#外资研报

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#外资研报

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  1. #外资研报

附件总结 Bernstein-宁德时代 2026 技术日要点速览:支持 1500 公里续航、6 分钟快充的电池发布,燃油车还有存在必要吗 QuickTake CATL 2026 Tech Day - The 1500km battery with 6-minute charging. Do we still need ICE.pdf

  1. be reaching a limit, but CATL can still improve on high nickel batteries. The Qilin Gen 3 battery Performance YTD 1M 6M 12M
  2. • The third-generation Shenxing battery delivers equivalent 10C charging with a peak rate of 15C, further strengthening CATL’s
  3. leadership in ultra-fast charging. It can charge from 10% to 35% in just one minute, 10% to 80% in less than four minutes, and
  4. application range, particularly in cold-weather markets. For comparison, BYD requires around 10 minutes to charge from 10%
  5. • The third-generation Qilin battery is clearly targeted at the premium EV segment and also supports fast charging. It offers 280
  6. • A 125 kWh battery pack weighs only 625 kg (255kg lower than peers), which is lighter than comparable industry solutions and
  7. • The Qilin condensed-state battery is one of the most important highlights. With 350 Wh/kg energy density, it significantly
  8. • It is designed to support a driving range of up to 1,500 km for executive sedans and 1,000 km for full-size SUVs, which in

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Bernstein-宁德时代 2026 技术日要点速览:支持 1500 公里续航、6 分钟快充的电池发布,燃油车还有存在必要吗 QuickTake CATL 2026 Tech Day - The 1500km battery with 6-minute charging. Do we still need ICE.pdf

总结

  1. be reaching a limit, but CATL can still improve on high nickel batteries. The Qilin Gen 3 battery Performance YTD 1M 6M 12M
  2. • The third-generation Shenxing battery delivers equivalent 10C charging with a peak rate of 15C, further strengthening CATL’s
  3. leadership in ultra-fast charging. It can charge from 10% to 35% in just one minute, 10% to 80% in less than four minutes, and
  4. application range, particularly in cold-weather markets. For comparison, BYD requires around 10 minutes to charge from 10%
  5. • The third-generation Qilin battery is clearly targeted at the premium EV segment and also supports fast charging. It offers 280
  6. • A 125 kWh battery pack weighs only 625 kg (255kg lower than peers), which is lighter than comparable industry solutions and
  7. • The Qilin condensed-state battery is one of the most important highlights. With 350 Wh/kg energy density, it significantly
  8. • It is designed to support a driving range of up to 1,500 km for executive sedans and 1,000 km for full-size SUVs, which in

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Bernstein-宁德时代 2026 技术日要点速览:支持 1500 公里续航、6 分钟快充的电池发布,燃油车还有存在必要吗 QuickTake CATL 2026 Tech Day - The 1500km battery with 6-minute charging. Do we still need ICE.pdf