Automoción: CATL se asocia con J&T Express para poner en funcionamiento más de 5.000 camiones pesados con intercambio de baterías

El 1 de julio, Choco-Swap, filial de CATL, anunció que en el primer semestre se habían puesto en marcha un total de 2.000 estaciones de intercambio de baterías en todo el país. La red cubre 180 ciudades de 31 regiones de nivel provincial, y su tasa de cobertura en ciudades pequeñas y medianas supera el 80 %. Su red de intercambio en autopistas también ha experimentado un avance revolucionario, expandiéndose desde núcleos urbanos agrupados hacia mercados de ámbito comarcal. El primer lote de estaciones de intercambio en Hong Kong ha entrado oficialmente en pleno funcionamiento.

This week, China's second-life application market operated smoothly overall, with prices across all categories remaining flat. Market transactions were dominated by just-in-time procurement, and the supply-demand pattern did not show significant fluctuations. Raw material trends diverged: lithium carbonate stopped falling and rebounded this week, while nickel sulphate and cobalt sulphate continued their weak, sluggish decline. However, second-life battery cell prices did not undergo noticeable adjustments accordingly. Currently, second-life product prices are already at a relatively low level, with limited downside room; meanwhile, the demand side also lacks significant incremental support and upward momentum. In the short term, with neither rise nor fall easy, prices naturally remained stable. On the supply side, quotations for new battery cells were generally stable, providing a clear price anchor for second-life A- and B-grade battery cells, and their quotations remained steady throughout. Dismantled battery cells, supported by rigid dismantling costs, saw prices stabilize in tandem, with no clear upward or downward momentum for the time being.

Released on June 30, the latest Vehicle Inventory Alert Index (VIA) survey by the China Automobile Dealers Association showed that the index for Chinese auto dealers hit 57.2% in June 2026, up 0.6 percentage points year-on-year and down 0.7 percentage points month-on-month, staying above the boom-bust threshold.