CATL(SZ:300750) 高工锂电·2025-09-16 10:55Battery - Contemporary Amperex Technology Co., Ltd. (CATL) has established a new company named Qiji New Energy Technology (Jiangmen) Co., Ltd. with a registered capital of 5 million yuan, focusing on emerging energy technology research and centralized fast charging stations [2] - CATL has signed a long-term procurement agreement with Longpan Technology for lithium iron phosphate cathode materials, with an expected supply of 157,500 tons from 2026 Q2 to 2031, totaling over 6 billion yuan [3][4][6] - CATL has also set up three new companies, including Qiji New Energy Technology (Qinhuangdao) Co., Ltd. and Qiji New Energy Technology (Yingtan) Co., Ltd., each with a registered capital of 5 million yuan, focusing on energy technology research and battery sales [5] Materials - Longpan Technology's agreement with CATL aims to establish long-term cooperation and capture overseas markets, although it is an intention-based agreement and subject to adjustments based on project progress [6] - Zhenhua New Materials has achieved a shipment of over 100 tons of ultra-high nickel 9 series materials, which are suitable for solid-state battery systems, emphasizing high energy density and safety [8][9] - Tianhua New Energy has received positive feedback on its lithium sulfide products, which are core materials for solid-state electrolytes, and is pushing for increased sample deliveries [10] Overseas - SK On has completed the construction of a solid-state battery pilot factory in South Korea, aiming for commercialization by 2029, with plans to develop products with energy densities of 800 Wh/L initially, and eventually up to 1000 Wh/L [11][12] - The U.S. has reduced import tariffs on Japanese automobiles to 15% as of September 16, which may impact the automotive supply chain and related industries [13][14]