CATL(300750) 证券时报网·2024-11-24 05:05Industry Overview - The electric vehicle (EV) battery swap industry is accelerating, with CATL actively expanding its battery swap business this year [1] - The industry chain consists of upstream battery swap station equipment suppliers, midstream operators and automakers, and downstream end-users [3] Market Dynamics - Two major battery swap alliances have emerged in the market: NIO and CATL, which are expected to attract more industry players and accelerate the construction of EV battery swap networks [2] - The battery swap market is entering a new development phase, with equipment suppliers being the most certain beneficiaries of this expansion [4] Key Players - Equipment suppliers primarily deliver complete battery swap stations and stand to benefit significantly from the construction of battery swap networks [4] - Companies such as Lianying Laser and Bozhon Precision are recommended for attention in this sector [5] Growth Opportunities - The battery swap network construction is expected to accelerate, with equipment manufacturers being the first to benefit from this trend [2][4]