StockSignal
Jiangsu Zenergy Battery Technology Co., Ltd.
3677 · XHKG · Auto Parts · China
Jiangsu Zenergy Battery Technology Co., Ltd. is a Chinese high-technology manufacturer specializing in the research, development, production, and sale of lithium-ion batteries and energy storage solutions. Its core offerings include battery cells, modules, packs, racks, and advanced battery management systems tailored for large-scale electrochemical applications. The company’s products primarily serve the electric vehicle sector, delivering integrated battery systems to power land, sea, and air transportation, and are also used in a variety of energy storage applications. As one of the top ten players in China’s electric vehicle battery market by installation capacity, Jiangsu Zenergy commands a notable presence in an industry characterized by rapid growth and technological innovation. The company emphasizes a customer-centric approach, leveraging advanced R&D and flexible manufacturing capabilities to foster long-term relationships with major original equipment manufacturers. With a focus on high power, long cycle life, and safety, Jiangsu Zenergy Battery Technology Co., Ltd. plays a pivotal role in meeting the evolving energy demands of modern transportation and grid storage systems.
Industry
Auto Parts
Consumer Cyclical sector · China
Coordination
Stories
Structural patterns identified in Jiangsu Zenergy Battery Technology Co., Ltd.
No stories identified yet.
Key Metrics
This company does not currently pay dividends.
Valuation8
Supply Chain
EV Battery Supply Chain
The EV battery supply chain is shaped by three structural constraints that interact to determine who can participate and at what scale: a single battery cell requires lithium, cobalt, nickel, manganese, and graphite — each sourced through its own constrained supply chain — meaning disruption to any one mineral cascades through cell production; gigafactory-scale manufacturing demands $2-5 billion in capital and two to three years to reach production quality, concentrating cell production among a small number of firms; and no single battery chemistry optimizes for energy density, safety, cost, and longevity simultaneously, forcing the system into parallel technology paths that fragment scale advantages.
Automotive Supply Chain
The automotive supply chain is shaped by three root constraints: just-in-time assembly dependency where parts must arrive in exact sequence to moving production lines, platform integration complexity where a single vehicle contains 20,000-30,000 parts sourced from hundreds of suppliers, and tooling commitment where retooling a production line requires years and billions of dollars in irreversible capital.
Natural Rubber Supply Chain
The natural rubber supply chain moves latex, sheet rubber, and technical rubber from tropical plantations to global manufacturers, shaped by three root constraints: rubber trees take seven years to mature and produce latex only through daily manual tapping that cannot be mechanized, production is concentrated in Southeast Asia because the trees require specific tropical conditions, and synthetic rubber cannot fully replace natural rubber in high-stress applications because the molecular structure of natural latex has properties that synthesis cannot replicate.