CATL Reaches Comprehensive Strategic Cooperation with JD,com to Co-create a New Paradigm for Industrial Synergy

On October 15, 2025, CATL signed a strategic cooperation agreement with JD.com. The parties will engage in in-depth collaboration and jointly practice the "Dual Carbon" initiative across multiple domains, including full-channel services for the battery consumer market, green transportation capacity, logistics warehousing and distribution and zero-carbon parks, smart transformation of industrial supply chain, administrative supplies and employee integrated services, data centers, and accompanying services for global expansion. By doing so, they will drive a green and low-carbon industrial transition and smart upgrades in supply chain operations to lead industry advancement.

As a leading company in e-commerce, JD operates across multiple sectors, including retail, technology, logistics, industry, healthcare, industrial development, and international business. Against the backdrop of global industries accelerating their transition toward low-carbon and digital transformation, the collaboration between CATL and JD will focus on two strategic pillars, namely, "a new paradigm of sustainable development for a green and low-carbon transition" and "cost reduction and efficiency improvements in smart digitalization across supply chain operations".

Creating a new paradigm of sustainable development for a green and low-carbon transition: Efforts will be made to accelerate the electrification of urban delivery logistics vehicles, promote the application of innovate products for heavy-duty truck battery swapping, and jointly build an integrated global warehousing and distribution system to achieve the efficient, safe, and zero-carbon transportation of products like power batteries.

Achieving cost reduction and efficiency gains in smart supply chain operations: Smart and integrated systems for general goods and industrial products supply chains will be consolidated. The parties will also collaboratively deploy data centers and, at the same time, advance international business development. Furthermore, supply chain capabilities will be further enhanced through supply chain operation technologies and services.

Additionally, the two companies will jointly advance omnichannel services for the battery consumer market:

In the EV energy replenishment ecosystem sector, they will jointly establish official direct sales channels for Choco-Swap, co-promote a model of vehicle-battery separation , and expand sales of Choco-Swap compatible vehicles.

In the battery aftermarket sector, they will leverage JD Auto Care's nationwide service network to conduct battery aftermarket collaborations, providing more users with professional new energy aftermarket services.

This partnership marks the beginning of leveraging JD's digital-intelligent supply chain and omnichannel service strengths, combined with CATL's profound expertise in battery technology and renewable energy solutions. The parties will deliver greater value to users and the industry by jointly creating an exemplary model of "green + zero-carbon + digital-intelligent" industrial synergy.