MS-CATL@EC2612C

CATL Hong Kong Equity Placement Attracts Hedge Fund Participation

BlackRock Buys $614 Million Worth of CATL Shares

The Ministry of Finance appreciates Moody's maintaining China's sovereign credit rating and upgrading the outlook to 'stable'.

Morgan Stanley Raises Outlook and Price Target for CATL's Battery Technology

UBS Raises Target Price for CATL to HKD 820

CATL Issues New Shares to Fund Global New Energy Projects

CATL sets share placing price at lower end of indicative range in Hong Kong

CATL Signs Sodium-Ion Battery Supply Contract

Morgan Stanley Increased Its Stake in CATL to 5.18%

CATL aims to raise $5 billion through placement in Hong Kong

Erdos Times Qiji New Energy Technology, a wholly-owned subsidiary of Contemporary Amperex Technology, is established

Major shareholder of NIO Times reduces shareholding by 58 million shares via auction

CATL Fully Holds the Newly Established Gutian Times New Energy Technology Co., Ltd

CIB Maintains BUY Rating on CATL

JPMorgan Cuts Stake in CATL's H-shares

CATL Emphasizes Superiority of NCM Batteries in High-end Market and Technology

CLSA Raises Target Price and Rating on CATL

CATL Q1 2026 Earnings Beat Estimates: Surging Energy Storage and Overseas Businesses

CATL to Deploy Sodium-ion Batteries in Battery Swap Stations and Large-scale Energy Storage Systems

CATL Unveils Solid-State Battery, Attracts Interest from Multiple Automakers

CN CULTURE GP

MOST KWAI CHUNG

NEW SILKROAD

HP LIVING TECH

CONTEL

KPM HOLDING

ASIAPAC FIN INV

XJ INTL HLDGS

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MAX SIGHT GROUP

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UBS has reaffirmed a Buy rating on Contemporary Amperex Technology Co., Limited Class H (3750), setting a price target of HK$820.00. The stock closed at HK$675.50. Analyst David Lesne, ranked #3539 out of 12158, notes a Strong Buy consensus with an average price target of HK$736.68, indicating a 9.06% upside. DBS also maintains a Buy rating with a target of HK$925.00.

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CATL

UBS Group AG

CATL HK SDR 30to1

UBS Reaffirms Their Buy Rating on Contemporary Amperex Technology Co., Limited Class H (3750)

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Battery makers and EV manufacturers showcased fast-charging technologies at the Beijing Auto Show, aiming to reduce charging times to under 10 minutes. Companies like BYD and CATL led the charge, with second-tier suppliers like CALB and Sunwoda unveiling products that can boost charge from 10% to 70% in under 10 minutes. Nio demonstrated a battery swap in three minutes. Experts emphasize that charging speed is crucial for EV competitiveness against petrol cars, while also noting the importance of balancing speed with battery durability and cost.

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Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

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NIO Inc

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NIO Inc. USD OV

Bayerische Motoren Werke AG

Bayerische Motoren Werke AG Pref

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

XPeng

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Nomura Holdings, Inc.

Nomura

BYD HK SDR 10to1

BYD Company

BYD Company Limited

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China’s EV and battery makers race to cut charging times to under 10 minutes

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CATL has raised nearly €4.3 billion in a share sale on the Hong Kong Stock Exchange, following its IPO last year. The funds will be used for global production expansion and R&D, including new factories in Europe and Indonesia. The share placement price was set at 628.20 Hong Kong dollars, below the market closing price. CATL's stock has surged 157% since its IPO, driven by rising demand for clean energy stocks. The company also reported a significant profit increase and unveiled battery innovations, enhancing investor confidence.

electrive

CATL raises nearly €4.3 billion in Hong Kong share sale

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WUXI APPTEC(02359) rose 13.57%, with a trading turnover 3.0 Billion HKD, and a year-to-date rose 45%. KB LAMINATES(01888) rose 7.35%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 170.1%. KNOWLEDGE ATLAS(02513) fell 12.52%, with a trading turnover 2.1 Billion HKD, and a year-to-date rose 588.5%. CATL(03750) fell 6.88%, with a trading turnover 9.3 Billion HKD, and a year-to-date rose 26.4%.

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Top 5 HK Stock Gainers/Losers (>100B) (4.28)

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0428 | Dolphin Research Focus: 🐬 Macro/Industry. 1) The CPC Politburo met on Apr 28 to assess the current economy and economic work.It said the economy remains broadly stable with a solid start, and recovery resilience continues to build. However, endogenous momentum still needs consolidation, and the foundation for the upturn is not yet firm.The meeting reaffirmed the principle of seeking progress while maintaining stability. Policy will stay proactive on the fiscal side and prudent on the monetary side, using targeted measures to stabilize the macro backdrop.Priorities include boosting domestic demand and defusing property and local gov. debt risks in an orderly manner. It will also push forward 'AI+' and other industrial upgrade initiatives...

CATL's discounted equity raise rattles market; Tencent Cloud up for a third straight session YTD | Daily News Recap

CATL shares fell nearly 8% in Hong Kong after announcing a $5 billion equity offering to fund global expansion and boost EV battery capacity. The company aims to raise HK$39.2 billion through a private placement, with funds allocated to renewable energy projects and general corporate needs. Despite its strong market position, CATL faces challenges from geopolitical factors. The company controls 37% of the global EV battery market and reported a 49% increase in net profit in Q1. HSBC expects continued growth due to high production utilization and favorable macro trends.

benzinga_article

Tesla

Volkswagen AG

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HSBC HOLDINGS

HSBC

Volkswagen

Volkswagen AG Pref

Xiaomi Corporation

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Xiaomi HK SDR 2to1

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HSBC Holdings Plc

CATL's Hong Kong Shares Sink 8% On Tuesday— What's Going On?

Reuters

China stocks flat, Hong Kong drops as markets struggle for direction

Contemporary Amperex Technology Ltd (CATL) has signed a significant supply contract to deliver 60 GWh of sodium-ion batteries to Beijing HyperStrong Technology over three years. This landmark deal marks a major step in the commercialization of sodium-ion batteries, which are cheaper to produce than lithium-ion batteries. The agreement is seen as a pivotal moment for the energy-storage system (ESS) industry, potentially reducing costs and improving manufacturing efficiency. CATL aims to mass-produce these batteries for electric vehicles by the fourth quarter of this year, further solidifying its position in the global ESS market.

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China’s CATL touts landmark energy-storage order for sodium-ion batteries

Chinese electric vehicle battery maker CATL raised US$5 billion in Hong Kong, capitalizing on strong investor interest in green energy amid rising oil prices due to the Iran war. The fundraising, the largest in Hong Kong this year, involved pricing 62.4 million new H shares at HK$628.20 each. Analysts view the timing as opportunistic, with CATL's shares having surged 137% since its May 2025 listing. Proceeds will support global expansion, zero-carbon initiatives, and R&D.

Businesstimes News

Sinopec Corp.

SINOPEC CORP

Chinese EV battery maker CATL rides green energy wave to raise US$5 billion in Hong Kong

Advancements in sodium-ion batteries from companies like CATL and BYD may enable electric ships to achieve cost parity with diesel fuel. CATL anticipates oceanic electric ships could be feasible within three years, with sodium-ion batteries projected to cost $20/kWh. A study calculates that a 5,000 TEU Panamax container ship would require approximately 2.00 GWh of energy for a transatlantic journey. Sodium-ion batteries offer advantages such as passive cooling and high cycle life, making them suitable for marine applications. The technology could revolutionize the shipping industry by reducing reliance on fossil fuels.

cleantechnica

Will Sodium-Ion Batteries Revolutionize Electric Ships?

CLSA reports that CATLis raising nearly USD5 billion through a share placement at a 7% discount. The firm maintains a High-Conviction Outperform rating on CATL with a target price of HKD820. CLSA believes this placement will alleviate market concerns regarding timing and expects share dilution to be under 2%, anticipating a positive market reaction.

AASTOCKS News

CLSA: CATL  to Raise USD5B via 7% Discounted Placement; Expects Positive Market Reaction

CATL has successfully completed a $5 billion share placement in Hong Kong, marking the largest offering this year. The shares were sold at a 7% discount, attracting strong demand from over 150 institutions. Proceeds will fund global capacity expansion, zero-carbon business development, and R&D. Despite a robust quarterly profit of $3.04 billion, CATL's shares fell about 7% in early trading following the announcement.

CnEVPost

CATL taps Hong Kong market for $5 billion to fund global capacity expansion

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EASTROC BEVERAGE

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$BYD COMPANY(01211.HK)$CATL(03750.HK)BYD vs. CATL: A Strategic Face-Off 🚗🔋Choosing between BYD and CATL requires a cautious look at two different roles in the EV ecosystem. It is important to note that both are the world’s leading global EV battery producers, collectively controlling over 50% of the global market. Here is a brief critical analysis for investors.🔷IntroductionBYD is a vertically integrated giant selling both EVs and batteries while CATL is the world’s dominant battery supplier. One bets on the finished product and the other on the essential component.🔷Fundamentals🟢BYD: Shows explosive revenue growth and scale. Its integration allows better cost control during price wars. However, lower hardware margins and high CAPEX are constant pressures. Valuation (P/E) often looks more attractive than pure-play tech, but it faces rising protectionism in export markets.🟢CATL: Boasts superior profitability (ROE) and a massive global market share ( approximately 36%). It acts as the “arms dealer” to everyone🤭. It has a strong balance sheet but faces “overcapacity” concerns and increasing competition from smaller rivals eating into its premium.🔷Analyst ViewsAnalysts remain constructive but wary. For BYD, the focus is on whether international expansion can offset slowing domestic demand. For CATL, the primary concern is the “de-risking” trend in the US and Europe which may limit its growth ceiling despite its technological lead.🔷The Verdict🟢Growth: BYD offers higher potential in vehicle volume but CATL offers steadier, higher-margin growth in energy storage.🟢Valuation: BYD appears “cheaper” on a trailing basis but CATL’s dominance often justifies a premium.🔷The VerdictBYD is for those betting on EV brand dominance and CATL is for those seeking a safer, diversified play on the energy transition. Proceed with caution regarding geopolitical shift.Not finance advice. Do your DD😁.

Apr 22 | Dolphin Research Key Watch:🐬 Macro/Sector 1) Trump said the U.S. will extend the ceasefire because of 'serious internal divisions' in Iran, until Tehran presents a unified negotiating plan and concludes talks.This should ease near-term Middle East tensions, supporting more stable oil prices and risk assets. However, core U.S.-Iran differences remain, Iran's stance is still tough, and talks face high uncertainty, so geopolitics risks are not fully cleared.🐬 Stocks 1、$CATL(03750.HK) CATL's 'Super Tech Day' unveiled the 3rd-gen 'Shenxing' ultra-fast charging battery. It delivers 10C-equivalent charging with up to 15C peak rate...

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Alibaba HK SDR 5to1

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CATL's new battery charges to 100% in 6 min; BABA unveils AI digital human 'Qwen Dimples' | Daily News Recap

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: CATL Signals Breakthroughs in Sodium Batteries &amp; Ultra-Fast Charging👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ CATL says 𝐬𝐨𝐝𝐢𝐮𝐦-𝐢𝐨𝐧 batteries ready for 𝐦𝐚𝐬𝐬 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 within a year.➤ Key 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 challenges reportedly resolved.➤ Launches 𝐭𝐡𝐢𝐫𝐝-𝐠𝐞𝐧 Shenxing battery with faster charging.➤ New batteries can charge up to 𝟗𝟖% in just 𝟔 𝐦𝐢𝐧𝐮𝐭𝐞𝐬.➤ Advances could reshape 𝐄𝐕 𝐛𝐚𝐭𝐭𝐞𝐫𝐲 economics and supply chains.➤ Sodium-ion tech reduces reliance on 𝐥𝐢𝐭𝐡𝐢𝐮𝐦 and critical minerals.➤ Developments signal strong momentum in 𝐧𝐞𝐱𝐭-𝐠𝐞𝐧 𝐛𝐚𝐭𝐭𝐞𝐫𝐲 innovation.Source: Hardik Shah

Apr 20 ｜ Dolphin Research Focus: 🐬 Macro/Industry. 1) Ibrahim Azizi, chair of Iran's Islamic Consultative Assembly Committee on National Security and Foreign Policy, told Al Jazeera that Iran will continue talks with the U.S., but stressed it is 'not at any cost' and will not accept arbitrary U.S. demands.The current U.S.-Iran temporary ceasefire expires on Apr 22. The two sides held a first round in Oman earlier, and the region sits at an inflection point between war and peace.The restart signals a pragmatic stance by Tehran. Yet core differences remain, leaving limited room for maneuver...

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NVIDIA

Micron Tech

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CHINA MOBILE

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CN Mobile HK SDR 5to1

China Mobile

GraniteShares 2x Long NVDA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

MU debuts 24Gb GDDR7 memory; DeepSeek's first external round sparks AI capital frenzy | Daily News Recap

0416 | Dolphin Research Focus: 🐬 Macro/Sector 1) The National Bureau of Statistics released China's Q1 2026 macro data today. Preliminary estimates put GDP at RMB 33.42tn, up 5.0% YoY in real terms, at the upper end of the 4.5%-5.0% annual target range.In Mar, national retail sales rose 1.7% YoY. Retail demand remains soft, with signs of further weakening at the margin. See Dolphin Research's take: 'Mar Retail Sales: A Cold Snap in Consumption? How big is the problem'...

HIKVISION

Netflix

XPEV GX flagship debuts; TSLA hits AI5 chip tape-out milestone | Daily News Recap

Conference Minutes

By 2030, the combined market for power batteries and energy storage could exceed 4 TWh.Over the next few years, CAGR may surpass 25%-30%.

SSE Index

CATL (1Q26 Trans): Q2 builds remain fully booked; capacity utilization holds at 85%-90%.

MS-CATL@EC2612C(28610.HK)

UBS Reaffirms Their Buy Rating on Contemporary Amperex Technology Co., Limited Class H (3750)

China’s EV and battery makers race to cut charging times to under 10 minutes

CATL raises nearly €4.3 billion in Hong Kong share sale

Top 5 HK Stock Gainers/Losers (>100B) (4.28)

CATL's discounted equity raise rattles market; Tencent Cloud up for a third straight session YTD | Daily News Recap