Abstract

As a global leader in the power battery industry, CATL specializes in the R&D, manufacturing, and distribution of power battery systems. Against the intensified geopolitical rivalries and rising trade protectionism, accelerating its global expansion effort has become CATL’s core strategic challenge. This case provides a panoramic depiction of CATL’s global expansion journey, systematically presenting its three-stage growth path, from “product export” to “capacity export” and finally “technology export” while detailing the key risks and challenges faced in different markets.

The case also explores how CATL leverages its technological leadership to sustain its global dominance while navigating local challenges. Through an in-depth analysis of critical decisions, risks, and counter-strategies at each stage, the case aims to help students understand the motivations, strategies, and mode selection for new energy enterprises operating in dynamic and complex environments. It seeks to enhance students’ strategic decision-making abilities in many global issues under intricate business scenarios while fostering a global perspective. By examining CATL’s experience, the case also aims to encourages students to embrace a win-win mindset in global competition.

Learning Objectives

1. Understand the competitive landscape of global power battery industry

2. Perform a SWOT analysis from CATL’s perspective

3. Identify the drivers of CATL’s global expansion

4. Understand the types, characteristics, and applicable conditions of different