CATL

CATL and BYD collectively installed 575.2 GWh of EV batteries from January to November 2025, accounting for 54.9% of the global total.

Nio and CATL will focus on joint development of long-life batteries and battery swap compatibility technologies.

CATL has achieved its 2025 goal of deploying 1,000 Choco swap stations and has raised its end-2026 target from 2,500 to 3,000 stations.

In 2026, sodium batteries will be used on a large scale in battery swap, passenger vehicles, commercial vehicles, and energy storage, CATL said.

Nio and BYD's FinDreams have suspended their battery supply cooperation as L60 orders are insufficient to support multiple suppliers, according to a local media report.

CATL and Sieyuan signed a three-year deal for energy storage cooperation, targeting a total project scale of 50 GWh.

CATL's Jianxiawo lithium mine in Yichun, Jiangxi, is expected to resume production around the Chinese New Year in February, according to a local media report.

The humanoid robot has replaced human workers in the testing processes before battery packs roll off the line, with its operation cycle matching that of skilled workers.

CATL will prioritize supplying Voyah with cutting-edge battery technologies and deploy production capacity near the EV maker's manufacturing facilities.

CATL's share in November increased by 0.71 percentage points compared to October, while BYD's share decreased by 0.93 percentage points.