CATL(SZ:300750) 鑫椤储能·2026-02-02 07:47Group 1 - Samsung SDI has signed a new battery supply contract through its U.S. subsidiary, with details such as customer identity and contract amount kept confidential until January 2030. This move is seen as a step towards supply chain localization in response to the Inflation Reduction Act, likely involving Tesla's energy storage systems [1] - CATL has initiated the construction of a green battery manufacturing base in Yunnan, focusing on new energy batteries, green energy, green transportation, and low-altitude economy, with plans to start in Q1 2026. This project aims to leverage Yunnan's abundant green electricity resources and mineral advantages to enhance CATL's control in the global battery supply chain [2] - Haibo Sichuang has signed a cooperation agreement with the government of Datong to expand its smart manufacturing base and develop independent energy storage projects. This partnership signifies a shift from equipment manufacturing to a full-chain model that includes investment and operation of energy storage plants, contributing to the establishment of a national energy storage industry cluster [3]