CATL's First Super Technology Day Released These Signals

게시됨: Apr 22, 2025 18:18
The 2025 Shanghai Auto Show is about to open, with companies gearing up and vying to hold new product launch events. On April 21, CATL held its first Super Tech Day and released three power battery products – Sodium-Ion Passenger NEV Battery, Shenyao Dual-Core Battery, and the second-generation Shenxing Ultra-Charge Battery – as well as a storage battery product, the 24V Heavy Truck Start-Stop Integrated Sodium-Ion Battery. Among the new products, CATL's dual-core architecture (including high-voltage dual-core, low-voltage dual-core, structural dual-core, thermal runaway safety protection dual-core, and thermal management dual-core), self-generated anode battery technology (which no longer uses traditional graphite anode material but allows elements to deposit on the current collector in metallic form, increasing volumetric energy density by 60% and gravimetric energy density by 50%), and "electric range extension" technology (which intelligently regulates the distribution strategy of two energy zones based on vehicle driving status and user habits) were involved. After the conclusion of CATL's first Super Tech Day on April 21, in the evening, Chuying Ouyang, Co-President of R&D System and President of 21C Institute, Huan Gao, Chief Technology Officer for Domestic Passenger and Commercial Vehicles, and Jian Luo, General Manager of Marketing, gave interviews to The STAR Market Daily and other media, introducing and answering questions about the newly launched products and related technologies.

How Does Self-Generated Anode Technology Affect Cathode and Anode Materials

The STAR Market Daily noticed that the industry is highly interested in CATL's self-generated anode technology. "The concept of anode-free has been around for a while, even in the lithium battery field, but it's indeed challenging," an industry insider told The STAR Market Daily. According to the introduction, in the self-generated anode technology, CATL no longer uses traditional graphite anode materials but allows elements to deposit on the current collector in metallic form, which can increase the volumetric energy density by 60% and the gravimetric energy density by 50%, allowing more power to be configured in the same battery pack space, supporting longer driving ranges. Additionally, CATL's self-generated anode technology can be adapted to multiple material systems. For example, when paired with sodium-ion systems, the energy density can reach 350Wh/L; with phosphate systems, it can reach 680-780Wh/L; and with ternary systems, it can exceed 1000Wh/L.

Below is the interview transcript, with some content omitted:

Q: Can you provide more details about the self-generated anode battery technology?

Chuying Ouyang, Co-President of R&D System and President of 21C Institute, CATL: The self-generated anode battery technology we released is actually quite simple, aiming to solve the core issue of how metals can be stably applied, though this poses significant technical challenges. From a timeline perspective, we have already resolved many core technical issues at the technological level.

Q: Since the self-generated anode technology abandons traditional graphite anode materials, what are the initial costs? Will there be changes in cathode usage? Will this technology significantly impact traditional graphite anode material producers?

Chuying Ouyang, Co-President of R&D System and President of 21C Institute, CATL: The ultimate goal of self-generated anode technology is to reduce costs by eliminating the use of traditional graphite anode materials, but this will take some time to achieve. Currently, to realize self-generated anodes, we need to do extra work (such as using special materials and additives), which may increase costs. As for cathode usage, there is currently not much impact; it only changes the anode strategy and makes some adjustments to the entire chemical system. The cathode might require some additional components to simplify the process, and corresponding complex measures might also be needed. Therefore, it cannot be simply stated that there is a significant impact. The impact on traditional graphite anode material producers depends on the development speed of self-generated anode technology. If it develops rapidly, the impact could be relatively large, but the overall impact is not yet very clear.

Sodium-Ion Power Batteries to Begin Mass Production in December

Currently, sodium-ion batteries, along with ternary lithium and LFP batteries, constitute the mainstream categories of power batteries. At CATL's first Super Tech Day, the company launched a new sodium-ion battery brand, CATL Sodium New, covering passenger NEV batteries and heavy truck storage batteries. The CATL Sodium New - 24V Heavy Truck Start-Stop Integrated Battery will begin mass production in June, debuting in FAW Jiefang models; in the passenger vehicle sector, CATL Sodium New power batteries will officially start mass production in December 2025, debuting in the chocolate battery swap model. In December last year, at CATL's battery swapping strategy conference, the company announced collaborations with Changan, GAC, BAIC, Wuling, and FAW, jointly launching ten battery swap models.

Below is the interview transcript, with some content omitted:

Q: With the price of lithium carbonate now relatively stable, why introduce a new sodium-ion battery product considering cost factors?

Chuying Ouyang, Co-President of R&D System and President of 21C Institute, CATL: When lithium prices were at their peak a few years ago, the industry paid more attention to sodium-ion batteries. However, many companies were already working on sodium-ion batteries, which promoted the maturation of the related supply chain. On the other hand, with technological advancements, the cost of sodium-ion batteries can continue to decrease. As to when sodium-ion batteries will become cheaper than lithium-ion batteries, this requires further technological progress and the continuous growth of the supply chain. At some point in the future, it will definitely be achievable.

Q: Which models will the Sodium New battery be applied to first? What is CATL's commercial strategy for market promotion?

Huan Gao, Chief Technology Officer for Domestic Passenger and Commercial Vehicles, CATL: From the data presented at the launch, the energy density of the Sodium New battery is slightly lower compared to current LFP, but it excels in low-temperature performance. The CATL Sodium New - 24V Heavy Truck Start-Stop Integrated Battery will begin mass production in June, debuting in FAW Jiefang models. In the passenger NEV battery sector, we will prioritize promoting it within our chocolate battery swap system, meaning all models collaborating with our chocolate battery swap system have the opportunity to be equipped with our Sodium New battery. Additionally, other automakers are individually discussing customized battery packs with us, tailored to their specific models. Therefore, from a medium and long-term perspective, as the maturity and commercialization of sodium-ion batteries increase, they have the potential to replace half of the current LFP battery market.

Customized Battery Performance: From "Dual-Core" to "Multi-Core"

The Shenyao Dual-Core Battery combines CATL's dual-core architecture and self-generated anode technology. The dual-core architecture means the battery pack has two "independent energy zones" and possesses five dual-core functions, including high-voltage dual-core, low-voltage dual-core, structural dual-core, thermal management dual-core, and thermal runaway safety protection dual-core. This dual-core design and intelligent software collaboration will provide power for vehicles in the future L3 and L4 autonomous driving era. At the end of CATL's Super Tech Day on April 21, Chairman Zeng Yuqun took the stage and said, "The breakthrough in the sodium-ion battery system is significant, opening up resource boundaries. The maturation of sodium-ion batteries accelerates the arrival of the 'multi-core era,' and the application of multi-core technology means accelerating the industrialization of new energy across all scenarios." The STAR Market Daily learned that CATL's innovation from dual-core to multi-core will not be limited to the NEV passenger vehicle sector but will also be implemented in electric buses, heavy trucks, aircraft, ships, and commercial and industrial fields. It will also accelerate the application of cutting-edge technologies such as solid-state batteries.

Below is the interview transcript, with some content omitted:

Q: How should the Shenyao Dual-Core Battery be understood? How does it differ from the previously launched Kirin and Shenxing batteries?

Jian Luo, General Manager of Marketing, CATL: In the past, our Kirin and Shenxing batteries were more focused on product and performance. The dual-core battery, however, is primarily centered on customer needs. The second half of the new energy competition is about who better understands consumers and can define products that truly meet their needs, and that will be the ultimate winner.

Q: How does CATL's dual-core architecture address thermal management and BMS (Battery Management System) algorithm issues to ensure the stability of a complex system?

Huan Gao, Chief Technology Officer for Domestic Passenger and Commercial Vehicles, CATL: CATL has been laying out the thermal management and BMS algorithms for dual-core batteries for a long time, and we have sufficient technical reserves. The dual-core architecture can be understood as two different chemical systems, meaning their sensitivity to heat is different. Therefore, we operate them through a method similar to independent zone control air conditioning in a car. The two energy fields can switch in milliseconds under various conditions.

Q: Will the dual-core battery be more expensive?

Chuying Ouyang, Co-President of R&D System and President of 21C Institute, CATL: The dual-core battery is a combination of multiple technologies, so it might be more expensive or cheaper. Jian Luo, General Manager of Marketing, CATL: In the hexagon, one side is absolute cost. That means, with the same cost, you can get a product with better hexagonal performance. Chuying Ouyang, Co-President of R&D System and President of 21C Institute, CATL: If I have the same amount of money, I can definitely buy a better product, and that can be said.

Q: The Shenyao Dual-Core Battery essentially belongs to the range extender series. Is the introduction of the dual-core and multi-core "stimulus policy package" aimed at disrupting the range-extended hybrid technology route, or what is the idea behind it?

Chuying Ouyang, Co-President of R&D System and President of 21C Institute, CATL: We believe that whether it's dual-core or multi-core, it represents the ultimate direction for the future, solving different needs in various scenarios. Strictly speaking, the multi-core battery of Shenyao does not conflict with plug-in hybrids and range extenders; it is a diverse power supply.

Q: What is the timeline for the mass production and vehicle integration of the new products launched at the first Super Tech Day?

Huan Gao, Chief Technology Officer for Domestic Passenger and Commercial Vehicles, CATL: The mass production timeline for each product is different. We will soon see the release of smart driving-compatible power batteries based on CATL's dual-core architecture. For the sodium-iron dual-core battery, we are currently in the early stages of communicating with automakers to sort out their requirements. For the LFP dual-core, we plan to start communicating with customers about their needs and compliance plans next year.

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn
리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn
관련 뉴스
중국 서남부 최초의 아프리카 직항 화물 노선 개설
11시간 전
중국 서남부 최초의 아프리카 직항 화물 노선 개설
더 보기
중국 서남부 최초의 아프리카 직항 화물 노선 개설
중국 서남부 최초의 아프리카 직항 화물 노선 개설
[중국 서남부 최초의 아프리카 직항 화물 전용 노선 개설] 8월 28일, 중국 서남부에서 아프리카로 직접 연결되는 최초의 정기 화물 전용 항공 노선인 청두 톈푸-에티오피아 수도 아디스아바바 노선이 공식 개설됐다. 이 노선은 주 2회(월요일·금요일) 운항하며, 편당 최대 화물 탑재량은 100톤이다. 수입 화물은 주로 커피, 생화, 과일·채소 등 아프리카 특산품이며, 수출 화물은 주로 신에너지차, 태양광 장비, 리튬이온 배터리 등 고부가가치 제품이다. 아디스아바바는 아프리카의 주요 항공 허브 중 하나다. 현지 노선망을 활용하면 청두발 화물은 아디스아바바 도착 후 아프리카 여러 주요 도시로 환적될 수 있고, 아프리카발 화물은 청두를 통해 중국 서부 시장에 진입한 뒤 항공·도로·철도 등 운송망을 통해 다른 지역으로 분산될 수 있다. 이번 신규 노선 개설은 중국 서부와 아프리카 간 경제·무역 교류를 위한 새로운 항공 화물 통로를 추가한다.
11시간 전
화웨이, 배터리 교환 시장 진출; 이징의 두 번째 모델에는 배터리 교환 버전 탑재
11시간 전
화웨이, 배터리 교환 시장 진출; 이징의 두 번째 모델에는 배터리 교환 버전 탑재
더 보기
화웨이, 배터리 교환 시장 진출; 이징의 두 번째 모델에는 배터리 교환 버전 탑재
화웨이, 배터리 교환 시장 진출; 이징의 두 번째 모델에는 배터리 교환 버전 탑재
[화웨이, 배터리 스와핑 시장 진출; 이징, 두 번째 모델에 배터리 스와핑 버전 적용] 둥펑과 화웨이가 공동 개발한 신에너지 브랜드 이징은 두 번째 모델에 배터리 스와핑 버전을 검토하고 있으며, 현재 프로젝트는 사전 연구 단계다. 2026 청두 모터쇼를 앞두고 이징 X9는 전국 사전 판매를 공식 시작했으며, 주행거리 연장형 3가지 트림을 제공한다. 사전 판매가는 29만 9,800~37만 9,800위안으로 2026 AITO M9의 시작 가격보다 18만 위안 저렴하다.
11시간 전
[SMM 분석] 8월 전해액 원재료는 구조적으로 타이트했으며, 완제품 가격 전가에는 시차가 있었다.
12시간 전
[SMM 분석] 8월 전해액 원재료는 구조적으로 타이트했으며, 완제품 가격 전가에는 시차가 있었다.
더 보기
[SMM 분석] 8월 전해액 원재료는 구조적으로 타이트했으며, 완제품 가격 전가에는 시차가 있었다.
[SMM 분석] 8월 전해액 원재료는 구조적으로 타이트했으며, 완제품 가격 전가에는 시차가 있었다.
[SMM 분석: 8월 전해액 원재료 구조적 공급 부족; 완제품 가격 전가 지연] 8월 리튬배터리 산업 체인은 “9~10월 성수기”를 앞두고 사전 재고 확보 사이클에 진입했다. 전력용 배터리 및 에너지 저장 부문의 수요가 지속적으로 방출되면서 전해액 업계 가동률과 생산량은 꾸준히 상승했다. 업계 전반은 완제품 전해액의 명목 생산능력은 넉넉하지만 LiPF6, VC 등 핵심 원재료 공급이 빠듯한 구조적 양상을 이어갔다. 상류 리튬 화학물질 및 첨가제 가격 상승이 완제품 전해액 가격을 끌어올렸지만, 이 인상분은 아직 하류 고객사에 완전히 전가되지 못했다. 향후 가격 추이는 원재료 가격 변화와 전가 정도에 따라 지속적으로 모니터링해야 한다.
12시간 전