倒计时2天 | 金钠科技总冠名-第八届起点钠电高峰论坛 | | | --- | --- | | 活动主题： | 全链条技术产能跃升 GWH级出货"真"元年 | | 主办单位： | 起点钠电、起点研究院（SPIR） | | 总冠名单位： | 金钠科技 | | 协办单位： | 天能钠电 | | 活动规模： | 600+ | | 举办时间： | 2025年8月28日 | | 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路118号） | 举办地点： | | 金钠科技/天能钠电/维科技术/众钠能源/易事特钠电/隐功科技/丰日电源 | 活动赞助及演讲单位： /珈钠能源/希倍动力/时代思康/皓升新能源/瑞扬新能源/纳甘新能源/ | | 极电特能/儒特股份/科迈罗/泰和科技/尚金干燥/泰和科技/亮见钠电/亿隆能源/先导干燥/中钠能源/精锐精密/晟钠新能源等 | | 车企自研电池本身就是一场"豪赌"，在这场博弈中，又一知名车企宣布"下车"！ 8月25日，海外媒体报道称， 保时捷已搁置自研高性能电动车电池计划，称该模式 " 无经济可行性 "。 保时捷表示，由于 电动车市场增长低于预期及中 ...

随着新能源汽车市场已经步入市场化发展新阶段，车企自研电池的成果已经显现。 吉利近日透露， 旗下的吉曜通行已拥有行业最大的短刀电池先进产能，目前在全国拥有 8 大生产基地，到 2027 年将形成 70GWh 产能规 模。 吉利神盾短刀电池是 2024 年 6 月 27 日吉利汽车发布的自研自产的新一代"刀片式"磷酸铁锂电池。 短刀设计长度为 580mm ，比传统长 刀电池缩短 40% ，厚度增加 35% 。 今年 4 月，吉利整合旗下电池业务成立 " 吉曜通行 " ，将原有的金砖电池、神盾短刀电池，统一为 " 神盾金砖电池 " 品牌。神盾代表吉利 极致的电池安全系统，金砖代表吉利行业领先的电芯技术，实现吉利自研自产电池安全系统与电芯产品的 " 强强合体 " 。 01 8 大生产基地 将形成 70GWh 产能 具体来看， 相较于传统长刀电池，神盾短刀电池通过缩短电芯长度、增大横截面积降低内阻，循环寿命达 3500 次（约 100 万公里），支 持 17 分 4 秒完成 10%-80% 快充（ 2.45C 倍率）， -30℃ 低温容量保持率超 90% 。 安全方面 ， 通过 8 针同刺、 5.8mm 实弹贯穿、动态 ...

中国青年报客户端讯（中青报·中青网记者 张真齐）吉利汽车近日透露，旗下的吉曜通行已拥有行业最 大的短刀电池先进产能，目前在全国拥有8大生产基地，到2027年将形成70GWh产能规模。 今年4月，吉利汽车整合旗下电池业务成立"吉曜通行"，将原有的金砖电池、神盾短刀电池，统一为神 盾金砖电池品牌。神盾代表吉利汽车领先的电池安全系统，金砖代表吉利汽车行业出色的电芯技术，实 现吉利汽车自研自产电池安全系统与电芯产品的"强强合体"。 神盾金砖电池聚焦超行业标准的短刀技术路线，现有产品包含超级快充系列、高能量密度系列、超级混 动系列等。其中，神盾金砖电池超级混动系列拥有超安全、超快充、超倍率、超长寿命等行业领先的技 术优势，将在吉利汽车旗下的极氪、领克、银河等品牌上搭载。 据吉利汽车此前发布的2025年中期财报显示，其在新能源汽车市场的表现亮眼，上半年新能源汽车总销 量超72万辆，同比增长126%。 来源：中国青年报客户端 ...

Core Insights - Geely Automobile Holdings Limited reported a record high revenue of 150.3 billion yuan for the first half of 2025, a year-on-year increase of 27% [2] - The company achieved a net profit attributable to shareholders of 9.29 billion yuan, with core net profit rising by 102% to 6.66 billion yuan after excluding foreign exchange losses and other non-core items [2] - Total cash levels increased to 58.8 billion yuan, indicating a strong financial position [2] Sales Performance - Geely's total sales reached 1.409 million units in the first half of 2025, a 47% year-on-year growth, surpassing the market average [2] - The market share exceeded 10% for the first time, with new energy vehicle (NEV) sales reaching 725,000 units, a 126% increase [3] - The annual sales target was raised from 2.71 million to 3 million units based on better-than-expected market performance [2][5] New Energy Growth - The NEV segment saw explosive growth, with a penetration rate of 51.5%, positioning Geely among the top brands in the NEV market [3] - The Galaxy series, now an independent brand, experienced a 232% increase in sales, totaling 548,000 units in the first half [3] - High-end luxury brands Zeekr and Lynk & Co also performed well, with Zeekr selling 90,740 units and Lynk & Co achieving 154,137 units in the same period [3] Technological Advancements - Geely has established a leading smart and electrification technology system, focusing on AI integration [4] - The company launched the "Smart Geely 2025" strategy, aiming to release the industry's first "smart car full-domain AI" technology system by 2025 [4] - The Starry AI Cloud Power 2.0 and advanced battery technologies enhance product competitiveness, with the new battery system passing 36 extreme safety tests [5] Future Outlook - Geely plans to launch five new NEV products in the second half of 2025, further enhancing its market presence [5] - The "One Geely" strategy aims to deepen synergies within the company, boosting its global competitiveness in the smart NEV sector [5]

Core Insights - Geely Automobile reported a record revenue of 150.3 billion yuan for the first half of 2025, marking a significant year-on-year increase of 27% [1] - The company's net profit attributable to shareholders reached 9.29 billion yuan, with core net profit growing by 102% to 6.66 billion yuan after excluding non-core losses [1] Financial Performance - Total revenue for the first half of 2025 was 150.3 billion yuan, a historical high [1] - Net profit attributable to shareholders was 9.29 billion yuan, with core net profit at 6.66 billion yuan, reflecting a 102% increase year-on-year [1] - Gross profit margin improved to 16.4%, with total gross profit rising to 24.7 billion yuan [11] Sales and Market Position - Geely's total sales reached nearly 1.41 million units in the first half of 2025, a 47% increase year-on-year, with a market share exceeding 10% for the first time [5] - The company raised its annual sales target from 2.71 million to 3 million units, an increase of approximately 11% [5] - Cumulative sales of new energy vehicles reached 725,000 units, a 126% increase year-on-year [5] Strategic Integration - The term "integration" encapsulates Geely's strategy for the first half of 2025, highlighting the successful merger of Zeekr and Lynk & Co, which resulted in a 14.5% increase in combined sales to 245,000 units [6][7] - The strategic integration has led to significant operational efficiencies, with a decrease in R&D expense ratio by 5.8 percentage points to 7.8% and a reduction in selling and administrative expense ratio by 1.2 percentage points to 12.3% [7][11] Future Outlook - Geely plans to further enhance its competitive edge in the smart new energy sector through the formal merger with Zeekr, expected to be completed within the year [12] - The company aims to cover all powertrain forms, including fuel, pure electric, hybrid, and alcohol-hydrogen, while expanding its presence in mainstream, mid-to-high-end, and luxury markets [12] - The launch of new models is set to support the achievement of the 3 million sales target, with multiple new energy products scheduled for release in the second half of 2025 [18]

Core Viewpoint - The Chinese automotive market is undergoing significant structural adjustments, with a notable rise in new energy vehicle sales, which accounted for 44.3% of total new car sales in the first half of 2025. Despite intense competition, Geely Auto has successfully navigated these challenges by promoting a "anti-involution" strategy, focusing on quality growth rather than price wars [1][2][23]. Industry Overview - In the first half of 2025, China's automotive production and sales reached 15.62 million and 15.65 million units, respectively, with new energy vehicles (NEVs) producing 6.97 million and selling 6.94 million units [1]. - The overall market is experiencing fierce competition, but Geely Auto has differentiated itself by emphasizing long-term strategies and comprehensive strength [1][2]. Company Performance - Geely Auto reported a record revenue of 150.3 billion yuan in the first half of 2025, a 27% year-on-year increase, with a core net profit of 6.66 billion yuan, reflecting a 102% growth [3]. - The company's total sales reached 1.409 million units, with NEVs accounting for 51.5% of total sales, marking a 126% increase year-on-year [3][5]. - Geely has raised its annual sales target from 2.71 million to 3 million units based on strong first-half performance [3]. Brand Performance - Geely's various brands have contributed to a robust sales structure, with Geely Galaxy achieving sales of 548,000 units, a 232% increase [5]. - Zeekr brand sold 90,700 units in the first half, while Lynk & Co sold 154,000 units, showcasing strong market performance across different segments [7][11]. Cost Management and Efficiency - Geely has effectively controlled costs, with R&D expenses decreasing to 4.9% of revenue and sales and management expenses down to 5.6% [11]. - The integration of Zeekr and Lynk & Co has led to significant technical synergies, enhancing operational efficiency [11]. Technological Advancements - Geely is investing heavily in technology, particularly in smart electric vehicle systems, with breakthroughs in autonomous driving technology [12][14]. - The company has established a new battery division, enhancing safety and performance in its electric vehicle offerings [16]. Global Expansion - Geely's global strategy is expanding, with over 180,000 units exported in the first half of 2025 and a growing presence in 85 countries [17][20]. - The company is focusing on high-value exports and local production, with new factories in Egypt and Indonesia supporting its international operations [17][22]. Conclusion - Geely Auto's mid-year performance reflects its commitment to the "anti-involution" strategy, with significant revenue growth and an increased sales target. The company's focus on technology, quality, and global expansion positions it well for future growth in the competitive automotive landscape [23].

Core Viewpoint - Geely Holding Group announced the merger of Geely Automobile Holdings and Zeekr Intelligent Technology, aiming to enhance competitiveness and resource integration in the smart electric vehicle sector [2][3][4] Group 1: Merger Details - Geely will acquire all outstanding shares of Zeekr at a price of $2.687 per share, representing a premium of over 4% compared to the previously announced acquisition price [4] - The merger is part of Geely's strategy to deepen resource integration and improve overall competitiveness, aiming to create greater value for shareholders [2][3] Group 2: Strategic Goals - The merger aims to strengthen Geely's global competitiveness and growth in the smart electric vehicle market by combining Zeekr's luxury electric vehicle advantages with Geely's mainstream market foundation [3][4] - Post-merger, Geely will cover various powertrain forms, including fuel, pure electric, plug-in hybrid, and hydrogen electric vehicles, enhancing its market positioning across different segments [3][4] Group 3: Market Outlook - Market analysts view the merger positively, highlighting potential synergies and improved brand positioning under a unified platform, which could enhance competitiveness across Geely's four brands [5][6] - The merger is seen as a strategic move to adapt to the evolving automotive market, focusing on high-quality competition and resource optimization [6][7] Group 4: Financial Performance - Geely's total sales reached 1.9317 million units in the first half of the year, a 30% increase year-on-year, with new energy vehicle sales growing by 73% [9][10] - The company raised its annual sales target from 2.71 million to 3 million units due to strong performance in the first half [10] Group 5: Technological Advancements - Geely has made significant technological breakthroughs, including the launch of a unified intelligent safety driving system and the establishment of a new battery industry group [10] - The company is also expanding its technological reach into areas such as low-altitude economy and satellite operations, enhancing its appeal to investors [10]

Core Viewpoint - Geely Automobile has signed a merger agreement with Zeekr, aiming to enhance its global competitiveness and growth in the smart electric vehicle sector through full control of Zeekr [1][2] Group 1: Merger Details - Geely will acquire all issued shares of Zeekr, achieving complete control, with Zeekr set to delist from the NYSE [1] - The merger allows Zeekr shareholders to choose between cash exit or exchanging for Geely shares, providing flexibility for short-term liquidity and long-term value [1] - Geely's offer of $2.687 per Zeekr share represents an 18.9% premium over the last closing price, reflecting Geely's recognition of Zeekr's value [2] Group 2: Strategic Integration - The merger aligns with Geely's "Taizhou Declaration," focusing on deep resource integration and efficiency improvement across its business segments [1][2] - The integration aims to eliminate resource dispersion and internal competition among Geely's multiple brands, enhancing overall operational efficiency [3] Group 3: Synergy and Competitive Advantage - The merger will enable Geely to cover various powertrain forms, including fuel, pure electric, plug-in hybrid, and hydrogen electric, significantly boosting its competitiveness in the smart electric vehicle market [5] - The integration is expected to release synergies that enhance both short-term cost optimization and long-term technological innovation [5] - Geely's global manufacturing network combined with Zeekr's technology will facilitate entry into key markets like Europe and Southeast Asia, enhancing its high-end product export capabilities [6]

Core Insights - Geely Holding Group established Zhejiang Jiyao Tongxing Energy Technology Co., Ltd. during the Shanghai Auto Show, integrating its battery technologies into a new product called "Shen Dun Jin Zhuan Battery" [2] - The company aims to achieve a production capacity of 70 GWh by 2027, marking a record in both scale and efficiency for domestic battery supply chain mergers in the past five years [2] - The restructuring signifies Geely's entry into the global supply chain as a "battery player," enhancing its research and development, talent matrix, and production capacity [2] Industry Transformation - Jiyao Tongxing's core value lies in creating a proprietary full-stack battery ecosystem, transitioning from a fragmented technology layout to a cohesive ecosystem [3] - The integration allows Geely to independently control innovative materials such as ultra-thin, high-heat-resistant membranes and high-safety electrolytes, supporting differentiated advantages in battery safety and fast charging [3] - The scale of production is expected to support Geely's target of 5 million vehicle sales by 2027, optimizing costs and enhancing competitive positioning in the market [3] Supply Chain Evolution - The "super circle" strategy of Jiyao Tongxing introduces a new development approach for the battery industry, fostering collaboration with major European automaker Renault through a joint venture [4] - This dual open mechanism transforms the traditional closed nature of supply chains, effectively mitigating instability in global supply and demand [4] - By promoting an open ecosystem, the industry shifts from singular competition to ecological win-win scenarios, providing a replicable model for strengthening and supplementing industry chains [5]

Core Viewpoint - The competition for "safety certification" in the electric vehicle battery industry has intensified, with the new national standard GB38031-2025 mandating "non-flammability and non-explosion" as compulsory requirements [1][2]. Group 1: Industry Developments - The Ministry of Industry and Information Technology released the new safety requirements for electric vehicle batteries, emphasizing extreme scenario testing [1]. - Nine battery manufacturers and twenty automotive companies have announced compliance with the new national standard, establishing safety benchmarks for the industry [2]. Group 2: Company Achievements - CATL became the first company in China to pass the new national standard certification for its Kirin battery, achieving this milestone with multiple product lines [3]. - BYD's blade battery and flash-charging blade battery have both passed the new national standard, showcasing their technological advantages [4]. - Zhongxin Innovation successfully obtained the new national standard certification, being one of the first battery companies to do so [5]. - Ruipu Lanjun's PHEV series battery was among the first to meet the new national standard, emphasizing high safety and long lifespan [6]. - XWANDA's flash-charging battery 3.0 received certification, setting a new safety benchmark for ultra-fast charging batteries [7]. - Zeekr's self-developed battery passed extensive testing, exceeding industry standards in safety [8]. Group 3: Market Trends - Major automotive brands, including Geely and Great Wall, have announced compliance with the new national standard, indicating a widespread industry shift towards enhanced safety [9]. - The majority of top electric vehicle manufacturers have already met the new safety requirements, reflecting a proactive approach to battery safety [9].