HKSecWiki新股資訊 2022年09月23日
CALB said it has previously been the preferred supplier for XPeng's P7 and P5 sedans, is the main supplier for the G3i, and is now supplying batteries for the G9.
Calb表示,它之前一直是小鵬汽車-W P7和P5轎車的首選供應商,是G3i的主要供應商,現在正在為G9供應電池。
After XPeng Motors officially launched the G9 SUV earlier this week, an executive said CATL was no longer the company's largest battery supplier, but didn't reveal who the new major supplier was. Now, the answer seems to be known.
小鵬汽車-W汽車本周早些時候正式推出G9 SUV後,一位高管表示,CATL不再是該公司最大的電池供應商,但沒有透露誰是新的主要供應商。現在,答案似乎已經知道瞭。
CALB customized the battery product solution for the XPeng G9, and the model's launch means the two companies' strategic partnership has deepened, the CATL rival said Thursday on its official WeChat account.
Calb為小鵬汽車-W G9定制瞭電池產品解決方案,該型號的發佈意味著兩傢公司的戰略合作夥伴關系加深,CATL的競爭對手周四在其官方微信賬戶上表示。
Previously, CALB had been the preferred supplier for the XPeng P7 and P5 sedans, and the company also supplied the G3i, at one point supplying 83 percent of batteries for the model this year, the battery maker said.
此前,Calb一直是小鵬汽車-W P7和P5轎車的首選供應商,該公司還供應G3i,該電池制造商表示,今年G3i一度供應瞭該車型83%的電池。
The launch of the XPeng G9 is a continuation of the partnership and recognition by customers of CALB's product and innovation capabilities, the company said.
該公司表示,小鵬汽車-W G9的推出是對合作夥伴關系的延續,也是客戶對Calb產品和創新能力的認可。
That statement means CALB may have replaced CATL as XPeng's primary supplier, as the electric vehicle maker diversifies its battery suppliers.
這一聲明意味著,在電動車制造商小鵬汽車-W實現電池供應商多元化之際,Calb可能已取代CATL成為這傢電動汽車制造商的主要供應商。
XPeng was CATL's third-largest customer after Tesla and NIO in terms of battery installations in 2021, according to the Gaogong Industry Institute.
根據高工工業研究院的數據,2021年,就電池安裝量而言,小鵬汽車-W是CATL的第三大客戶,僅次於特斯拉和蔚來。
XPeng made its flagship SUV G9 officially available on Wednesday, with the entire lineup built on the 800V high-voltage platform and divided into two versions, 3C and 4C, based on charging speed.
周三,小鵬汽車-W正式發佈瞭旗艦SUV G9,整個陣容構建在800V高壓平臺上,並根據充電速度分為3C和4C兩個版本。
C refers to the charging multiplier of the battery, 4C means that the battery can theoretically be fully charged in a quarter of an hour. Similarly, 3C means that the battery can be fully charged in one-third of an hour.
C表示電池的充電倍數,4C表示理論上電池可以在一刻鐘內充滿電。同樣,3C意味著電池可以在1/3小時內充滿電。
The 3C model of the XPeng G9 has a peak charging power of up to 300 kW and can charge from 10 percent to 80 percent in 20 minutes, while the 4C version has a peak charging power of up to 430 kW and can charge from 10 percent to 80 percent in less than 15 minutes, according to the company.
據該公司表示,小鵬汽車-W G9的3C型號的充電峰值功率高達300kW,20分鐘內可以充電10%到80%,而4C版本的峰值充電功率高達430kW,可以在15分鐘內從10%充電到80%。
XPeng has diversified its battery suppliers, moving away from CATL as its primary supplier, said Brian Gu, the company's vice chairman and president, in an online group interview following the G9's official launch on Wednesday.
小鵬汽車-W副董事長兼總裁在周三G9正式發佈後的一次在線小組采訪中表示,G9已經實現瞭電池供應商的多元化,不再是CATL的主要供應商。
XPeng uses two of CALB's 800V high-voltage platform-based cells in the G9, and they support high-rate fast charging, capable of charging from 10 percent to 80 percent in 20 minutes, CALB's article said.
小鵬汽車-W在G9中使用瞭兩個基於Calb的800V高壓平臺電池,它們支持高速快速充電,能夠在20分鐘內從10%充電到80%,Calb的文章說。
CALB's statement implies that it is supplying batteries for the 3C version of the XPeng G9.
Calb的聲明暗示,該公司正在為3C型小鵬汽車-W G9提供電池。
XPeng chose to work with Sunwoda to develop a fast-charging battery for the G9 that would allow the model to reach 80 percent charge in 15 minutes, Gu said in the group interview.
小鵬汽車-W在小組采訪中說,他選擇與森沃達合作,為G9開發一種快速充電電池,使G9在15分鐘內充滿80%的電量。
That corroborates a report in local media outlet LatePost earlier this year, which said XPeng used Sunwoda's 4C cell in the G9.
這證實瞭當地媒體LatePost今年早些時候的一篇報道,該報道稱小鵬汽車-W在G9中使用瞭森沃達的4C電池。
CALB is now China's third-largest power cell maker, with a 5.62 percent share of installed capacity in August, behind CATL's 46.79 percent and BYD's 21.91 percent, according to the China Automotive Battery Innovation Alliance.
根據中國汽車電池創新聯盟的數據,Calb現在是中國第三大動力電池制造商,8月份的裝機容量占有率為5.62%,僅次於CATL的46.79%和比亞迪的21.91%。
CATL sued CALB earlier this year, accusing the latter of infringing on its patents.
CATL今年早些時候起訴Calb,指控後者侵犯其專利。
XPeng officially launches G9: Starts at around $44,000, deliveries to start at end of October
小鵬汽車-W正式推出G9:起價約44,000美元,10月底開始交付
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