CATL(SZ:300750) Ge Long Hui·2025-05-18 07:39Core Insights - The event held on May 18 in Datong, Shanxi, focused on the launch of the 75 standardized battery swap block and a comprehensive battery swap solution for heavy-duty trucks, aiming for a 50% market penetration of electric heavy trucks within three years [1] - The initiative aims to establish a nationwide battery swap network covering 80% of trunk transport capacity by 2030, with a focus on energy transition and the electrification of heavy-duty trucks [1][4] Group 1 - The 75 standardized battery swap block features three core advantages: lowest lifecycle cost per ton-kilometer, highest safety standards in the industry, and perfect adaptation to standardized battery swap needs [1] - The heavy-duty truck industry is expected to experience explosive growth in the next three years, achieving a 50% electrification rate due to the dual challenges and opportunities of zero-carbon transition and logistics cost reduction [1][3] - The launch of the Qiji battery swap solution aims for standardization, economic efficiency, and compatibility with 95% of mainstream vehicle models, enhancing the overall ecosystem [3] Group 2 - By 2025, the goal is to establish 300 battery swap stations in 13 core regions, connecting major highways and covering 15,000 kilometers of trunk roads by 2030 [4] - The event also marked the opening of the first battery swap highway, the Cangyu Line, with 1,428 vehicles delivered and 6,900 vehicles ordered [4] - The industry is collaborating with various stakeholders to accelerate the construction of the battery swap ecosystem, including partnerships with government agencies and financial institutions [4][6]