宁德时代：乘用车和重卡换电业务推进顺利

Core Viewpoint - Ningde Times (300750) is making significant progress in the battery swapping business for passenger vehicles and heavy trucks, with a target of establishing 1,000 battery swapping stations by the end of the year [1] Group 1: Battery Swapping Stations - As of the end of July, over 400 battery swapping stations for passenger vehicles have been built, indicating a strong trajectory towards the annual goal [1] - Approximately 100 battery swapping stations for heavy trucks have been established, with an expected total of around 300 stations by the end of the year [1] Group 2: Collaborations and New Models - The company has jointly launched over 20 new battery swapping models with automotive clients, enhancing its product offerings in the market [1] - Collaborations with upstream and downstream enterprises such as Sinopec, NIO, and Didi are being pursued to accelerate the development of the battery swapping ecosystem [1]