Core Viewpoint - CATL is entering the "prefabricated vehicle" market through its subsidiary, CATL (Shanghai) Intelligent Technology Co., Ltd., which has recently initiated its first round of external financing with a scale of 2 billion yuan, leading to a post-investment valuation exceeding 10 billion yuan [2]. Group 1: Company Overview and Technology - CATL Intelligent was established in 2021, focusing on battery-centered skateboard chassis products and technology services, with the skateboard chassis seen as the best platform for small-batch, scenario-based vehicle manufacturing [3][6]. - The skateboard chassis integrates core modules such as battery, motor, electronic control, steering, braking, and suspension, adopting a battery-to-chassis integration approach [4]. - CATL proposes the CIIC (CATL Integrated Intelligent Chassis) solution, featuring a decoupled design that allows automakers to quickly develop various models on a unified chassis architecture, significantly reducing R&D cycles and initial costs [3][7]. Group 2: Market Strategy and Collaborations - CATL aims to develop both large (CIIC-L) and small (CIIC-S) platform vehicles, planning to introduce one new platform each year for B, C, D, and A-class vehicles [7]. - Collaborations with partners such as BAIC Group and JAC Motors are underway to advance the CIIC skateboard chassis project, with BAIC being one of the earliest companies to explore skateboard chassis technology [7]. - CATL's partnership extends to joint ventures with both domestic and international automakers, including a collaboration with Changan Mazda to develop new energy vehicles based on the skateboard chassis [7]. Group 3: Future Directions and Challenges - The company is exploring the integration of skateboard chassis with battery swapping, range extension, and vehicle-to-grid (V2G) technologies, collaborating with smart driving companies to enhance the safety and reliability of Robotaxi services [8]. - Despite maintaining a leading market share in power battery installations at 43.05%, CATL's share has slightly decreased by 3.33% compared to the same period last year, prompting the company to strengthen ties with automakers [8]. - The Rock Solid chassis has passed rigorous safety tests, demonstrating resilience under extreme conditions, but challenges remain in advancing technologies necessary for high-level autonomous driving [10][11].