China’s 2026 EV Battery Roadmap in One View: CATL, BYD, WeLion, Gotion and SVOLT Each Stake a Different Chemistry as the Pack Becomes the Platform
China’s 2026 EV battery roadmap: CATL Qilin and Shenxing 4C, BYD second-gen Blade, WeLion semi-solid 360 Wh/kg, Gotion LMFP, SVOLT cobalt-free NMx. Five chemistries, five trajectories.
June 22, 2026