Core Insights - The joint venture model between core battery suppliers and automotive companies is gaining traction in the automotive industry due to its synergistic effects in scale growth, collaborative innovation, and cost reduction [1][4][6] Joint Ventures and Collaborations - Li Auto and Aoxin Wanda Electronics' subsidiary, Aoxin Wanda Power Technology, have established a 50:50 joint venture named Shandong Li Auto Battery Co., Ltd., focusing on the production and sales of lithium-ion power batteries for electric vehicles [1] - Aoxin Wanda Power is not the first to partner with automotive companies; it has previously collaborated with Dongfeng Group to establish Hubei Dongyu Xinshi New Energy Co., Ltd., marking a significant milestone in their deep cooperation in the power battery sector [4][5] Technological Advancements - Aoxin Wanda Power has made significant technological breakthroughs in collaboration with Renault-Nissan, focusing on high power, long life, and safety in battery technology, which has been integrated into Dongfeng Nissan's products [5] - The establishment of Dongyu Xinshi has led to rapid production capacity growth, supporting Dongfeng's electric vehicle transformation [5][6] Industry Trends - The relationship between automotive companies and core suppliers is evolving from a simple supplier-customer dynamic to a collaborative partnership, emphasizing joint innovation and co-creation [6][9] - Aoxin Wanda Power's Vice President highlighted the importance of understanding both B-end (automakers) and C-end (consumers) needs, indicating a shift in the supplier's role towards a more integrated approach [9][18] Market Performance - Dongfeng Nissan's N7 model achieved a monthly sales record of over 10,000 units, reflecting the successful collaboration with Aoxin Wanda Power, which has been the exclusive battery supplier for this model [10][13] Production Efficiency - The establishment of a smart manufacturing line at Dongyu Xinshi has significantly improved production efficiency and product quality, achieving over 98% improvement compared to traditional automation methods [13][17] - The focus on production efficiency and cost-effectiveness is crucial for the competitiveness of new ultra-fast charging battery projects [17] Sustainable Development - Aoxin Wanda Power is actively participating in the global battery alliance and is involved in the development of battery passport standards, aiming to promote sustainability in the battery industry [18][19] - The company is also contributing to the digital platform for battery ID, enhancing lifecycle traceability and management for automotive companies [19]

从2023年10月首支电芯下线到如今第2000万支电芯交付，东昱欣晟在不到两年时间里实现了产能的跨越 式发展。 在东昱欣晟的媒体沟通会上，欣旺达动力副总裁王华文分享了双方的合作理念。"以前是客户（主机 厂）要开发一个产品，我们按照客户给的参数，机械地通过工业化设计达到开发和实现，但是现在情况 不是这样了。"王华文指出，"现在客户与我们深度联动，开始互相倾听产业链与合作伙伴的声音，共同 探讨用户应用场景，共同牵引产品方案，产品定义和发展规划。" 这种"共创"模式贯穿现如今产品开发的全过程中。王华文向记者透露："欣旺达动力的市场和研发人员 会走近终端用户，走进4S店，调研消费者的用车需求、感受和体验，这些来自前端用户反馈被带到内 部后，成为企业牵引产品思维模式和管理理念的重要因素。" 这种"全流程""向一线"的合作模式迅速发展，并从市场端得到了认可与验证。统计数据显示，搭载东昱 欣晟电池的东风日产N7销量从今年4月的665台迅速攀升至8月的1.01万辆，成为首个实现单月交付破万 台的合资品牌纯电车型。 事实上，东昱欣晟的快速发展离不开智能制造的支撑。2023年8月25日，东昱欣晟入选工业和信息化部 5G工厂名录， ...