CATL has signed a strategic cooperation agreement with Guangzhou Public Transport Group to jointly develop a battery swap network for taxis in Guangzhou, as part of its broader expansion into energy infrastructure.
The agreement was signed in Ningde, where CATL is headquartered. Under the partnership, the two companies will collaborate on battery supply, maintenance, recycling and the deployment of battery swap facilities, CATL said in a statement.
The companies will also explore additional applications, including electric vessels, vehicle-to-grid (V2G) systems and low-altitude mobility solutions, with the aim of building a more diversified urban energy ecosystem.
While detailed rollout plans for the taxi-focused swap network were not disclosed, the two sides have previously worked together to establish six battery swap stations.
CATL has already supported the electrification of public transport fleets in Guangzhou. Since 2025, it has supplied battery systems for around 1,500 electric buses operated by the group, including 424 hydrogen fuel cell vehicles.
The latest agreement underscores CATL’s accelerating push into the battery swapping sector, which it views as a key pillar of future EV infrastructure. Robin Zeng has previously said that by 2030, battery swapping, home charging and public charging could each account for roughly one-third of EV energy replenishment demand.
The company has been rapidly expanding its network footprint. In December 2025, CATL completed its 1,000th passenger vehicle battery swap station in Nanchang. It plans to exceed 3,000 stations by 2026 and has set a long-term target of 30,000 sites nationwide.
In the commercial vehicle segment, CATL’s Qiji Energy unit is also scaling up deployment, targeting 900 battery swap stations by 2026 following partnerships such as its collaboration with STO Express in truck electrification.
The Guangzhou initiative highlights growing efforts to integrate battery swapping into urban mobility systems, particularly for high-utilisation fleets such as taxis and buses.