From Xiaomi's “Longjia” to the ideal “Kirin 5C”, from BYD's “Blade” to Geely's “Golden Bricks”, a power battery “Guansheng Campaign” led by car companies is sweeping China's NEV industry. As the battery at the heart of a car, it has moved from a “gray box model” on the procurement side to a “white box model” with the deep participation of car companies. According to the interviewees, this is a restructuring around the right to define the core components of new energy vehicles — car companies are no longer satisfied with purchasing standardized turnkey plans, but are using penetrating management to infiltrate battery materials, production processes, and even level 2 and 3 supply chains, and try to dominate technical standards and quality systems. OEMs are speeding up “taking back the heart” from battery manufacturers due to difficulties in product homogenization, forced profit imbalances, and the implementation of new national standards. Industry observers believe that “white boxing” is only the beginning. The game trend between car companies and the supply chain may have a profound impact on the layout of China's new energy industry.
Zhitongcaijing · 1d ago
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From Xiaomi's “Longjia” to the ideal “Kirin 5C”, from BYD's “Blade” to Geely's “Golden Bricks”, a power battery “Guansheng Campaign” led by car companies is sweeping China's NEV industry. As the battery at the heart of a car, it has moved from a “gray box model” on the procurement side to a “white box model” with the deep participation of car companies. According to the interviewees, this is a restructuring around the right to define the core components of new energy vehicles — car companies are no longer satisfied with purchasing standardized turnkey plans, but are using penetrating management to infiltrate battery materials, production processes, and even level 2 and 3 supply chains, and try to dominate technical standards and quality systems. OEMs are speeding up “taking back the heart” from battery manufacturers due to difficulties in product homogenization, forced profit imbalances, and the implementation of new national standards. Industry observers believe that “white boxing” is only the beginning. The game trend between car companies and the supply chain may have a profound impact on the layout of China's new energy industry.
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