Earnings exceed 200 million yuan a day, but CATL is not satisfied with the status quo - 36kr

CATL posted a sharp jump in first-half 2026 revenue and net profit, earning more than RMB 200 million a day.

But its power-battery margins are under pressure, and some automakers are moving toward multi-supplier sourcing, accelerating the push to reduce reliance on CATL.

The energy-storage business still grew quickly, yet some major overseas projects were won by rivals.

CATL is now betting on sodium-ion batteries, solid-state batteries, and robots to fuel its next stage of growth.