CATL postpones delivery time, large cylindrical battery progress is slow

Judging from the delivery time node announced by CATL, the one-year delay to 2026 also shows that the current progress of the industry's large cylindrical batteries is not as smooth as previously imagined. Reuters reported that Zeng Yuqun, chairman of CATL, said that Tesla CEO Elon Musk did not know how to make batteries, and Musk's bet on 4680 cylindrical batteries was "doomed to failure and will never succeed."