[Otomotif: CATL Bermitra dengan J&T Express untuk Mengoperasikan Lebih dari 5.000 Truk Berat dengan Sistem Tukar Baterai]

Pada 1 Juli, Choco-Swap, anak perusahaan CATL, mengumumkan bahwa sebanyak 2.000 stasiun penukaran baterai telah diluncurkan di seluruh negeri pada paruh pertama tahun ini. Jaringan ini mencakup 180 kota di 31 wilayah setingkat provinsi, dengan tingkat cakupan di kota kecil dan menengah melebihi 80%. Jaringan penukaran baterai di jalan tolnya juga mencapai perkembangan terobosan, meluas dari kota inti yang terkelompok ke pasar tingkat kabupaten. Gelombang pertama stasiun penukaran baterai di Hong Kong telah resmi beroperasi penuh.

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.

Dirilis pada 30 Juni, survei Indeks Kesiagaan Inventaris Kendaraan (VIA) terbaru dari Asosiasi Dealer Mobil China menunjukkan bahwa indeks untuk dealer mobil China mencapai 57,2% pada Juni 2026, naik 0,6 poin persentase secara tahunan dan turun 0,7 poin persentase secara bulanan, tetap berada di atas ambang batas boom-bust.