CATL(SZ:300750) Shang Hai Zheng Quan Bao·2025-09-07 23:04Core Viewpoint - CATL has launched the NP3.0 technology platform, the highest safety level in the battery field, to meet the urgent demand for electrification in the European market and accelerate the global transition to green transportation [2][3][5]. Group 1: NP3.0 Technology Platform - The NP3.0 technology platform integrates eight core technologies, including flame-retardant electrolytes and high-pressure active cooling technology, creating a "safety triangle" for power battery systems [6]. - In extreme thermal runaway scenarios, NP3.0 can quickly block heat propagation between cells and maintain stable power output for over one hour, allowing safe vehicle evacuation [6]. - The technology ensures no open flames or smoke during thermal runaway, enhancing driving safety and stability in all scenarios [6]. Group 2: Shenhxing Pro Battery - The Shenhxing Pro battery, equipped with NP3.0 technology, features a system grouping efficiency of 76% and meets diverse performance demands in safety, range, fast charging, and lifespan [7]. - The long-life version of the Shenhxing Pro battery offers a range of 758 kilometers (WLTP) and a lifespan of 12 years or 1 million kilometers, setting a new record for passenger vehicle battery lifespan [7]. - The battery has a degradation rate of only 9% after 200,000 kilometers, making it highly suitable for long-term leasing models in the European market [7]. Group 3: Market Position and Strategy - CATL has established partnerships with over 90% of mainstream automakers in Europe and is building production bases in Germany, Hungary, and Spain [11]. - The company has captured nearly half of the European market share in the past five years, starting from zero [15]. - CATL's Hungarian factory, once completed, will have a production capacity of 100 GWh, making it the largest in Europe [15].