CATL(SZ:300750) 鑫椤储能·2026-01-05 02:18Core Viewpoint - The article highlights the strategic investment agreement between CATL and the Guizhou provincial government to expand the production capacity of energy storage and power batteries in Guizhou, indicating a deepening of CATL's full industry chain layout in the region [1][2]. Group 1: Investment Agreement - CATL signed an investment cooperation agreement for the second phase of its energy storage and power battery production base in Guizhou, planning an annual production capacity of 30GWh and covering an area of approximately 550 acres [1]. - The first phase of the production base, which also has a planned capacity of 30GWh, was announced in November 2021 with a total investment not exceeding 7 billion yuan [2]. Group 2: Strategic Importance - The strategic cooperation agreement signed in October 2021 aims to build a complete lithium battery industry chain in Guizhou, encompassing upstream lithium battery materials and downstream market applications [2]. - CATL's chairman emphasized the importance of Guizhou's industrial development foundation and natural resources, marking the investment as a significant strategic move for the company [2].