宁德时代计划未来5年在海南建100座换电站
CATLCATL(SZ:300750) 起点锂电·2025-10-04 09:13

Core Viewpoint - The article highlights the strategic collaboration between CATL and the Haikou government to establish a comprehensive battery swap network in Hainan, aligning with the province's green development goals and the broader push for electric vehicle infrastructure in China [2][3]. Group 1: Event Overview - The CINE2025 Solid-State Battery Exhibition and Industry Annual Conference will take place from November 6-8, 2025, at the Guangzhou Nansha International Convention Center, featuring over 200 exhibitors and 20,000 professional attendees [1][11]. - The event will also include the 2025 Qidian Solid-State Battery Golden Ding Award Ceremony and the SSBA Solid-State Battery Industry Alliance Council [1]. Group 2: CATL's Strategic Moves - CATL has signed a strategic cooperation agreement with the Haikou government to invest in 100 battery swap stations across Hainan by 2030, marking a significant step in expanding its battery swap network in Southern China [1][2]. - The company aims to establish over 1,000 battery swap stations by 2025, with the Hainan market being a crucial component of this strategy [2][3]. Group 3: Market Growth and Performance - CATL's battery swap business has seen rapid growth, achieving a record of 105 new stations and 103 stations going live in August alone, totaling 512 stations across 34 cities by the end of August [2]. - The daily battery swap volume has reached over 140,000 kWh, with individual stations achieving a daily swap volume of 10,000 kWh, positioning CATL among the industry leaders [2]. Group 4: Collaboration and Policy Support - The partnership with Haikou includes collaboration on green energy development, new energy storage applications, and electric transportation, enhancing the local energy ecosystem [3][4]. - Haikou has introduced incentive policies, offering up to 500,000 yuan for projects that deploy a certain number of battery swap vehicles, supporting the promotion of the battery swap model [3].