CATL(SZ:300750) Zhong Guo Qi Che Bao Wang·2025-08-04 07:08Core Viewpoint - Shenzhou Car Rental has signed a comprehensive strategic cooperation agreement with CATL, Times Electric, and CMB Financial Leasing to deepen collaboration in the electric vehicle battery swap business, aiming to create a green and efficient travel ecosystem for users and promote the upgrade of the car rental industry towards electrification and intelligence [1][3]. Group 1: Strategic Collaboration - The partnership marks a significant step for Shenzhou Car Rental in the new energy sector, indicating a new development phase in electric vehicle rental and supporting services [3]. - The collaboration is a response to national dual carbon and new energy vehicle development strategies, leveraging Shenzhou's strengths in rental networks and operational services [3]. Group 2: Financial Support and Vehicle Integration - CMB Financial Leasing will provide flexible and efficient financial support for the introduction of the "Chocolate" battery swap models, emphasizing the bank's commitment to green finance [3]. - Shenzhou Car Rental plans to introduce the "Chocolate" standard battery swap models, with a pilot operation starting in 2025 and a goal to operate over 100,000 such vehicles [3][4]. Group 3: Battery Swap Network Development - The construction and operation of battery swap stations is a key aspect of the collaboration, utilizing over 2,000 offline outlets and parking resources to alleviate charging anxiety for electric vehicle users [4]. - The battery swap stations will prioritize the use of renewable energy sources and participate in grid peak shaving and frequency modulation [4]. Group 4: User Experience Enhancement - Shenzhou Car Rental will integrate real-time navigation and payment functions for battery swap stations into its app, creating a digital closed-loop for the rental, swap, and return process [4]. - The collaboration aims to optimize operational costs and provide cost-effective rental services through competitive battery leasing solutions and joint research on cost reduction strategies [5].