CATL(SZ:300750) 高工锂电·2025-08-04 09:52Core Viewpoint - The article highlights significant developments in the lithium battery industry, including strategic partnerships, new projects, and advancements in battery technology, indicating a robust growth trajectory for the sector. Group 1: Battery Developments - CATL has signed a strategic cooperation agreement with Shenzhou Car Rental and China Merchants Bank to deploy over 100,000 battery swap vehicles, featuring standardized battery packs with a range of 400-600 km, aimed at various market segments [2][3] - The battery swap network will leverage Shenzhou Car Rental's 2,000+ offline locations, enhancing service efficiency and integrating digital solutions for a seamless rental and swap experience [3] - Dongfeng Motor announced that its solid-state battery, with an energy density of 350 Wh/kg and a range exceeding 1000 km, is set to be launched in 2026 [6] Group 2: Material Projects - Guizhou Zhaoke Energy has commenced construction on a 2 GWh cylindrical battery project, focusing on high safety and performance, with an investment of 250 million yuan, expected to be operational by December 2025 [4][5] - Jiangxi Province's Yichun City has announced an environmental impact assessment for a lithium carbonate project with an annual capacity of 50,000 tons, with a total investment of 100 million yuan [8] - Shanghai Xiba and Yuyuan Rare Earth have established a joint venture to enhance their capabilities in lithium-ion solid-state battery materials, with a registered capital of 200 million yuan [9] Group 3: International Developments - South Korea's SK Innovation plans to merge its battery subsidiary SK On with SK Enmove, focusing on electric vehicle batteries and energy storage systems, with the new company set to launch on November 1, 2025 [11][12]