比亚迪1.3亿美元动力电池项目落地越南，聚焦电动商用车_老虎社区_美港股上老虎

比亚迪1.3亿美元动力电池项目落地越南，聚焦电动商用车

汽车制造网02-13 09:48

近日，越南本土商用车企业越南金龙汽车与比亚迪正式签署合作协议，双方将在越南联合建设一座电动汽车动力电池工厂。该项目总投资约1.3亿美元，采用分期实施模式推进，整体定位聚焦于电动商用车动力电池的本地化制造与配套供应。从项目规划来看，一期工程主要建设内容为带顶标准化厂房，建筑面积约4.4公顷，设计年产能为3GWh，产品以商用车动力电池为主，覆盖电动巴士、电动卡车以及小型电动客车等车型。相关报道显示，...

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vehicles","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"002594":1.95,"BYDDY":1.95,"01211":1.95,"HYDD.SI":0.6},"content_text":"近日，越南本土商用车企业越南金龙汽车与比亚迪正式签署合作协议，双方将在越南联合建设一座电动汽车动力电池工厂。该项目总投资约1.3亿美元，采用分期实施模式推进，整体定位聚焦于电动商用车动力电池的本地化制造与配套供应。从项目规划来看，一期工程主要建设内容为带顶标准化厂房，建筑面积约4.4公顷，设计年产能为3GWh，产品以商用车动力电池为主，覆盖电动巴士、电动卡车以及小型电动客车等车型。相关报道显示，一期产线在工艺布局上将以模组与电池包集成为核心，重点满足高循环寿命、高安全冗余以及适应高频运营工况的技术要求，这与商用车在实际使用中对可靠性和一致性的需求高度匹配。在一期基础上，二期工程将对厂区进行扩建，厂房面积提升至约10公顷，同时新增乘用车动力电池产线，项目整体年产能提升至6GWh。二期投产后，工厂的产品结构将由单一商用车电池逐步向商用车与乘用车并行拓展，形成更完整的动力电池制造体系。从技术路线判断，后续产线将有条件引入更高能量密度电芯以及更高度集成的电池包结构，以适配乘用车在续航和空间利用方面的要求。在合作模式上，此次项目采取了较为清晰的分工机制。越南金龙汽车负责工厂建设、基础设施投入以及全部项目资金安排，而比亚迪则提供动力电池制造所需的核心技术、工艺方案和生产支持。这种“本地投资+技术输出”的合作方式，有助于在较短周期内完成产线落地，同时降低海外制造在良率爬坡和质量稳定性方面的风险，也符合当前动力电池产业国际合作的主流模式。从产业背景来看，该项目的落地具有明显的补链属性。公开信息显示，越南新能源汽车市场仍处于起步阶段，尤其是在电动商用车领域，本土尚未形成成熟的动力电池配套体系。通过引入成熟电池制造技术并在本地实现规模化生产，不仅可以缩短整车企业的供应链半径，也有助于提升电动商用车在运营成本和交付周期上的竞争力，为后续市场放量创造基础条件。从比亚迪的全球布局角度观察，此次越南电池工厂签约也是其海外产能网络的重要补充。此前，比亚迪已在泰国、印尼和巴西等地推进整车或电池相关项目，逐步构建覆盖东南亚和拉美市场的本地化制造体系。结合最新披露的海外销量数据，比亚迪在海外市场的新能源车型交付规模持续扩大，动力电池产能的同步出海，有助于支撑其整车业务在不同区域的快速落地和合规生产。综合现有信息来看，该项目不仅是一次单纯的产能扩张，更体现了动力电池技术输出与区域产业协同的发展路径。在东南亚新能源汽车产业链尚未完全成型的背景下，通过商用车电池这一相对更易规模化的切入口，逐步建立本地制造能力，或将成为区域新能源产业发展的重要起点。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}