奇瑞汽车专家-复合铜箔访谈1106

Key Points Summary Industry/Company Involved - Industry: Electric Vehicle (EV) Battery Technology - Company: C (Battery Manufacturer), Chery (Automaker) Core Points and Arguments 1. Composite Copper Foil Agreement: Chery has agreed to use composite copper foil in its vehicles, including the Xingjiyuan brand and the Huawei Zhijie collaboration. [1] 2. Road Testing: Chery will conduct road tests for 4 months, with the option to extend if necessary, based on test report alignment. [1] 3. Cost Reduction: C aims to reduce costs by using composite copper foil, offering a 11% discount on battery packs for Chery. [1] 4. Production Schedule: Contract signing expected within a week, with production delivery in 3 weeks and vehicle production starting in December. [2] 5. Chery's Production Schedule: Road testing to begin in early December, with mass production expected in Q2 2025. [3] 6. Sales Volume: Combined monthly sales of 10,000 units for Xingjiyuan and Zhijie brands, totaling approximately 0.7-0.8 GWh. [5] Other Important Points 1. Battery Pack Price Negotiation: C offers a 11% discount on battery packs for Chery, contingent on the use of composite copper foil. [1] 2. Smart Manufacturing: Chery and Huawei Zhijie will share the new composite copper foil battery pack. [6] 3. Battery Pack Variants: Xingjiyuan will use composite copper foil in all variants, including fast-charging and high-voltage platforms. [7] 4. Supply Chain: Key suppliers for composite copper foil include Baoming, Jimei (film materials), and Dongwei (equipment). [8] 5. Replacement Ratio: Initially, 50% of the battery packs will use composite copper foil, with full replacement expected within six months. [9] 6. Product Qualification Rate: C's battery cell qualification rate is currently 80%-90%, expected to exceed 90% in the first half of 2025. [10]