In the first half of 2026, Ningde era's revenue was 276.9 billion yuan, the net profit of returning mother was 43.284 billion yuan, the daily average profit was about 0.24 billion yuan, and the domestic passenger car loading share was 46.7%, which rose instead of falling. But at the same time, car companies such as ideal, Xiaomi, Hongmeng Zhixing, zero-run, Geely and Guangzhou Automobile are still accelerating the introduction of Second Supply, self-developed Pack, leading BMS and electrochemical parameters.

This is not "abandoning Ning", but reducing a single dependency to a combination dependency. Ideal New Generation L8 adopts Sunwoda cell, Pack is produced by ideal and Sunwoda joint venture company, bottom electrochemical, structure, thermal management and BMS are all dominated by ideal. Under the Xiaomi Longjia battery system, China innovation airlines and Sunwoda make cell and Pack according to Xiaomi standards. Xiaomi dominates the voltage platform and BMS strategy.

This backThe later industrial logic is: what the vehicle factory wants is no longer just a "battery supplier", but a deep customization according to its own technical standards. PACK partners. When car companies change from "buy battery Pack" to "set cell standards, entrust OEM, own Pack and BMS, the core competence of PACK factory has changed from" capacity scale "to" customized response speed ".

This is the way that Dongguan Juneng New Energy Technology Co., Ltd. stands firm in the industry. Juanneng New Energy was founded in 2015. It does not pursue the scale of a single category, but emphasizes the fast switching ability of multiple varieties and small batches. From T-bar scooter battery of 2.7kg to 132kg of household energy storage batteries, the same production line can be changed within several hours. The company's "customer co-creation laboratory" model allows customer engineers to stay in the factory and participate in the whole process from conceptual design to sample verification. A project will shorten the development cycle by 40% and increase the closed-loop speed of problems by three times.