Geely Unveils 2.25 MW Charging Tech and New Battery Standards to Rival BYD

Key points

• Geely's new Smart Charge station achieves a single-gun peak power output of 2,250 kW, setting a new industry record.
• The technology utilizes the Xingrui PowerMind energy model to predict thermal changes 30 seconds in advance, keeping average battery temperatures below 55°C.
• Test data from CATARC shows a Lynk & Co 10 reaching a peak charging power of 1,093 kW, with a 10% to 97% charge time of 8 minutes and 40 seconds.
• Geely introduced new Aegis Golden Blade batteries, including a 12C version for the Lynk & Co 10 and Zeekr 001, and a 6C version for the Galaxy E5.
• The company aims to install over 100,000 charging guns nationwide by the end of 2027, with more than 50,000 being Smart Charge units.
• New incentives include a 2,000 yuan charging allowance over two years for first-time owners and an extended battery warranty to 8 years or 200,000 km.

Background

Geely previously introduced this technology in April 2026, marking a significant step in the Chinese EV market's race for ultra-fast charging. This move intensifies competition with BYD, which is set to complete 20,000 flash-charging stations this year, and challenges the dominance of battery giant CATL, which controls approximately 38% of global lithium iron phosphate manufacturing capacity. While Geely's speeds match rivals, analysts remain skeptical about long-term impacts due to CATL's entrenched supply chain position.

Why it matters

This development signals a shift in the Chinese EV market from focusing solely on battery chemistry to integrating AI-driven infrastructure and thermal management. By offering significant user incentives and expanding its charging network, Geely aims to reduce consumer reliance on third-party providers like CATL and BYD, potentially reshaping the competitive landscape for fast-charging infrastructure and battery warranties.

What to watch

Geely will continue its rollout of Smart Charge stations to meet its 2027 target of 50,000 units. The company will monitor the performance of its new 12C and 6C batteries in real-world conditions, particularly regarding thermal management and long-term battery health. The extended warranty and charging allowances will likely influence consumer purchasing decisions for models equipped with this technology before January 2028.