On January 22, CATL officially launched the Tianxing II Light Commercial Vehicle Full-Scenario Customized Series Solution, simultaneously introducing the industry's first smart power battery management application, the "Battery Butler" Tianxing Edition. By leveraging a full-scenario ecosystem of "hardware + software + service," the company is further concentrating on the light commercial vehicle sector, continuously strengthening its strategic layout in this segment. Against the backdrop of rapid industry growth, CATL's launch of the new Tianxing Light Commercial Series technology products at the beginning of 2026 undoubtedly signals a clear intent to deepen its commitment to this segment and accelerate the electrification of commercial vehicles. The newly released Tianxing II Light Commercial Vehicle Full-Scenario Customized Series Solution specifically addresses core industry pain points with several highlights: the Long-Range Version deeply integrates NMC and LFP chemical systems to develop the world's first light commercial ultra-hybrid chemical system cell, achieving dual breakthroughs in maximum single-pack capacity and longest range, successfully breaking the mileage barrier for intercity trunk transport; this version, equipped with a 253kWh industry-leading single-pack capacity, enables an ultra-long real-world range of 800 kilometers. The Low-Temperature Version, as the light commercial industry's first mass-produced sodium-ion battery product, effectively solves the range challenge in severe winter conditions in northern regions, clearing the final obstacle for the widespread adoption of new energy commercial vehicles nationwide. It is worth noting that CATL simultaneously launched the industry's first smart power battery management App for light commercial vehicles, complementing the aforementioned solutions to jointly build a full-scenario ecosystem of "hardware + software + service," providing users with full-cycle power assurance. Reportedly, as early as July 2024, CATL had already introduced two core Tianxing light commercial vehicle products: the "Super Charging Version" and the "Long-Range Version." To date, this series has established deep collaborations with 46 automakers, with cumulative shipments exceeding 210,000 units, indicating continuously growing market acceptance. CATL believes that the electrification of the light commercial vehicle industry is currently in a period of strategic opportunity characterized by rapid development, but it also faces numerous challenges: as market competition intensifies, ongoing price wars at the consumer end continue to squeeze OEMs' profit margins; core user needs in specific scenarios such as severe northern winters and long-distance trunk logistics remain insufficiently met. "We are translating cutting-edge technology into power solutions that are truly suited for every journey and every operational scenario," stated CATL's Chief Technology Officer, Gao Huan, at the launch event, adding that the company will continue to empower partners through the synergistic efforts of "hardware + software + service" to help end-users secure more predictable returns. Electric light commercial vehicles are profoundly transforming the development model of the global logistics industry, with the market size expanding rapidly and continuously. According to a report by Markets and Markets, the global electric light commercial vehicle market is projected to achieve a compound annual growth rate of 25% from 2025 to 2032, indicating immense industry potential. China's new energy vehicle industry plays a pivotal role in driving global light commercial vehicle sales growth. Data from the International Energy Agency (IEA) shows that in 2025, annual sales of new energy light commercial vehicles in China surpassed 600,000 units for the first time, with monthly sales exceeding 50,000 units for ten consecutive months, and the new energy penetration rate exceeding 30% for five consecutive months; this achievement marks the official entry of the new energy light commercial vehicle industry into a new phase of large-scale application. Looking ahead to 2026, sales of new energy light commercial vehicles in China are expected to exceed 900,000 units, further accelerating the industry's electrification process and releasing continuous market opportunities. Facing this market opportunity, CATL will adhere to its core philosophy of "product reliability as the foundation," continuously empowering partners across the industrial chain to seize the opportunities presented by full-scenario, global electrification development. The company will continually optimize efficient and reliable scenario-specific solutions, not only contributing core strength to the construction of the new energy logistics ecosystem but also practically helping users "ensure solid backing, calculate costs effectively, and plan strategically," thereby supporting high-quality industry development. According to CATL's estimates, the current electrification rate in intercity logistics scenarios is less than 12%, indicating vast potential for market growth. The Tianxing II Light Commercial Vehicle Long-Range Version, utilizing a "battery-swapping" model that separates the vehicle from the battery, helps the company smoothly enter the self-operated fleet market, enabling a 10% reduction in users' initial purchase cost and a further 10% reduction in usage costs, significantly enhancing user operational efficiency. Beyond deepening its focus on the domestic market, CATL is also setting its sights globally, actively expanding its overseas business. Currently, overseas markets such as Europe and America, Australia and New Zealand, Southeast Asia, and South America are showing increasingly urgent demand for light commercial vehicle electrification. CATL, with its global brand influence, high-quality products and technology, comprehensive production capacity layout, and service network, possesses core advantages for deep collaboration with overseas OEMs. In the future, the company will join hands with global OEMs to build an "ecological alliance," focusing on regions and market segments with prominent electrification opportunities, jointly addressing challenges such as local policy differences and infrastructure construction, to achieve high-quality collaborative expansion overseas and share in the global dividends of electrification.
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