CATL(SZ:300750) Xin Lang Ke Ji·2025-11-05 10:08Core 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] Group 1: Battery Swapping Strategy - CATL's CTO Zhang Kai outlined a two-phase strategy for battery swapping, starting with the B2B market before expanding to the B2C market, emphasizing the current demand in the B2B sector [1] - In the B2C segment, CATL plans to offer various on-demand battery swapping packages to cater to diverse user needs [1] Group 2: Infrastructure Development - CATL aims to establish 1,000 battery swapping stations by the end of this year, with coverage nearing two-thirds of cities in China, allowing users to find a station within approximately 10 kilometers [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]