China leads global energy capex with $940 billion grid outlayMembers
Beijing redirected capital into transmission lines as domestic coal generation fell to 49.7% of total electricity output in the…
Company watch
All companies →State Grid Corporation of China
Every EAB briefing that touches State Grid Corporation of China — capital spending, plants, M&A, earnings and policy exposure. 4 briefings.
- First seen
- September 22, 2026
- Latest
- November 8, 2026
- With a linked document
- 4 of 4
- Subject of the briefing
- 1
- Named as exposed
- 3
- Desks
- Batteries & EV (3), Semiconductors (1)
CATL separates battery specs as 600 kW charging tests grids
The world’s largest cell maker clarified that its six-minute recharge belongs to an 800-kilometer chemistry, while utility…
CATL says 14-year-old LFP cells retain 85% capacity after tests
Laboratory tests on cells from China's 63 MWh Zhangbei project show 10 years of secondary grid storage life, though independent…
Geely Previews 2.2 MW EV Fast Charger to Rival BYD in China
The single-gun 2,200 kW liquid-cooled hardware targets a seven-minute charge for Aegis Short Blade batteries ahead of an official…