Facing BYD’s flash-charging rollout, CATL is accelerating its battery-swap
network and plans about 3,000 cumulative swap stations by 2026, including
roughly 900 for heavy trucks. Using CATL’s station assumptions (chocolate
stations: 48 × 52 kWh; Qiji heavy-truck stations: 24 × 171 kWh), the rollout
implies roughly 12.7 GWh of incremental battery capacity and about 7,600 tons
of lithium carbonate demand, approximately one month of output at Jianxiawo.
