CATL's Exclusive Monopoly Ends: Xiaomi Pengcheng Pairs with Sunwoda + CALB

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.

1991 day ago