CATL
Catalyst Acquisition Corp. Class A
stock NASDAQ

At the moment CATL swap, the "choco one" is not an equivalent of NIO, sorry but that is true. CATL does not cool or refrigerate their modular swaps due to complexity an cost. I do not know if you remmeber what happened to NISSAN with their "Rapid Gate" and their "AESC" full of manganese but no cooling batteries. I do not think that the CCP will allow NIO to eat NIO's lunch, NIO is the favorite girl of the CCP, just wait and see.

You gotta keep an eye on CATL. If their solid state battery production starts to crank up then buy Wheaton the silver processor.
Those new batteries require 1 kg of silver per-car and earlier this year CATL had a press release that said they expect to be producing them for two of the car manufacturers by fall (now).

3 actually $CATL has a swap network partnered with NIO. It's all coming together nicely don't you think. Except for the bashed up stock price. But that is how you know $Nio is a threat to them!

The analysts and shorts don’t even have to spread FUD anymore, you’re all doing it for them.
“Did Onvo deliver as much?”
“They should be doing 50k monthly”
“Onvo isn’t hitting large figures”
Are your spirits that easily broken?
Look at Firefly! 7k in a month.
New faces are on YouTube talking about Firefly and how it’s taking over the culture in China.
Onvo deliveries remain steady, 8k. Good!
NIO deliveries remain the icing on the cake! With ES8 hitting 150k and counting, ES9 doing numbers despite being expensive.
Yet! Retail wants NIO to do numbers like Toyota, whilst they sell only in China, even as Chinese car sales are dropping.
They sign a deal with GEELY, where GEELY pays 94M USD, plus all their swap stations, plus 10% stake of their charging stations, and future robotaxi fleet, and passenger cars to have their batteries swapped under NIO power’s Swapping network for 30% stake of NIO power.
Recurring revenue for NIO, expansion of the swap network, solidification of their status as one of the two major dealers of battery swap in China and in the world (CATL and NIO) and yet, retail cried wolf.
The contract being legally binding couldn’t faze retail, they maintained that it was rather a loss to NIO.
They even went as far as spreading FUD that William Li wants to sell the company piece by piece.

At the moment CATL swap, the "choco one" is not an equivalent of NIO, sorry but that is true. CATL does not cool or refrigerate their modular swaps due to complexity an cost. I do not know if you remmeber what happened to NISSAN with their "Rapid Gate" and their "AESC" full of manganese but no cooling batteries. I do not think that the CCP will allow NIO to eat NIO's lunch, NIO is the favorite girl of the CCP, just wait and see.

You gotta keep an eye on CATL. If their solid state battery production starts to crank up then buy Wheaton the silver processor.
Those new batteries require 1 kg of silver per-car and earlier this year CATL had a press release that said they expect to be producing them for two of the car manufacturers by fall (now).

3 actually $CATL has a swap network partnered with NIO. It's all coming together nicely don't you think. Except for the bashed up stock price. But that is how you know $Nio is a threat to them!

The analysts and shorts don’t even have to spread FUD anymore, you’re all doing it for them.
“Did Onvo deliver as much?”
“They should be doing 50k monthly”
“Onvo isn’t hitting large figures”
Are your spirits that easily broken?
Look at Firefly! 7k in a month.
New faces are on YouTube talking about Firefly and how it’s taking over the culture in China.
Onvo deliveries remain steady, 8k. Good!
NIO deliveries remain the icing on the cake! With ES8 hitting 150k and counting, ES9 doing numbers despite being expensive.
Yet! Retail wants NIO to do numbers like Toyota, whilst they sell only in China, even as Chinese car sales are dropping.
They sign a deal with GEELY, where GEELY pays 94M USD, plus all their swap stations, plus 10% stake of their charging stations, and future robotaxi fleet, and passenger cars to have their batteries swapped under NIO power’s Swapping network for 30% stake of NIO power.
Recurring revenue for NIO, expansion of the swap network, solidification of their status as one of the two major dealers of battery swap in China and in the world (CATL and NIO) and yet, retail cried wolf.
The contract being legally binding couldn’t faze retail, they maintained that it was rather a loss to NIO.
They even went as far as spreading FUD that William Li wants to sell the company piece by piece.

The gap between a demo batch and actual scale is massive, and most of these announcements deliberately blur that line. I'd look for any mention of gigawatt-hour targets or specific plant capacity numbers, without those it's just a lab project with good PR. The CATL chair saying the chance of millions of vehicles before 2030 is very small says more than all the 2027 timelines combined.

China's new battery industry plan targets 2030 for "initial scale application" of all-solid-state batteries, and several battery makers and automakers have set timelines around 2027, mostly for demonstrations or small batches. Seven departments published the plan on September 28, and on that target the text gives no quantified threshold. CATL told investors in September that small-batch production is expected in 2027, and CarNewsChina reported BYD's demonstration target for that year at around 1,000 vehicles.
I lined up the fine print. Robin Zeng, CATL's chairman, gave a magazine interview published around June 16. He talked about solid-state batteries in millions of vehicles. The chance of that before 2030, he said, is very small.
Sun Huajun, CTO of BYD's battery unit FinDreams, laid out a timeline at a February 2025 industry forum. He pointed to batch demonstration installation around 2027 and large-scale installation after 2030. Stella Li, BYD's executive vice president, told Carwow Spain in an interview reported September 13: "even next year we will have one model that will be the first model with this technology."
Li Auto's entry in this timeline comes from a Cailian Press report on September 22. It cited a Li Auto insider, not a company statement, saying Li Auto's solid-state batteries would be capable of small-batch vehicle installation in 2027 or 2028.
No 2027 target, Li Auto's 2027 or 2028 included, addresses scale. When a company announces it is targeting 2027 for solid-state batteries, what is the first number you look for to tell whether that means a small batch or the start of scale?
The CATL holding in CNQQ is the Shenzhen-listed A share, about 5.34% of net assets per the latest holdings file, not the Hong Kong-listed line. KWEB tracks an index of overseas-listed Chinese internet companies.