JP#CATL RC2609F

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

Zheng Jiahua Recommends Buying CATL Stock

CATL and HyperStrong Sign Sodium-ion Battery 60GWh Supply Agreement

GOLDENPOWER

UBOT HOLDING

SLING GROUP

DEEPEXI TECH

CENTURY GP INTL

REGO INTERACT

INVESTECH HLDGS

ENTERPRISE DEV

POLYFAIR HLDGS

ASIA PIONEER

03750

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

CATL

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

300750

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

CATL HK SDR 30to1

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

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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.

Top Gainers&Losers

HUAQIN

CKH HOLDINGS

BEKE-W

CHALCO

OMNIVISION

HSBC HOLDINGS

HORIZONROBOT-W

CTG DUTY-FREE

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

CLSA's research report indicates that CATLis entering a consolidation phase after recent catalysts, with a target price of HKD820. The report highlights potential short-term challenges due to supply disruptions in the lithium market and rising costs. However, CLSA maintains an Outperform rating, encouraging investors to accumulate shares ahead of expected catalysts in 2H26, including the end of the H-share lock-up period and sodium-ion battery production.

CLSA: CATL  Enters Consolidation Phase, TP HKD820, Maintains Outperform

JPMorgan's research indicates that the AI data center energy storage market is rapidly growing, with US electricity demand expected to nearly double by 2030. CATL is recognized as a leader in sodium-ion batteries, having secured a 60GWh order with Hyperstrong. The bank maintains an Overweight rating on CATL's Hong Kong shares and Contemporary Amperex A-shares, highlighting CATL's dominance in China's energy storage sector.

JPMorgan Chase

HyperStrong

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

JPM: CATL  Sodium-ion Batteries Competitive, Maintains Overweight Rating

CATLsaw a rise of 2.61% in its stock price, reaching HKD648, with a turnover of HKD1.528 billion. Morgan Stanley has increased its target price for CATL's H shares by 17% to HKD815, citing expectations for rapid commercialization of next-generation battery technologies, which could boost earnings growth and market share significantly over the next three years. The projected compound annual growth rate (CAGR) of net profit for 2026 to 2028 has been raised from 25% to 30%.

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

CATLRises 2.6% Against Market; M Stanley Lifts H Share TP to HKD815

JP#CATL RC2609F(55144.HK)