Contemporary Amperex Technology (SZSE:300750) struck a supply pact for 65 GWh of sodium-based batteries—5 GWh of TENER sodium‑ion for Western Europe from 2027 and 60 GWh for China—while DBS says CATL’s chemistry diversity and power‑conversion scope should preserve its market edge.
Previous Week Recap
- CATL To Supply 65 GWh Batteries: CATL (300750) agreed to supply 65 GWh of sodium-based batteries: 5 GWh of TENER sodium-ion to Western Europe (from 2027) and 60 GWh to China under a three-year deal.
- DBS: CATL Market Leader: DBS says CATL (300750) likely to retain market strength as competition shifts to integrated energy solutions; notes CATL’s diverse chemistries, formats and power conversion potential; reiterated buy.
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