Kandi Technologies' subsidiary China Battery Exchange has won a second batch order for heavy-truck battery swap stations from Qiji Energy, CATL's swapping unit, two months after the first. The company disclosed neither the value nor the number of stations, leaving the deal's scale unverifiable against its stated capacity.

The order falls under a three-year agreement signed in January 2026 that designated China Battery Exchange a supplier to Qiji's heavy-truck swapping programme. The relationship with CATL began earlier: a framework contract in August 2025 added the firm to the battery maker's global supplier network.

Production of the stations started in July 2026 at the subsidiary's plant in Lin'an, in Zhejiang province. The site can build up to 200 swap stations a year — a figure that now defines the ceiling on how much revenue the CATL programme can generate, unless Kandi commits to further capacity investment.

The commercial logic rests on CATL's pace. Heavy-truck battery swapping remains in its early commercial phase in China, and Qiji Energy's rollout determines how quickly the two batch orders convert into a repeatable production cadence rather than one-off commitments. Two orders in eight months is a start, not a trendline.

Kandi Chief Executive Feng Chen framed the repeat business as validation. "We have received two batch orders within eight months of signing the QIJI Energy agreement, reflecting CATL's continued confidence in our products and delivery capabilities as well as the commercial potential of this partnership," Chen said in a statement. "We will continue to advance product development, expand production capacity and improve delivery efficiency to capture opportunities in the emerging heavy-truck battery swap market and establish battery swap equipment as a new growth engine for Kandi."

The capacity-expansion language is an intention, not a confirmed plan. Kandi has not announced a target for stations beyond the Lin'an plant's 200-unit annual ceiling, nor has it disclosed the revenue booked on either CATL order.

For suppliers watching the heavy-truck swapping segment, the deal signals that CATL is moving from framework agreements to purchase orders with named suppliers. Whether China Battery Exchange holds that position exclusively, or shares it within Qiji's supplier network, is not stated in the announcement.

What to watch next: disclosure of order values or unit counts on future batches, any capacity expansion beyond the Lin'an plant's 200-station limit, and the pace of Qiji Energy's heavy-truck swap network deployment through 2027 under the three-year agreement.