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Energy

A collection of 61 issues

CATL Secures 60GWh Sodium-Ion Battery Deal to Reshape Grid Storage

Contemporary Amperex Technology Co. Ltd has locked in the world’s largest sodium-ion battery order to date, a three-year, 60-gigawatt-hour supply agreement with energy storage system integrator HyperStrong, signaling a definitive commercial pivot away from lithium dependency in stationary storage. Signed in Ningde, Fujian on April

ChinaBiz Briefing | Xiaomi Warns on Phone Pricing, Tencent Hikes AI Costs, DeepSeek Restructures

China's tech and industrial landscape is undergoing simultaneous repricing — of hardware, of AI compute, and of capital itself. From Xiaomi's frank acknowledgment that cheap smartphones are history, to Tencent Cloud's third price hike of the year, to a photonic chip startup's explosive

2026 Beijing Auto Show: 10 Key Trends Shaping China's EV and Auto Industry

The 2026 Beijing Auto Show, held April 23–24, remains the largest auto show in China and globally by exhibitor count and attendance. J.P. Morgan's Asia Pacific auto research team attended with an investor tour, conducted 11 meetings with industry experts, OEMs, and autonomous driving suppliers, and

CATL vs. BYD: Who Is Winning the EV Superfast Charging Race in 2026?

In late April 2026, CATL unveiled its third-generation Shenxing and Qilin battery systems, reigniting one of the most closely watched technology competitions in the global electric vehicle industry. The announcement prompted immediate questions from investors and analysts: does CATL's latest achievement undermine BYD's competitive position

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'