CATL(SZ:300750) Yang Zi Wan Bao Wang·2025-10-28 12:34Core Insights - The launch of the first "Chocolate Battery Swap Station" by CATL in Nanjing marks a significant step towards a green transportation revolution, enabling electric vehicles to recharge in just 99 seconds, which is faster than brewing a cup of coffee [2][4][6] - The initiative is part of a broader strategy to develop a low-carbon service industry in Jiangsu, with Nanjing's Xuanwu District leading the charge by attracting high-profile projects and establishing a comprehensive battery swap ecosystem [4][6][8] Group 1 - The first batch of 100 battery swap electric taxis was officially delivered, indicating the start of a new era for electric vehicle infrastructure in Nanjing [6][8] - CATL's subsidiary, Times Electric, is responsible for expanding battery swap services in the Yangtze River Delta region, with plans to establish a total of 48 swap stations in Nanjing by the end of the year [6][8] - The battery swap model is designed to alleviate range anxiety and enhance operational efficiency for ride-hailing services, as highlighted by the CEO of Yunxiang Automobile [8] Group 2 - The battery swap stations will not only provide quick recharging but also conduct health checks on batteries, ensuring a safer and more reliable user experience [6] - The collaboration between CATL, the Xuanwu District government, and local enterprises aims to create a full-chain battery swap ecosystem, including vehicle rental and operational services [4][6] - The initiative is expected to transform the daily commuting experience for Nanjing residents, making "99-second battery swap" a common aspect of urban transportation [8]