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锂电产业链周记|中企上半年拿下全球电池近七成江山 全球第五大动力电池公司合并案通过
Xin Lang Cai Jing· 2025-08-08 13:07
Group 1 - In the first half of 2023, Chinese companies captured nearly 70% of the global battery market share, with six out of the top ten battery manufacturers being from China [1] - The total installed capacity of global power batteries reached 504.5 GWh, representing a year-on-year growth of 37.3%, an increase from 22.3% in the same period last year [1] - The market share of the six Chinese companies, including CATL and BYD, increased by four percentage points compared to the same period last year, reaching a historical high of 68.9% [1] Group 2 - Wuhu Fudi Battery Co., Ltd. plans to invest 2.4 billion yuan in the construction of a new manufacturing center in Anhui Province, which will have an annual production capacity of 184,800 battery packs [2] - The project will also produce 1.08 million steel pallets, 480,000 aluminum pallets, and 360,000 liquid cooling plates upon completion [2] Group 3 - CATL has signed a strategic cooperation agreement with three partners to introduce battery swapping models into the car rental industry [4] - The initiative will involve the deployment of over 100,000 battery-swapping vehicles, covering various vehicle types, with a range of 400-600 kilometers [4] - The collaboration will leverage Shenzhou Car Rental's network of over 2,000 offline locations to build a comprehensive battery swapping network [4]