Under the dual carbon goal, the new energy vehicle industry in the past two years can be described as the track that capital has paid the most attention to. A significant phenomenon is that many leading Internet technology companies are entering the game, or investing in the industrial chain, or building cars and other means to build their own new energy territory. Extending to the upstream lithium battery industry chain, Internet companies represented by Xiaomi and Huawei have targeted a number of high-quality enterprises, forming an investment layout in subdivisions from lithium batteries to lithium battery materials, to light storage, storage, charging and inspection. 
Xiaomi: Invested in more than 10 battery-related enterprisesAfter Xiaomi announced that it was officially building a car, its battery manufacturer has attracted much attention in the industry. In the "Announcement of Road Motor Vehicle Manufacturers and Products" (the 377th batch) issued by the Ministry of Industry and Information Technology**, two Xiaomi brand pure electric cars are available, which are equipped respectivelyLithium iron phosphate batteries (Xiangyang Fodi batteries) and ternary lithium-ion batteries (CATL).。In the field of battery technology, Xiaomi Auto has done a lot of work. On December 28, Lei Jun, founder, chairman and CEO of Xiaomi Group, announced at the Xiaomi Automotive Technology Conference that Xiaomi Auto has applied for 132 patents in the field of batteries, and 65 patents have been authorized. At the same time, Xiaomi Auto also released the industry's first CTB battery cell inversion technology, which can quickly release energy downward to ensure the safety of the passenger compartment to the greatest extent in extreme cases. "At present, Xiaomi Auto is doing low-temperature tests in Mohe. In a low-temperature environment, the battery life retention rate of Xiaomi cars is higher in the same level, and the heating rate of the air conditioner is faster than that of the same level, and the charging speed is faster in the same level. Lei Jun said that Xiaomi cars should become the king of winter tram range. 
CTB integrated battery technology, Xiaomi chose to cooperate with CATL. At the same time, Lei Jun revealed that in addition to self-developed batteries, Xiaomi Auto also has its own battery pack production plant. Recently, Xiaomi also announced the Xiaomi car SU7 battery pack **experiment**, the battery pack suffered three bullets from the rifle, and its bottom guard has not been broken. It is reported that the Xiaomi car battery pack has a total of 14 layers of hard-core physical protection, Lei Jun announced the data at the press conference, the battery pack of Xiaomi car su7 has passed 1050 safety tests, even if the water cooling system works, 55 There is still no open flame and no heat spread at high temperatures. It is worth noting that at present, self-developed batteries are becoming a trend for car companies. Up to now, there are more than 10 domestic car companies that have developed their own batteries. And including BYD, GAC, SAIC, Geely, NIO, etc., most players have chosen the whole industry chain layout from 0 to 1 and began to officially launch self-developed battery products. It is expected that Xiaomi Auto will continue to increase R&D investment in the battery field, not only the battery pack. The layout of the battery track in advance is also conducive to controlling Xiaomi's car manufacturing costs, so Xiaomi's investment institutions have always been interested in new energy batteries. InLithium battery fieldAt the moment, Xiaomi investedHoneycomb Energy, Weilan New Energy, Ganfeng Lithium Battery, China Innovation Airlines, Yunshan Powerand many other battery production and research and development companies. Materials fieldFor example, Xiaomi Yangtze River Industry** and Xiaomi Industrial Investment participated in the lithium battery material research and development company Faenwright in May 2022In August 2022, Xiaomi Industrial Investment invested in Rongtong Hi-Tech, a lithium battery cathode material research and development companyIn November 2022, Xiaomi Yangtze River Industry** once again invested in Xinchen New Materials, which is a lithium battery electrolyte supplier**. In addition, in addition to lithium batteries, the sodium battery track, which has exploded in recent years, has also attracted the attention of Xiaomi, and it has bet many times. August 22, 2023Jiana EnergyIt received Series A financing, which is its third financing after receiving an angel round of financing on August 10, 2022 and a Pre-A round of financing on January 11, 2023. The lead investor is Primavera Capital, and the co-investment institution is Shunwei Capital. The institutional body of Shunwei Capital is Beijing Shunwei Capital Investment Consulting, and the legal representative is Lei Jun, chairman of Xiaomi Group. Thereafter, on September 14ZeroAdvanced materials have undergone industrial and commercial changes, and Xiaomi's Xiaomi Intelligent Manufacturing has been added as shareholders. According to the official website, One Zero is a high-tech innovative enterprise focusing on sodium-ion batteries and applications. At the same time, Xiaomi has also made a move in startups in subdivided fields such as portable energy storage, battery thermal management, battery**, optical storage and charging, and new energy technology. For example, portable energy storage company Anku Energy, battery thermal management company Etais, lithium battery battery company Ruilong Technology, new energy technology company Transwarp Energy, and charging companies Kuaibu New Energy and Shitu Technology. From the perspective of the layout trajectory, Xiaomi's tentacles in new energy have extended to all aspects, from battery materials, to lithium batteries, sodium batteries, to battery thermal management, portable energy storage products, batteries, optical storage charging and inspection and other subdivisions, Xiaomi can be found as an investor. After Xiaomi's official entry into the car-making industry, its original investment layout in the upstream and downstream of the industrial chain is not only about investment returns, it is conceivable that in order to meet the demand for car manufacturing, Xiaomi will continue to seek high-quality partners in the industrial chain in the future, improve the strategic layout of the ecological chain, and create a huge new energy ecological empire. 
Huawei: If you don't make cars, you want to get a piece of the pieHuawei, which has repeatedly reiterated that it does not manufacture cars, has frequently deployed in the field of new energy vehicles. Its layout in the battery industry chain is also following up quickly. From the perspective of investors, most of Huawei's investment is completed through its subsidiary Hubble. On the one hand, Huawei has frequently published patents for lithium batteries in recent years, including material innovation levels, as well as battery structures and systems. For example, on January 2 this year, the State Intellectual Property Office announced three of Huawei's battery-related patents, involving battery materials, battery performance, safety and other issues. Two of them are invention patents, and the remaining one is a utility model patent. Including "cathode materials and their preparation methods, secondary batteries and terminal equipment", "modifiers and their uses, cathode material modification methods, electrolyte, secondary batteries and terminal equipment", "batteries and electrical equipment". In 2023, Huawei has published patents such as "Battery-Body Integrated Structure and Electric Vehicles", "Lithium Iron Phosphate Materials and Their Preparation Methods, and Batteries". The latter provides a lithium iron phosphate material with high compaction density and good low temperature performance, and involves related preparation processes and batteries. In the field of battery investment, Huawei is also involved in two major sectors: lithium batteries and sodium batteries. In terms of lithium batteries, in 2022,Weilan New EnergyThe new shareholder Hubble Investment, invested 61370,000 yuan, accounting for 1% of the shares. Founded in 2016, Weilan New Energy focuses on solid-liquid hybrid batteries and all-solid-state batteries. Sodium electricity, April 2022Zhongke HainaThe new shareholder Hubble Technology subscribed for a capital contribution of 4.13 million yuan and a share of 133%, becoming the third largest shareholder of Zhongke Haina. On November 25 of the same year, Huawei and the Institute of Physics of the Chinese Academy of Sciences jointly applied for a new patent that provided a carbon-based composite material and its preparation method, secondary battery, and electrical equipment to obtain a carbon-based composite material with high ramp capacity and first-week coulombic efficiency. In addition, Hengxin Huaye, which has a close relationship with Huawei, has investedBestig。In July 2022, Baisige, a developer of hard carbon anode materials for lithium batteries, received tens of millions of yuan in Series A+ investment from Hengxin Huaye and Xiongtao Co., Ltd. In contrast, under the general trend of new energy, Xiaomi and Huawei have to start betting on the new energy battery industry chain, and they have invested in a total of more than a dozen battery industry chain enterprises. Similarly, in the battery research and development process, both parties have promoted the extension of upstream battery material innovation, and solid-state batteries and sodium batteries are the tracks that have attracted much attentionThe difference is that Xiaomi Auto, which has entered the game, is obviously broader in terms of investment number and investment fields, while Huawei's investment direction is more focused on semiconductor chips, which is also closely related to its own positioning.