Kandi Joins CATLs EV Battery Swap Expansion Plan

Jinhua,CHINA-Kandi Technologies Group., long recognized as a leader in all-electric personal transportation and utility vehicles, has announced a breakthrough achievement in its expansion into the heavy-duty commercial vehicle segment. Its wholly owned subsidiary, China Battery Exchange (Zhejiang) Technology Co., Ltd., has secured its first major order for heavy-truck battery swap station equipment from Contemporary Amperex Technology Co., Ltd. (CATL), the world’s largest provider of innovative energy storage and battery technologies. This deal not only marks a significant revenue opportunity for Kandi but also formally integrates China Battery Exchange into CATL’s global supplier ecosystem, a move that carries strategic weight as the electrification of logistics accelerates worldwide.

The partnership is directly tied to CATL’s ambitious Ten Thousand Station Plan, which envisions the rollout of 500 heavy-truck battery swap stations in 2025 and a long-term goal of exceeding 10,000 stations across China. This plan reflects China’s determination to lead in battery swap adoption, particularly in the heavy-truck sector where the technology is increasingly seen as superior to fast charging due to its ability to minimize downtime for fleet operators. The large-scale rollout has the potential to transform long-haul trucking economics by offering a reliable, time-efficient, and cost-competitive alternative to conventional charging solutions.

Under this landmark order, China Battery Exchange will provide a complete suite of critical hardware for CATL’s swap stations. This includes the core structural components of the stations, advanced robotic arm systems capable of swiftly handling large truck battery packs, and precision temperature-controlled battery compartments designed to maximize performance, safety, and longevity under heavy-duty operating conditions. Such infrastructure is vital for ensuring that large commercial vehicles especially tractor-trailers hauling 40-foot containers can exchange depleted batteries within minutes, keeping vehicles on the road and logistics chains running smoothly.

Kandi Technologies’ CEO, Feng Chen, highlighted the significance of the milestone said Securing our first heavy-truck battery swap station order from CATL is a landmark achievement for Kandi Technologies, marking our official integration into CATL’s global supplier ecosystem. This partnership validates our technological leadership in intelligent, standardized battery swap solutions and solidifies our strategic position within the rapidly growing new energy infrastructure sector. As a partner for CATL’s ambitious Ten Thousand Station Plan, we are strategically positioned to help drive the nationwide expansion of the battery swap network by providing high-performance, fully integrated hardware, unlocking long-term value for our company and shareholders.

For the broader market, this development carries several implications. First, it demonstrates the increasing relevance of battery swapping as a scalable solution for electrifying heavy-duty trucking, a segment where charging times remain a barrier to adoption. Second, it underlines China’s proactive approach to building EV infrastructure at scale, creating a model that other markets may eventually follow. Finally, for Kandi Technologies, the order represents not just immediate revenue but also long-term positioning as a core enabler of commercial EV infrastructure in partnership with a global leader like CATL.

From the perspective of markets such as India, this model holds significant lessons. As the country ramps up efforts to decarbonize logistics and long-haul transportation, large-scale collaborations between energy providers, battery innovators, and infrastructure developers will be essential. Battery swap solutions could prove especially impactful in India’s trucking ecosystem, where fleet utilization and turnaround times directly influence costs and profitability.

Overall, Kandi’s entry into the heavy-truck battery swap ecosystem through CATL’s supplier network underscores a crucial evolution in the EV industry: the shift from focusing solely on vehicles to building the supporting ecosystems that will make electric mobility truly viable for demanding applications like long-haul freight.

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