Tag: #battery-supply5 results
Sunwoda Power has entered Tesla's global supply chain as the fifth battery supplier, with cells shipping from Yiwu factory to Shanghai export models. Features 3rd-gen LFP for 3C fast charging; Tesla self-assembles modules and PACKs. Diversifies supply amid Tesla's cost pressures and declining margins.
CATL is committing 30 billion yuan to mining to cement its role as 'mine king'. This strategy positions the battery giant as both 'electric king' and raw materials dominator. It addresses supply chain vulnerabilities for EV and energy storage batteries.
Shares of Contemporary Amperex Technology Co. briefly traded at a record premium in Hong Kong over mainland-listed peers. Strong earnings and energy supply shocks boosted demand for the battery giant.
Ningde Times Q4 revenue hit 1406B CNY (up 37%), shipments 226GWh (up 56%), with power batteries at 192GWh. Capacity utilization reached 102.6% in H2 2025, signaling full production. Capex and orders surge for 2026 AI/data center energy needs.
Grayson Shor, founder of the Pacific Northwest Battery Collaborative, is the driving force behind uniting the region's battery community. The initiative is energizing the Pacific Northwest's growing battery industry.