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CATLCATL(SZ:300750) 鑫椤锂电·2025-10-16 07:59

Group 1 - The founder and chairman of CATL, Zeng Yuqun, is expected to visit South Korea later this month to discuss cooperation with Hyundai Motor Group and other local battery manufacturers, as well as suppliers of battery materials and equipment [1][3] - This visit marks Zeng's first official trip to a neighboring country in nearly three years, during which he will meet with Hyundai's chairman, Chung Eui-sun, to deepen their cooperative relationship amid high tariffs imposed by the U.S. [3] - CATL is actively expanding its supply chain for battery materials in South Korea, planning to meet with executives from leading local companies such as EcoPro and L&F, which are crucial players in the global NCM battery supply chain [3][4] Group 2 - In the first quarter of this year, CATL established a subsidiary in South Korea to accelerate its market expansion and localization of the supply chain [4] - Zeng Yuqun plans to hold closed-door meetings with the chairmen of SK Group, LG Group, and Hanwha Group to explore potential synergies in raw material procurement, equipment standardization, and overseas joint ventures [4] - Beyond the power battery sector, CATL views the South Korean energy storage system (ESS) market as a new growth opportunity, with plans to collaborate with local material and equipment companies to develop or sell ESS products [4]