换电如加油，两大巨头牵手！宁德时代、中国石化：启动换电“万站计划”

Core Viewpoint - CATL is accelerating its battery swapping business by partnering with Sinopec to build a nationwide battery swapping network, aiming for 500 stations this year and a long-term goal of 10,000 stations [1][2]. Group 1: Partnership Details - CATL and Sinopec signed a cooperation framework agreement to deepen their strategic partnership and jointly develop a battery swapping ecosystem [1][2]. - The collaboration will involve both industrial and capital cooperation, focusing on building a standardized and scalable battery swapping network [2][3]. - The partnership aims to leverage Sinopec's extensive gas station infrastructure and CATL's advanced battery technology to enhance the efficiency of energy supply networks [2][3]. Group 2: Market Context and Goals - The automotive industry's shift towards electrification is driving demand for a more comprehensive energy supply network, with CATL aiming to make battery swapping as convenient as refueling [3][4]. - CATL has already collaborated with several major automakers to develop battery swapping-compatible vehicles, including models from Chang'an, Aion, and FAW [3][4]. - CATL plans to establish 1,000 battery swapping stations by 2025, with a long-term vision of 30,000 to 40,000 stations by 2030 [4]. Group 3: Current Infrastructure - Sinopec has built 30,000 comprehensive energy stations and has a customer base exceeding 300 million, serving around 20 million customers daily [3]. - CATL's subsidiary, Times Electric, has been focusing on the battery swapping business since its establishment in 2021, indicating a significant investment in this sector [4]. Group 4: Future Outlook - The partnership is expected to create a robust battery swapping ecosystem that supports China's dual carbon goals, integrating services for people, vehicles, energy, and lifestyle [2][4]. - CATL's CEO has expressed confidence that battery swapping, home charging, and public charging will each hold a significant share of the market by 2030 [4].