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Energy

A collection of 37 issues

ChinaBiz Briefing | NIO Warns of Five-Year Shakeout; CATL Profits Squeeze Automakers

China's EV and tech sectors entered survival mode this week, with industry leaders issuing stark warnings about brutal consolidation ahead. NIO's founder set a five-year timeline for determining winners and losers, while battery giant CATL's surging profits exposed a widening gap between component

China EV Battery Makers' Profit Surge Squeezes Automakers

China's electric vehicle battery industry is witnessing a profound power shift in 2026, with manufacturers collectively strengthening their grip on profit margins while downstream automakers face intensifying financial pressure. Contemporary Amperex Technology Co. Limited (CATL) reported RMB 20.7 billion (US$2.88 billion) in net profit for

ChinaBiz Briefing | CATL vs BYD, Huawei's Six-Vehicle Assault, and China's AI Price Wars

China's tech and automotive sectors entered a critical inflection phase this week, with vertical integration clashing against supplier flexibility in batteries, smartphone giants weaponizing ecosystem lock-in in EVs, and AI companies slashing costs while investors question whether rally valuations have run ahead of fundamentals. These developments reveal

CATL vs BYD: Chemistry Wars Go Infrastructure

CATL's April 21 technology showcase crystallized a strategic dilemma facing battery suppliers in an increasingly vertically-integrated EV market: compete head-to-head on BYD's chosen battlefield of ultra-fast LFP and captive infrastructure, or double down on chemistry diversity as a competitive moat. The world&

ChinaBiz Briefing | CATL's 1,500km Batteries, Nio's $37K Autonomous SUV, and DJI's Audio Play

China's technology leaders pushed decisive hardware boundaries this week, with CATL unveiling batteries that eliminate EV range anxiety, Nio democratizing premium autonomous tech at mass-market prices, and DJI weaponizing aggressive pricing to disrupt the creator audio market. Together, these moves signal a maturation phase where Chinese manufacturers

CATL Unveils Four Battery Systems Targeting 6-Minute Charging and 1,500km Range

Contemporary Amperex Technology Co. Limited (CATL) announced four advanced battery systems at its Super Tech Day event in Beijing, introducing technologies that enable 6-minute charging times and sedans capable of 1,500-kilometer ranges—metrics positioning pure electric vehicles to surpass traditional combustion engines on convenience. The world'

CATL: The Battery Giant Redefining Energy Storage

What Is CATL? Contemporary Amperex Technology Co. Limited (CATL), known in Chinese as 宁德时代 (Ningde Shidai), is the world's largest manufacturer of lithium-ion batteries for electric vehicles and energy storage systems. Founded in 2011 and headquartered in Ningde, Fujian Province, China, the company has transformed from a

CATL Doubles Down on Energy Storage With Output Boost in Western China

Contemporary Amperex Technology is accelerating the expansion of its energy storage capacity in western China, breaking ground on the second phase of its Chengdu facility to meet surging global demand for grid-stabilization technology. The battery giant’s subsidiary, Chengdu Xinjin Contemporary Amperex Technology, has commenced construction on the project’

China’s Battery Sector Pivots as Energy Storage Eclipses EV Demand in Early 2026

China’s battery industry is undergoing a structural decoupling from the electric vehicle sector, with grid-scale energy storage emerging as the definitive growth engine in early 2026. The industry recorded a stark divergence in growth trajectories during the first two months of the year, signaling a transition from an

China’s Lithium Industry Faces Divergent Fortunes Amid Middle East Crisis

China’s lithium-battery supply chain is being reshaped by the Middle East crisis, splitting the sector between companies buoyed by a fresh surge in energy-storage demand and those exposed to higher costs and delivery risks as key shipping routes seize up. The rupture began after US and Israeli