[SMM Analysis] Zinfra × CATL: Building a New "Product + Service" Model for Energy Storage in Australia

Recently, CATL announced that Zinfra, an Australian energy infrastructure service provider, has officially signed a Memorandum of Understanding (MoU) with CATL, establishing a strategic cooperation framework. The two parties will jointly deliver and operate large-scale Battery Energy Storage System (BESS) projects in Australia, accelerating CATL's localized presence in the Australian market

Zinfra is a leading energy and utility infrastructure service provider in Australia, specializing in engineering, project management, and operations & maintenance (O&M) in the power and gas sectors. With an annual project and service portfolio exceeding AUD 1.2 billion, Zinfra has extensive experience in the construction and maintenance of power and gas networks, as well as the delivery of renewable energy assets. This partnership marks an important step for CATL in demonstrating its integrated "product + service" capabilities in overseas markets. By leveraging Zinfra's local project channels and engineering delivery capabilities, CATL aims to strengthen the local O&M and service capabilities required for overseas energy storage projects, adopting a light-asset, low-risk model.

To date, CATL has ranked first globally in energy storage battery shipments for five consecutive years. According to relevant data, CATL's global market share in energy storage battery shipments reached 30.4% in 2025, with approximately 2,300 cumulative projects worldwide. Looking ahead, CATL will continue to collaborate with local partners such as Zinfra, applying its advanced energy storage battery technology to empower Australia's energy transition and help build a more resilient and sustainable energy infrastructure.