腰部企业开始作妖，老牌企业被新能源汽车企业一纸诉状送上法庭。 12月26日晚间，国内知名电池制造商欣旺达（300207.SZ）发布公告称，其全资子公司欣旺达动力科技股份有限公司因买卖合同纠纷被威睿电动汽车技术 （宁波）有限公司起诉，索赔金额高达23.14亿元人民币。 威睿公司是由极氪汽车（上海）有限公司持股51%、吉利汽车集团持股49%共同控股的新能源科技企业，主要为吉利旗下品牌（包括极氪、吉利等）提供 动力电池系统。 根据公告内容，威睿公司指控欣旺达动力在2021年6月至2023年12月期间所供应的电芯存在"严重质量问题"，并因此主张包括直接经济损失、鉴定费用、 律师费及诉讼费在内的多项赔偿。目前浙江省宁波市中级人民法院已正式立案，但具体开庭时间尚未公布。 电芯存在严重质量问题，相当于对于欣旺达交付产品品控的直接抨击。动力电池厂商，因为质量问题被车企起诉，欣旺达恐怕是第一家。 这意味着此次纠纷并非普通客户与供应商之间的摩擦，而是涉及整车巨头供应链体系的内部矛盾。 原告威睿是谁？ 尽管欣旺达在公告中强调公司生产经营一切正常，并承诺将"积极寻求合理解决方案"，但巨额索赔的阴影已然笼罩在这家电池新锐的头顶。 面对 ...

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]

Core Insights - The rapid development of Dongyu Xinseng is highlighted by the launch of its supercharging battery project and the production of its 20 millionth battery cell in less than two years [2][3] - The collaboration between XWANDA Power and Dongfeng Motor Group emphasizes a co-creation model that involves deep interaction with end-users to drive product development [2][4] - The integration of smart manufacturing technologies, including 5G, IoT, and AI, has significantly enhanced production quality and efficiency, achieving over 98% improvement compared to traditional automation [3] Company Development - Dongyu Xinseng has achieved a remarkable increase in production capacity, with the sales of the Dongfeng Nissan N7, equipped with its batteries, rising from 665 units in April to over 10,000 units in August [2] - The company has been recognized as a model for new productive forces in the manufacturing sector, being listed in the Ministry of Industry and Information Technology's 5G factory directory [3] Product Innovation - The supercharging battery project aims to provide efficient, safe, and reliable power battery solutions, addressing user concerns regarding charging speed, range, and performance in low temperatures [4] - XWANDA Power has a strong foundation in supercharging technology, having launched the industry's first 4C supercharging battery in September 2022 and the 12C flash charging battery 4.0 in May 2023 [4] Market Strategy - The company emphasizes a diversified market approach, enhancing its resilience against risks and providing new growth momentum through stable mass application of its products [5] - The focus on differentiated positioning, standardized applications, and the integration of new technologies like supercharging and future solid-state batteries is crucial for maintaining competitive advantage [5] Future Outlook - With the new project launch, Dongyu Xinseng's production capacity is set to expand further, aiming for continuous product upgrades and iterations to ensure sustained competitiveness [5] - The partnership model leverages XWANDA's nearly 30 years of lithium battery technology experience and Dongfeng's market insights, fostering collaborative innovation in the Chinese electric vehicle industry [5]