JP-CATL@EC2701A

Ampace Unveils New Energy Storage Products with CATL, to be Showcased at 2026 Intersolar Europe

2026 Power Battery Market Share Released: CATL Holds Nearly Half, BYD Secures Second Place

Avatr Debuts Concept Car at Chongqing Auto Show, Plans to Launch Models in H2

CATL Wins Bid for Hebei Communications 400MWh Energy Storage Project, Amounting to 877 Million Yuan

CATL expects 5-10x business growth in next 5-10 years, plans to build 4,000 charging/swapping stations

Jiangxi Cancels CATL's Yichun Era Lithium Mine Land Pre-approval, Halting Production

CATL Pioneers Lithium-Air Battery Technology, Sets Mid-to-Long Term R&D Goals

Citi Raises CATL Profit Forecasts for 2026-2028 and Target Price, Maintains Buy Rating

Nanjing Bus Group and CATL Sign Strategic Cooperation Agreement to Deepen New Energy and Storage Collaboration

CATL Launches 3 Billion RMB Energy Storage Verification Institute in Xiamen

Solarpro Holding and CATL's 601MWh Energy Storage Project Successfully Grid-Connected in Bulgaria

Seres' Landian Tech Raises 6.67 Billion RMB, CATL Enters as Key Shareholder, Seres Steps Down to Second Place

Grenergy signs 1.5 GWh battery supply deal with CATL for Spanish storage projects

CATL wholly establishes Shidai Dacheng Energy Tech, focusing on carbon capture and storage

Contemporary Cloud Energy Successfully Commissioning 1.725MW Storage Project in Belgium

CATL partners with Shanxi to build aluminum-lithium dual-driven new energy industrial cluster

Reliance Discusses Battery Components and Issues Rs 13.158 Billion Construction Proposal

CATL and Nanjing Bus Group Sign Strategic Cooperation Agreement to Deepen Full-Scenario Energy Service Layout

CATL and Tibet Development Investment Group Sign Strategic Cooperation Agreement

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FUTONG TECH

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CATL CEO Robin Zeng stated that mass adoption of pure solid-state batteries in EVs is still several years away, with commercialization by 2030 deemed unlikely. Initial applications will likely be restricted to premium vehicles priced above 250,000 yuan due to high costs and technical hurdles. Currently at TRL level four, CATL aims for small-batch production by 2027 while collaborating with industry partners via the CASIP alliance to advance technology and supply chains.

electrive

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NIO Inc

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NIO Inc. USD OV

CATL HK SDR 30to1

BYD HK SDR 10to1

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BYD Company Limited

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CATL tempers near-term expectations for solid-state Batteries

Ampace will showcase its full-stack energy storage portfolio at Intersolar Europe 2026 in Munich (June 23-25) under the theme 'Meet All, Green More'. The company is launching two new products: the UniC AG440, a high-performance C&I system developed with CATL for extreme environments, and the PR-S3 Elite, a residential unit featuring FrostCore Tech for cold climates and 15,000-cycle longevity. These solutions address grid challenges and support the clean energy transition.

prnewswire

03:18 ETAmpace Unveils 'Meet All, Green More' Vision at Intersolar Europe 2026

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TSLA

SpaceX's market cap reached $2.1 trillion, surpassing Tesla's $1.52 trillion, sparking speculation of a potential merger supported by recent S-1 filings and executive comments. In other mobility news, GM sources LFP cells from CATL for the 2027 Bolt while planning its own production. Lucid Motors saw an executive departure following a new CEO appointment. Additionally, Waymo acquired a large Arizona proving ground linked to Apple, signaling scaling efforts, while various startups in autonomous shipping, EV trailers, and fleet management secured funding.

- SpaceX’s IPO has established its market cap at $2.1 trillion, surpassing Tesla’s $1.52 trillion.  
- Speculations arise about a potential merger between SpaceX and Tesla, fueled by comments from SpaceX's COO regarding future equity issuance.  
- Other industry developments include GM's lithium battery plans, executive changes at Lucid Motors, and Waymo’s acquisition of a proving ground for scaling operations.

TechCrunch

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GraniteShares 2x Long TSLA Daily ETF

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LEVERAGE SHARES 2X LONG SPCX DAILY ETF

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GRANITESHARES 2X SHORT SPACEX DAILY ETF

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Apple

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NVIDIA Corporation

TechCrunch Mobility: SpaceX rockets past Tesla

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Chinese chemical supplier Lopal Tech plans a $160 million expansion of its Indonesian lithium battery materials factory, adding 120,000 tons of LFP cathode capacity. The project, located in Batang Industrial Park, aims to meet growing overseas demand, supported by supply agreements with LG Energy Solution and CATL. Construction begins next month with an estimated ROI of 24.4%. Following the announcement, Lopal's shares rose slightly in Shanghai and Hong Kong.

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Hang Seng Index

China’s Lopal Plans USD160 Million Indonesia Expansion to Add 120,000 Tons of LFP Capacity

CATL led a seed funding round worth hundreds of millions of yuan in nuclear fusion startup Beta Fusion, marking its first investment in the sector. Founded in late 2025, Beta Fusion aims to achieve 50-100 MW grid-connected power within 6-8 years using the field reversed configuration route. This move aligns with CATL's strategic vision to become a green energy provider, leveraging its strong financial performance and market dominance in batteries.

CnEVPost

CATL enters nuclear fusion race with investment in startup Beta Fusion

Jiangxi authorities approved CATL's subsidiary Yichun CATL's application to cancel the land pre-examination and site selection opinion for the Jianxiawo lithium mine. While CATL stated it has not abandoned the project, industry sources suggest the cancellation stems from planning adjustments rather than a complete exit. Resuming operations would require re-approval, potentially taking one to one and a half years.

AASTOCKS News

CATL  Application to Cancel Land Pre-examination and Site Selection Opinion for Jianxiawo Lithium Mine Approved

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In May 2026, CATL maintained its dominance in China's EV battery market with a 46.14% share (33.08 GWh), despite a slight 0.51 percentage point decline from April. BYD ranked second with 16.56% share. LG Energy Solution staged a strong rebound in the ternary battery segment, rising to 11.47% share and reclaiming the No. 2 spot. Sunwoda showed the largest share gain among top domestic players.

- In May 2026, China's EV battery market saw a total installation of 71.9 GWh, marking a 25.9% year-on-year increase.  
- CATL maintained its lead with a 46.14% market share, despite a slight decrease, while LG Energy Solution's share surged to 11.47% in the ternary battery segment.  
- Lithium iron phosphate batteries dominated the market, comprising 81.2% of installations, reflecting ongoing growth in the sector.

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Top battery makers' shares in China in May: CATL 46.14%, BYD 16.56%

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Seres unveiled the new Aiva EV brand, developed in partnership with ByteDance's Volcengine for AI integration and CATL. The brand targets younger customers with its first concept vehicle, the Aiva Origin, and production model ME7 debuting in 2026. This move aims to diversify Seres' portfolio beyond its Huawei-backed Aito brand, leveraging Volcengine's cloud tech and DeepRoute.ai for autonomous driving capabilities.

SERES

Seres courts TikTok’s AI arm with new EV brand

CATL has reportedly established a new energy storage technology firm, Yunnan Pu'er Puhe Energy Storage Technology, in Puer, Yunnan. Yao Tianming serves as the legal representative. The company's business scope covers energy storage services, battery component sales, and AI software development. Data indicates CATL indirectly wholly owns the entity.

CATL Reportedly Founds Energy Storage Tech Firm in Puer, Yunnan

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CLSA reports China plans a $295B investment in AI data centers over five years, potentially driving 125GWh incremental demand for energy storage batteries. The broker views this as a catalyst for battery stocks and recommends buying on recent pullbacks, with CATL as the top pick among favored companies including SIGENERGY, CALB, REPT BATTERO, and GOTION HIGH-TECH.

SIGENERGY

CLSA: China AIDC Construction Plan to Boost Energy Storage Battery Demand; Top Pick CATL

JP-CATL@EC2701A(29526.HK)