Kandi Technologies Forges Key Alliance with CATL Subsidiary, Expands Strategic Footprint

Kandi Technolgies US4837091010

Kandi Technologies Group is executing a multi-pronged strategy to solidify its position in the electric vehicle ecosystem. The company is advancing initiatives in charging infrastructure, micromobility, and robotics, with a newly cemented partnership with a subsidiary of battery giant CATL standing as a cornerstone of its growth plan. This diverse approach aims to bolster the company's prospects amid a challenging operational environment.

Beyond its core EV focus, Kandi is actively broadening its technological and product portfolio. A significant step was the December acquisition of the Rawrr brand, accelerating its multi-brand strategy for electric off-road vehicles in the North American market. This move was followed by securing new distribution agreements at last month's American International Motorcycle Expo (AIMExpo), strengthening its dealer network.

In a separate venture into advanced technology, Kandi established a Joint Research Center for Intelligent Robotics in early January, in collaboration with Zhejiang University. This initiative is designed to pioneer new control systems and AI applications, seeking to build long-term technological synergies for the group.

Strategic CATL Partnership Anchors Infrastructure Push

A pivotal development for Kandi is its three-year cooperation agreement with Qiji Energy, a subsidiary of Contemporary Amperex Technology Co. Limited (CATL). The alliance focuses on battery swap stations for heavy-duty trucks. Under the terms, Kandi's subsidiary, China Battery Exchange, will act as a strategic supplier, providing the mechanical systems and control technology for these stations.

This collaboration is directly tied to CATL's overarching "Ten Thousand Station Plan," which targets the construction of approximately 900 swap stations by the end of 2026. For Kandi, the partnership promises a potential stream of stable orders and deeper integration into the infrastructure roadmap of the world's largest battery manufacturer.

Financial Performance and Upcoming Report

While these strategic expansions unfold, Kandi's recent financial performance has presented a mixed picture. For the last reported half-year period, the company experienced a decline in revenue, though it simultaneously managed to improve its gross margin. The market is now watching closely to see if the new partnerships and acquisitions will translate into improved financial results in upcoming quarters.

Investors can expect an update shortly. Kandi Technologies is scheduled to release its financial results for the fourth quarter of 2025 before the market opens on May 4, 2026. This announcement is also anticipated to provide clearer revenue guidance for the current fiscal year.