CATL(SZ:300750) Guan Cha Zhe Wang·2025-12-05 02:32Core Viewpoint - CATL has officially launched a "ship-shore-cloud" zero-carbon shipping and smart port integration solution, showcasing its achievements and future plans in the shipping sector since its entry in 2017 [1] Group 1: Company Developments - CATL began its foray into the shipping industry in 2017 and launched its first electric vessel in 2019, providing power solutions for nearly 900 electric ships to date [1] - The company holds approximately 40% market share in the electric vessel sector and is the leading supplier of batteries for electric ships globally [1] Group 2: Integrated Solution Features - The "ship-shore-cloud" solution integrates onboard power systems, shore-based charging networks, and cloud-based intelligent management to address operational challenges in shipping [3] - The onboard system includes battery systems, power systems, and intelligent navigation systems, while the shore side focuses on charging networks to alleviate cost concerns [3][4] - The cloud component features a smart management platform for remote monitoring and optimization of vessel operations [3] Group 3: Technical Innovations - CATL has designed battery systems specifically for the harsh marine environment, addressing challenges such as high humidity, salt mist, and long operational hours [3][4] - The company employs high-strength structures and protective coatings in critical components to ensure reliability during long voyages [4] - A complete charging and discharging verification platform allows for simulation of complex operational conditions before deployment [4] Group 4: Strategic Vision - The shipping division is a key part of CATL's "full-domain incremental" strategy, which aims to extend its core capabilities in power batteries across all transportation modes [4] - The "ship-shore-cloud" solution is positioned to facilitate the transition to green, intelligent, and sustainable shipping practices globally [4] Group 5: Market Outlook - The maritime industry accounts for 3% of global greenhouse gas emissions, with a target set by the International Maritime Organization to achieve net-zero emissions by 2050 [5] - The electric vessel market in China is projected to grow to 36.75 billion yuan by 2026, with lithium battery demand expected to rise significantly [5] - Despite the promising outlook, the widespread adoption of CATL's integrated solution faces challenges related to long-distance operational capabilities, cost control, infrastructure development, and regulatory standards [5]