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Swap stations for passenger cars totaling over 400 have been constructed by CATL.

Reaching 1,000 battery exchange points for passenger cars by the year's end, as stated by CATL, appears to be a feasible target.

Swap stations for passenger vehicles totaling over 400, constructed by CATL
Swap stations for passenger vehicles totaling over 400, constructed by CATL

Swap stations for passenger cars totaling over 400 have been constructed by CATL.

CATL Expands Battery Swap Infrastructure in China and Europe

China's Contemporary Amperex Technology Co. Limited (CATL) is accelerating the development of the battery swap ecosystem in China and Europe, with ambitious plans to establish a significant presence in the battery swap market.

CATL aims to have 1,000 battery swap stations for passenger vehicles in China by the end of 2025, marking a significant expansion of its existing network. As of late July 2025, over 400 swap stations for passenger cars have already been built, and about 100 stations for heavy-duty trucks exist, with plans to increase the latter to around 300 by the end of the year.

For heavy-duty trucks, CATL has set a separate target of 500 battery swapping stations in 2025, contributing to its broader “Ten Thousand Station Plan” aiming to exceed 10,000 swap stations nationwide in the long term. The company has established partnerships with hardware suppliers such as Kandi Technologies’ subsidiary, China Battery Exchange, to provide advanced robotic arm systems and temperature-controlled compartments tailored for heavy-truck battery swap applications.

In Europe, CATL plans to introduce its battery swapping technology shortly after meeting its China 2025 targets, aiming to replicate its successful business model there. While European battery swap infrastructure is still limited, CATL is collaborating with NIO, which has also deployed some battery swap stations in Europe, and these joint efforts are expected to accelerate the adoption of swapping technology on the continent.

CATL is also working on standardizing battery swap technology in China through collaborations with partners like NIO and Sinopec to enhance compatibility across brands, which could facilitate wider adoption in the future.

The company reported a strong performance in the first half of the year, with revenue of RMB 178.9 billion, up 16.80 percent year-on-year, and net income of RMB 30.5 billion, up 33 percent year-on-year. In the second quarter, CATL's revenue stood at RMB 94.2 billion, and net income was RMB 16.6 billion ($2.3 billion), up 34 percent year-on-year.

CATL has entered into cooperation agreements on battery swap business with several automotive manufacturers, including Changan Automobile, Wuling, FAW Group, SAIC Motor, and Sinopec. The company has also jointly launched over 20 models with automotive customers that support battery swap using its Choco-SEB technology.

This information reflects CATL’s significant progress and ambitious scaling plans in battery swap infrastructure, both domestically and internationally. With its focus on standardization, partnerships, and expansion, CATL is well-positioned to lead the development of the battery swap ecosystem in China and Europe.

| Aspect | Details | |---------------------------------|---------------------------------------------------------------| | Passenger vehicle stations | 1,000 battery swap stations in China by end of 2025 | | Heavy-duty truck stations | 500 stations targeted in 2025; long-term plan exceeds 10,000 | | Current stations (mid-2025) | 400+ passenger car stations; ~100 heavy-truck stations | | Partnerships | NIO, Sinopec (battery swap ecosystem); Kandi Technologies (heavy truck hardware supplier) | | European expansion plans | Planned shortly after 2025 China goals; collaboration with NIO| | Technology standardization | Joint development of national swap standards in China | | Revenue (Q1-Q2 2025) | RMB 178.9 billion (up 16.80 percent year-on-year); RMB 94.2 billion (Q2) | | Net income (Q1-Q2 2025) | RMB 30.5 billion (up 33 percent year-on-year); RMB 16.6 billion ($2.3 billion) (Q2) | | Cooperation agreements | Changan Automobile, Wuling, FAW Group, SAIC Motor, Sinopec | | Models launched | Over 20 models with automotive customers that support battery swap |

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