NIO plans to begin construction of a battery manufacturing facility in Shanghai in H2 2026, focusing on next-generation battery technology. The company has already made moves in solid-state batteries, collaborating with multiple institutions to explore oxide and sulfide technology paths. EX1000.COM
2012 days ago
CATL released H1 2026 report: revenue of 276.9B yuan up 54.8% YoY, net profit 43.28B yuan up 42%. Domestic power battery market share reached 46.7%, overseas share 33.7%. EX1000.COM
3962 days ago
China's power battery industry showed "quantity and quality rising together" in H1 2026: exports reached 122.7GWh (+50.3%), June installations hit records with NEV penetration breaking 63.6%, and stricter safety standards took effect in July.
1935 days ago
China's Ministry of Finance announced a 2% consumption tax on mature lithium battery products effective September 1, 2026. The policy will directly impact power battery costs and ripple through NEV pricing.
4025 days ago
SVOLT Energy's Hubei Daye battery PACK plant rolled out its first battery pack on July 20, 2026, marking the official start of mass production. Equipped with two module lines and one PACK line, the plant is projected to generate approximately 2 billion yuan in annual output value, primarily supplying multiple GWM models at Daye and Jingmen bases.
5197 days ago
The China Automotive Power Battery Industry Innovation Alliance released June 2026 data showing sustained high-speed growth in the power battery sector. Combined production of power and energy storage batteries reached 206.0 GWh in June, up 59.5% YoY. Combined sales hit 196.0 GWh, up 49.1% YoY. Energy storage battery growth (67.5%) significantly outpaced power batteries (41.8%), with export share continuing to climb.
32710 days ago
On July 16, Geely Galaxy unveiled the "Thunder 16-in-1 Intelligent Electric Drive," thrusting InfiMotion into the industry spotlight. The system integrates 16 core hardware components and functions into a 75 kg package, powering the Galaxy TT to two Guinness World Records. InfiMotion's projected 2026 revenue of 20 billion yuan positions it as a potential "CATL of the electric drive sector."
55410 days ago
In 2026, the NEV battery supply chain is undergoing a silent revolution. CATL's once-dominant exclusive supply model is being systematically dismantled by Xiaomi, Li Auto, and Harmony Intelligent Mobility. Second-tier battery makers like Sunwoda, CALB, and Gotion are rapidly rising as core options for diversified sourcing. This supply chain restructuring not only reshapes domestic competition but also brings more cost-competitive battery solutions to export models targeting Central Asia, Russia, and other emerging markets.
27410 days ago
Starting July 1, 2026, GB 38031-2025 "Safety Requirements for Traction Batteries of Electric Vehicles" officially takes effect, alongside L3 regulations in 2027 and solid-state battery testing standards in 2028, marking a triple-upgrade cycle for China's NEV industry.
34912 days agoAISTALAND has completed a strategic capital injection exceeding 1 billion yuan, bringing in CATL, Bosch's Boyuan Capital, and Greater Bay Area state-backed investors, alongside an employee stock ownership platform, officially ending its single state-owned structure.
34113 days ago
On July 15, 2026, NBS Deputy Director Mao Shengyong stated at a State Council press conference that H1 NEV retail penetration exceeded 60% for three consecutive months, driving lithium-ion battery output up 39.3%, with new growth drivers contributing over 40% of economic growth.
55114 days ago
According to the Shanghai Jiading official account, NIO's new battery R&D base project will be established in Jiading in 2026, focusing on next-generation power batteries, with construction scheduled to begin in H2. Upon completion, it will feature 31 lithium battery testing labs, a cell pilot line, and a battery pack assembly line.
25414 days ago
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