创 ·智能电动时代

Create the era of intelligent electrification

Leading of BESS Solution

Brief Introduction of CATL BESS

2024/11/1
CATL Company Advance Product
Brief Update Roadmap

BESS Solution & CATL Technical

Global Cases Advantages
Contemporary Amperex Technology Co., Limited

Revenue 2023 2011 Ningde, Listed with

CNY 400.92B Fujian Market cap $150B

Main Business
EV battery systems & Green transportation Energy Storage solutions and services

Cell Module Pack Rack Container Power Station

Globally, EVs are Powered by CATL Batteries In 2023, CATL delivered of global ESS
3
Market Share: Proactive Global Leader

37 43
% of global EV % of global ESS
market share market share，

Ranked 1st globally for 6 consecutive years, 2017- Ranked 1st globally for 3 consecutive years, 2020-
2022 2022
Deliver to 60 countries and regions Strong presence in China, NA, EU, UK and
Australia

2011 #292 $120B 300+GWh 13

Established Fortune global 500 Market Cap. Annual delivery Battery plants globally

4
No.1 ESS Battery Company in the World
• No.1 in the world_ EV since 2017 & ESS since 2019
110+ 1500+ • 500 GWh + cell capacity & 150 GWh + BESS capacity
ESS Shipments(GWh) Number of Projects
• 5 R&D centers & 16,000 + R&D tallents

Europe

20+GWh
/260+Projects

Asia
North America
35+GWh
50+GWh
/750+Projects
/300+Projects
Africa

1+GWh
South America
Oceania /20+Projects
1+GWh
2+GWh
/10+Projects
* Time Range：2010-2023 /20+projects
5
 13 Production Bases
Global Headquarters 5 R&D Centers
China: Ningde, Fujian / Xining, Qinghai / Liyang, Jiangsu / Yibin, Sichuan /
Zhaoqing, Guangdong / Shanghai / Xiamen, Fujian / Yichun, Jiangxi/

Factory
China: Ningde, Fujian / Liyang, Jiangsu / Shanghai/
Ningde, Fujian Guiyang, Guizhou / Jining, Shandong / Luoyang, Henan
Xiamen, Fujian Germany: Erfurt

Locations
Germany: Munich Hungary: Debrecen

Total Capacity:
~ 650 GWh

The third EU factory

is planning in Spain

https://www.stellantis.com/en/news/press-releases/2023/november/stellantis-and-catl-sign-strategic-mou-for-the-local-supply-of-lfp-batteries-for-european-market
 Lighthouse Factory
The only three Lighthouse factories Extreme Manufacturing, Extreme Products
in the global battery industry are all
Self-adaptive Production Lines
CATL's production facilities We integrate cloud computing and
artificial intelligence into the
manufacturing processes, thus making Takt time
the production lines self-adaptive

Higher Quality
PPM → PPB
Our AI defect detection system has a
higher consistency than humans defect rate level

Green Manufacturing Process

The smart energy management system
optimizes the energy consumption of
Awarding Organization：The World Economic Forum / carbon emissions
our equipment through real time
McKinsey monitoring of various energy data

Remark (2022): The plant further deployed in depth IoT and flexible
automation on top of CATL Ningde headquarters lighthouse digital Full Lifecycle Data Tracing
initiatives, and has achieved 17% increased line speed, 14%
Digital factory with high efficiency and years
reduced yield loss, and zero carbon emission.
high level of safety
traceable big data
Precise product optimization through
tracking from raw material to recycling

8
CATL introduction
CATL Cell Roadmap
SOP Under development Under study

Year 2022 2023 2024 2025 2026 … 2030

M3P M3P
1st SOP in EV

SIB Sodium Ion Battery

1st SOP in EV

0.25 Gen 3
≥4HRS Specific High Performance: XXX Ah: LFP, 20YEAR*
Special Design for LD ESS

0.5P
No Degradation Version
Premium: 295Ah: LFP, 25YEAR*

High Performance: 306Ah: LFP, 20YEAR*

0.25P&0.5P Gen 1 & 2
Standard: 280Ah: LFP, 20YEAR*

High Performance: 285Ah: LFP, 20YEAR*

1P Gen 1 & 2
Standard: 280Ah: LFP, 20YEAR*

Remark： * Service Life based on 1cycle/day

CATL Product Roadmap SOP Under development Under study

Year 2022 2023 2024 2025 2026

EnerX 0.5P: >6MWh, ≤0.5P

DC/PCS/EMS
Utility & Grid
EnerX / …
0.125P & 0.25P & 0.5P
EnerX: >5.6MWh, ≤0.25P, Nuclear Safety
Dry Pipe optional

EnerC+: 306Ah, ≤0.5P, 4.07MWh, NP

Dry Pipe optional
EnerC+: 280Ah, ≤0.5P, 3.72MWh
Utility & Grid Explosion proof Fan/Dry Pipe/Aerosol Interlock
EnerOne & EnerOne+
w/
EnerC & EnerC+ EnerC: 285Ah, ≤1P, 3.79MWh, NP
0.5~1P
EnerC: 280Ah, ≤0.5P, 3.72MWh
C&I
EnerOne & EnerOne+
0.5~1P
EnerOne+: 306Ah, 0.5P, 407.35kWh, NP
285, 1P, 379.39kWh, NP
EnerOne: 280Ah, ≤1P, 372.74kWh
280Ah, ≤0.5P, 372.74kWh

10
Valuable Successful GWh-Level Project References
CATL:
• has experienced plenty of know-how for
GWh project
• prepare well resources and tools to
avoid big risk
• increase efficiency to ensure COD on-
time and reliable revenue
Project Management
-Project： 1.8 GWh -Project： 2.6 GWh
-Product： 280Ah EnerC -Product： 280Ah EnerC
-Address： CA, USA -Address： CA, USA

stakeholder
-Schedule: under commissioning, COD

stakeholder
-Schedule：COD in 2023
in 2024

quality AME-SCE

Dessert Sunlight

cost

Others:
-Project： 6.35 GWh • has no experience of GWh project -Project： 1.2 GWh
-Product： 280Ah EnerC+ • has no idea about the complexity and -Product： 306Ah EnerC+
-Address： Italy, Europe how to prepare -Address： WA, AUS
-Schedule：under commissioning, • has not enough people and spare parts -Schedule：under commissioning , COD
COD in 2024 so it is high risk for execution in 2024
11
BESS Global Reference Cases
Up to the end of 2023, CATL global BESS references covering major markets over 30 countries and the total delivery volume is
over 70 GWh and installation volume is over 20 GWh, providing local energy storage services and contributing to the
acceleration of green energy and low-carbon development.

US US
NextEra Desert Peak Solar plus Storage Project Phase I+II Desert Sunlight solar plus storage Project I
Scale: 450MW/1800MWh Scale: 230MW/920MWh
Functions: energy integration, frequency regulation in the Functions: peak and frequency regulation in the power grid, black
system, peak-to-valley price arbitrage start, and capacity market
Operation started: July 2023 Operation started: August 2022

CN Anhui Fuyang Funan Wind & Solar Base 600MWh

AU
Australia 240MWh energy storage project
Energy Storage Project Scale: 120MW/240MWh
Scale: 300MW/600MWh Functions: combined dispatching of PV and energy
Functions: smoothening of wind and solar power generation, shifting, power supply back-up, and frequency
tracking of planned power generation, peak load shifting, regulation in the power grid
frequency regulation in the grid system Operation started: October 2023
Operation started: June 2023

UK CL
Minety South 100MWh Battery Storage project
Scale: 100MW/100MWh Chile AES Gener & GIP Andes Solar II-B Energy Storage
Functions: virtual synchronization-based control, tracking of Project
power generation plan, and support of primary frequency Scale: 112MW/560MWh
regulation Functions: smoothening output, peak loading shifting, reduction of
Operation started: November 2022 solar curtailment and electricity waste, and frequency regulation in
the power grid
Operation started: July 2023
1
2
CATL Introduction
 After-Sales Network
EMEA
NA
NA OSA Quantity：50
OSA Quantity：20 Warehouse Quantity：
Warehouse Quantity： 18
4 Sales Entity CATT
EMEA Call
Sales Entity CATU Center （+49）
89 62826800

SA
NA Call OSA Quantity：22
Center（+1）269
222 9666 Warehouse AP Call
SA Quantity：10 Center
（Planning）
Sales Entity CATHK
CATL Overseas Service Network
Development Tendency AP
150 136 138
OSA Quantity：46
97 Warehouse Quantity：
100
23
60
Sales Entity CATHK
50
12 SA Call
Center EMEA AP
0 （Planning）
2020 2021 2022 2023 2024
CATL Technical
Advantages
15
 CATL 1C Battery Introduction

① Low impedance negative electrode design ② Low impedance electrolyte

➢ Optimize the coating structure of negative electrode ➢ Adjust the additive radio, reducing the organic components of SEI，which could improve the ion
materials and regulate the release rate of lithium ions conductively of SEI, and reduce film formation impedance.
➢ Import graphite materials with smaller particle size
and stronger deintercalation ability

Layered coating Fast ✓reducing the

charging organic components
graphite ✓reduce film
Convention formation
al graphite impedance

Large
porosity
surface layer， ➢ At room temperature，Low impedance electrolyte can reduce the DCR 6% of battery cells
Porosity
increase15%
25Deg Charge Window
4,0 ③ Thinner coating
Charge Rate (C)

Conventiona
AE-8E08 ➢ Shorten the deintercalation pathway of lithium ions, reducing the impedance
3,0 l graphite
Fast of transmission and diffusion
AL-BG22
charging
2,0
graphite
△d1 △d2
1,0

0,0
10% 20% 30% 40% 50% 60% 70% 80%
SOC
10% increases in charging capacity across the △d1＜△d2，the transmission pathway of lithium ions is more shorter
entire SOC range
 Part
CATL 1C Battery Introduction
Part

➢ Power Cell
Rate Charge Performance
285Ah(1.0P)
电芯性能 Cell Specification Parameters
Rate 0.5P 1P
电芯尺寸(含极柱) Dimension (With pole) / mm 174.3(±0.8)×207.3(±0.8)X71.55(±0.8) Temp. Rise(℃) 0.3 9.0
标称容量@ 25℃, 1P Cell capacity / Ah 285 Rate Discharge Performance

额定电压@25℃, 1P Nominal voltage / V 3.2

Rate 0.5P 1P
Temp. Rise(℃) 3.1 9.3
额定能量@ 25℃, 1P Nominal energy / Wh 912.0

额定充/放电功率@25℃ Nominal charge/discharge power / W 912.0

Many considerations behind our development for 1C battery.

➢ Power Cell Misuse of battery will result in the bad cycle lifetime /unruly temperature rise/lithium
306Ah(0.5P)
Cell Specification Parameters Rate Charge Performance

电芯尺寸(不含极柱) Dimension (Without pole) / mm 174.7(±0.8)×204.4(±0.8)×71.5(±0.8)

Rate 0.25P 0.5P 1P
Temp. Rise(℃) 1.1 5.0 Unruly
标称容量@ 25℃, 0.5P Cell capacity / Ah 306
Rate Discharge Performance
额定电压@25℃, 0.5P Nominal voltage / V 3.20 Rate 0.25P 0.5P 1P
额定能量@ 25℃, 0.5P Nominal energy / Wh 979.2 Temp. Rise(℃) 2.3 9.4 Unruly
额定充/放电功率@25℃ Nominal charge/discharge power / W 489.6
Supporting Information： Battery degradation performance in projects

Size(MWh Production Data acquisition

Project Product Battery Application COD time Comment
) time time
Indoor water cooling
Project 1 16.37 280Ah 1P 2021.07 2022.08 2023.10 16 racks
rack
Indoor water cooling
Project 2 0.745 280Ah 1P 2021.10 2022.03 2023.10 2 racks
rack
1
Project 3 111.47 Air-cooled container 280Ah 1P 2020.08 2020.12 2023.03
container
Project 1 Cap. Rentention-280Ah Project 2 Cap.Retention-280Ah Project 3 Cap.Retention-280Ah
100,0% 100% 100%
95% 95%
90%
95,0% 90%
85%
85%

SOH
80%

SOH
90,0%
80% 75%
70%
85,0% 75%
65%
70% 60%
80,0% 65% 55%
0 2 Year
4 6 0 3 6 9 12 15 0 3 6 9 12 15
Year Year
※The curve is the guarantee value, the dots are the calculated SOH based on the data from site
According to battery degradation performance in actual projects, CATL products can fulfill the
guarantee value.
 High Reliability: Unique Customized Life and Big Data Base

Cycle and storage life-customization Test since 2019 Test since 2011

30000
Retention

15000

VS
Adapt to Test since 2015 Test since 2018
Various applications
5000
2500 @80%

Cycle

Storage
25Y CATL’s Database > 13ys Other’s Data < 1 year
10Y
Items CATL's technology Other
Retention

Collected for more than 10 years

5Y Life database More than tens of thousands of cells Less than 1 year
For customers from BMW to Benz, etc.

2Y @80% Unique life-customization technology

life technology from 2500~30000 cycles, Fixed and non-adjustable
Day
adapt to different applications

• Patented CATL's life-customization technology can bring fine quantitative design on the life-performance, according to the life requirements of
different applications from 2000-30000cycle.
19
• CATL has also spent a lot of resources for collecting more than 13 years life data-base, and more than tens of thousands of cells, far more than other.
Technical Comparison - Good Performance of Life
◆ Leading advantage:
• Top model to accelerate and support exact prediction of performance
• Over 13 years real big data to verify the reliability of the economic calculation
• CATL with longer life has been compared and verified by third-parties

CATL 306Ah

Other suppliers 314Ah

In-house Data A third Party Data-DNV

20
Technology Comparison - Solid Verification of Long Life
CATL has the best life and
good consistence

Real Data Support from 108MWh Project Guarantee on a par with Real Data, No midway diving
Data from DNV (2022 BATTERY SCORECARD)
Solid test: Up to now 16,000 cycles
• Patented CATL's chemistry system bring top-1 high-level life-performance, which have gotten recognition
➢ Only CATL products have been verified and praise by the third-party test.
from design of material, cell, model, rack
• CATL has spent a lot of resources to choose the best raw materials than others, for develop high-level
up to whole system and also verified in
chemistry system. The first-generation ESS 280Ah is tailored for large-scale gridded ESS applications and
actual projects
next generation of 306Ah, 530Ah is higher-level life-performance.

Solid and real project record for super long life (even reach to 16000 cycles)
21
 Cell Performance
CATL’s Second-Generation Cell Provides Reliable and High Performance
Manufacturer CATL CATL BM C BM H BM E

Parameter ESS 306Ah 0.5P ESS 314Ah 0.5P ESS 314Ah 0.5P ESS 314Ah 0.5P ESS 314Ah 0.5P

Dimension 174.26×207.30×71.55mm 174.26×204.41×71.65mm 174.4×207.0×71.4mm 174.70×207.11×71.70mm 173.7×207.2×71.7mm

Cell Capacity @25℃ 306Ah 314Ah 314Ah 314Ah 314Ah

Nominal Voltage @25℃ 3.2V 3.2V 3.2V 3.2V 3.2V
Nominal Energy @25℃ 979Wh 1004.8Wh 1004.8Wh 1004.8Wh 1004.8Wh
Nominal Power @25℃ 490W 502.4W 502.4W 502.4W 502.4W
Cell Weight 5.50±0.30kg 5.49±0.30kg 5.60±0.15kg 5.65±0.20kg 5.60±0.30kg
Energy Density 178Wh/kg 183Wh/kg 179Wh/kg 175Wh/kg 179Wh/kg
Energy Density 383Wh/L 398Wh/L 394Wh/L 385Wh/L 389Wh/L
ACR (1 kHz) ~0.13mΩ ~0.17mΩ ~0.35mΩ ~0.20mΩ ~0.18mΩ

Cycle life @25°C, 70%SOH ~12000cycles 7000 cycles ~8000cycles ~11000cycles ~8000cycles

First 3 Months: Total ≤5.0% First month: ≤3.5%/M First month: ≤3.5%/M
Self-discharge ≤3%/M ≤3%/M
After 3 Months: ≤1%/M After first month: ≤3%/M After first month: ≤3%/M

Operating Temperature -20°C ~ 60°C -20°C ~ 60°C -30°C ~ 55°C -30°C ~ 60°C -30°C ~ 60°C
Storage Temperature -30°C ~ 60°C -35°C ~ 60°C -30°C ~ 60°C -20°C ~ 35°C 0°C ~ 35°C

22
*Confidential 秘密
Real Example of Incompetence of Other Suppliers Achieving COD
1. Substantial replacement of batteries and PCS during commissioning
2. Cherry-picking samples for resting but bad quality in mass-production
3. Lack of experience for on-site work
Non-professional protection of
battery module can lead to short
current inside;

- 30% lost capacity in Communication error leads to

one year delay of COD due to no-owned
- Delayed COD more BMS and many problems on-site;
than one year
- Only 20MWh in AUS

Inaccurate SOC between

- BMS connection issue electrical cabinets
- Significant onsite (difference>10%) , result in many
work inserting modules changed
modules

23
 Rooted in the Chinese culture
while embracing the global
culture, strive to be a global
premier innovative technology
corporation, deliver excellent
contribution to green energy
resolution for mankind!

www.catl.com
5-Year Zero Degradation: Innovation of Material and Technology

Validation of super-long life

Low-degradation of
real project over 7ys

➢ Comprehensive innovations lead to adjustable 0-degradation for

different duration time (0/1/3/5years)
➢ Real online project data over 7 years has validated the zero-
degradation at beginning and super-long life > 16000 cycles

25