电池周刊（4月30日）

Neil Beveridge, Ph.D.+852 2123 2648neil.beveridge@bernsteinsg.comBrian Ho, CFA+852 2123 2615brian.ho@bernsteinsg.com Battery Weekly 30 April America •Tesla unveils its first mass-produced electric truck.- electrive.com Tesla has begun high-volume production of its Semi electric truck atGigafactory Nevada, with commercial rollout expected in 2026. Offering up to 500 miles range and priced from $260K–$290K, the Semiaims to become a cost-competitive option in the US heavy-duty truck market. Asia •CATL secures world's largest sodium-ion battery order in major tech shift.- cnevpost.com CATL has signed a 60 GWh, 3-year supply dealwith energy storage firm HyperStrong, marking the largest sodium-ion battery order to date and a key milestone in commercialization.Beyond storage, CATL is accelerating adoption in EVs, including a mass-produced sodium-ion vehicle launching in 2026. •BYD's iconic Han EV gets major upgrade with second-gen Blade Battery and flash charging.- cnevpost.com BYD has launched the upgradedHan EV Flash Charging Edition, starting at ¥179,800 ($26K), featuring its second-generation Blade Battery and ultra-fast chargingtechnology. The sedan can charge from 10% to 97% in 9 minutes (or about 5 minutes for most charge) and maintains strong performanceeven at -30°C. It offers up to 705 km range with a 69 kWh battery, supported by over 5,500 fast-charging stations across China. •Nio's battery operator Mirattery expands financing with 1 billion yuan green ABN.- cnevpost.com Nio’s battery asset unit Mirattery has issued¥1 billion ($146M) in green asset-backed medium-term notes (ABN), its second such issuance in 2026, to fund battery asset operations andinnovation. The offering includes multiple tranches with rates from 2.0% to 5.5%, reflecting strong investor demand and lowering financingcosts. Total similar issuances have now reached ¥4 billion, supporting Nio’s battery-as-a-service (BaaS) model, which serves over 610,000users. •Chinese Battery Equipment Gains Ground in Korea as SK On Orders Stacking Tool.- thelec.net SK On has ordered stacking equipment fromChina’s Yinghe Technology, marking deeper penetration of Chinese machinery into South Korea’s battery supply chain. The shift is drivenby cost advantages and improving technology, with Chinese suppliers already supporting LG Energy Solution and Samsung SDI. The newsystem integrates notching and stacking to boost efficiency and energy density, though large-scale adoption remains under evaluation. •A first for South Korea: Hyundai trials battery subscription model.- elective.com Hyundai has launched a pilot battery subscription programin South Korea, starting with Ioniq 5 taxis, allowing users to pay a monthly fee and swap batteries instead of owning them. The trial separatesbattery and vehicle ownership, aiming to reduce upfront EV costs and address battery lifespan concerns, with plans to expand to privateconsumers. •CATL batteries to power Hyundai’s EREV, hybrid push in China.- Korea joongang daily. CATL will supply batteries for Hyundai’s EV, PHEV,and EREV models, deepening their partnership as Hyundai targets global expansion. The collaboration includes vehicles for China andoverseas markets, with Hyundai planning 20 new models in China and aiming for 500,000 annual sales by 2030. CATL is also strengtheningglobal cooperation through partnerships and technology licensing, while continuing to advance fast-charging and next-generation batterytechnologies. Europe •Cubenergy Commissions 40MW/120MWh BESS Project in Czech Republic.- solarbe.com Cubenergy, a Chinese energy storage provider,has deployed and commissioned a 40MW/120MWh battery energy storage system (BESS) in the Czech Republic to support grid stabilityand energy security. The project uses Cubenergy’s FlexCombo system, integrated with on-site solar PV to enable long-duration energyshifting and improve renewable energy utilization. •Max Planck researchers explain dendrite formation in solid-state batteries.- electrive.com Researchers at the Max Planck Institute haveuncovered how lithium dendrites form and penetrate solid electrolytes, causing short circuits in solid-state batteries. Their study showsdendrite growth is driven by mechanical stress and electron leakage, rather than lithium accumulating at the tip. •LG Energy set to ink $7B battery supply deal with BMW.- korea joongang daily LG Energy Solution is close to finalizing a ~$7.3 billion(₩10trillion), 10-year battery supply agreement with BMW, marking one of the largest EV battery deals in the sector. The company will supply next-generation 46-series cylindrical batteries for BMW’s upcoming EV platform, with production primarily from its Arizona plant and potentialexpansion in Europe. The deal supports LG Energy’s growing order pipeline, now exceeding 440 GWh, and strengthens its position despiterecent headwinds, including a Q1 operating loss of₩207.8billion and slowing global EV demand. Company Models CATL | LG Energy Sol