CATL - OEM Profile

CATL is a foundational OEM within the global electrification ecosystem. While CATL does not manufacture vehicles, it exerts disproportionate influence over electric mobility and grid-scale energy systems through its leadership in battery chemistry, cell manufacturing, and energy storage platforms. As a primary battery supplier to many of the world’s largest EV and energy OEMs, CATL’s technology decisions directly shape vehicle cost, safety, range, charging behavior, and the scalability of electric grids worldwide.

Parent: Contemporary Amperex Technology Co., Limited (CATL)

Country: China (HQ: Ningde, Fujian)

Symbol: 300750.SZ (Shenzhen)

Subsidiaries / Key Units:

• Brunp Recycling (battery recycling and materials recovery)
• CATL Energy Storage business
• CATL electric drive systems programs (select markets)

Vertical Integration: Extremely high — materials pathways, cell chemistry, cell manufacturing, pack systems, BMS, stationary storage platforms, and recycling/circular materials.

Sectors and Assets

Sectors are the organizing layer; key assets are nested under each sector for fast scanning and print-friendly layouts.

Energy & Storage

• Utility-scale ESS platforms (containerized, liquid-cooled families)
• C&I (commercial and industrial) storage platforms
• Residential storage offerings (region-dependent)
• Grid services enablement through large-scale deployments

Supply Chain & Materials

• Battery chemistry leadership (LFP and nickel-based families)
• High-volume cell manufacturing and formation/testing infrastructure
• Materials partnerships for lithium, nickel, manganese, and related precursors
• Closed-loop recovery via Brunp Recycling

Vehicles & Mobility (Enabler Role)

• EV cell supply across passenger, commercial, and heavy-duty segments
• Pack integration programs (OEM-specific, region-dependent)
• High-power cell designs for fast charging and high-duty cycles

AI, Compute & Software (Operational Enablement)

• BMS software and diagnostics (embedded within pack programs)
• ESS monitoring, controls, and fleet analytics (platform-dependent)
• Lifecycle tracking for warranty and performance management

Manufacturing Systems

• Gigascale battery plants (cell, module, pack lines)
• Automation, inspection, and quality systems at scale
• Continuous process optimization for yield, safety, and cost

Platforms / Patents (Selected)

Only the most differentiating technologies and architectures for MVP.

• CTP (Cell-to-Pack) architectures (multiple generations)
• Qilin battery architecture (CTP 3.0 platform family)
• Sodium-ion battery commercialization programs (generation-dependent)
• Long-life LFP platforms (high cycle life for fleets and ESS)
• Recycling and circular materials processes via Brunp

Manufacturing Facilities

Major cell, pack, and recycling assets relevant to the electrification stack. (Not an exhaustive plant list.)

China

• Ningde (HQ) — core cell and pack manufacturing ecosystem
• Multiple gigascale plants across key industrial provinces (cell, pack, ESS)
• Brunp Recycling operations (materials recovery and precursor loops)

International

• Europe — large-scale cell manufacturing footprint (region-dependent)
• APAC — pack and ESS programs in multiple markets
• Additional regional expansions driven by OEM localization requirements

Tier 1 Suppliers / Strategic Partners

Partners and counterparties that materially affect CATL’s materials pipeline, OEM demand, and ESS deployments.

OEM Customers (Representative)

• Global passenger EV OEMs
• Commercial vehicle OEMs
• Bus and heavy-duty electrification platforms

Materials & Recycling

• Upstream lithium, nickel, manganese supply partnerships (multi-region)
• Brunp Recycling (in-group circular materials)
• Regional recycling ecosystem partners

Energy & Grid Ecosystem

• Utilities and IPPs (independent power producers)
• Microgrid and storage integrators
• Solar + storage EPCs (engineering, procurement, construction)