[Automotivo: CATL faz parceria com J&T Express para colocar em operação mais de 5.000 caminhões pesados com troca de bateria]

Em 1º de julho, a Choco-Swap, subsidiária da CATL, anunciou que um total de 2.000 estações de troca de bateria foram lançadas em todo o país no primeiro semestre do ano. A rede cobre 180 cidades em 31 regiões de nível provincial, com cobertura superior a 80% em cidades de pequeno e médio porte. Sua rede de troca em rodovias também obteve um avanço significativo, expandindo-se de centros urbanos agrupados para mercados municipais. O primeiro lote de estações de troca de bateria em Hong Kong entrou oficialmente em plena operação.

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.