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【2025链博会】宁德时代:聚力“全域电动” 探索绿色转型新路径
Huan Qiu Wang· 2025-07-18 13:33
Core Insights - The forum "Ningde Empowerment: All-domain Electric" aims to explore new application scenarios for power batteries beyond the popular topic of "new energy power batteries" [1] - The event highlights China's strategic shift from being a technology follower to an ecological leader in the new energy sector, providing a valuable practical model for global green transformation [1] Group 1: Electric Vehicles and Logistics - Heavy-duty trucks are identified as a crucial area for electric vehicles, with the "distributed drive + distributed brake" technology supporting road trains seen as a solution for trunk logistics [2] - The integration of Ningde Times' standard battery swap modules is expected to upgrade highway networks into a "flexible railway network," enhancing single-trip capacity by 200%, reducing driver costs by 50%, and lowering energy consumption by 27% [2] - The global market for heavy-duty electric trucks is projected to reach 3 million units by 2030, driving the value of the vehicle, electricity, and charging industry chain to exceed 1 trillion [2] Group 2: Marine Applications - Electric yachts are highlighted as a significant breakthrough in the all-domain electric sector, with China's entertainment vessels numbering only 25,000 [2] - With policy support, affordable electric yachts priced around 200,000 yuan are expected to activate a water consumption demand of 140 million people, creating a market worth 2.8 trillion [2] - The operational costs of electric yachts are only 20% to 30% of those of fuel-powered boats, enabling the creation of multifunctional "water spaces" for living, working, and tourism [2] Group 3: Ecosystem Development - The concept of "ecological magnet" is introduced, where Ningde Times acts as an industry magnet while the government plays the role of a gardener, nurturing technology and facilitating ecosystem connectivity [2] - The ultimate goal is to shift the global industry chain from survival competition to ecological win-win scenarios [2]