得益于硬件与大模型，全新领克08EM-P实现千里浩瀚H7辅助驾驶方案，支持38项辅助驾驶功能，如智 能跟车、车道级红绿灯、城市避让行人、识别无规划道路等。未来，随着辅助驾驶能力的升级与迭代， 千里浩瀚H7方案还可主动感知道路上的动、静态障碍物，支持车位到车位、一键"四抬杆"等功能。 从燃油时代到新能源时代，领克汽车持续对性能与操控进行提升。具体来看，领克07EM-P搭载1.5TEvo 全新电混专用引擎，热效率高达47.26%，CLTC馈电油耗仅3.72L/100km；领克08EM-P采用47.26%行业 领先热效率的1.5TEvo全新电混专用引擎。新车搭载吉利自研的28.3kWh/38.2kWh神盾金砖电池，其全 系标配电池直冷技术和七维无热蔓延防控技术。 领克汽车方面介绍，08EM-P系列车型上市两年以来，凭借设计、驾控体验和安全，累计收获近15万用 户信赖。两款新车在智能座舱、辅助驾驶、全域安全等方面全面升级，目标是10万元至20万元级高端新 能源混动市场。 领克汽车有关负责人对中国证券报记者介绍，全新领克EM-P双子星让激光雷达成为双车全系标配，搭 载英伟达Thor-U芯片，算力高达700TOPS。依托 ...

【DT新材料】 获悉，9月17日， 吉利 旗下闪聚电池成都基地项目签约成都，主要生产电池包，设计年产能超25万套 ，将配套成都及周边的吉利体系 整车企业。预计日产量约600套，投产后五年累计产值可达200亿元。 据悉，在电池领域，吉利旗下已经布局 耀宁 、 极电 和 闪聚 三大板块构成： 耀宁生产的神盾电池主要配套银河品牌，极电生产的金砖电池用于极氪 品牌，二者负责电芯制造，而电池包（PACK）则由闪聚电池负责。 同时，吉利已经并将 电池业务整合为全新集团—— 吉曜通行 。神盾电池与金砖电池统一合并为"神盾金砖电池"品牌，聚焦磷酸铁锂短刀技术路线， 三元电池则继续由 宁德时代、欣旺达、孚能科技 等外部企业供应。 整合后，吉曜通行目标到2027年实现70GWh电池产能，可配套100万辆新能源车。同时，闪聚电池加快全国基地建设，目前已设立浙江、湘潭、贵阳 及成都等项目。 碳材料 X 电池 轻量化、高性能、长寿命、低能耗、高功率、可持续 STOLOR 钢电池 氢燃料电池 锂电池 除核心电池企业外，吉利还通过 耀能、利信能源、安驰新能源、衡远新能源 等控股企业，以及 威睿、耀宁新能源 （动力电池业务划归吉曜通行，储 ...

Core Viewpoint - Geely is significantly adjusting its business layout by streamlining production lines and accelerating the improvement of the battery supply chain, with a recent battery pack project launched in Chengdu [2][4]. Group 1: Business Adjustments and Battery Production - Geely's Chengdu base project under Flash Battery aims to produce over 250,000 battery packs annually, with a projected cumulative output value of 20 billion yuan over five years [2]. - The integration of Geely's battery companies, Yao Ning and Ji Dian, into a new group called Jiyao Tongxing aims to consolidate their strengths and enhance production efficiency [4][6]. - The newly formed Jiyao Tongxing plans to achieve a production capacity of 70 GWh by 2027, sufficient to power 1 million electric vehicles [6]. Group 2: Strategic Focus on Sichuan - Geely is placing significant emphasis on Sichuan, establishing various projects including the headquarters for its eVTOL business and an innovation center for industrial software in Chengdu [10][11]. - The development of the eVTOL aircraft AE200, which has received certification from the Civil Aviation Administration, marks a significant step in Geely's low-altitude economy initiatives [10]. Group 3: Sichuan's Role in the Lithium Battery Industry - Since 2021, the migration to the west has accelerated the development of the lithium battery industry in Sichuan, attracting numerous battery companies and supporting over a thousand upstream and downstream enterprises [12][13]. - Sichuan's abundant natural resources, including large mineral deposits, provide a solid foundation for the growth of the lithium battery industry, ensuring a sustainable supply chain [14].

Core Viewpoint - Geely is consolidating its battery business under the company Jiyao Tongxing, aiming for a production capacity of 70 GWh by 2027, primarily focusing on short blade lithium iron phosphate batteries [1] Group 1: Battery Business Overview - Geely's battery business began its layout around 2019, with the launch of the Jin Zhuan battery on December 15, 2023, emphasizing ultra-fast charging capabilities [1] - The company has three main battery series: ultra-fast charging, high energy density, and super hybrid [1] - The production capacity of the Quzhou base is 24 GWh and is fully operational [1] Group 2: New Developments - Geely is planning to develop square shell batteries and large cylindrical batteries, with the square shell battery expected to be used in the upcoming Star Yao 8 long-range version [1] - The large cylindrical battery is still in the planning stage, potentially following the 4695 scheme [1] Group 3: Implications of Battery Integration - The integration of the battery business allows Geely to self-research and produce batteries, significantly reducing costs and enhancing bargaining power with suppliers like CATL [1] - As production capacity increases, Geely is expected to shift more towards self-supply, further highlighting cost and pricing advantages [1] Group 4: Significance of New Battery Forms - Geely's current battery form is the short blade lithium iron phosphate battery, which is considered optimal for both ultra-fast charging and high energy density [1] - The introduction of square shell and large cylindrical batteries will enable Geely to cater to a wider range of vehicle models, reducing reliance on external battery suppliers [1] - The potential for self-manufacturing ternary lithium batteries indicates a strategic move towards complete self-sufficiency in battery production, alleviating issues related to supply constraints and cost sharing with suppliers [1]

Core Insights - Geely Auto reported a significant increase in passenger car sales, exceeding 250,000 units in August, marking a 38% year-on-year growth and achieving a record high of 59% in new energy penetration [1][4] - The company has maintained a dual growth trend for six consecutive months, driven by its "One Geely" strategy and the successful launch of multiple models that quickly became bestsellers [1][5] - Geely's new energy vehicle sales reached 1,47347 units in August, reflecting a 95% year-on-year increase, with a total of over 1 million new energy vehicles sold in the first eight months of the year, a 120% increase [4][3] Sales Performance - In the first eight months of the year, Geely's cumulative sales reached 1,897,064 units, achieving 63% of its annual target of 3 million units [3] - The company has successfully launched several high-potential new models, including the Galaxy A7 and Zeekr 9X, which have seen impressive order volumes shortly after their release [5][1] Technological Advancements - Geely is focusing on building a "Heaven and Earth Integration" ecosystem, leveraging technology as a key driver for growth, including advancements in AI and safety features [6][7] - The company has made significant strides in satellite communication and AI cockpit systems, enhancing user experience and safety in its vehicles [6][7] Global Expansion - Geely's export strategy is gaining momentum, with 36,000 units exported in August and a total of 255,000 units in the first eight months, indicating a steady global market presence [8] - The company's revenue for the first half of 2025 reached 150.3 billion yuan, a 27% increase year-on-year, with a net profit of 9.29 billion yuan, reflecting strong financial performance [8] Market Outlook - Analysts remain optimistic about Geely's growth potential, with a target price of HKD 26, indicating a 37.2% upside from current levels, supported by the company's strategic initiatives and market positioning [9] - The "One Geely" strategy is expected to enhance resource synergy among its brands, solidifying its market share and driving further growth towards its annual sales target [9]

Core Viewpoint - Geely is strategically integrating its battery assets, consolidating previously scattered battery brands and capacities into a unified brand, "ShenDun JinZhuan" battery, to enhance brand perception and operational efficiency [3][4][11]. Battery Brand Integration - Geely established Zhejiang JiYao TongXing Energy Technology Co., Ltd. to integrate JinZhuan and ShenDun short-blade batteries into the ShenDun JinZhuan brand [3]. - The integration aims to elevate both battery and vehicle brands, facilitating resource consolidation and enhancing competitiveness in the battery sector [4][11]. Product Development and Safety - The newly branded ShenDun JinZhuan battery combines the safety features of ShenDun batteries with the advanced cell technology of JinZhuan batteries, aiming for a high-end market position [6][7]. - The ShenDun short-blade battery has passed rigorous safety tests, including a unique 5.8mm bullet penetration test, while the JinZhuan battery has undergone extensive fire and pressure tests [7]. Production Capacity and Strategy - JiYao TongXing currently operates eight production bases with a total planned capacity exceeding 176 GWh, aiming for a target of 70 GWh by 2027 [12][14]. - Geely plans to source 40% of its battery needs from JiYao TongXing, with the remainder supplied by CATL and other sources, indicating a strategic shift towards optimizing existing capacities rather than expanding production [12][14]. Future Directions - Geely is focusing on transforming its business model towards energy services, exploring battery-as-a-service and battery swapping models, and establishing a battery bank [14]. - The company is also looking to integrate its electric drive and other related businesses in the near future, indicating a broader strategic consolidation across its operations [15].

Core Viewpoint - The establishment of the Shendun Golden Brick Battery brand by Geely is part of a strategic integration aimed at enhancing battery safety and performance, while also consolidating battery resources to improve efficiency and reduce costs [3][6][8]. Group 1: Brand and Product Development - Geely has integrated its battery assets under the newly formed Zhejiang Jiyao Tongxing Energy Technology Co., Ltd., which will oversee the Shendun Golden Brick Battery brand, combining the Golden Brick and Shendun Short Blade batteries [3][4]. - The Shendun Short Blade battery, launched in June 2024, and the Golden Brick battery, released in November 2023, will now be marketed under the unified brand, enhancing brand recognition and safety perception [2][4]. - The new battery design incorporates a gold insulation film, which improves high-voltage resistance to 4000V, a 30% increase compared to the previous blue film, albeit at a higher cost [3][4]. Group 2: Safety and Performance Features - The Shendun Short Blade battery has undergone rigorous safety testing, including a unique 5.8mm bullet penetration test, while the Golden Brick battery has passed industry-first tests for external fire exposure and overpressure needle puncture [4][5]. - The Shendun Golden Brick Battery will feature several product lines, including a super-fast charging series capable of charging from 10% to 80% in just 10.5 minutes, and a high energy density series with a density of 192Wh/kg and a lifespan of 3500 cycles [5][6]. Group 3: Production Capacity and Strategic Integration - Jiyao Tongxing currently operates eight production bases with a total planned capacity exceeding 176GWh, aiming for a target of 70GWh by 2027 [7][8]. - Geely plans to source 40% of its battery needs from Jiyao Tongxing, with the remaining 60% supplied by CATL and other sources, ensuring that the Shendun Golden Brick Battery will primarily serve the Zeekr, Lynk & Co, and Galaxy brands [7][8]. - The integration of battery resources is expected to streamline product development and marketing, leading to cost savings of 10%-20% in R&D and management expenses [6][8]. Group 4: Future Directions and Market Strategy - Geely aims to leverage existing global battery production capacity rather than building new factories, focusing on resource reorganization and collaboration [8][9]. - The company is exploring innovative business models, including battery-as-a-service and battery banks, to transition towards a more sustainable energy service model [8].

Group 1 - Chengdu International Auto Show officially opened on August 29 [1][2] - Chery showcased 31 models under the theme "Chinese Cars, Global Champions," highlighting advanced technologies such as range extension technology [2] - Geely's self-developed Shield Brick battery passed extreme tests, enhancing vertical integration capabilities in battery manufacturing [3] Group 2 - Lexus launched the new NX model with a starting price of 299,800 yuan, aiming to cater to diverse consumer needs [4] - G700 from Zhongheng received significant attention at the Chengdu Auto Show, with over 10,782 orders placed within three hours of global blind booking [5] - Jietu's Mountain Sea L7 PLUS was officially launched with a pure electric range of 220 km and a comprehensive range of 1,700 km, achieving 27,000 orders within 24 hours [6][7] Group 3 - The pre-sale of the Bingguo S from SAIC-GM Wuling started with a price range of 68,800 to 81,800 yuan, targeting the small electric vehicle market [8] - GAC Trumpchi's Xiangwang S9 Qian Kun began pre-sale at a starting price of 259,900 yuan, featuring advanced driving assistance systems [9] - Dongfeng Honda's new Ailey Shen was launched with four versions priced between 249,800 and 303,800 yuan, focusing on hybrid technology [10] Group 4 - Hyundai's 2026 model of the Parisian SUV began pre-sale with a price range of 293,800 to 363,800 yuan, featuring a 2.5T hybrid system [11] - Great Wall Motors launched the new Tank 500 with prices ranging from 335,000 to 375,000 yuan, emphasizing its upgraded intelligent features [12][13] - The extreme pre-sale of the small electric SUV, Extreme Fox T1, started with a price range of 68,800 to 93,800 yuan, targeting the A0-level electric vehicle market [14]

Core Insights - Geely has launched the self-developed Shendun Jinban battery, which has successfully passed extreme testing, demonstrating its safety and reliability under real-world conditions [1] Group 1: Technological Innovation - Geely has integrated its battery business to form Zhejiang Jiyao Tongxing Energy Technology Co., Ltd., launching the Shendun Jinban battery, showcasing systematic technological layout and innovation in the power battery sector [3] - The Shendun Jinban battery features innovations in material systems, structural design, and process technology, achieving a charging rate of 5.5C, allowing 10%-80% SOC charging in just 10.5 minutes [3] - The battery's energy density reaches 192Wh/kg, with a cycle life improved by 40% compared to industry standards, breaking the performance bottleneck of traditional lithium iron phosphate batteries [3] - The hybrid series battery supports 4500 cycles and meets the requirement for one million kilometers of use, addressing the mismatch between hybrid vehicle battery life and vehicle lifespan [3] Group 2: Safety Performance - The Shendun Jinban battery has undergone 36 extreme tests, with 23 tests exceeding national standards and 12 tests meeting Geely's self-defined standards [6] - A comprehensive testing verification system has been established, with 6263 cell tests completed since 2024, totaling 48324 hours of testing [6] - The battery pack features a multi-layer composite structure for bottom protection and uses 6-series aluminum alloy for enhanced corrosion resistance [6] Group 3: Intelligent Manufacturing System - The production facility in Quzhou has achieved a fully automated manufacturing system, with 18 automated core processes ensuring a medical-grade clean environment [7] - Geely plans to establish eight production bases across various provinces, aiming for a production capacity of 70GWh by 2027, which will meet its supply chain needs [7] - The innovations in manufacturing processes enhance production efficiency and product consistency, contributing positively to the development of the power battery industry [7]

Core Viewpoint - The article highlights the advanced automation and safety features of the Jiyou Tongxing battery production facility, emphasizing its role in addressing the challenges in the hybrid battery sector with innovative technology and high standards [1][3][4]. Group 1: Factory Automation and Production - The Jiyou Tongxing factory features a fully automated production line, ensuring a clean and efficient environment for battery manufacturing, with minimal human intervention [1]. - The production process is highly integrated, from raw material processing to cell assembly and final testing, showcasing a seamless operation [1]. Group 2: Hybrid Battery Technology - The Jiyou Tongxing's "Golden Brick" battery series is designed to meet the complex demands of hybrid vehicles, addressing safety, charging efficiency, power output, and lifespan [4][6]. - The battery's safety is reinforced through rigorous control across the entire development and manufacturing process, achieving military-grade safety standards [6]. Group 3: Performance and Charging Capabilities - The "Golden Brick" battery series features ultra-fast charging technology, capable of charging from 10% to 100% significantly faster than industry averages, reducing charging time by 75% [7]. - The battery has undergone extreme testing scenarios, demonstrating its resilience under conditions far exceeding typical usage, such as puncture and compression tests [6]. Group 4: Strategic Business Development - In April 2025, Jiyou Tongxing was established to consolidate battery operations under the "Shen Dun Golden Brick" brand, focusing on high-performance battery technologies [8]. - The company aims to achieve a production capacity of 70 GWh by 2027, with multiple production bases to enhance efficiency and reduce supply chain costs [10]. Group 5: Market Positioning and Competitive Advantage - By developing its own battery technology, the company aims to control costs and improve profit margins, reducing reliance on external suppliers [9]. - The strategic integration of battery production with vehicle assembly is expected to create a more efficient supply chain and foster local industry development [10].