宁德时代：巧克力换电站2025年已建设近千座

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 for the first time [1] - The vehicle's pre-sale and test drive activities commenced on the same day, with an official release scheduled for November 9 [1] Company Strategy - CATL's Chief Technology Officer for battery swapping, Zhang Kai, outlined a "two-step" strategy for the battery swapping business, starting with the B2B market and later expanding to the B2C market [1] - The B2B market is identified as a mature market with clear demand, while the B2C market is crucial for obtaining consumer feedback and building brand recognition [1] Service Offerings - In the B2C segment, CATL plans to offer various on-demand battery swapping packages to meet diverse user needs [1] Infrastructure Development - CATL aims to establish 1,000 battery swapping stations by the end of this year, with nearly completion as of October, covering approximately two-thirds of cities nationwide [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]