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CATL Chocolate Battery Swap Discloses Network Plan: Over 3,000 Stations by End of 2026, Building an “11 Vertical and 9 Horizontal” Highway Backbone Network in 2027

CATL Chocolate Battery Swap Discloses Network Plan: Over 3,000 Stations by End of 2026, Building an “11 Vertical and 9 Horizontal” Highway Backbone Network in 2027

CATL Chocolate Battery Swap disclosed its network plan: by the end of 2026, the number of battery swap stations nationwide is expected to exceed 3,000, covering nearly 216 cities, with stations findable within 10 minutes in more core urban areas; by 2027, highway battery swap stations will reach 1,000, forming an “11 Vertical and 9 Horizontal” backbone network, with a long-term target of 30,000 stations. A single station can provide up to 600 services per day, and most will be equipped with Shenxing supercharging piles and upgraded into integrated swap-supercharging stations, maintaining 99-second battery swap efficiency. Under the same land and power capacity, the service capacity per parking space is three times that of a standalone charging station, and the stations can also serve as distributed energy storage to participate in grid peak shaving, frequency regulation, and green power consumption.

3002 days ago
The Carbon Ledger of a Battery: As the EU Compliance Timetable Tightens, Who Is Sprinting Ahead and Who Is Falling Behind

The Carbon Ledger of a Battery: As the EU Compliance Timetable Tightens, Who Is Sprinting Ahead and Who Is Falling Behind

The EU's New Battery Regulation carbon footprint requirements are being phased in: from February 2026, third-party verified carbon footprint declarations must be submitted; from 18 August, A-to-E class labels must be affixed; from August 2027, the battery passport takes effect; and from 2029, products exceeding limits will be banned from sale. About 40% to 50% of a power battery's carbon footprint comes from upstream mining and smelting, making it hard to meet the standard through factory green power alone. Leading players are sprinting ahead through green power substitution, closed loops of recycled materials, sodium-ion innovation and cascading carbon data upstream, while smaller suppliers' data capabilities and standard-setting influence have become key variables.

1532 days ago
Behind the Real-Person In-Vehicle Thermal Runaway Test: Battery Safety Validation Is Shifting from Extreme Marketing to Real-World Conditions

Behind the Real-Person In-Vehicle Thermal Runaway Test: Battery Safety Validation Is Shifting from Extreme Marketing to Real-World Conditions

In 2026, Geely Galaxy TT, together with CATL and CATARC Automotive Test Center, completed a real-person in-vehicle, single-cell thermal runaway test under conditions of 40°C high temperature, 96% SOC, and internal heating trigger, with the result being no fire, no explosion, and no smoke. After GB 38031-2025, the new national standard, set "no fire, no explosion" as a mandatory baseline, tests beyond the national standard such as gunshots, fire, and high-altitude drops have increased. Drawing on Ouyang Minggao's judgment of "whole-process safety," this article discusses the boundary between extreme testing and validation under real-world conditions.

5162 days ago
From Product Export to Systemic Roots: The Three Stages of Deep Globalization in the Automotive Supply Chain and the Talent Imperative

From Product Export to Systemic Roots: The Three Stages of Deep Globalization in the Automotive Supply Chain and the Talent Imperative

On September 9, 2026, the 20th anniversary celebration of the Automotive Talent Committee of the China Talent Research Society was held. Fu Yuwu, Yang Hong, and others discussed supply chain globalization: technology windows such as electrical/electronic architecture, smart cockpits, and intelligent driving are opening opportunities for Chinese suppliers, but winning orders is only admission. Building plants, R&D, ESG compliance, and cross-cultural system capabilities determine whether they can take root, while interdisciplinary talent ultimately determines how far they can go.

1362 days ago
Li Auto Responds on Self-Developed Batteries: In-House PACK, Contract-Manufactured Cells, MEGA Switches for Orders Locked on September 7

Li Auto Responds on Self-Developed Batteries: In-House PACK, Contract-Manufactured Cells, MEGA Switches for Orders Locked on September 7

On September 8, Li Auto responded to concerns about its self-developed batteries: PACK is self-developed and self-manufactured, cells are self-developed and contract-manufactured, and after-sales service will not differ based on manufacturing source. Self-developed batteries have entered mass production on the L8, L6, and i8; MEGA orders locked after 15:00 on September 7 will switch to self-developed 5C ternary lithium batteries, with deliveries beginning in November; the i9 will fully switch after capacity ramp-up; in the fourth quarter, the 2026 i6 will be equipped with self-developed 5C batteries and Mach chips. This article reviews the switching cadence and examines the significance of battery autonomy and controllability for the cost and supply cadence of overseas models.

4102 days ago
From One-Way Input to Two-Way Flow: Chinese Smart Driving and Battery Technologies Enter the Global Systems of Multinational Automakers

From One-Way Input to Two-Way Flow: Chinese Smart Driving and Battery Technologies Enter the Global Systems of Multinational Automakers

Starting in the third quarter of 2026, the HS8 driver assistance system developed by CARIZON will be installed in seven models from Volkswagen's three joint ventures in China; the Neue Klasse BMW iX3 will offer a smart driving system co-developed with Momenta as standard across the lineup. From power battery technology licensing to global lidar market share, China's supply chain and AI capabilities are extending outward along with multinational automakers' systems. This article reviews the relevant data and cooperation models, and points out that this is not a simple "one-way export," but a two-way flow of technology, knowledge and industrial capability.

4732 days ago