宁德时代：巧克力换电全力冲刺 2025 年千站目标

Core Insights - JD.com, GAC Group, and CATL jointly launched the "National Good Car" Aion UT Super 1, showcasing its design, manufacturing process, battery technology, and battery swapping details [1] - The vehicle is set for pre-sale and test drives, with an official release scheduled for November 9 [1] Company Strategy - CATL's battery swapping business will be implemented in two phases: first targeting the B2B market, followed by expansion into the B2C market [1] - The B2B market is identified as having clear demand, while the B2C market is crucial for gathering consumer feedback and building brand recognition [1] Battery Swapping Infrastructure - CATL aims to establish 1,000 battery swapping stations by the end of this year, with coverage in approximately two-thirds of cities in China [1] - The long-term goal is to reach 10,000 to 20,000 stations by 2030, ultimately planning for 30,000 stations, making battery swapping as convenient as refueling [1]