CATL launches "electric-electric range extension" solution for heavy-duty trucks; China's new energy heavy-duty truck penetration rate exceeds 50% for the first time in September.
Wallstreetcn reported that CATL launched its "Electric-Electric Range Extender" solution for Tianxing II heavy-duty trucks on October 20. This solution involves leasing the main drive battery and equipping the truck with a 77 kWh on-board battery, which can be swapped in 5 minutes using Qiji battery swap stations. The aim is to reduce capital tied up in vehicle purchases for fleets and address energy replenishment pain points. CATL disclosed that Qiji battery swap has been successfully implemented on five trunk lines, including Guangdong-Shanghai and Chengdu-Wuhan, and plans to build 900 battery swap stations by the end of 2026, increasing to 2,000 by 2027. The company has also initiated the co-building of a battery swap ecosystem with 14 vehicle manufacturers and dealers, including FAW Jiefang, XCMG, and Dongfeng Commercial Vehicle. This move comes as China's new energy heavy-duty truck market share continues to expand. In September, while domestic heavy-duty truck sales fell by 21% year-on-year, new energy heavy-duty truck sales bucked the trend with a 37% increase, and their monthly penetration rate exceeded 50% for the first time, reaching 50.28%.
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