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CATL Conference Call Highlights

Contemporary Amperex Technology Co., Limited, also called CATL, which is a world-leading lithium-ion battery R&D and manufacturing company, recently holds an important conference all. Here is the main highlights.

 

Overseas Market:

* Overseas income: Part of the export is sent directly to overseas, and what we send to Tesla is not included in overseas income. 

* Overseas market layout: There are many factors to consider, and the appropriate time will be selected based on various factors.

* European and American carbon footprint regulations: The company has paid attention to it very early and has also taken corresponding actions. For example, it has established the world's first zero-carbon factory in Sichuan. In the future, it will increase its efforts in carbon footprint tracking to ensure that it can pass the EU certification.

*Sales Outlook for European and American Markets: Influenced by geopolitics in the short term, the general trend will not change.

*U.S. tax relief: Focus on the implementation, yet to be determined.

 

New Technology:

* New product development: 2.2C fast charge on-board application, liquid-cooled CTP energy storage delivered 4GWh, released QILIN battery that can support 1,000 kilometers of battery life.

*M3P&Na+: The contact with customers is relatively good, and it may be shipped by the end of the year or early next year.

*High nickel and Korean competition:It is no problem to have confidence in technology and cost compared with South Korea. Both material cost and processing cost are advantageous, and manufacturing cost is also better.

 

*Recycling: It has not yet entered the stage of mass recycling, and it is still in the stage of layout. The policy is somewhat unclear, and the profit margin is higher than that of positive materials.

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