Aug 12, 2026
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CATL Retreats One Step, Li Auto Cuts One Layer
CATL retreats on battery pack supply to Li Auto but retains cell production, signaling a strategic shift.
TMTPost (钛媒体)World's largest EV battery manufacturer. Developing specialized high-density battery modules for humanoid robots.
Ningde, Fujian · Founded 2011 · Company website
Solid-state battery R&D could unlock humanoid power density. Inclusion gated on solid-state commercialization scaling to ≥30% of revenue.
CATL retreats on battery pack supply to Li Auto but retains cell production, signaling a strategic shift.
TMTPost (钛媒体)CATL announced its 350Wh/kg aviation battery passed the world's first adjacent-cell thermal runaway test for eVTOL applications, to be used in Futu's aircraft.
IT Zhijia (IT之家)CATL advances restart of its Yichun lithium mine after completing environmental review consultation.
IT Zhijia (IT之家)CATL supplies standard batteries for GAC Aion's new 2027 AION RT sedan, priced from 99,800 yuan.
IT Zhijia (IT之家)CATL earns over 200 million yuan per day but remains dissatisfied with its current performance.
Jiemian (界面新闻)CATL supplies batteries for FAW-Volkswagen ID.AURA T6 electric SUV now open for blind orders.
IT Zhijia (IT之家)In July 2026, CATL invests EV profits into embodied intelligence robotics startups, signaling a strategic shift.
Jiemian (界面新闻)CATL reported 2026 H1 operating revenue of RMB 277 billion, up 54.8% year-over-year on battery demand.
36Kr (36氪) + 2 moreCATL plans to repurchase 20-40 billion RMB of its own shares, signaling capital allocation confidence.
36Kr (36氪)CATL signs agreement with Dalian Detai to begin replacing official fleet vehicles with electric models.
Jiemian (界面新闻)Cui Dongshu reports CATL and BYD hold a combined 64% battery market share, with CATL leading in ternary batteries.
36Kr (36氪)CATL signed a MoU with European integrator Alfen to deploy 5 GWh of sodium-ion battery storage systems in Western Europe starting 2027.
IT Zhijia (IT之家) + 1 moreCATL joined a 1 billion RMB strategic capital increase in QiJing Auto, a smart EV brand co-created by GAC and Huawei.
IT Zhijia (IT之家)CATL started production at its US battery factory with Ford in Michigan, with Hungary and Indonesia factories to follow this year.
IT Zhijia (IT之家)Avatr Technology, the EV brand backed by Changan, Huawei, and CATL, filed for a Hong Kong IPO.
Jiemian (界面新闻)CATL obtained a safety production permit for its Jianxiawo lithium mine, enabling domestic lithium supply for battery production.
Jiemian (界面新闻) + 1 moreCATL plans 30+ European truck battery swap stations by 2035, partnering with Octopus Energy to undercut diesel costs.
IT Zhijia (IT之家)Gotion High-Tech, Sunwoda, and CALB become HarmonyOS vehicle battery suppliers, breaking CATL's monopoly.
TMTPost (钛媒体)CATL's Q1 2026 net profit of 20.7B RMB surpassed combined profits of seven major automakers, highlighting EV supply chain imbalance.
IT Zhijia (IT之家)Harmony Intelligent Mobility reportedly adds Gotion High-Tech as battery supplier for AITO M6, reducing CATL reliance.
IT Zhijia (IT之家)China produced 192 GWh of power and other batteries in May, up 38% year-on-year, while CATL and BYD held 64% market share.
IT Zhijia (IT之家)CATL invests 4.1 billion RMB in Zhongheng Electric, continuing its 2025 strategic capital expansion across upstream and downstream sectors.
36Kr (36氪)CATL, BAIC, and Xiaomi's joint battery factory targets 7.5 GWh annual cell output by August 2026.
IT Zhijia (IT之家)Capchem signs electrolyte supply agreement with CATL for 30,000 tonnes over 2026-2028, signaling strong battery demand.
36Kr (36氪)CATL and China Iron and Steel Association launched two new energy group standards for steel industry storage and locomotives.
Jiemian (界面新闻)This profile is part of the China Physical AI Index — a public information product published by Tech Buzz China for informational and educational purposes only. It is not investment advice and is not a recommendation regarding CATL or any other security. Company data is based on public filings and TBC research; revenue-exposure estimates are point-in-time and subject to update. See the full methodology §11 and disclaimer page.