CATL(SZ:300750) Di Yi Cai Jing·2025-12-04 15:00Group 1 - The core viewpoint of the news is that CATL's subsidiary, Times Electric Ship Technology Co., has launched a comprehensive "ship-shore-cloud" zero-carbon shipping and smart port integration solution, which integrates the entire chain from onboard power systems to shore-based energy replenishment networks and cloud-based intelligent management [1] - The "All-domain Increment" strategy proposed by CATL aims to expand its core capabilities in the power battery sector to all transportation scenarios, including land, sea, and air, with a current global market share of nearly 40% in power battery installations [1] - The electric ship sector is seen as a critical component of CATL's growth strategy, with significant potential for expansion as the market for decarbonizing shipping is projected to be a trillion-dollar opportunity [1] Group 2 - According to a recent report by Aijian Securities, the electric ship battery market is still in the exploratory phase, with substantial growth potential; global electric ship battery shipments are expected to reach 268.5 GWh by 2029, with a compound annual growth rate (CAGR) of approximately 125.7% from 2025 to 2029 [2] - The Chinese market for electric ship batteries is projected to reach 3.6 GWh in 2025 and 104.7 GWh by 2029, with a CAGR of 131.9% during the same period [2] - The electric ship industry faces challenges such as harsh operating environments and high initial costs, which CATL aims to address with its integrated solutions that include battery systems, power systems, and intelligent navigation systems [2] Group 3 - The market for lithium batteries in the electric ship industry is highly concentrated, with CATL, EVE Energy, and Guoxuan High-Tech together holding nearly 80% of the market share, despite 30 companies having CCS certification for marine lithium batteries [3]