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CATL chairman warns against rushing quality amid EV boom

In H1 2026, China’s NEV sales surpassed 7.4 million units, nearly half of total car sales, while global power battery installations exceeded 608 GWh, with Chinese firms taking seven of the top ten spots and over 70% market share. At the 2026 World Power Battery Conference in Yibin on September 3, CATL chairman Robin Zeng warned against complacency, saying ‘the more we grow, the more we must stay vigilant.’ He emphasized not sacrificing product quality and consumer trust for speed, noting an average of three new car models launch daily in China.

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AI take

The warning from CATL's chairman highlights a critical tension in the EV boom: rapid volume growth may be outpacing the industry's ability to maintain quality and consumer trust. With Chinese firms dominating global battery supply and new models flooding the market daily, the risk of systemic quality issues could undermine long-term competitiveness. This matters for automakers and battery makers alike, as overextending production capacity might lead to reputational damage. The key watchpoint is whether the industry can sustain its growth trajectory without sacrificing reliability, especially as global scrutiny on Chinese EV quality intensifies.

Generated by AI for reference only.

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