BI-CATL@EC2611A

Citi Reduces Stake in CATL H Shares

CATL and Togg Reach Agreement on Rock 底盘 Mass Production Cooperation

CATL Announces Strong 2025 Annual Report

CATL Wholly-Owned Subsidiary Times QiJi New Energy Technology Co., Ltd. Established

CATL Unveils Multiple Battery Technologies and Charging Network Plan

BlackRock Reduces Stake in CATL H Shares

CATL Dominates Global EV Battery Market in Q1

UBS Increases Holding in CATL H Shares to 7.34%

CLSA Publishes Report Predicting CATL's Stock Price Trend

JPMorgan Sees Leading Position of CATL in Global AI Data Center Energy Storage Market

Multiple Banks Update Target Prices and Ratings for Several Companies

Morgan Stanley Upgrades CATL to Overweight Rating

JPMorgan Increases Short Position in CATL H Shares

CATL Shareholders Deposit Shares with HSBC, Company Issues Green Sci-Tech Innovation Bond

CATL and Zinfra Sign MOU to Advance Battery Storage Projects in Australia

CATL Completes Placement of 62.385 Million H Shares Raising HK$39.1 Billion

CATL Successfully Issued a RMB 5 Billion Green Sci-Tech Innovation Bond

Contemporary Amperex Technology Co. Ltd (CATL) enters strategic partnership with Zinfra for large-scale battery energy storage projects in Australia

JPMorgan Raises Holdings in CATL H Shares to 9.43%

CATL Subsidiary Invests in Shanghai Juna New Materials Technology

UBOT HOLDING

GOLDENPOWER

DEEPEXI TECH

COSMOS MACH

ASIA PIONEER

POLYFAIR HLDGS

ENTERPRISE DEV

INVESTECH HLDGS

HAO WEN HLDGS

RICH GOLDMAN

300750

03750

On April 29th, CAIT, a subsidiary of CATL, partnered with Turkish automotive brand Togg to develop a chassis platform for Togg's new B-segment vehicle family. This marks CAIT's first overseas passenger vehicle project. The Bedrock Chassis technology will support next-generation electric vehicles for the Turkish and European markets, with mass production of the first model expected in 2027. The partnership aims to create a localized model for global markets, enhancing the local electric vehicle ecosystem and responding to regional consumer preferences.

prnewswire

CATL

CATL HK SDR 30to1

05:36 ETCATL Subsidiary CAIT Partners up with Togg on Bedrock Chassis

KWEB

YINN

MCHI

Morgan Stanley has released a report detailing the top 50 holdings among long-only emerging market (EM) active managers, focusing on Hong Kong-listed and China-related stocks. Notable stocks include Tencent, Alibaba, and CATL, with respective portfolio weights and short selling data. Additionally, the report highlights the top 10 holdings among long-only EM fund managers, featuring TSMC and Samsung Electronics. The report provides insights into portfolio allocations and short selling ratios for these key stocks.

AASTOCKS News

Krne Csi China Internet

Direxion FTSE China Bull 3X

iShares MSCI China

TENCENT

BABA-W

Tencent Holdings Limited

Tencent

M Stanley Lists Holdings among Long-only EM Active Managers (Table)

688008

588170

FTXL

Montage Technology has surpassed Contemporary Amperex Technology (CATL) as the most expensive dual-listed stock in Hong Kong, driven by a 17% surge in its shares due to rising demand for AI chips. Montage's shares now trade at a 40% premium over its Shanghai-listed stock. Since its debut in February, its mainland stock has increased by 22%, while H-shares have tripled. Meanwhile, CATL's premium has decreased to 26% following a US$5 billion share sale, marking a shift in market dynamics.

Businesstimes News

Montage Technology

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

First Trust Nasdaq Food & Semicon

GIGADEVICE

MONTAGE TECH

Montage tops CATL as priciest dual-listed stock after chip rally

Profit trajectories between automotive assemblers and electric vehicle (EV) battery producers in China are diverging due to weak car sales and strong demand for energy-storage systems. Analysts predict continued interest in shares of leading battery maker Contemporary Amperex Technology Ltd (CATL), which reported a 42% profit increase last year. In contrast, car manufacturers face profit pressures, with margins at 3.2% compared to 6% for other industrial companies. EV sales dropped 21.4% year-on-year, while CATL's shares rose significantly amid expectations for its energy-storage business.

SCMP

BYD COMPANY

LEAPMOTOR

Stellantis NV

CHERY AUTO

GEELY AUTO

SAIC Motor

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

GEELY AUTO-R

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Geely Auto

Falling sales to widen profit gap between China’s EV makers, battery suppliers

BYDDF

BYDDY

01211

002594

In the first quarter of 2026, CATL maintained its dominance in the global EV battery market with a 40.7% share, while BYD's share fell to 13.7%. Total global EV battery usage reached 244.6 GWh, up 9.1% year-on-year. CATL's installations increased to 99.5 GWh, driven by strong vehicle sales among key clients. In contrast, BYD's installations dropped to 33.5 GWh due to sluggish domestic sales. South Korea's LG Energy Solution held a 9.7% share, while other South Korean firms faced declines amid a 28.4% drop in US EV market sales.

- CATL held a commanding 40.7% market share in the global EV battery market during Q1 2026, despite a slight decrease from January-February numbers.  
- BYD's market share dropped to 13.7%, influenced by weak domestic vehicle sales, while LG Energy Solution maintained 9.7% with an increase in installations.  
- Overall EV battery usage grew 9.1% year-on-year, reaching 244.6 GWh, though South Korean firms faced declines due to a 28.4% fall in US EV market sales.

CnEVPost

CALB

GOTION

Panasonic Corporation

Panasonic Holdings Corporation

SUNWODA

SERES

NIO Inc

NIO-SW

NIO Inc. USD OV

Li Auto

LI AUTO-W

XIAOMI-W

Xiaomi Corporation

Samsung Electronics Co., Ltd. Sponsored GDR

XIAOMI-WR

Xiaomi HK SDR 2to1

Samsung Electronics 

Global EV battery market share in January-March 2026: CATL 40.7%, BYD 13.7%

03296

00001

02423

02600

09927

00501

00005

09660

01880

HUAQIN(03296) rose 7.76%, with a trading turnover 263.6 Million HKD, and a year-to-date rose 26.9%. CKH HOLDINGS(00001) rose 4.13%, with a trading turnover 1.0 Billion HKD, and a year-to-date rose 28.4%. SERES(09927) fell 6.97%, with a trading turnover 93.0 Million HKD, and a year-to-date fell 34.5%. OMNIVISION(00501) fell 5.48%, with a trading turnover 31.6 Million HKD, and a year-to-date fell 19.4%.

- The Hang Seng Index decreased by 0.76%, with an annual increase of 1%.  
- The Hang Seng Technology Index dropped 0.94%, reflecting a yearly decline of 10.6%.  
- Notable movers include Huajin Technology rising 7.76% and CK Hutchison increasing by 4.13%, while Seres and OmniVision saw declines of 6.97% and 5.48%, respectively.

BI-CATL@EC2611A(28861.HK)

05:36 ETCATL Subsidiary CAIT Partners up with Togg on Bedrock Chassis

M Stanley Lists Holdings among Long-only EM Active Managers (Table)

Montage tops CATL as priciest dual-listed stock after chip rally

Falling sales to widen profit gap between China’s EV makers, battery suppliers

Global EV battery market share in January-March 2026: CATL 40.7%, BYD 13.7%

Top 5 HK Stock Gainers/Losers (>100B) (5.5)