活动地点： 广州南沙国际会展中心（2楼船厅及广州厅） 活动规模： 展商规模200+、参会企业2000+、专业观众20000+ 同期活动： 2025起点固态电池金鼎奖颁奖典礼、SSBA固态电池产业联盟理事会 第一批展商及赞助商： 金钠科技/茹天科技/海四达钠星/融捷能源/易事特钠电/泰和科技/隐功科技/科迈罗/国科炭美/晟钠新能/中钠能源/乔岳智能/津工能源/科达新能 源/时代思康/富钠能源/极电特能/华普森/瑞扬新能源/亮见钠电/叁星飞荣/珠海纳甘新能源/皓升新能源/扬广科技/银川苏银产业园/兆钠新能源/精诚模具/儒特股份/希 倍动力/先导干燥/瓦时动力/博粤新材料/苏州翼动新能/亿隆能源/钠创新能源/瑞森新材料/海裕百特/凯德利/长篙新材/清研电子 /孚悦科技 等 CINE2025固态电池展暨固态电池行业年会 倒计时33天 主办单位： 起点固态电池、起点锂电、SSBA固态电池联盟 协办单位及固态年会总冠名： 茹天科技 活动时间： 2025年11月6-8日 欣旺达港股招股书显示，截至 2025 年 3 月，理想已跻身欣旺达前五大客户之列，为其贡献 5.8% 的营收份额，且理想旗下 L6 、 L7 Air 、 ...

Core Viewpoint - The establishment of a joint venture between Li Auto and Sunwoda Power Technology aims to enhance the production and supply of lithium-ion batteries for electric vehicles, reflecting a strategic move to strengthen supply chain resilience and competitiveness in the automotive industry [4][9]. Group 1: Joint Venture Details - The joint venture is a 50:50 partnership between Beijing Li Auto and Sunwoda Power Technology, focusing on the production, manufacturing, and sales of lithium-ion batteries for electric vehicles [3]. - This collaboration is part of a broader trend in the industry where automakers and battery manufacturers form joint ventures to address supply chain challenges and improve competitive positioning [4]. Group 2: Strategic Importance - Analysts suggest that such joint ventures allow automakers to secure priority access to battery production capacity, ensuring stability in production and delivery [4]. - The partnership also enables automakers to engage in core battery research and manufacturing, sharing profits in this high-margin sector, while battery suppliers can mitigate investment risks [4]. Group 3: Additional Collaborations - Recently, Li Auto signed a five-year comprehensive strategic cooperation agreement with CATL, focusing on battery safety and ultra-fast charging technology, which will further enhance their collaboration in battery technology innovation and global expansion [4]. - The batteries developed in collaboration with CATL, such as the 5C ultra-fast charging battery for the Li MEGA, highlight the extensive joint development efforts involving large teams from both companies [5]. Group 4: Supply Chain Management - Li Auto's supply chain management is categorized into four levels, employing various cooperation models, including self-research and manufacturing, strategic partnerships, and deep collaborations [7]. - The decision-making process regarding whether to self-develop or source technology from suppliers is based on the technology's impact on product performance and the ability to meet development speed and quality requirements [7][8]. Group 5: Self-Research and Manufacturing Strategy - Li Auto has adopted a self-research and self-manufacturing approach for key components like electric drive and silicon carbide, forming joint ventures with partners for these areas [8]. - The establishment of the joint venture with Sunwoda is seen as a significant step in advancing Li Auto's self-research and self-manufacturing supply chain strategy [9].

Core Insights - The article discusses the launch of the Li Auto i8, a new six-seat pure electric SUV priced between 350,000 to 400,000 yuan, which aims to establish a new growth point for the company as it transitions from range-extended vehicles to pure electric models [1][2]. Group 1: Product Features and Specifications - The i8 is built on an 800V high-voltage platform and offers two battery options: 90.1 kWh and 97.8 kWh, providing CLTC ranges of 670 km and 720 km respectively, with a maximum energy consumption of 14.8 kWh per 100 km [1]. - The vehicle will feature Li Auto's self-developed Mind VLA driver assistance architecture and will be equipped with Hesai ATL LiDAR for safety redundancy [5][6]. - The i8 incorporates a silicon carbide motor, which helps maintain energy consumption between 14.6 kWh/100 km and 14.8 kWh/100 km, and offers improved space utilization by freeing up 24 mm of longitudinal space in the third row [14][15]. Group 2: Competitive Landscape - The i8 faces stiff competition in the large six-seat pure electric SUV market, particularly from models like the extended Model Y and the L90, which are priced significantly lower [3][4]. - To differentiate itself, Li Auto plans to enhance its intelligent driving capabilities and address the challenges of range and charging speed through innovations like 5C ultra-fast charging technology [4][22]. Group 3: Supplier Collaboration and Innovation - Li Auto has established a unique co-creation mechanism with suppliers, such as Hesai Technology, to ensure that user-centric design principles are integrated into product development [13][14]. - The ATL LiDAR developed for the i8 has seen significant innovations, including a 60% reduction in size and a 55% decrease in power consumption while doubling performance compared to previous models [11]. - The collaboration with suppliers extends to the development of silicon carbide modules, which enhance efficiency and reduce energy loss, contributing to improved vehicle range [19][21]. Group 4: Battery Technology and Safety - The i8 features a 5C battery from CATL and Xinwanda, capable of charging to provide a range of 500 km in just 10 minutes, with enhanced safety measures through an inverted battery pack design [22][24]. - The design of the battery pack has been optimized for space utilization, allowing for a more compact structure that increases passenger space while maintaining safety standards [24][28]. Group 5: Quality Control and Data Utilization - Li Auto emphasizes proactive quality control by integrating supplier data into its systems to identify potential issues before they arise, contrasting with the reactive approaches of other manufacturers [30][32]. - The company has developed a deep understanding of supply chain management, particularly in the context of emerging technologies like silicon carbide, to ensure high-quality production standards [31][33].