【生态环境周观察】旨在将每周全球生态环境领域最重要的政策、事件、讨论、数据呈现在读者面前， 用最真实、前沿的信息，捕捉我们身边微小而重要的变化。环球同此凉热，视野点亮未来。 中国宣布2035年前电、光伏装机力争达到36亿千瓦目标 9月24日，中国宣布了《巴黎协定》达成10周年节点的新一轮国家自主贡献：到2035年，中国全经济范 围温室气体净排放量比峰值下降7%-10%，力争做得更好，非化石能源消费占能源消费总量的比重达到 30%以上，风电和太阳能发电总装机容量达到2020年的6倍以上、力争达到36亿千瓦，森林蓄积量达到 240亿立方米以上；新能源汽车成为新销售车辆的主流，全国碳排放权交易市场覆盖主要高排放行业， 气候适应型社会基本建成。 事件 理想汽车与欣旺达成立合资公司 根据智通财经9月23日发布的报道，电池巨头欣旺达旗下的欣旺达动力与理想汽车计划以50：50的出资 比例成立合资公司。公示信息，欣旺达动力与北京理想签署《合资经营合同》，拟共同设立合营企业。 合营企业将主要从事电动汽车用锂离子动力电池的生产、制造、销售等业务。本次交易后，北京理想和 欣旺达动力将分别持有合营企业50%、50%股权。值得一提的是 ...

Core Insights - The joint venture model between core battery suppliers and automotive companies is gaining traction in the automotive industry due to its synergistic effects in scale growth, collaborative innovation, and cost reduction [1][4][6] Joint Ventures and Collaborations - Li Auto and Aoxin Wanda Electronics' subsidiary, Aoxin Wanda Power Technology, have established a 50:50 joint venture named Shandong Li Auto Battery Co., Ltd., focusing on the production and sales of lithium-ion power batteries for electric vehicles [1] - Aoxin Wanda Power is not the first to partner with automotive companies; it has previously collaborated with Dongfeng Group to establish Hubei Dongyu Xinshi New Energy Co., Ltd., marking a significant milestone in their deep cooperation in the power battery sector [4][5] Technological Advancements - Aoxin Wanda Power has made significant technological breakthroughs in collaboration with Renault-Nissan, focusing on high power, long life, and safety in battery technology, which has been integrated into Dongfeng Nissan's products [5] - The establishment of Dongyu Xinshi has led to rapid production capacity growth, supporting Dongfeng's electric vehicle transformation [5][6] Industry Trends - The relationship between automotive companies and core suppliers is evolving from a simple supplier-customer dynamic to a collaborative partnership, emphasizing joint innovation and co-creation [6][9] - Aoxin Wanda Power's Vice President highlighted the importance of understanding both B-end (automakers) and C-end (consumers) needs, indicating a shift in the supplier's role towards a more integrated approach [9][18] Market Performance - Dongfeng Nissan's N7 model achieved a monthly sales record of over 10,000 units, reflecting the successful collaboration with Aoxin Wanda Power, which has been the exclusive battery supplier for this model [10][13] Production Efficiency - The establishment of a smart manufacturing line at Dongyu Xinshi has significantly improved production efficiency and product quality, achieving over 98% improvement compared to traditional automation methods [13][17] - The focus on production efficiency and cost-effectiveness is crucial for the competitiveness of new ultra-fast charging battery projects [17] Sustainable Development - Aoxin Wanda Power is actively participating in the global battery alliance and is involved in the development of battery passport standards, aiming to promote sustainability in the battery industry [18][19] - The company is also contributing to the digital platform for battery ID, enhancing lifecycle traceability and management for automotive companies [19]

Core Viewpoint - The establishment of a joint venture between Xinwanda Power Technology Co., Ltd. and Li Auto marks a significant step in Li Auto's strategy to enhance its supply chain through self-research and manufacturing, particularly in the context of rising battery costs impacting overall vehicle expenses [1][7]. Group 1: Joint Venture Details - The joint venture, Shandong Li Auto Battery Co., Ltd., will focus on the production, manufacturing, and sales of lithium-ion power batteries for electric vehicles, with both companies holding a 50% stake [1]. - This collaboration builds on an 8-year history of partnership between Xinwanda and Li Auto, which has included deep cooperation in R&D, quality, manufacturing, delivery, and customer service [3]. Group 2: Financial Context - Li Auto's Q2 2025 financial report indicated a revenue of RMB 30.246 billion, a year-on-year decline of 4.5%, with net profit remaining nearly unchanged at RMB 10.97 billion [8]. - The company has experienced a continuous decline in vehicle sales for three consecutive months, prompting the need for supply chain optimization to support operations [7][10]. Group 3: Industry Trends - The trend of automakers forming joint ventures with battery manufacturers is becoming more common, as seen with other companies like Dongfeng Group and CATL, to ensure supply chain security and improve profit structures [4][5]. - The battery segment has increasingly concentrated industry profits, with significant profit margins available as the electric vehicle market expands [6]. Group 4: Future Outlook - Li Auto's third-quarter guidance suggests a projected vehicle delivery of 90,000 to 95,000 units, representing a year-on-year decrease of 37.8% to 41.1%, with expected revenue between RMB 24.8 billion and RMB 26.2 billion, down 38.8% to 42.1% [10]. - Despite recent sales challenges, Li Auto maintains a strong gross margin, with expectations to sustain a vehicle gross margin around 19% in the upcoming quarter [10][11].

Core Viewpoint - The establishment of a joint venture between Li Auto and Sunwoda Power Technology marks a deepening of their partnership, reflecting a strategic move to enhance supply chain stability in the electric vehicle industry [1][2]. Group 1: Joint Venture Formation - Li Auto and Sunwoda Power Technology have formed a joint venture named Shandong Li Auto Battery Co., Ltd., with a 50:50 investment ratio, focusing on the production and sales of lithium-ion batteries for electric vehicles [1]. - This joint venture is a continuation of their collaboration that began in 2017, indicating a shift towards a more integrated partnership [2]. Group 2: Historical Context and Strategic Importance - In 2022, Li Auto invested 400 million yuan in Sunwoda, acquiring a 3.22% stake, which established a dual role as both a customer and shareholder, laying a solid foundation for future cooperation [3]. - As of March 2025, Li Auto has become one of Sunwoda's top five customers, contributing 5.8% to its revenue, with key models like L6, L7 Air, and L8 Air utilizing Sunwoda batteries [3]. Group 3: Industry Dynamics and Supply Chain Strategy - The joint venture is seen as a necessary response to industry changes, with Li Auto aiming to stabilize its supply chain where battery costs account for 30%-40% of vehicle production costs [3][4]. - Sunwoda's strategy involves deepening ties with leading automakers to secure stable sales and transition from a supplier to a profit-sharing partner [4]. Group 4: Operational Goals and Market Positioning - The joint venture will be led by Li Auto in product, process, and material design, with a target to achieve mass production of self-developed batteries by 2026 [4]. - The collaboration reflects a broader trend in the electric vehicle sector where automakers and battery manufacturers are forming joint ventures to ensure supply chain security and enhance production efficiency [5]. Group 5: Competitive Landscape and Risks - The partnership model has been validated by other industry examples, such as BYD and FAW, indicating a mature paradigm for supply chain collaboration [5]. - However, risks associated with deep integration exist, such as potential impacts on short-term orders if vehicle models change, highlighting the need for a balanced supply chain strategy [5][6]. - Li Auto's simultaneous agreement with CATL for a five-year strategic partnership underscores the importance of supply chain diversification while maintaining competitive pressure on Sunwoda [6].

Group 1 - The core point of the article is the establishment of a joint venture between Li Auto and Xinwanda to produce lithium-ion batteries for electric vehicles [1] - The joint venture, named Shandong Li Auto Battery Co., Ltd., is equally owned by both companies, each holding 50% of the shares [1] - The company has completed registration with the Shanghai Market Supervision Administration and will focus on the production, manufacturing, and sales of electric vehicle batteries [1]

Group 1 - Li Auto and Xinwanda established a joint venture company, Shandong Li Auto Battery Co., Ltd., with a 50:50 investment ratio, focusing on the production and sales of lithium-ion batteries for electric vehicles [2] - The 2026 Avita 07 was officially launched, featuring Huawei's QianKun ADS 4 and HarmonySpace 5, with a starting price of 219,900 yuan, available in both extended range and pure electric versions [2] - GAC Group signed a cooperation agreement to invest $19 million in a KD factory in Cambodia, with an annual production capacity of 15,000 units, expected to be completed by December 2025 and start production in January 2026 [2] - Great Wall Motors announced the launch of the V6 Cannon pickup truck on September 23, with a pre-sale price starting at 229,800 yuan, featuring a 3.0T V6 engine and various off-road configurations [2]

9月19日消息，据36氪汽车报道，理想汽车与欣旺达将以50:50的出资比例成立合资公司，目前该合资公司已经在上海市场监督管理局备案公 示。 据公示信息，两个合资主体分别为北京理想汽车有限公司（"北京理想"）与欣旺达动力科技股份有限公司（"欣旺达动力"），合营企业将主 要从事电动汽车用锂离子动力电池的生产、制造、销售等业务。 行业人士分析，与欣旺达成立电池合资公司后，理想的自研电池叫"理想电池"就更加名正言顺，甚至"电池铭牌都可以是理想电池"。 （ 来 源：快科技） 往 期 回 顾 | 01 | ｜ 产值200亿！吉利旗下电池项目落地成都 | | | --- | --- | --- | | 02 | ｜ 比克电池以"真安全+超经济"双引擎驱动，亮相摩博会 | | | 03 | ｜ CINE2025固态电池展暨固态电池行业年会定档11月6-8日，广州举办！ | | | | ｜ | 2025第十一届起点锂电行业年会、起点用户侧储能电池技术论坛12月17-19日深圳 | 04 04 举办！ 该合资公司注册名为山东理想汽车电池有限公司，将用于生产理想汽车自研的动力电池产品，明年就能上车。 报道援引知情人士消息称，理想与 ...

Core Viewpoint - The establishment of a joint venture between Li Auto and Sunwoda Power Technology aims to enhance the production and supply of lithium-ion batteries for electric vehicles, reflecting a strategic move to strengthen supply chain resilience and competitiveness in the automotive industry [4][9]. Group 1: Joint Venture Details - The joint venture is a 50:50 partnership between Beijing Li Auto and Sunwoda Power Technology, focusing on the production, manufacturing, and sales of lithium-ion batteries for electric vehicles [3]. - This collaboration is part of a broader trend in the industry where automakers and battery manufacturers form joint ventures to address supply chain challenges and improve competitive positioning [4]. Group 2: Strategic Importance - Analysts suggest that such joint ventures allow automakers to secure priority access to battery production capacity, ensuring stability in production and delivery [4]. - The partnership also enables automakers to engage in core battery research and manufacturing, sharing profits in this high-margin sector, while battery suppliers can mitigate investment risks [4]. Group 3: Additional Collaborations - Recently, Li Auto signed a five-year comprehensive strategic cooperation agreement with CATL, focusing on battery safety and ultra-fast charging technology, which will further enhance their collaboration in battery technology innovation and global expansion [4]. - The batteries developed in collaboration with CATL, such as the 5C ultra-fast charging battery for the Li MEGA, highlight the extensive joint development efforts involving large teams from both companies [5]. Group 4: Supply Chain Management - Li Auto's supply chain management is categorized into four levels, employing various cooperation models, including self-research and manufacturing, strategic partnerships, and deep collaborations [7]. - The decision-making process regarding whether to self-develop or source technology from suppliers is based on the technology's impact on product performance and the ability to meet development speed and quality requirements [7][8]. Group 5: Self-Research and Manufacturing Strategy - Li Auto has adopted a self-research and self-manufacturing approach for key components like electric drive and silicon carbide, forming joint ventures with partners for these areas [8]. - The establishment of the joint venture with Sunwoda is seen as a significant step in advancing Li Auto's self-research and self-manufacturing supply chain strategy [9].

Group 1 - The National Medical Insurance Administration has released the 11th batch of centralized drug procurement documents, emphasizing principles of stabilizing clinical needs, ensuring quality, preventing collusion, and avoiding excessive competition [4] - The procurement aims to guarantee clinical medication needs while optimizing measures to enhance quality control standards for bidding companies [4] - Measures to prevent collusion include restrictions on related companies' bidding, the introduction of a "first report leniency" mechanism, and increased efforts to combat collusion [4] Group 2 - Ideal Auto and battery manufacturer Sunwoda have established a joint venture, Shandong Ideal Auto Battery Co., Ltd., with a 50:50 investment ratio, focusing on the production and sales of lithium-ion batteries for electric vehicles [11] - The establishment of this joint venture is expected to enhance Ideal Auto's core technology and market competitiveness in the electric vehicle sector [12] - NIO has announced the launch of its new ES8 model, starting at 406,800 yuan, with various purchase options and benefits for first-time owners, aiming to attract more consumers and increase market share [13]

作者丨彭鑫 9月19日，理想汽车与电池制造商欣旺达动力科技股份有限公司共同成立合资公司——山东理想汽车电 池有限公司，双方出资比例为50:50。该合资公司已于上海市场监督管理局完成备案，将主要从事电动 汽车用锂离子动力电池的生产、制造及销售业务。 这一合作是理想汽车推进"自研自制"供应链战略的重要一步。此前，理想已在电驱动、碳化硅芯片等领 域通过合资模式布局，如：与汇想、斯科半导体等企业成立合资公司。（《科创报日报》） 编辑丨安安 ...