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 - Geely is shifting its strategy from a multi-brand approach to a more integrated model, focusing on resource consolidation and technological synergy to enhance competitiveness in a challenging automotive market [2][3]. Group 1: Brand and Structural Changes - In 2014, Geely decided to cancel three sub-brands to concentrate sales resources and meet the strong demand from Chinese consumers [2]. - On May 7, Geely announced plans to acquire all issued shares of Zeekr Technology for approximately $6.5 billion, making Zeekr a wholly-owned subsidiary and consolidating its passenger car brands under Geely [2][3]. - This marks the largest adjustment in Geely's passenger vehicle system, aiming to reduce internal competition and streamline management across brands [2][3]. Group 2: Technological Integration and Cost Reduction - Following the release of the "Taizhou Declaration" in September, Geely has undertaken several integrations to minimize redundant investments and promote technology sharing, such as opening Zeekr's advanced driver assistance system to Geely's brands [3]. - Geely's passenger vehicle segment plans to collaborate deeply in areas like vehicle architecture, electronic architecture, advanced driving, smart cockpits, and power batteries [3][4]. - The battery business is identified as the most complex area of strategic integration, with the establishment of a new battery industry group named "Jiyao Tongxing" [4]. Group 3: Battery Business Strategy - Geely is reorganizing its battery-related R&D and manufacturing resources through equity acquisitions, aiming for a platform-based approach to unify R&D, procurement, and manufacturing [4]. - The existing battery brands, "Shendun Short Blade" and "Jinzhuan," will be integrated into "Jinzhuan Battery Cell," offering three versions: super fast charging, high energy density, and super hybrid [4]. - Geely aims to increase the supply ratio of Jiyao Tongxing to 30% within two years while maintaining long-term collaborations with suppliers like CATL and Sunwoda [4].

"这场整合不是为了对外讲故事，而是为了让吉利先打赢眼前的淘汰赛。" 在全球汽车产业加速向电动化转型的背景下，电池技术的创新与产业链整合已成为车企争夺未来话语权的核心战场。 4 月 2 3 日上海车展期间， 吉利控股集团 正式对外披露了其电池业务整合的关键动作，成立独立的 电池产业集团 吉曜通行 ，将神盾短刀电池与金 砖电池两大技术品牌整合为 "神盾金砖电池" ， "神盾"代表吉利极致的安全系统，"金砖"代表吉利行业领先的电芯技术。 安全平权与爆款电芯的"双重逻辑" 在技术层面，吉利此次整合的核心成果是将神盾电池安全系统与金砖电芯合并为 "神盾金砖电池"，并提出了 "安全平权"与"短刀平权"两大理念 。 安全平权： 郑鑫多次强调， "安全是新能源汽车的底线，不应因车型价格差异而妥协"。 这一动作不仅标志着吉利在动力电池领域的战略升级，也折射出中国车企在全球电动化新周期中，如何通过资源整合、技术聚焦与供应链协同构建核心 竞争力。 吉利控股集团副总裁兼 CSO 郑鑫 向高工锂电表示，此次整合是贯彻吉利控股集团《台州宣言》战略框架下的关键举措，通过 "战略聚焦、战略整 合、战略协同、战略稳健、战略人才" 五大支柱实现 ...