炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：上市之家 信任是比技术更贵的资产。 一张来自法院的传票，将欣旺达这个动力电池行业的明星二线供应商，瞬间推到了悬崖边缘。 12月29日，受吉利旗下公司起诉消息影响，欣旺达开盘暴跌15.97%，股价创下数月新低。这场索赔金 额高达23.14亿元的商业纠纷，或许正在演变为一场对这家电池供应商的信任危机。 01 危机 根据公告，原告威睿电动汽车技术有限公司在民事起诉状中指控，欣旺达动力在2021年6月至2023年12 月期间向其交付的电芯存在质量问题，要求赔偿损失及费用共计23.14亿元。 威睿动力是吉利系企业，其控股股东为极氪汽车，另一大股东则是吉利汽车。 对欣旺达来说，这个数字几乎是其2023年和2024年两年归母净利润的总和。 吉利汽车PMA平台应用极氪、smart、沃尔沃和吉利几何等品牌产品。随着极氪001在2022年售出超过7 万辆，其中搭载欣旺达电芯的WE86版占比超过60%。 吉利方面并非没有预警。公开信息显示，从2023年开始，大量极氪001 WE86车主反映车辆存在充电速 度变慢、感知电量不准等问题。2024年12月，极 ...

理想汽车给准车主们出了一道选择题，但把自己深层次的问题暴露出来了。 近日，理想汽车向理想i6准车主们推送了"电池选择意向调研"。简单点说就是，理想i6以前电池只有宁德时代的，现在增加了一个欣旺达电池。准车主如 果坚持选宁德时代，那你就多等一些日子，如果改选欣旺达电池，不仅让你早点开上车，还送你价值3999元的动力电池延保权益。 当准车主们收到这条推送时，一场关于价值的复杂博弈正式上演。 这看似是一道给予消费者自主权的"选择题"，实则已演变为夹杂着提车焦虑、补偿诱惑与核心部件隐性降级的"必答题"，也隐藏着一个根本性的逻辑悖论 ——如果两款电池在性能、安全和长期可靠性上真如宣传所称"完全一致"，为什么需要这笔特殊的"补偿"？ 当一家车企试图用简单的等式"宁德时代=欣旺达+3999元"来定义"安心"时，他们惊讶地发现：这届消费者的智商税不那么好割了。 因为，大多数准车主给销售的答复简单直接："没有意向"。 1. 精心策划的"焦虑营销" 整个选择流程的设计，是一场对消费心理的精准操控。 当销售顾问用"选择欣旺达版本更快提车"作为开场白时，一场微妙的心理游戏就此展开。企业面临的成本等压力，被巧妙地转化为促使消费者做出对 ...

Core Viewpoint - The article discusses the strategic decision-making of Li Auto regarding battery suppliers, specifically comparing CATL and A123, highlighting the implications for consumer perception and supply chain security [1][2]. Group 1: Supplier Strategy - Li Auto aims to ensure long-term supply chain security by having at least two battery suppliers, which are CATL and A123 [1]. - Due to consumer preference for CATL batteries, Li Auto has committed to using CATL batteries for the i6 model until December 2025, after which A123 batteries will be supplied with an additional warranty [1][2]. Group 2: Consumer Perception - A significant portion of consumers is skeptical about Li Auto's claim that there is no difference between CATL and A123 batteries, influenced by several factors including price, market share, and advertising [3]. - Consumers often associate higher prices and market dominance with better quality, leading to doubts about A123's equivalence to CATL [3][4]. Group 3: Technical Comparisons - The article emphasizes that the differences between lithium iron phosphate (LFP) and ternary lithium batteries are minimal, suggesting that A123's batteries may not be inferior to CATL's [5][6]. - Li Auto's narrative that both battery types meet the same design standards lacks detailed data to convince skeptical consumers [6]. Group 4: Market Dynamics - The potential for consumer choice in battery brands could lead to a higher proportion of CATL batteries in the long run, which may create an imbalance in consumer satisfaction [2][4]. - The article suggests that Li Auto's strategy may face challenges in maintaining consumer trust if the perceived quality of A123 batteries does not align with consumer expectations [3][6].