By 2027, CALB’s shipment volume is expected to see multiplicative growth, fully realizing its goal of ranking among the top three globally.
Growth in the battery industry is moving toward greater depth.
Beyond passenger vehicles, heavy-duty trucks, vessels, and data centers are continuously opening up application spaces; after delivery, safety management, energy replenishment services, energy dispatching, and asset operations are extending the value chain of a single battery.
New growth opportunities stem not only from more markets but also from deeper engagement with customer needs. Competition among battery companies is extending from delivery scale to value creation throughout the entire customer usage cycle.
Recently, CALB held its 2026 Global Ecosystem Partner Conference in Zaozhuang, Shandong. From high-performance power batteries to integrated commercial vehicle solutions, smart energy storage platforms, and vessel "battery banks," a series of launches revealed a clear business direction: extending from battery delivery to "Battery + Service + Operation + Ecosystem."
The positioning of "Energy Value Creator" proposed by Liu Jingyu, Chairman of CALB, set the direction for this layout. Driven by "AI + Energy" and based on safety, reliability, and service, CALB is attempting to convert its technological and manufacturing advantages into deeper and more enduring customer value.
At this conference, CALB also disclosed that as capacity gaps are filled and new scenarios are implemented, shipment volumes are expected to see multiplicative growth in 2027, fully achieving the target of being among the top three globally.
The Confidence Behind the All-Scenario Layout
Industry forecasts suggest that global annual shipments of power and energy storage batteries will exceed 5TWh by 2030.
However, the wider the applications, the more pronounced the differences in demand. Passenger vehicles pursue performance, experience, and safety; trunk logistics focus on transportation economics; energy storage tests long-term reliability; and new scenarios like low-altitude mobility impose combined requirements on weight, power, and safety.
Shared technology sources, market origins, and resources are the basic approach for CALB to expand its business. Accumulations in materials, structures, and manufacturing processes provide a foundation for developing different scenarios; alignment with customer needs and cooperative resources creates conditions for system solutions and service extensions.
This accumulation is also extending to new technologies. On one hand, CALB continues to improve the all-climate, high-specific-energy, and high-rate performance of its existing systems; on the other hand, it increases investment in solid-state batteries, sodium-ion batteries, and new application directions.
Shared technology helps reduce redundant investment, but cross-scenario applications still require respective engineering validations. CALB is simultaneously promoting a task-oriented agile organization, strengthening collaboration among R&D, manufacturing, and customers. How far the all-scenario layout can go depends on whether these accumulations can be efficiently converted into adapted products.
Passenger Vehicles:Seeking Incremental Growth in High-End Markets
Passenger vehicles remain an important testing ground for technological and manufacturing capabilities.
The two "Top-Tier All-Round Gen2.0" power batteries launched at this event reflect the advancement of existing technology toward the high end: The BEV version cell has an energy density of 280Wh/kg and a system density of 220Wh/kg, with peak discharge of 30C and peak power of 3MW; the HEV version supports 35C discharge, targeting high-capacity hybrid demands.
Performance improvements also point toward safety. A three-layer defense of intrinsic, mechanical, and thermal-electric layers, overlaid with AI risk warning, can actively cut off high voltage or step down pressure within milliseconds. The product series further targets supercars, racing cars, and eVTOL scenarios.
For CALB, which has entered the supply chains of global automakers such as Toyota, Volkswagen, and Hyundai, the value of its passenger vehicle business lies not only in shipment volume. The verification systems of global automakers continuously test its R&D and manufacturing capabilities, providing credit support for the overseas expansion of businesses like energy storage and vessels.
Commercial Vehicles:The Operational Economics Behind 0.9%
The commercial vehicle business best illustrates how battery companies engage closely with customer operations.
In the first three quarters of 2026, the cumulative penetration rate of new energy commercial vehicles reached 36%, breaking through 50% in September alone; however, the structure is highly differentiated. Electrification rates in closed scenarios have exceeded 70%, while trunk logistics, representing the largest space, stand at only 0.9%.
CALB’s launched "Zhiyuan 2.0" CMT integrated battery solution organizes products around "one CTC architecture, one megawatt-level replenishment system, and one TCO value curve," supporting optional capacities from 610–832kWh. It integrates battery integration, replenishment, and full lifecycle costs into the same framework for optimization.
According to calculations, operating costs per vehicle per year can be reduced by approximately CNY 250,000. The change in product definition is clear: Customers care about cost per kilometer and trips per day, so the solution revolves around these metrics.
Services also extend to the usage process. Through AI full-chain management, battery health status is traceable, and residual value data is assessable, providing basis for maintenance management and support for used vehicle transactions and financial solutions.
CALB disclosed that its commercial vehicle business grew by 133% year-on-year in the past year. Converting integrated solutions into replicable operational results across more routes will be key to further market expansion.
Energy Storage:Anchoring Long-Term Net Revenue
Energy storage customers’ focus is shifting from construction investment to deep asset operation. Equipment prices are easy to compare, but degradation, faults, and availability during years of station operation require long-term management.
To date, CALB’s cumulative energy storage shipments have exceeded 160GWh, with over 60% of the terminal market located overseas.
Operational feedback brought by scaled applications provides a foundation for product iteration and service extension.
The two platform routes launched at this event respond to different project needs respectively. The large winding platform consists of mass-produced 588Ah cells and next-generation 650Ah cells, paired with 6.25MWh and 6.9MWh systems, focusing on initial investment and construction efficiency; the large stacking platform uses 661+Ah cells, paired with 10MWh modular systems, facing ultra-long-cycle use through the combination of cathode lithium replenishment and heat dissipation technologies. The former can reduce comprehensive system costs by 15%, while the latter improves overall equipment lifespan by 50%.
Beyond products, CALB directs its business further toward investment, O&M, and operations, organizing relevant capabilities through cooperation. Cells and systems provide the foundation, intelligent O&M ensures equipment status, and operational strategies influence energy dispatching and revenue acquisition.
The Zero-Carbon Smart Platform serves as the carrier for this extension. The platform connects source, grid, load, and storage, integrating weather, generation, load, electricity price, and equipment health information, supporting cross-period energy transfer and cross-asset coordination. Related businesses already cover mines, ports, transportation, parks, and factories, and collaborate with cities such as Zaozhuang, Handan, Xinyang, Meishan, Zigong, and Hefei to promote zero-carbon pilots.
AIDC (Artificial Intelligence Data Center) opens up demand for high-power backup. The 120Ah platform series dual-use reserve-storage cells and 768kW single-cabinet systems launched this time feature peak output of 12C and average output of 10C for cells. "Dual-use reserve-storage" provides exploration space for equipment utilization, though specific applications still need to meet data center power supply reliability and safety requirements.
From station operation to park energy use, "AI + Energy" is landing in specific decisions: identifying risks, scheduling maintenance, and optimizing dispatching, allowing equipment to continuously deliver value during long-term use.
Vessels:Battery Banks Open Up Model Space
Vessels are another market with an electrification rate below 1%. Vessel electrification involves not only batteries but also replenishment facilities, upfront investments, and long-term operations. Who holds the battery, who is responsible for maintenance, and how assets are disposed of subsequently also influence shipowners’ procurement decisions.
CALB disclosed that its marine battery systems have equipped over 1,200 electrified vessels, covering more than 30 countries and ports. At this conference, the company signed agreements with partners such as Weiqiao Group to jointly establish "Battery Banks," lowering the threshold for electrification through models like vessel-battery separation and battery leasing.
This cooperation allows battery procurement, holding, usage, and management to potentially be completed collaboratively by different entities, opening space for long-term services and asset operations. Promoting application requires coordinated efforts in product reliability, O&M assurance, funding arrangements, and responsibility delineation.
Next Round of Competition:Focus on Value Realization Capability
Using this ecosystem conference as an observational entry point, CALB’s all-scenario layout begins to reveal a deeper operational logic: Based on technological and manufacturing capabilities, it extends services to the usage process and then complements application conditions through ecosystem cooperation.
When these links connect, they create opportunities for continuous accumulation. More scenarios bring operational feedback, helping improve products; health management, maintenance, and dispatching deepen customer connections; participation of capital and operational partners drives solution implementation.
Meanwhile, at this conference, CALB also proposed co-building unified industry standards, establishing data collaboration channels, and constructing a symbiotic value distribution system, addressing exactly the issues of efficiency and interests in collaboration. Standard alignment helps reduce redundant validation, data connectivity improves R&D, delivery, and service efficiency, and clear responsibility and revenue mechanisms support long-term partner investment.
The competitiveness of the all-scenario layout ultimately manifests in the mutual promotion of technology conversion, continuous service, and ecosystem synergy.
Battery delivery marks the completion of a transaction and the beginning of long-term value creation. Whether CALB can, together with partners, continuously convert technological advantages into customer usage value and operational benefits will determine how deep its all-scenario layout can go.