CATL and Seres Sign Long-Term Deal to Expand Aito Battery Capacity
· Automotive & EV · China
CATL has signed a long-term strategic agreement with Seres to expand battery capacity for the Aito brand. Under the deal, Aito will continue using CATL batteries across its lineup, with total annual capacity set to exceed 20 GWh once a joint project is completed. Aito is Seres' premium new energy vehicle brand, and the arrangement locks in battery supply as Chinese NEV makers scale production. For the industry, the agreement reinforces CATL's position at the center of China's EV supply chain and shows how automakers are securing long-term battery capacity through strategic partnerships rather than spot purchasing.
Why it matters：Battery supply agreements of this scale show that securing cells remains a strategic priority for automakers, and reinforce the dominance of large Chinese battery makers in the global EV supply chain.
Key points
- Aito will continue using CATL batteries across its lineup.
- Total annual capacity is set to exceed 20 GWh after a joint project is completed.
- The agreement is a long-term strategic deal between CATL and Seres.
Sources (original reporting)
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