CATL Executive Outlines Ride-Sharing Shift Reversing Private Car Ownership
TMTPOST — Contemporary Amperex Technology Co. Limited chief manufacturing officer Ni Jun stated at the Summer Davos forum on Tuesday that vehicle owners could soon monetize idle onboard computing power and battery capacity, a shift that could dismantle traditional automotive ownership structures through autonomous ride-sharing.
The transition to asset-monitization frameworks alters downstream consumer credit exposure and financing models, where vehicles shift from depreciating consumer capital instruments into yield-generating infrastructure nodes. This network-integrated model reconfigures traditional automotive lending and leasing fund structures, as future fleet cash flows increasingly depend on decentralized computing architecture and localized grid-balancing storage fees.
The projected reliance on just 60 million shared autonomous vehicles to meet domestic mobility needs signals an immense transformation for industrial supply chains across the Chinese Mainland. This contraction in manufacturing volume will likely force a consolidation among traditional automakers while driving capital allocation toward intelligent software networks, electric grid infrastructure, and high-utilization fleet management platforms.
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