For the full year 2025, CATL and BYD dominated $3750 (+0 %) and BYD $1211 (+4,25 %) continue to dominate the global electric vehicle (EV) battery market with a combined market share of over 55%.

Global EV battery installations reached 1,187 GWh in 2025, up 31.7% from 901.4 GWh in the same period last year, according to data released by South Korean market research firm SNE Research on Wednesday.

CATL's EV battery installations totaled 464.7 GWh in 2025, up 35.7% from 342.5 GWh in the same period in 2024.

The Chinese battery giant maintained its position as the world's leading supplier in 2025 with a market share of 39.2%, remaining the only battery manufacturer worldwide with a market share of over 30%.

This exceeds its share of 38.0% in 2024 and also its share of 38.2% for January to November 2025.

BYD's EV battery installations reached 194.8 GWh in 2025, an increase of 27.7% compared to 152.6 GWh in the same period in 2024.

The company ranked second in 2025 with a share of 16.4%, down from 16.9% in 2024 and also below its share of 16.7% for January to November 2025.

The battery installations of LG Energy Solution $373220 reached 108.8 GWh in 2025, an increase of 11.3% compared to the previous year.

The South Korean company retained its third place in 2025 with a market share of 9.2%, down from 10.9% in the same period in 2024 and also below its share of 9.3% from January to November 2025.

The Chinese company CALB $3931 took fourth place with 62.8 GWh of installed capacity and a market share of 5.3 %.

The Chinese company Gotion High-tech US38349T1060

was in fifth place with a market share of 4.5%, while the South Korean company SK On KR7096770003 took sixth place with a market share of 3.7 %.

The Japanese company Panasonic $6752 (+4,02 %)the Chinese company Eve Energy US29970N1046the South Korean company Samsung SDI $0L2T (+0,74 %) and the Chinese company Svolt Energy US29268X1037 ranked seventh, eighth, ninth and tenth with market shares of 3.7 %, 2.6 %, 2.4 % and 2.4 % respectively in 2025.

It is worth noting that Svolt Energy took ninth place in the period from January to November with a share of 2.6%, putting it ahead of Samsung SDI.

For those who have not yet noticed, European trading was suspended at $3750 (+0 %) was suspended yesterday at 16:11.

THE FOLLOWING INSTRUMENT(S) IS/ARE SUSPENDED WITH IMMEDIATE EFFECT:

INSTRUMENT NAME ABBREVIATION/SHORTCODE ISIN UNTIL/UNTIL

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No further information is available yet, but stay tuned.

CATL $3750 (+0 %) claims to have reached 1.8 million kilometers under certain conditions - 6 times the current industry standard.

CATL promises an electric car battery with a record-breaking service life in a new video. The Chinese manufacturer claims that its 5C batteries can last a million kilometers even with constant fast charging.

https://m.youtube.com/watch?v=XOEGg5jxZQk

5C means that the battery can be fully charged in around 12 minutes. This puts it in the "ultra-fast charging" category.

》80 percent capacity after 1,400 charging cycles《

Even under extreme conditions of 60 degrees Celsius - CATL is talking about summer temperatures in Dubai - the battery should still hold 80 percent capacity after 1,400 charging cycles. This corresponds to a total of around 840,000 kilometers.

Under moderate conditions, even 3,000 charging cycles should be possible before the battery falls below 80 percent of its original capacity. This corresponds to 1.8 million kilometers - 6 times the current industry standard, according to Car News China.

》Improvements to the battery《

In the promotional video, CATL justifies the progress with 3 innovations:

Firstly, a dense, uniform coating has been applied to the cathode. This prevents it from being damaged by intensive use.

Secondly, an additive has been added to the electrolyte that can repair microcracks and thus reduce the loss of lithium.

And thirdly, a temperature-sensitive coating on the separator layer between the battery poles slows down the migration of ions when temperatures rise in places.

This helps the battery to self-regulate and reduces the risk of a fatal "thermal runaway", in which the battery burns down explosively.

CATL is not yet sure when the new battery technology will go into mass production or in which vehicles it will be found. It will probably first be found in the high-end sector before it is used more widely.

The CATL $3750 (+0 %) -subsidiary Contemporary Amperex Intelligence Technology, a provider of integrated intelligent chassis technology, has signed a strategic memorandum of understanding with Indonesia Battery Corporation (IBC) and other partners in Jakarta. The aim of the alliance is to explore local development and cooperation models for electric vehicles in Indonesia based on the integrated intelligent chassis.

Under the agreement, the partnership will focus on Contemporary Amperex Intelligence Technology's Integrated Smart Chassis Platform. This architecture combines core technologies - battery systems, electric drive, thermal management and intelligent chassis domain controls - into a powerful, highly integrated basis for vehicle manufacturing. At the same time, the Indonesian partners will leverage local resources to drive the localized production and operation of the jointly developed models, ensuring that the project moves from idea to reality.

The agreement is an important step in Contemporary Amperex Intelligence Technology's "1+1+1" global localization strategy, which combines technical support, local partnerships and joint operations to build new energy vehicle ecosystems worldwide.

For Indonesia, the collaboration is expected to shorten electric vehicle development cycles and drive coordinated growth in manufacturing and distribution. It also supports the country's broader efforts to build a complete local supply chain for NEVs and promote domestic brands.

As the global automotive industry accelerates its shift towards electrification and intelligence, Contemporary Amperex Intelligence Technology reaffirms its commitment to open collaboration.

The company aims to help its global partners develop smart electric mobility solutions tailored to local markets, driving the green transition and a sustainable future for the industry.

The partnership aims to build up to 10 GWh of renewable energy storage capacity over time as institutional capital increasingly flows into infrastructure projects that support the energy transition in Europe.

Under the agreement, the three parties will jointly create an investment platform focused on European battery energy storage systems. CATL $3750 (+0 %) will supply the battery technology under this agreement, while Schroders Greencoat $SDR (+1,05 %) and Lochpine will contribute their investment and infrastructure expertise.

The MoU was signed when Schroders Group Chief Executive Richard Oldfield visited Beijing as part of a UK business delegation led by Prime Minister Sir Keir Starmer to strengthen trade and investment links between the UK and China. The signing was witnessed by Lucy Rigby, the UK Secretary of State for Business at the Treasury.

Schroders Greencoat is part of Schroders Capital $INOVthe private markets arm of the Group, which manages US$111 billion of assets.

The infrastructure platform manages around 450 renewable assets globally with a net generation capacity of more than 7.7 GW.

"Accelerating the energy transition in Europe requires the deployment of significant amounts of capital," said Richard Nourse, chairman of infrastructure at Schroders Capital, in a statement. "We look forward to working with Lochpine to provide investors with innovative opportunities to expand access to and investment in battery energy storage and other infrastructure associated with the energy transition."

What a start to the new year - everything from high spirits to geopolitical tensions to a historic correction - and it seems to be continuing just as turbulently as it began...

...but despite the events and the fact that there were only 2 small additional purchases last month, these circumstances don't really seem to bother my portfolio and so a new ATH was reached on the penultimate trading day and closed just below it on the last day.

I am quite satisfied with the 4.70% achieved under the circumstances and it shows me that my selection (.oO dividends do not hurt) is not so bad at all in order not to get under water even in such waters.

In the long term, my strategy continues to pay off positively and there is no reason for me to really change anything here...

...except that this year there will be a little more focus on growth in addition to dividends.

Which brings us directly to the next topic...

...after a good +3804.58% dividend growth in 2024, it was another +148.57% last year and, with the +40.37% forecast so far this year, should easily be enough to achieve my basic target of €2000 net dividend.

In my view, the overall rate of return is also suitable for the time being and will of course change somewhat over the course of the year...

...it is also fitting that January is a somewhat weaker dividend month, but still tastes good with a net dividend of € 104.16.

》Single stocks top 3《

$HAUTO (+3,15 %) +11,28% (+35,55%)

$RIO (+3,23 %) +10,28% (+41,03%)

$VAR (+1,95 %) +9,50% (+10,20%)

》 Individual stocks Flop 3《

$YYYY (+3,25 %) -7,96% (-4,27%)

$3750 (+0 %) -2,58% (+46,54%)

$VICI (-0,35 %) -0,84% (+17,41%)

》Additions/departures 《

none

》Increased《

$VICI (-0,35 %) (10x)

$1211 (+4,25 %) (10x)

Apart from that, there were 2 other pieces of positive news in my private life...firstly, the next check-up is still without findings and secondly, I now have confirmation from the pension provider that I can continue my further training as an accounting specialist (IHK) this year, which was interrupted by the operation. What's more, this will now be taken a little further and I'll also be taking the certification in DATEV and DATEV payroll accounting at the same time...can't hurt 🤫👍🏻

And so I wish us all continued good luck, a nice rest of the Sunday and maximum profits ✌🏻

Ford's $F (+0,25 %) decision to expand its collaboration with CATL $3750 (+0 %) in the manufacture of energy storage batteries has caused dissatisfaction among members of the US Congress, according to a report in the Financial Times.

Under the license agreement between Ford and CATL, Ford will use CATL's technology in a wholly owned $3.5 billion plant in exchange for substantial federal manufacturing tax credits.

John Moolenaar, Chairman of the U.S. House of Representatives Select Committee on China, sent a letter to Ford CEO Jim Farley requesting an explanation of the nature of the close relationship between Ford and CATL. Moolenaar also asked for clarification on the original terms of the license agreement and whether the agreement gives CATL rights to influence production, retain technological control or receive royalties based on production volume.

Kandi Technologies Group, Inc. $KNDIa long-established leader in all-electric passenger transportation and commercial vehicles, today announced that its wholly-owned subsidiary China Battery Exchange Technology Co., Ltd. has entered into a three-year strategic cooperation agreement with Times Qiji Green Energy Technology Co., Ltd. a subsidiary of Contemporary Amperex Technology Co., Ltd. ("CATL" $3750 (+0 %)), a leading global provider of innovative new energy technologies. Under the terms of the agreement, the parties will cooperate closely in the implementation of mass production projects for battery swapping stations for heavy-duty trucks, as well as related after-sales services and ongoing operation and maintenance support.

Under the agreement, China Battery Exchange will act as a strategic supplier for Qiji Energy. In this role, the company will drive the solution design, equipment selection and manufacturing of mechanical and control systems for heavy-duty truck battery exchange stations. In addition, China Battery Exchange will provide integrated supply and after-sales services throughout the equipment warranty period, including spare parts supply, maintenance, servicing, training, trial operation and other end-to-end supply and support services. Previously, China Battery Exchange had already successfully entered CATL's global supplier ecosystem. This latest collaboration reaffirms China Battery Exchange's technical strength and capabilities in mass production, while marking the deeper integration of Kandi Technologies into CATL's battery replacement ecosystem.

As an important part of CATL's "Ten Thousand Station Plan", Qiji Energy is actively driving the standardized and scalable expansion of the "Qiji Battery Swap" network, aiming to build about 900 battery swap stations by 2026. Through this collaboration, China Battery Exchange will play a key role in supporting CATL's plan. By combining CATL's leading advantages in brand recognition, battery technology, network reach and station management platforms with China Battery Exchange's expertise in R&D and manufacturing of battery swap equipment, both parties can share resources and complement each other to jointly drive the efficient, large-scale implementation of battery swap infrastructure.

Feng Chen, CEO of Kandi Technologies, commented: "This strategic cooperation with CATL's subsidiary is another important milestone in the development of our battery exchange business. As Kandi Technologies' core platform for battery swapping solutions, China Battery Exchange focuses on the innovation and practical application of battery swapping models for pure electric vehicles and aims to provide comprehensive intelligent battery swapping solutions on a unified platform that supports multiple brands and vehicle models. This collaboration allows us to fully leverage our accumulated technical know-how and project experience in this field together with an industry-leading partner, and synergistically drive the battery swapping infrastructure towards greater standardization, scalability and sustainable operation. We believe that the battery swap model has long-term potential to improve charging efficiency, enhance user experience and support the development of a new energy transportation ecosystem. This collaboration expands the company's growth potential within the new energy value chain and lays a solid foundation for the further development of our business."

As one of the first companies to engage in battery swapping technology in China, Kandi Technologies has always regarded battery swapping as an important part of its long-term strategic development. Through this strategic cooperation, the company expects to further strengthen its comprehensive service capabilities in the new energy infrastructure field and support the further expansion and commercialization of its battery swapping initiatives.

CATL $3750 (+0 %) expects to start using sodium-ion batteries in passenger cars in the next quarter, thereby accelerating the large-scale introduction of this new type of battery.

The use of sodium-ion batteries is to be expanded across the board in the second quarter.

The first model with such batteries will come from GAC Aion, said CATL's head of technology Gao Huan in an interview with the local newspaper China Securities Journal.

With the expansion of production capacity, sodium-ion batteries will gradually be used for passenger cars, commercial vehicles, energy storage and even construction machinery, Gao said, adding that challenges such as cost still need to be solved.

On Thursday, the Chinese battery maker unveiled its Tectrans II series of traction batteries for light commercial vehicles, including a 45kWh sodium-ion battery - the first battery of its kind for light commercial vehicles.

The battery can be connected and charged even in extremely cold temperatures of down to -30 °C. According to CATL, the battery retains 90 % of its usable capacity at -40 °C.

CATL did not give a timetable for the deployment of the sodium-ion battery at the event. However, according to the China Securities Journal, the battery will go into series production in July this year, with versions for both rechargeable vehicles and battery swap models available.

According to the report, the sodium-ion battery has completed winter testing in light trucks and medium-sized vans manufactured by Anhui Jianghuai Automobile Group Corp (JAC).

Sodium batteries are characterized by high discharge performance, with the temperature rise not exceeding 5°C at a charging speed of 5C, Gao said. As a result, no additional cooling of the battery system is required, enabling an optimized thermal management system.

He pointed out that the transition of sodium batteries from laboratory to mass production represents progress in overcoming the challenges associated with low temperature performance.

CATL is aiming for sodium batteries to achieve an energy density comparable to current lithium iron phosphate (LFP) batteries within the next three years, while further reducing costs.

The company is currently developing its third-generation sodium battery, Gao said.

CATL unveiled its first-generation sodium-ion battery in July 2021 amid rising lithium carbonate prices, drawing public attention to this new type of battery.

In April 2025, CATL launched its sodium-ion battery brand Naxtra at its Tech Day event and began exploring alternatives to lithium batteries under this new brand.

Naxtra batteries for passenger cars achieve an energy density of up to 175 Wh/kg, making them the world leader among sodium-ion batteries and on a par with LFP batteries, CATL said at the time.

In addition to CATL, Chinese start-ups such as Hina Battery are also developing sodium-ion batteries.

Leading The Charge - Turning risk into reward with a circular economy for EV batteries and critical minerals, a white paper published by the Ellen MacArthur Foundation during the 2026 World Economic Forum, is the first integrated, actionable roadmap for a circular value chain for EV batteries based on real-world industrial practice.

It is also an important milestone in the collaboration between CATL and the Foundation.

The report was developed with input from over 30 leading organizations from across the EV battery ecosystem - including CATL $3750 (+0 %), DHL $DHL (+0,97 %), Volvo $VOLV A (+0,34 %) and JLR, as well as research institutions and NGOs - and provides clear, industry-focused direction on how EV batteries need to be designed, used, recovered and recycled to maximize their value and reduce systemic risks across the value chain.

As a strategic founding partner of the Foundation's Critical Minerals Mission, CATL worked closely with the Foundation and industry peers to translate circular economy principles into practical, actionable measures based on real-world operational experience. The roadmap also supports CATL's global commitment to the circular economy in energy, including its long-term goal of decoupling battery market growth from the extraction of new raw materials.

It highlights the environmental, economic, product development and overall value creation opportunities that a circular EV battery system can provide.

By reusing batteries and their critical minerals over multiple life cycles, the need for newly mined materials is reduced, emissions are lowered and the integration of renewable energy is promoted. It also increases economic value by improving material efficiency, reducing waste and operating costs and creating new revenue streams. At the same time, it strengthens supply chain resilience and distributes economic benefits more equitably across regions, demonstrating that a systemic, circular approach transforms potential risks into strategic, value-creating opportunities.

》Five bright spots for a circular EV battery system《

The white paper identifies five interlinked actions required to keep battery materials in high-quality use and strengthen the resilience of the system:

● Design batteries for the circular economy, not for disposal

● Rethink battery service within optimized energy mobility systems

● Scaling circular business models that treat batteries as long-term assets

● Building regional circular infrastructures and co-investing in them

● Enabling a circular operating system through data, standards and guidelines

》CATL measures already in practice《

CATL is already implementing these measures at system level in all its operations. By separating the battery from the vehicle, CATL manages batteries as centrally managed assets, increasing utilization, enabling scheduled maintenance and ensuring a predictable end-of-life return on investment.

Today, CATL operates more than 1,000 swap stations for passenger cars and over 300 for commercial vehicles, supported by a growing ecosystem of more than 100 partners.

This system integration enables high-quality recovery on a large scale. CATL's recycling activities achieve recovery rates of 99.6% for nickel, cobalt and manganese and 96.5% for lithium, with processing capacity expanding to 270,000 tons per year.

In parallel, CATL is deploying alternative chemistries such as sodium-ion batteries, using widely available materials and reducing lifecycle carbon emissions per kilowatt-hour by up to 60%, improving circular performance in the mobility, exchange and energy storage sectors.

》Scaling together《

At the Foundation's Leadership Briefing, Jiang Li, Vice Chairman and Board Secretary of CATL, emphasized: "This report marks an important milestone in the global journey towards a circular economy for batteries. Circular battery systems now need to be scaled across regions, industries and applications - from electric vehicles to energy storage - and adapted to different market contexts."

"With the increasing adoption of electric vehicles, a circular economy for batteries and critical minerals is no longer optional - it is essential for affordability, resilience and long-term growth while reducing environmental and social impacts," said Wen-Yu Weng, Executive Leader for Critical Minerals at the Ellen MacArthur Foundation. "EV batteries are strategic assets, and circular approaches are key to preserving their value and ensuring that critical minerals never become waste. We welcome CATL's contribution and look forward to continuing to work together to scale a truly circular battery system and support the wider energy transition."

For CATL, this agenda directly underpins its journey to carbon neutrality - building on the achievement of carbon neutrality at all its battery plants and its goal to achieve carbon neutrality across the value chain by 2035.

The publication of the report marks a first milestone in the broader collaboration between CATL and the Foundation to accelerate the circular economy for critical minerals. The next phase will focus on testing these approaches in real-world settings to understand how design, use, life extension, collection and recycling loops interact at scale