极氪在2024年发布的用户通知显示，2021-2023年间交付的极氪001 WE86版，大批量暴露充电变慢、电池异常衰减等问题。 电池质量纠纷，车企必须学习的一课。 文｜樊舒琪 编辑｜李勤 来源｜36氪汽车（ID：EV36kr） 封面来源｜IC Photo 去年12月25日，一纸23亿元索赔诉讼，将国内动力电池行业一起重大质量纠纷推向台前。 根据欣旺达发布的公告，欣旺达旗下动力电池业务子公司——欣旺达动力，被吉利集团动力电池子公司威睿起诉，起诉原因是欣旺达动力在2021年6月— 2023年12月，向威睿动力交付的电芯存在质量问题，威睿基于此向欣旺达动力索赔23亿元。 而极氪001 WE86版所搭载的电池包，其核心零部件——电芯采购自欣旺达，电池的PACK和BMS则由威睿自研。 极氪001是极氪品牌的第一款车型，基于极氪旗下的SEA浩瀚架构打造，定位纯电轿跑市场，起售价超过25万元。这款车首次发布于2021年，此后几经改 款，其中2021-2023款极氪001所用的电芯，分别来自宁德时代和欣旺达，搭载欣旺达电芯的车型是极氪001 WE86版。 发现问题后，极氪在2024年10月，以 "冬季关爱活动"名义，为20 ...

Core Viewpoint - The article discusses a significant quality dispute in the domestic power battery industry, highlighting the lawsuit filed by Weir against XWANDA for 2.3 billion yuan due to battery quality issues, which raises concerns about the implications for automakers who develop their own battery packs [4][6][26]. Group 1: Lawsuit Details - Weir has sued XWANDA for 2.3 billion yuan, claiming that the battery cells supplied by XWANDA from June 2021 to December 2023 had quality issues [4]. - The lawsuit stems from problems with the Zeekr 001 WE86 version, which experienced slow charging and abnormal battery degradation [5][6]. - XWANDA argues that the issues are due to Weir's aggressive charging strategies and modifications to battery usage conditions, not the quality of the cells themselves [6][7]. Group 2: Financial Implications - If Weir wins the lawsuit, XWANDA could face a loss equivalent to approximately two years of net profit, as their projected net profits for 2022 to Q1 2025 are 1.068 billion, 1.076 billion, 1.468 billion, and 386 million yuan respectively [6][7]. - The lawsuit not only poses a financial threat but also risks damaging XWANDA's reputation among customers, potentially affecting future business opportunities [7]. Group 3: Industry Trends - The dispute highlights the risks associated with automakers developing their own battery packs, as seen with companies like Leap Motor, Li Auto, and Xiaomi, which have sought to reduce reliance on major battery suppliers [7][24]. - The trend towards self-manufactured battery packs aims to lower costs and enhance product quality control, but the lawsuit illustrates the complexities and potential liabilities that can arise from this approach [24][26]. Group 4: Technical Considerations - The core issue in the dispute revolves around the responsibility for battery pack quality, specifically the roles of the battery cells and Battery Management System (BMS) [9][15]. - Variability in battery cell production can lead to quality differences, complicating accountability when issues arise [11][27]. - The BMS plays a crucial role in battery performance, and its strategies can significantly impact the longevity and efficiency of the battery pack [15][18]. Group 5: Future Outlook - Despite the challenges highlighted by the lawsuit, the trend towards self-manufactured battery packs is expected to continue as automakers seek greater control over supply chain safety and cost management [35].

根据欣旺达发布的公告，欣旺达旗下动力电池业务子公司——欣旺达动力，被吉利集团动力电池子公司 威睿起诉，起诉原因是欣旺达动力在2021年6月—2023年12月，向威睿动力交付的电芯存在质量问题， 威睿基于此向欣旺达动力索赔23亿元。 极氪在2024年发布的用户通知显示，2021-2023年间交付的极氪001 WE86版，大批量暴露充电变慢、电 池异常衰减等问题。 而极氪001 WE86版所搭载的电池包，其核心零部件——电芯采购自欣旺达，电池的PACK和BMS则由威 睿自研。 极氪001是极氪品牌的第一款车型，基于极氪旗下的SEA浩瀚架构打造，定位纯电轿跑市场，起售价超 过25万元。这款车首次发布于2021年，此后几经改款，其中2021-2023款极氪001所用的电芯，分别来自 宁德时代和欣旺达，搭载欣旺达电芯的车型是极氪001 WE86版。 发现问题后，极氪在2024年10月，以 "冬季关爱活动"名义，为2021-2023款极氪001 WE86版车主免费更 换电池包，并在2024款及2025款极氪001上，全面弃用欣旺达电芯。 威睿认为，充电变慢、电池包衰减等问题，是由于欣旺达交付的电芯，工艺、材料不符合此前签 ...

Core Viewpoint - Huazhu Technology has established a subsidiary, Huzhou Huazhu Power Technology Co., Ltd., focused on the research, production, and sales of overseas commercial and industrial energy storage systems [1] Group 1: Company Strategy - The company's strategic core is based on battery safety management, aiming to become a significant player in the critical digital infrastructure sector through vertical integration of the industry chain [1] - The product offerings primarily cover data centers and renewable energy generation, providing a one-stop solution from batteries, BMS, UPS to dynamic environment monitoring systems [1] Group 2: Product Offerings - In renewable energy generation systems, the company provides a complete energy storage system for photovoltaic and wind energy generation, including self-developed PCS, BMS, EMS, and integrated energy storage systems [1] Group 3: Business Development - Huzhou Huazhu Power Technology Co., Ltd. is in the early stages of business expansion, and it is not expected to have a significant impact on the company's financial status in the short term [1] - The company acknowledges the uncertainty in related developments and will continue to monitor industry opportunities while steadily advancing its strategic upgrades [1]

Core Viewpoint - The company recognizes the significant opportunities presented by the robotics industry and is actively exploring collaborations in this field [1] Group 1: Company Strategy - The company emphasizes the importance of high-precision sensing and intelligent energy management in robotics, aligning with its "analog + MCU" technology platform [1] - The company has initiated active exploration and collaboration with relevant clients on key applications such as robotic electronic skin and six-dimensional force sensors [1] Group 2: Product Development - The company's products, including sensor signal conditioning, BMS, and ADC, are positioned for use in signal acquisition and energy management for robots, preparing for future market entry [1]

Core Viewpoint - The company emphasizes the significant opportunities presented by the robotics industry, aligning with its "analog + MCU" technology platform [1] Group 1: Company Initiatives - The company is actively exploring and collaborating with relevant clients on key applications such as robotic electronic skin and six-dimensional force sensors [1] - The company's products, including sensor signal conditioning, BMS, and ADC, are positioned for use in signal acquisition and energy management for robots, preparing for entry into this cutting-edge market [1]

Core Viewpoint - The company has successfully acquired a 52% stake in Changchun Zhongtuo Molding Technology Co., Ltd. for a total investment of 158 million RMB, marking a significant step in its growth strategy focused on high-quality development [2][4]. Group 1: Investment Details - The company invested 158 million RMB to acquire 52% of Zhongtuo Technology, which has now increased its registered capital to 85 million RMB, with the company contributing 44.2 million RMB [2]. - The acquisition allows the company to become the controlling shareholder of Zhongtuo Technology, which specializes in automotive parts and has established manufacturing bases in Changchun, Chengdu, and Tianjin [2]. Group 2: Business Operations - Zhongtuo Technology is a high-tech enterprise engaged in the research, production, and sales of automotive components, supplying major clients such as Hongqi, Volkswagen/Audi, BMW, Toyota, and others [2]. - The company’s main business includes designing, producing, and selling automotive parts, with significant products like interior components and seats primarily supplied to Brilliance BMW [3]. Group 3: Strategic Implications - The transaction aligns with the company's growth strategy centered on "new" initiatives, enhancing its presence in the lightweight automotive parts sector and diversifying its customer base [4]. - Following the acquisition, Zhongtuo Technology will not have any equity pledges or external guarantees, allowing it to be fully integrated into the company's consolidated financial statements [4].

Core Viewpoint - The company has successfully acquired a 52% stake in Changchun Zhongtuo Molding Technology Co., Ltd. for a total investment of 158 million RMB, marking a significant step in its growth strategy focused on high-quality development [1][3] Group 1: Investment Details - The company invested 158 million RMB to acquire 52% of Zhongtuo Technology, which has now increased its registered capital to 85 million RMB, with the company contributing 44.2 million RMB [1] - The acquisition allows the company to become the controlling shareholder of Zhongtuo Technology, which specializes in automotive parts [1] Group 2: Company Operations - Zhongtuo Technology is a high-tech enterprise engaged in the research, production, and sales of automotive components, with manufacturing bases in Changchun, Chengdu, and Tianjin [1] - The company’s main products include interior parts, seats, lighting, thermal management systems, electric drives, battery modules, and BMS, serving major automotive manufacturers such as Hongqi, Volkswagen/Audi, BMW, Toyota, and others [1] Group 3: Strategic Implications - The transaction aligns with the company's growth strategy centered on "new" initiatives, enhancing its capabilities in lightweight automotive components and diversifying its customer base [3] - The acquisition of Zhongtuo Technology will help the company fill a gap in its product offerings and improve its market coverage, thereby reducing reliance on a single business segment [3] - Post-acquisition, Zhongtuo Technology will not have any share pledges or external guarantees, and it will be included in the company's consolidated financial statements, potentially impacting the company's financial metrics positively [2][3]

Core Viewpoint - The company focuses on electronic products and intelligent transportation, engaging in forward-looking research and patent layout based on customer needs and technological accumulation [1] Group 1: Business Focus - The company's main business areas include electronic products and intelligent transportation [1] - In the energy sector, the company is involved in energy storage and integrated systems for microgrids, focusing on multi-energy system optimization and scheduling strategies [1] Group 2: Technological Capabilities - The company has developed software and algorithm capabilities for load and power generation forecasting, which are integrated with existing Battery Management System (BMS) capabilities [1] - The overall solution capability combines "device side + platform side" to enhance operational efficiency [1] Group 3: Application and Deployment - The company has implemented its solutions in its own factories, research centers, and data centers [1] - General capabilities such as battery status assessment, energy control, safety strategies, and system integration can be applied to both vehicle and broader energy scenarios [1] Group 4: Future Disclosure - The company commits to disclosing significant business developments in accordance with legal regulations and encourages stakeholders to pay attention to its periodic reports [1]

Core Viewpoint - The company, Zhiguang Electric (002169.SZ), has developed and produced core devices and systems for energy storage systems, excluding battery cells, which can adapt to various types of battery cells and different technological routes, including electrochemical energy storage [1] Group 1 - The company has independently researched and produced core equipment such as PCS, BMS, and EMS for energy storage systems [1] - The company does not currently plan to self-develop or acquire battery cell companies due to significant capital expenditure and the current objective situation of battery cell production capacity in the market [1]