CATL(SZ:300750) DT新材料·2025-11-12 16:04Group 1 - The core viewpoint of the article highlights the strategic partnership between Haibo Shichuang and CATL, focusing on a ten-year agreement for energy storage systems, with a commitment to procure at least 200 GWh of battery cells from CATL by the end of 2028, which represents nearly 30% of the current global annual demand for energy storage cells [2][3] - The partnership aims to establish an integrated management platform for energy storage projects, enhancing the efficiency of the entire project lifecycle, and includes plans for a joint energy storage project industry fund [2] - The energy storage cell market is experiencing high demand due to the rapid increase in global renewable energy installations and the expansion of AI data centers, leading to a situation where leading battery manufacturers are operating at full capacity [3] Group 2 - Haibo Shichuang ranks among the top three globally for new energy storage installations in 2023, being second in power scale and third in energy scale, while leading the domestic market in cumulative installations and contracted projects [3] - The company has made significant strides in the EMEA energy storage market, securing new projects in five countries, and has participated in over 300 energy storage projects globally, with a cumulative deployment scale exceeding 40 GWh [3]