BYD Launches Second-Generation Blade Battery with Breakthrough 5-Minute Ultra-Fast Charging
[Technological Breakthrough] BYD has unveiled its second-generation Blade Battery, capable of charging from 10% to 70% in just 5 minutes and reaching 97% in 9 minutes.
Core Development: Ultra-Fast Charging Undermines the Competitive Moat of Battery Swapping
The second-generation Blade Battery achieves a 5-minute charge (10%–70%) under normal temperatures and requires less than 12 minutes (20%–97%) even in extreme cold conditions of -30°C. Wang Chuanfu stated that the competition in vehicle electrification has been “successfully concluded,” and the industry has now entered the second half—focused on intelligent technology.
Strategic Foundation: Rapid Deployment of Flash-Charging Infrastructure
BYD has launched its "Flash Charge China" initiative, aiming to build 20,000 flash-charging stations by the end of 2026. As of now, 4,239 stations are already operational. The new battery is compatible with 4.8 million public charging points nationwide and delivers charging speeds 30%–50% faster than comparable models.
Industry Impact: Battery-Swapping Models Face Mounting Pressure
Companies like NIO that continue to champion battery swapping are encountering growing challenges. Li Bin emphasized that battery swapping can extend battery lifespan to 12 years, avoiding RMB 2.5 trillion in costs associated with mismatched vehicle and battery lifespans. However, ultra-fast charging times are now approaching the efficiency threshold of battery swapping.