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宁德时代全面发力商用车电动化
CATLCATL(SZ:300750) 高工锂电·2025-03-06 11:39

Core Viewpoint - CATL is intensifying its focus on the commercial vehicle market, particularly through the launch of the "Kuns" chassis solution aimed at the light truck sector, which has already secured over 16,000 strategic orders since its release [1][3]. Group 1: Product Launch and Strategy - CATL's subsidiary, Times New Energy, unveiled the "Kuns" chassis commercial vehicle solution at the Shenzhen International Smart Mobility Expo, targeting the light truck market [2]. - The "Kuns" solution employs an innovative "1+3+1" architecture, integrating the Qian-Kun structure, Tianqing power chain, and multi-source heat pump intelligent temperature control technology, offering long range, extended warranty, fast charging, and strong overload capabilities [3]. - The company has established partnerships with 13 well-known automotive manufacturers, covering over 20 vehicle models, to enhance its product offerings in the commercial vehicle sector [3]. Group 2: Market Potential and Growth - The commercial vehicle market is experiencing significant growth, particularly in logistics and transportation, as the penetration of new energy passenger vehicles stabilizes at around 50% [4]. - The demand for new energy light trucks is expected to continue rising, driven by the rapid development of e-commerce, express delivery, and logistics industries, with predictions indicating a sustained increase in penetration rates by 2025 [5]. - The new energy heavy truck market is also showing robust growth, with an estimated 82,000 units expected to be sold in 2024, reflecting a 136% year-on-year increase and a penetration rate of 13.6% [5][6]. Group 3: Policy Support and Future Outlook - Recent government policies promoting the development of new energy vehicles, including purchase subsidies and priority road access, are providing strong support for companies like CATL [6]. - As a leading global power battery enterprise, CATL maintains significant advantages in battery technology, product development, and manufacturing, positioning itself well for future growth in the commercial vehicle market [6].