- Aiva ME7 could access CATL's swap network.
- Battery leasing could lower Aiva's upfront costs.
Aiva Explores CATL Battery Swap Cooperation
Saidou Technology, backed by Seres, is exploring a potential battery swap cooperation that could connect its Aiva brand with CATL's established public energy-replenishment network. Aiva is discussing battery swap cooperation with CATL, although the specific arrangement remains under development, according to a LatePost report citing people familiar with the matter. The discussions could give the Aiva ME7 access to an existing battery-swapping ecosystem instead of requiring the new brand to establish a dedicated network from the beginning. The potential cooperation is particularly relevant as Aiva prepares to introduce its first production vehicle and establish retail operations in China and overseas markets.
Aiva ME7 Launch Plans and Battery Details
The report did not disclose when the two companies could finalize their cooperation or specify the battery configuration that would be used in the Aiva ME7. The model is scheduled to debut by the end of 2026, with pre-orders expected to begin in early 2027. Aiva plans to sell the vehicle in China and overseas markets as it develops its initial product portfolio. Saidou's first Aiva flagship store is also under construction in a commercial district in Chongqing, reflecting preparations for the brand's retail launch. The company has positioned Aiva toward the mainstream automotive market, with vehicles expected to be priced above 200,000 yuan, or about $29,480.
Battery Swapping Could Reduce Infrastructure Costs
For a new automotive brand, using an established public battery swap network could reduce the capital required to build proprietary energy-replenishment infrastructure. It could also allow Aiva to reach more customers during its early market expansion without waiting for a dedicated network to be developed. Battery leasing could provide another potential advantage by separating the battery cost from the vehicle purchase price. This structure could reduce consumers' upfront purchase costs while giving Aiva greater flexibility in setting vehicle prices. At a price point above 200,000 yuan, separating the battery from the vehicle transaction could lower the initial purchase price while allowing Aiva to retain its intended market positioning.
Saidou Ownership and Seres Manufacturing Support
Saidou Technology, the operating entity behind Aiva, was formerly known as Landian Technology and operated as a Seres subsidiary. The company completed a capital increase and ownership restructuring earlier this year. Shaci Zhiyuan, backed by Chongqing state-owned capital, is the largest shareholder with a stake of about 34.5%, while Seres ranks second with approximately 32.96%. CATL holds about 9.89% through an investment platform. These existing ownership relationships provide an industrial foundation for cooperation among the companies. Seres is expected to support Aiva through vehicle manufacturing, supply-chain operations, quality control and engineering, while the Aiva ME7 is expected to be produced at Seres' Phoenix plant.
CATL's Role in Aiva's Energy Ecosystem
CATL's involvement extends beyond its investment relationship with Saidou. The battery manufacturer provides battery technology, safety, charging and battery-swapping support, creating an existing technical relationship that could facilitate Aiva's adoption of its swap solution. If the cooperation is completed, Aiva could potentially use CATL's standardized battery ecosystem while relying on its broader infrastructure and technical capabilities. The arrangement would also align with CATL's wider strategy of expanding battery swapping across multiple vehicle brands. For Aiva, access to an established technical and infrastructure partner could support the launch of its first production vehicle while limiting the need to independently develop every part of the energy-replenishment system.
CATL Expands Choco Battery Swap Infrastructure
CATL is actively expanding its battery-swapping network in China. As of June 30, the company had built 2,000 Choco swap stations across 31 provinces and 180 cities, according to figures previously released by CATL. The company has maintained its target of operating more than 3,000 Choco swap stations by the end of 2026. CATL also plans to expand cross-brand access through standardized battery specifications, an approach that could make its infrastructure relevant to a broader range of automakers. For Aiva, the scale of this network could be important because an existing public system may provide broader geographic coverage than a newly established proprietary network during the brand's initial commercialization period.
CATL Adds Larger 26# Swap Battery
CATL initially offered two standardized battery packs for different classes of passenger vehicles, identified as 20# and 25#. The company introduced the larger 26# swap battery on April 21 for bigger vehicles. The 26# battery uses an 800-volt high-voltage architecture, while the initial version provides a capacity of 75 kWh and supports vehicles in the B to C segments. The introduction of the larger battery expands CATL's standardized swap portfolio beyond its earlier configurations. However, the battery specifications intended for the Aiva ME7 have not been disclosed, so it remains unclear which CATL battery configuration, if any, would ultimately be selected for Aiva's first production model.
Shared Swap Network Expands Across Automakers
CATL has announced plans to develop a shared ultrafast-charging and battery swap network with Seres, Changan Automobile, Chery, GAC Group, SAIC-GM-Wuling and BAIC. The expansion indicates that CATL is seeking to establish infrastructure that can serve multiple automakers rather than remain limited to a single vehicle brand. Brands including GAC Aion, Changan and Arcfox have already launched models using CATL's battery-swapping technology. The participation of multiple automakers provides evidence that the battery-swap ecosystem is moving toward broader industry adoption. For Aiva, potential access to this multi-brand infrastructure could support market entry while reducing the burden of developing a separate battery-replenishment network.
Potential Strategic Impact for Aiva
If Aiva and CATL finalize their battery-swap cooperation, the arrangement could give the new brand an infrastructure advantage ahead of the Aiva ME7's planned launch. Aiva would potentially benefit from CATL's growing station footprint, standardized battery approach and existing relationships with other automakers. Battery leasing could also create a different pricing structure by separating the battery expense from the vehicle purchase, potentially making the initial transaction more accessible to customers. At the same time, the final commercial model, battery specifications, station access terms and timing remain unresolved. The potential partnership therefore represents an important strategic option for Aiva rather than a confirmed battery-swapping arrangement.
Frequently Asked Questions
What is Aiva planning with CATL?
Aiva is exploring battery swap cooperation with CATL, potentially allowing the Aiva ME7 to use CATL's existing public battery-swapping network. The specific cooperation structure, battery specifications and timing have not yet been disclosed. The potential arrangement could help Aiva reduce the infrastructure investment required to establish its own energy-replenishment network as it prepares to launch its first production vehicle. Aiva's ME7 is scheduled to debut by the end of 2026, with pre-orders expected to begin in early 2027.
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