Core Viewpoint - The article discusses the development of local standards for battery swapping stations for new energy heavy trucks in China, highlighting the involvement of major battery manufacturers like CATL and BYD in establishing these standards to facilitate the growth of the electric heavy truck market [2][3][6]. Group 1: Local Standards Development - Shanxi Province has released the first local standard for battery swapping stations for new energy heavy trucks, prompting other regions to follow suit [2]. - Shenzhen's market supervision bureau has announced plans to establish local standards for battery swapping systems by December 31, 2026, including technical requirements and design specifications [2][3]. Group 2: Industry Participation - Times Qi Ji New Energy Technology (Shenzhen) Co., Ltd., led by CATL, is spearheading the drafting of these local standards, with participation from various industry stakeholders [2][3]. - CATL and BYD are positioning themselves as leaders in the battery swapping ecosystem, with CATL's chairman predicting a 50% market penetration for electric heavy trucks in the next three years [3][5]. Group 3: Battery Swapping Solutions - The chassis-based battery swapping solution enhances vehicle stability and supports modular battery pack combinations, catering to diverse transportation needs [4]. - CATL's Qi Ji brand has established a presence in multiple regions, collaborating with leading automotive manufacturers to promote battery swapping technology [4]. Group 4: Future Outlook - CATL aims to build a nationwide battery swapping network covering 80% of logistics routes by 2030, significantly impacting the energy landscape for heavy trucks [5]. - The establishment of local standards is expected to accelerate the deployment of battery swapping networks, driving the transition to electric heavy trucks [7].

Core Viewpoint - CATL is positioning itself as a leader in the heavy-duty truck battery swapping market, leveraging its advancements in battery technology and the current favorable market conditions for electric vehicles [4][5]. Group 1: Battery Swapping Initiatives - On May 18, CATL announced the launch of the 75 standardized battery swapping block and a comprehensive battery swapping solution for heavy-duty trucks [1][2]. - The company aims to establish an "eight horizontal and ten vertical" battery swapping green network by 2030, with a target of achieving over 50% electrification penetration in heavy-duty trucks within three years [2]. - The 75 standardized battery block offers three main advantages: lowest lifecycle cost per ton-kilometer, highest safety performance in the industry, and perfect adaptability to battery swapping models [2][4]. Group 2: Market Strategy and Positioning - CATL's entry into the heavy-duty truck battery swapping sector is driven by the current cost advantages of electricity compared to diesel, making it an opportune time to capture market share [4]. - The 75 battery has a capacity of approximately 171 kWh, allowing different sizes of heavy-duty trucks to utilize two or three blocks, thus saving 5-7% of cargo space [4]. - The company plans to build 300 battery swapping stations in key regions such as the Yangtze River Delta and the Greater Bay Area, aiming to cover 80% of trunk transport capacity with a nationwide network in five years [2][4]. Group 3: Diversification and Ecosystem Development - CATL is pursuing a dual strategy in both ultra-fast charging and battery swapping, indicating a comprehensive approach to market opportunities [7][8]. - The company has transitioned from a battery manufacturer to a full-solution provider, aiming to create an ecosystem that integrates ultra-fast charging, battery swapping, and energy storage [8]. - The diversification strategy is seen as essential for overcoming growth bottlenecks, with investments in upstream materials and downstream vehicle manufacturers to build a robust ecosystem [9].