Zhi Tong Cai Jing·2026-01-22 10:23Core Insights - CATL (Contemporary Amperex Technology Co., Limited) launched the Tianxing II light commercial vehicle series solutions, which include four core scenarios: urban distribution, intercity transport, last-mile delivery, and cold climate applications [1] - The Tianxing II series features the industry's first mass-produced sodium battery, which operates effectively in extreme cold conditions, enhancing reliability for cold region operations [1] - The long-range version of the Tianxing II battery offers a maximum capacity of 253 kWh and a range of up to 800 km, while the ultra-fast charging version can charge from 0% to 80% in 18 minutes [1] Product Features - The sodium battery can function at temperatures as low as -30°C and retains 90% of its usable capacity at -40°C, making it suitable for various small and micro truck models [1] - The long-range battery reduces vehicle weight by approximately 260 kg while maintaining the same energy capacity [1] - The ultra-fast charging version supports 4C peak charging, significantly improving charging times compared to previous generations [1] Market Outlook - The sales of new energy light commercial vehicles are expected to exceed 900,000 units by 2026, indicating significant growth potential in the market [2] - CATL's "battery swapping" model has reduced initial vehicle purchase costs by 10% and operational costs by another 10%, creating substantial growth opportunities for small trucks and vans [2] - Since the launch of the Tianxing light commercial series, CATL has partnered with 46 automakers, achieving a total shipment of over 210,000 units [2]