CATL(SZ:300750) Mei Ri Jing Ji Xin Wen·2025-12-18 02:47Core Viewpoint - CATL and Lantu Motors signed a 10-year deep cooperation agreement to enhance collaboration in technology application, product supply, brand co-construction, and global market synergy, aiming to accelerate the high-end, intelligent, and global development of the new energy vehicle industry [1][6]. Group 1: Technology Collaboration - CATL will prioritize providing advanced battery technologies to Lantu, including the large-scale application of its Kirin, Xiaoyao, and Shenxing battery brands in Lantu vehicles [5]. - Both companies will collaborate on new ecological technologies such as battery swapping, integrated intelligent chassis, and V2G, while deepening battery big data collaboration to create a comprehensive management loop covering R&D, manufacturing, and operations [5]. Group 2: Supply Chain Strategy - The partnership will focus on localized production capacity and collaborative layout to enhance supply chain agility and security, effectively addressing external volatility risks and ensuring stable and reliable battery supply for Lantu's rapid product scaling and market competitiveness [5]. Group 3: Market Expansion - CATL and Lantu will work together to innovate their brands and expand into overseas markets, aiming to enhance their brand influence and competitiveness in the global high-end new energy vehicle market [6]. - Since the delivery of Lantu's first mass-produced vehicle in 2021, CATL has become the core battery supplier for all Lantu models, marking a significant advancement in their strategic partnership [6]. Group 4: Other Collaborations - In addition to Lantu, CATL has signed strategic cooperation agreements with Shouqi Group and Dongfeng Commercial Vehicle, focusing on electric vehicle transformation, after-sales service, battery recycling, and charging infrastructure [8]. - The collaboration with Dongfeng Commercial Vehicle aims to leverage past successful experiences to establish a new five-year strategic partnership in the commercial vehicle electrification sector [9].