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11/2（一）
蕃新聞10/31（六）
As battery wars intensify, China’s CATL seeks growth beyond…
Contemporary Amperex Technology Ltd (CATL) has doubled down on new businesses including battery swapping and energy storage as the world’s largest battery maker seeks new growth drivers amid intensifying price wars and mounting pressure on profitability. But the new path is far from straightforward. Established players like Nio have already built a strong presence in battery swapping, while BYD has reinforced its position in energy-storage systems. Lucas Zhang Liutong, director of Hong...
南華早報10/30（五）
CATL, Gotion to gain as oil prices drive energy-storage dem…
China’s makers of energy storage systems, including Contemporary Amperex Technology (CATL) and Gotion High-Tech, stand to benefit as conflict in the Middle East keeps fossil fuel prices elevated, raising demand for their products in green energy projects, according to analysts. The tailwinds are expected to outweigh a slowdown in the local market, where weaker-than-expected demand has dragged stock prices in the lithium-ion battery supply chain down by more than 46 per cent over the past six...
#SNE Research#Middle East#Egypt#Greenvolt Group#Anhui province#Gotion High-Tech
Trump’s softer China tone shifts focus in Michigan Senate r…
Two years ago, Mike Rogers stood before the Republican National Convention and warned that it was “impossible to build an EV without getting into bed with the Communist Party of China”. The former US House Intelligence Committee chairman made opposition to Chinese investment a prominent theme of his 2024 Senate bid in Michigan, which he narrowly lost to Democrat Elissa Slotkin. Now, as Rogers runs again, US President Donald Trump’s softer approach towards Beijing has given candidates more room...
#Ford#Michigan#Gary Peters#American manufacturing#Detroit#Mike Rogers
