Core Viewpoint - The article discusses the rapid growth of the hybrid vehicle market in China, highlighting the need for advancements in safety, charging efficiency, and battery lifespan to address existing pain points in the industry [3][4][11]. Hybrid Vehicle Market Growth - In May 2025, China's retail sales of new energy vehicles reached 1.021 million units, a year-on-year increase of 28.2%, with hybrid vehicles accounting for 514,000 units sold, up 48.6%, nearly double that of pure electric vehicles [3]. - The penetration rate of hybrid vehicles has surpassed 40%, particularly in the price range of 100,000 to 150,000 yuan [3]. Pain Points in Hybrid Vehicles - Three major pain points for hybrid vehicles are identified: 1. Safety trust crisis, with 74.3% of the 380,700 vehicles recalled in 2024 due to fire risks related to battery issues [4]. 2. Slow charging at the end of the charging cycle, with mandatory battery preservation leading to insufficient pure electric range [4]. 3. Battery lifespan anxiety, as mainstream hybrid batteries typically have a cycle life of less than 3,000 times, leading to more frequent charging and heightened concerns about battery longevity [4][6]. Technological Innovations by Geely - Geely's newly launched Jin砖电芯 Super Hybrid series aims to address these pain points with a focus on safety, fast charging, and battery lifespan [4][6]. - The series has passed the new national safety standards and has demonstrated zero fire and explosion in extreme tests, including a puncture test and a tank pressure test [7]. - The innovative S+ technology system incorporates solid-state battery materials into phosphate systems, enhancing safety and cycle life [7]. Charging Efficiency Improvements - The Jin砖电芯 series introduces intelligent super-frequency fast charging technology, reducing the time for charging from 80% to 100% SOC to 11.5 minutes, a 75% improvement over typical batteries [8]. - The series also boasts a 5-second acceleration power of 2,100W under low SOC conditions, alleviating concerns about running out of battery [8]. Environmental Impact - By 2030, Geely aims to reduce CO₂ emissions by 220 million tons through the use of long-lifespan batteries, equivalent to the carbon absorption capacity of two Daxing'anling forests annually [9]. Strategic Vision and Market Positioning - The Jin砖电芯 series represents Geely's GREEN strategy, focusing on collaboration and resource sharing among partners to create a sustainable ecosystem [10]. - The demand for hybrid batteries is projected to exceed 180 GWh by 2025, positioning Geely to leverage its differentiated technology and production capabilities [10][11]. - Geely has established eight production bases and plans to achieve a production capacity of 70 GWh by 2027 [10]. Industry Competition Dynamics - The hybrid market's rapid growth is shifting the focus of battery technology from a singular emphasis on energy density to a comprehensive competition involving safety, fast charging, and lifespan [11]. - The concept of "safety equity + all-domain fast charging" is emerging as a new value proposition in the market [11].

Core Viewpoint - The focus of battery companies is shifting towards enhancing the charging experience for electric vehicles, particularly in the "last mile" of charging, which involves reducing the time taken to charge from 80% to 100% [2][5] Group 1: Technological Advancements - Battery companies are improving charging efficiency, with Jiayao Tongxing's new technology reducing the time to charge from 80% to 100% to 11.5 minutes, a 75% improvement over conventional batteries [2] - Honeycomb Energy has optimized its 4C fast charging project to achieve a full charge in 15 minutes, with the time from 80% to 100% reduced to 5 minutes, marking a 30% enhancement [3] - BYD has introduced the end-fast charging technology in its e-platform 3.0 Evo, indicating a trend towards faster charging solutions [4] Group 2: Charging Curve Optimization - The optimization of the constant voltage (CV) phase in traditional charging methods is crucial, as it significantly slows down charging speed to protect the battery [5] - Data from Xiaomi's SU7 Pro shows a dramatic decrease in charging power as the battery approaches full capacity, with reductions of up to 92% at 95% SOC [5] Group 3: Different Approaches to Fast Charging - BYD employs pulse charging to reduce battery polarization and increase end charging current, potentially including negative pulse currents to alleviate lithium ion accumulation [6] - Honeycomb Energy enhances charging capacity through a stacking process and utilizes a dual temperature control monitoring system for efficient end charging [6] - Many companies proposing end-fast charging solutions are those producing blade batteries, likely due to the improved thermal performance of the stacking process [7]