Harmony Intelligent Mobility Introduces Secondary Battery Suppliers to Break CATL Monopoly

[Supply Chain Adjustment] Harmony Intelligent Mobility has fully introduced secondary suppliers for power batteries, with Gotion High-Tech, CALB, and Sunwoda entering the supply chains for the Wenjie, Zhijie, and Shangjie vehicle series.

Key Development: CATL's Sole-Supplier Dominance Broken

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  The Wenjie brand will add CALB and Gotion High-Tech, with the Wenjie M6 already designated to use Gotion High-Tech's 81 kWh battery pack;

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  Zhijie will introduce Sunwoda's 53 kWh and Gotion High-Tech's 81 kWh LFP battery packs alongside its existing suppliers;

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  Shangjie may also adopt Gotion High-Tech's 81 kWh battery pack, previously supplied exclusively by CATL and CALB.

Strategic Rationale: Dual Drivers of Cost Control and Supply Security

All new suppliers must pass Huawei’s stringent "Whale Battery" certification. This standard represents Huawei’s battery brand externally and is designed to counter rising costs of lithium carbonate and chips. Industry insiders note that the "Whale Battery" standard is significantly higher than typical industry benchmarks.