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 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)DeepSeek (Chinese: DeepSeek) nears completion of a 50 billion RMB funding round backed by Tencent and CATL, valuing it at up to 400 billion RMB.
Zhidongxi (智东西)CATL invested 3 billion yuan to build a large-scale testing facility for energy storage, akin to a wind tunnel.
TMTPost (钛媒体)CATL invests 3 billion yuan to build the world's first energy storage testing and demonstration platform.
TMTPost (钛媒体)CATL reached 1,650 chocolate battery swap stations across 127 cities and plans to exceed 3,000 by end of 2026.
36Kr (36氪)Chongqing state capital takes 34.5% stake in Seres' new auto brand via Saidou Tech, with CATL as strategic investor.
IT Zhijia (IT之家)CATL reached 1,650 chocolate battery swap stations across 127 cities, targeting 3,000 by end of 2026.
IT Zhijia (IT之家)CATL invests 10.5 billion RMB to enter AI data center market, expanding from EV batteries into AI infrastructure.
TMTPost (钛媒体)CATL invests in Seres subsidiary Blue Electric's 6.67 billion yuan capital raise, deepening EV supply chain ties.
IT Zhijia (IT之家)Blue Point Tactile raised hundreds of millions yuan in C++ round led by SAIC, with CATL and AgiBot (Chinese: 智元机器人; pinyin: Zhiyuan Jiqiren) participating as strategic investors.
36Kr (36氪)GAC Trumpchi opens reservations for M8 PHEV L, using Momenta ADAS and CATL batteries.
IT Zhijia (IT之家)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.