CATL (Contemporary Amperex Technology)

300750.SZsupplier

CATL is the world's largest EV battery manufacturer, commanding roughly 37% of global market share. It supplies cells to Tesla, BMW, Mercedes, Volkswagen, and most major automakers. Its dominance in LFP chemistry and aggressive R&D in solid-state and sodium-ion batteries cement its position as the backbone of global EV production.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($56.2B)

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Power Battery Systems (65%)

Energy Storage Systems (20%)

Battery Materials & Recycling (10%)

Other (5%)

Segment Breakdown & Key Customers

Product Details

LFP Battery Cells38%

Lithium iron phosphate cells for EVs and energy storage

NMC Battery Cells28%

Nickel manganese cobalt cells for premium EVs

Sodium-Ion Batteries4%

Next-generation low-cost batteries for compact EVs

Energy Storage Systems18%

Grid-scale and commercial battery storage solutions

Battery Recycling12%

Closed-loop battery materials recovery

Supply Chain Relationships

Key Customers

Tesla, Inc.

LFP cells for Model 3/Y

Impact: $8B+ — top customer

Competitors

BYD Company

EV batteries

Impact: Primary competitor in China

LG Energy Solution

EV battery cells

Impact: Global competitor

Panasonic Energy (Panasonic Holdings)

EV battery cells

Impact: Global competitor

Key Suppliers

Albemarle Corporation

Lithium compounds

Impact: Key upstream supplier

Macro & Market Context

EV / 배터리Sector News

리튬 가격 바닥권 — 기관 역발상 매집, 중장기 반등 베팅

리튬 탄산 현물가

$11.5/kg

글로벌 EV 보급률

18% → 25% (2026E)

배터리 팩 가격

$112/kWh

중국 EV 수출 성장

+42% YoY

Upcoming Catalysts

◆ALB Q1 실적 및 리튬 생산 가이던스 (2026.05)◆Tesla 배터리 데이 2026◆IRA 보조금 검토 결과 발표

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AI Analysis

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Company Info

Headquarters

Ningde, Fujian, China

Founded

2011

Employees

130,000+

Website

catl.com

Cascade Position

Role in Cascade

first follower

Typical Delay

0-1 trading days

CATL is Tesla's primary LFP battery supplier; Tesla volume directly affects CATL's order book.

View Full Cascade

Sector Overview — EV / 배터리

Sector News