活动时间： 2025年12月18-19日 活动地址： 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） 主办单位： 起点锂电、起点固态电池、起点储能、起点研究院SPIR 活动规模： 线下2000+，在线直播观看30000+ 第一批赞助及演讲单位： 海辰储能/融捷能源/瑞浦兰钧/逸飞激光/鹏辉能源/赣锋锂电/多氟多/保力新/ 远东电池/国轩吉美泰/诺达智慧/创明新能源/孚能科技/德赛电池/陀普科技/蓝京新能源/中比新能源/北 测新能源/亿鑫丰/达力智能/金力股份/苏州莫洛奇/鑫晟达/先导智能/恩捷股份/尚太科技/超业精密/科 迈罗/东唐智能/贤辰智享/爱签/中天和/和明机械等 倒计时22天 2025（第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼 &起点研究十周年庆典 2025起点用户侧储能及电池技术论坛 活动主题： 新周期 新技术 新生态 2024年12月， 浙江闪聚电池有限公司落地 浙江省宁波市慈溪市，成为吉利完善华东市场布局的重要一步。注册资本同样为 5000万元，法 人均为 任向飞 ，经营范围包括 电池制造；电池销售；电池零配件生产；电池零配件销售；汽车 ...

Core Viewpoint - Zhejiang Jiyao Tongxing Holdings Co., Ltd. was established to accelerate the integration of battery business within Geely Group, focusing on electric battery manufacturing and technology development [3][5]. Group 1: Company Establishment and Structure - Zhejiang Jiyao Tongxing Holdings Co., Ltd. is wholly owned by Zhejiang Geely Investment Holding Co., Ltd., with a registered capital of 1 billion yuan [3]. - The major shareholders of Zhejiang Geely Investment Holding include Li Shufu (82.2330%), Ningbo Yima Enterprise Management Partnership (9.7087%), and Li Shufu's son, Li Xingxing (8.0583%) [4]. Group 2: Business Integration and Strategy - The establishment of Jiyao Tongxing is part of Geely Group's strategy to consolidate its battery business, which includes the formation of a new battery industry group named Zhejiang Jiyao Tongxing Energy Technology Co., Ltd. [5]. - The integration aims to unify various battery brands and product lines under a single brand, "Shen Dun Jin Zhuan Battery," enhancing operational efficiency [5][6]. Group 3: Production Capacity and Market Position - Jiyao Tongxing Energy plans to achieve a production capacity of 70 GWh by 2027, sufficient to meet the production needs of approximately 1 million new energy vehicles [7][8]. - In the first eight months of the year, Jiyao Tongxing's battery installation volume reached 9.3 GWh, capturing a 2.2% market share in China, ranking among the top 10 in battery installation volume [7]. Group 4: Product Focus and Development - The company focuses on lithium iron phosphate short-blade battery technology, with its core product being the Shen Dun Jin Zhuan battery, known for its safety, fast charging, high power, and durability [7]. - Jiyao Tongxing adopts a "focus on blockbuster" strategy, concentrating resources on a few core battery products to achieve economies of scale and ensure consistent product quality [7]. Group 5: Future Outlook and Collaboration - As a core battery supplier for Geely Group, Jiyao Tongxing will prioritize customized battery needs for brands like Zeekr, Lynk & Co, and Galaxy, leveraging Geely's large new energy vehicle sales [8]. - The company maintains partnerships with external suppliers like CATL and EVE Energy to ensure supply chain stability and flexibility, while also exploring next-generation solid-state battery technologies [8].

Group 1 - The article discusses the upcoming Solid-State Battery Industry Annual Conference and the Golden Ding Award Ceremony, scheduled for November 8, 2025, in Guangzhou, focusing on new technologies and ecosystem building [2][3] - The event will feature over 1000 participants and includes concurrent exhibitions for solid-state and sodium batteries, highlighting the growing interest in these technologies [3] - Notable participating companies include CATL, BYD, and various research institutions, indicating strong industry support and collaboration [3] Group 2 - A new company, Hunan New Energy Materials Research Institute Co., Ltd., was established in Xiangtan, Hunan, with a registered capital of 40 million yuan, marking a significant investment in new energy materials [6][4] - The company is backed by major stakeholders, including Zhejiang Remote New Energy Commercial Vehicle Group and local enterprises, which positions it as a strategic player in the energy materials sector [9][10] - The establishment of this institute is seen as a move by Geely to enhance its capabilities in new energy materials, potentially boosting its battery business in the future [11][13] Group 3 - Geely's battery business is expanding, with plans to achieve a production capacity of 70 GWh by 2027, reflecting its commitment to in-house battery production [14][18] - In the first three quarters of 2025, Geely's total sales reached 2.953 million units, with a significant increase in new energy vehicle sales, indicating a strong market presence [15][16] - Geely's strategy involves a balanced approach to battery supply, sourcing 40% from its own production and the remainder from external suppliers, ensuring flexibility and competitiveness in the market [18]

Core Points - Geely Automobile's project "Key Technologies and Applications for Safety and Protection of Vehicle Power Batteries" won the first prize of the Science and Technology Progress Award from the China Society of Automotive Engineering for 2025 [2] - The project incorporates multiple innovative designs to enhance the safety of power batteries across all usage scenarios, now fully applied in the Shendun Jinzhang battery series [2] - The Shendun Jinzhang battery adheres to the technical philosophy of "exceeding standards in design and verification," significantly improving safety performance [2] Safety Performance - The battery system features a comprehensive safety design covering materials, structure, and management systems, establishing a multi-layered protection system for electric vehicle users [2] - In terms of safety validation, the Shendun Jinzhang battery surpassed new national standards and successfully passed the industry's first "whole package + whole vehicle" live six serial tests in August this year [2] - The battery has undergone extreme challenges such as "8-pin puncture, tank crushing, and live bullet penetration," demonstrating no smoke, fire, or explosion during these tests that exceed typical usage scenarios [2]

Core Viewpoint - Geely Auto has won the first prize in the 2025 China Automotive Engineering Society Science and Technology Award for its project on "Key Technologies and Applications for Safety and Protection of Automotive Power Batteries" [1] Group 1: Award Recognition - The project was recognized for achieving extreme safety goals for power batteries through a series of innovative designs [1] - The technology is fully integrated into the Shendun Jinzhuan battery series products [1] Group 2: Technical Features - The Shendun Jinzhuan battery adheres to the core technology of "exceeding standards in design and verification," establishing a new industry benchmark for battery safety and performance [8] - It boasts four leading advantages: ultra-safety, ultra-fast charging, high discharge rate, and ultra-durability [8] Group 3: Safety Verification - In August of this year, the battery completed the industry's first "whole package + whole vehicle" live six-series testing, surpassing new national standards [8] - The battery successfully passed extreme scenario tests, including "8-pin puncture, tank crushing, and live bullet penetration," maintaining stability without smoke, fire, or explosion throughout the tests [8]

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Group 1 - The core viewpoint of the article highlights the strategic expansion of Geely in the battery manufacturing sector, particularly through the establishment of the Flash Battery project in Chengdu, which aims for an annual production capacity of over 250,000 battery packs and a cumulative output value of 20 billion yuan over five years [2] - Geely's battery business is structured into three main segments: Yaoning, Jidian, and Flash Battery, with a focus on lithium iron phosphate technology and partnerships with external suppliers for ternary batteries [2][3] - The newly formed group, Jiyao Tongxing, aims to achieve a battery production capacity of 70 GWh by 2027, supporting the production of 1 million new energy vehicles [2] Group 2 - Geely is enhancing its strategic investments in Sichuan, with multiple projects including the Flash Battery project and the establishment of its global headquarters for industrial software in Chengdu [3] - The company is diversifying its battery technology through various subsidiaries, which helps in standardizing battery products and improving quality control [3]

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]