This article is written based on public information and is for informational exchange purposes only, and does not constitute any investment advice. In 2026, the power battery industry is witnessing a subtle shift in power dynamics. In early September, automakers successively released their performance reports. Against the backdrop of subsidy phase-outs and slowing market clearance, the days are not easy for OEMs. CATL, which released its report first, was pushed to the forefront of public attent
September 18, 2026
As NEVs (New Energy Vehicles) enter the stage of quality competition, emerging fields such as energy storage, the low-altitude economy, and robotics are placing higher demands on battery energy density, safety, and fast-charging performance. Traditional liquid lithium-ion batteries are approaching the boundary of technical performance. Against this backdrop, solid-state batteries are moving from the laboratory to industrial validation, becoming the core track for next-generation technological co
September 18, 2026
Produced by ZhiNeng Auto Battery data for August is out, with month-on-month growth turning positive across the board in August. On the production side, year-on-year output surged by nearly 70%, while domestic battery installations only grew by a little over 20%. The excess capacity is still driven by exports and energy storage. Part 1: Production, Sales, and Vehicle Installations In August, the combined production of power and energy storage batteries reached 237.0 GWh, up 8.8% month-on-month a
September 18, 2026
Original Title: AI Authentication Checklist from Over 10 Energy Storage Manufacturers The biggest consensus in the energy storage circle over the past two years is that almost everyone is working on AI. AI prediction, AI dispatch, AI O&M, AI trading—the stories told in product manuals are all related to AI. As for the biggest divergence, it is about what has actually been achieved: Is the data secure? Is the software strong? Who has real skills, and who is just attaching labels? The previous
September 17, 2026
In August 2026, CATL (Contemporary Amperex Technology Co., Limited) made a transaction that was inconspicuous in its financial reports but profoundly significant for the industry: it acquired a 24.87% stake in Qiyuan Green Power from China Power for CNY 2.556 billion, becoming the largest shareholder of the country's largest heavy-duty truck battery swapping operator. Why would a battery manufacturer spend money to buy a bunch of battery swapping stations and over 10,000 sets of battery assets c
September 17, 2026
On September 7, Li Auto officially announced an important decision: Due to the orders for the new-generation Li Auto MEGA exceeding expectations, the reserve of 5C ternary lithium batteries provided by CATL (Contemporary Amperex Technology Co., Limited) is about to be depleted. Subsequent users who lock in their orders will be switched to Li Auto's self-developed 5C ternary lithium batteries. The upcoming new model, Li Auto i9, will also fully switch to Li Auto's self-developed batteries after t
September 17, 2026
On September 15, the Department of Science and Technology of the Ministry of Industry and Information Technology (MIIT) released the "Guidelines for the Construction of the Standard System for the Power Battery Recycling and Utilization Industry (2026 Edition)" for public comment. The document is short, but its goals are ambitious: by 2030, more than 50 national standards will be formulated and revised, basically building a power battery recycling and utilization standard system that covers the
September 17, 2026
BYD Energy Storage has launched new products. At the International Digital Energy Expo, just as last year when BYD Energy Storage released the 14.5MWh energy storage system Haohan, along with the GC Flux PCS and GC Master EMS to build a GW-level grid-forming energy storage solution, this year BYD Energy Storage has iterated its new products and introduced the GW-level grid-forming energy storage solution 2.0, which includes the utility-scale standard GC Block (62MWh), GC Flux PCS 2.0, and GC Mas
September 16, 2026
Author: Nian Xiaoman, Editor: Shui Jing I have interacted with many Europeans who are quite distinctive. In any chat or gathering, even at a business dinner with a counselor from a certain country's embassy, the conversation among Europeans eventually turns to women. They never spare their praise for women and are never shy about expressing affection, which forms a sharp contrast with the reserved and implicit traditional Chinese culture. Initially, I was quite unaccustomed to this. Over time, I
September 16, 2026
On September 9, the candidates for the winning bidders for the procurement of energy storage system equipment for the Hebei Renqiu Zhihong 100MW/400MWh New Technology Route LFP (Lithium Iron Phosphate) Battery + Sodium-Ion Battery Independent Energy Storage Pilot Project were announced. In Lot 1 (LFP energy storage system), Envision Energy and Kunyu Power were shortlisted, with a bidding unit price of approximately CNY 0.518-0.525/Wh. In Lot 2 (sodium-ion energy storage system), CATL (300750), T
September 14, 2026
Abstract: In the first half of 2026, StarPower Semiconductor's revenue saw a slight decrease of 0.41%, net profit attributable to shareholders dropped by 76.40%, and the overall gross profit margin fell by 9.16 percentage points. Related businesses of NCE Power, Silan Microelectronics, and CRRC Times Electric are also facing varying degrees of profitability pressure. The semi-annual reports of the four companies indicate that although the power semiconductor industry has experienced localized pr
August 25, 2026
Author: Ling Feng, Editor: Shui Jing Contemporary Amperex Technology Co., Limited (CATL)'s only rival is itself. According to the newly released semi-annual report: in H1 2026, CATL achieved a revenue of 276.9 billion RMB, a year-on-year growth of 54.80%, and a net profit attributable to shareholders of 43.3 billion RMB, a year-on-year growth of 41.98%. In addition, its total assets exceeded the 1.1 trillion RMB mark, cash and cash equivalents surpassed 340 billion RMB, net operating cash flow e
July 29, 2026