Can battery swapping and energy storage power CATL’s next phase of growth?

發布時間: 2026年10月31日 新聞來源: SCMP 南華早報 查看原文
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Can battery swapping and energy storage power CATL’s next phase of growth?

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Contemporary Amperex Technology Ltd (CATL) has doubled down on new businesses including battery swapping and energy storage as the world’s largest battery maker seeks new growth drivers amid intensifying price wars and mounting pressure on profitability.

But the new path is far from straightforward. Established players like Nio have already built a strong presence in battery swapping, while BYD has reinforced its position in energy-storage systems.