将自建1000座换电站，推出20号、25号两种标准化换电电池。同时，与其他企业成为合作伙 伴，计划构建换电新生态。 4个多月后，2025年4 ...