并非宁德时代单方面收购！吉利电池资产调整背后：合资公司接手在建电池产能，自研仍占大头

每日经济新闻09-16 13:10

近日，市场传出宁德时代收购吉利旗下电池相关资产、吉利将退出电池自研业务等传闻。9月16日，《每日经济新闻》记者从知情人士处了解到，网传信息存在偏差，本次资产调整主体为宁德时代与极氪汽车（上海）有限公司，并非宁德时代单方面收购。据记者了解，该主体实际为双方的合资公司——时代吉利动力电池有限公司。　　国家市场监督管理总局公示的《2026年8月31日至9月6日无条件批准经营者集中案件列表》显示，宁德时代...

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Behind Geely's battery asset adjustment: Joint ventures take over battery production capacity under construction, while self-developed batteries still account for the majority.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80175":0.6,"300750":1.95,"00175":1.96,"CXSE":0.6,"GELYY":1.96,"03750":1.95,"EVS.SI":0.6,"LIT":0.6},"content_text":"近日，市场传出宁德时代收购吉利旗下电池相关资产、吉利将退出电池自研业务等传闻。9月16日，《每日经济新闻》记者从知情人士处了解到，网传信息存在偏差，本次资产调整主体为宁德时代与极氪汽车（上海）有限公司，并非宁德时代单方面收购。据记者了解，该主体实际为双方的合资公司——时代吉利动力电池有限公司。　　国家市场监督管理总局公示的《2026年8月31日至9月6日无条件批准经营者集中案件列表》显示，宁德时代收购重庆耀宁新能源科技有限公司（以下简称重庆耀宁）股权案于9月3日审结，参与集中的经营者为宁德时代、极氪汽车（上海）有限公司。重庆耀宁为浙江吉曜通行能源科技有限公司（以下简称吉曜通行）下属主体，标的为一处尚未建成投产的动力电池工厂产能。 图片来源：国家市场监督管理总局官网　　“网上传言宁德时代收购吉利电驱公司，这个说法从根源上并不属实。本次是宁德时代与极氪汽车（上海）有限公司作为交易相关方收购重庆耀宁相关资产，该资产原归属吉曜通行。”该知情人士向记者表示，本次操作是将吉曜通行旗下尚未建成的重庆耀宁电池资产并入双方合作项目，意在加快产能落地节奏，匹配后续车型的电池供应需求，并非吉利出售电池厂、放弃自研电池业务。　　该人士介绍，随着吉利旗下车型销量持续增长，电池供应需求不断攀升。“依靠吉利内部自有电芯产能，已经难以满足当前全系车型的供货需求。”　　在供应链策略层面，吉利坚持多元配套思路。“规模庞大的供应链体系，不能将产能集中于单一供应主体，无论完全自研或是全部外采都存在风险，吉利坚持多路径配套。”上述知情人士称。　　据记者了解，当前自研电池在吉利整体供应结构中仍占大头，宁德时代为第二大供应商，剩余份额由其他第三方电池厂商配套。宁德时代作为吉利长期战略合作伙伴，双方已在星愿等多款车型实现配套落地，未来合作规模还将进一步扩大。　　“吉利的电池供应按比例分配，一部分自研、一部分由宁德时代配套，其余来自其他电池厂商。自研电池占比最高，宁德时代位居第二，其余份额由其他供应商承接。”上述知情人士补充道。　　在集团战略层面，吉利持续推进“一个吉利”整合，目标是做大做强上市主体。吉利控股集团董事长安聪慧在此前业绩沟通会上表示：“推进‘一个吉利’深度整合，打通集团内部业务资源，实现协同增效，集中资源做大做强上市公司主体。”　　据了解，本次电池资产的优化调整，也是吉利集团业务资源统筹优化的组成部分。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation,merge","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.0","shortVersion":"4.50.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2667672176","isCrawlerRequest":true}