SG#CATL RC2611A

BlackRock reduces holdings in CATL by 106,128 shares

CATL's XinNengAn Partners with Zhang Xue Motorcycle to Develop Electric Motorcycles

Controlling Shareholder of Zhongheng Electric to Be Boosted by CATL with a CNY 4.1 Billion Investment

Singularity Energy Subscribes, Entry Fee Around $32,700

CATL to Release FY2026 Q1 Earnings on April 15 After-Market (BJT), Forecast Revenue HKD 130.88 B, EPS HKD 4.5513

CATL completes RMB 4.386 billion A-share repurchase

CATL Pushes for Global Shipping Electrification, Expanding Marine Battery Team

CATL Changes Funding Purpose After Signing New Regulatory Agreement

CATL Signs Strategic Agreement with STO Express to Promote Electric Logistics Trucks

CATL Repurchased 15.9908 Million A-shares for Equity Incentives

CATL Unveils Energy Storage Sodium-ion Battery

FREELANDER Freelander Brand Global Debut and Five-Year Plan

Controlling Shareholder of CATL Donates 5 Million Shares to Support Education

CATL Announces Strong 2025 Annual Report with Revenue and Profit Growth

Juna Technology Completes New Strategic Financing Exclusively Invested by CATL

BlackRock Increases Holdings in CATL H-Share to 6.53%

Huaxin Securities: CATL's Strong Performance, Buy Rating Given

CATL's Wholly-Owned Subsidiary New Aijiang Energy Begins Phase II Project

Growing Demand for Power and Energy Storage Batteries

CATL Rises Over 5.5% in Hong Kong, Up 2% in A-Share Market

HANG YICK HLDGS

LINK HOLDINGS

EDA GROUP HLDGS

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Contemporary Amperex Technology Ltd (CATL) is acquiring a 45% stake in Hangzhou Zhonhen Technology Investment for 4.09 billion yuan (US$598.5 million) to enhance its green energy investments. The deal includes a cash payment of 2.9 billion yuan and a stake in one of CATL's tech units. The collaboration will focus on green ICT infrastructure and smart power systems. Following the announcement, shares of Zhonhen Electric rose 10%. CATL aims to expand its renewable energy footprint as it increases R&D spending and diversifies into new-energy storage.

SCMP

CATL

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

CATL expands green energy footprint with 45% stake in Hangzhou Zhonhen Electric

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Morgan Stanley released a report stating that CATL acquired a 17.4% stake in ZHONHEN for 4.1 billion RMB, marking its transformation into a power supply solution provider for data centers and enhancing its AI power supply capabilities. ZHONHEN focuses on power electronics technology, with business covering energy solutions for data centers and charging infrastructure for new energy vehicles. This acquisition enhances CATL's integration capabilities in grid connectivity and smart energy systems, directly connecting with data centers and AI operators. The rating for CATL's A shares is maintained at "Overweight," with a target price of 530 RMB; the H shares rating is "In Line with the Market," with a target price of 655 HKD

AASTOCKS

ChinaAMC CSI Grid Equipment Thematic ETF

ZHONHEN

Morgan Stanley: CATL's acquisition of ZHONHEN's equity expands AI power supply capabilities, rating "In line with the market"

Shares of Zhongheng Electric surged by 10% after announcing a USD600 million investment from battery maker CATL. The investment will allow CATL to acquire a 49% stake in Zhongheng Technology Investment, diluting existing shareholders. The partnership will focus on green technology infrastructure and power systems for data centers and AI clusters. This move marks CATL's strategic expansion into the energy supply chain, enhancing its role in new power systems and digital energy. Zhongheng Electric is a key supplier for major tech firms, including Alibaba and Nvidia.

Yicai

China's Zhongheng Electric Jumps by Limit on USD600 Million Investment From Battery Giant CATL

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CATL has signed a strategic agreement with Guangzhou Public Transport Group to develop a taxi battery swap network in Guangzhou. This partnership aims to enhance CATL's goal of establishing over 3,000 battery swap stations by 2026. The collaboration will also focus on battery supply, maintenance, and recycling, while exploring new sectors like electric vessels and vehicle-to-grid solutions. CATL's CEO has expressed confidence in the battery swap market, projecting that by 2030, various charging methods will equally support EV power needs. The company has already established 1,000 battery swap stations and plans to expand significantly.

CnEVPost

E Fund CSI Auto Components Thematic ETF

Ping An CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

ChinaAMC CSI Auto Components Thematic ETF

CATL accelerates battery swap push with Guangzhou transit deal

阿维塔科技(重庆)股份有限公司

The new Avatr 12 was officially launched on April 8, offering both extended-range and pure electric versions. The extended-range models are priced from 293,900 to 313,900 yuan, and the pure electric models are priced from 303,900 to 433,900 yuan. The new car comes standard with an advanced intelligent driving system across all trims, equipped with multiple advanced radars to support high-level assisted driving. In terms of power, it features the latest Taihang Intelligent Control 2.0 technology and distributed electric drive technology, utilizing an industry-leading 6-core main control chip

Wallstreetcn

New Avatr 12 Launched, Starting from 293,900 Yuan

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GAC Aion has launched the RT Super electric sedan, starting at 88,800 yuan ($13,000) under a battery rental scheme. The vehicle features CATL's Choco-SEB battery swap technology, allowing battery replacements in just 99 seconds and offering a range of 505 kilometers. The model includes a 54 kWh battery, supports fast charging, and is equipped with advanced smart cockpit features. GAC Aion aims to expand the battery swap ecosystem in China, with plans for over 3,000 swap stations by 2026 and a long-term goal of 30,000 stations nationwide.

GAC Group

GAC GROUP

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

GAC Aion launches RT Super electric sedan featuring CATL battery swap tech

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Chinese carmakers, including SAIC Motor and Chery Automobile, are advancing solid-state battery technology for electric vehicles (EVs), promising enhanced safety, energy density, and driving range. Analysts highlight solid-state batteries as a key to future mobility, despite higher production costs. Major players like CATL plan mass production by 2027, while Chery and SAIC are already implementing early applications. Chery's upcoming Exeed EX8 SUV aims for over 1,500 km range, and SAIC's MG4 is the first mass-produced model with a semi-solid-state battery. The shift to solid-state technology is expected to reshape the EV market.

HASCO

CHERY AUTO

SAIC Motor

Chinese carmakers bet on solid-state batteries to drive next EV phase

CATL invested 4.1 billion RMB in Zhongheng Investment Technology, and after the capital increase, Zhongheng Technology's registered capital will increase to 29.4118 million yuan. Zhu Guoding and Bao Xiaoru hold 35.70% and 15.30% of the shares, respectively, while CATL holds 49.00%. Although Zhu Guoding has been sentenced, he remains the actual controller of Zhongheng Technology. Zhongheng Investment Technology controls 41.4% of Zhongheng Electric

雷帝触网

CATL invested 4.1 billion to acquire shares in ZHONHEN Technology, whose actual controller Zhu Guoding has been sentenced

Hangzhou Zhonhen Electric says CATL to invest in controlling shareholder

marketscreener

Hangzhou Zhonhen Electric says CATL to invest in controlling shareholder

CATL signed a strategic cooperation agreement with Chongqing Logistics Group to promote innovation in lithium battery swapping and multimodal transport models. UBTECH's subsidiary, UBTECH, is collaborating with Honda Trading to explore the application of humanoid robots and unmanned logistics vehicles in industrial manufacturing and warehousing logistics. The new stock SIG New Energy is offering shares at a price of 324.2 yuan, with an entry fee of approximately 32,700 yuan. The subscription deadline is April 13, and it is expected to be listed on the 16th

Tasty Money

[Daily Announcement] CATL (3750) collaborates with Chongqing Logistics Group to promote business development, UBTECH (9880) subsidiary YIQI partners with Honda Trading

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CATL has appointed Chen Jinghe, founder of Zijin Mining, as an adviser for its mining business. Chen, a geologist, will assist in expanding CATL's mineral supply chain, crucial for battery production. He previously led Zijin Mining to become a major global player. CATL aims to secure key resources like lithium and nickel, enhancing its global mineral investments. The company holds a 42.1% market share in the EV battery sector, reflecting its significant role in the industry.

Guotai CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

Zijin Mining

Hwabao WP CSI Non-ferrous Metal ETF

ZIJIN MINING

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

China Southern CSI SWS Non-Ferrous Metal ETF

GF CSI Rare Metals Theme ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

CATL taps Zijin founder for mining expansion

According to the Financial Times, a person in charge of the shipping business at CATL stated that the company has deployed batteries on approximately 900 vessels, mainly smaller ships operating near the mainland coast, in ports, or navigating rivers. The person revealed plans to more than double the team size this year to about 500 people and will produce batteries that meet the requirements for marine operations, including long service life and safety in marine environments

According to reports, CATL plans to double the size of its marine business department this year

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In Jan-Feb 2026, CATL and BYD held a combined 55.5% of the global EV battery market, down from 59.0% in January. CATL maintained a 42.1% share with 56.9 GWh installations, while BYD's share fell to 13.4% with 18.1 GWh. Total global EV battery usage reached 134.9 GWh, up 4.4% year-on-year. South Korean firms faced challenges, with their combined market share dropping to 15.0%. LG Energy Solution ranked third with 8.7% share, while SK On and Samsung SDI saw significant declines in usage.

- CATL and BYD collectively held a 55.5% share of the global EV battery market in January-February 2026, down from 59.0% in January.  
- Total global EV battery usage increased to 134.9 GWh, representing a 4.4% year-on-year growth.  
- CATL maintained its dominance with a 42.1% market share, while BYD's share fell to 13.4% due to declining sales in the Chinese market, amidst challenges faced by South Korean battery makers.

BYD Company Limited

BYD COMPANY

BYD Company

Global EV battery market share in Jan-Feb 2026: CATL 42.1%, BYD 13.4%

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In April, 42 securities firms released their investment strategies, recommending a total of 315 individual stocks. The recommendations are concentrated on leading enterprises with global competitive advantages and sub-sectors aligned with long-term industrial trends. CATL, Zhongji Innolight, and BYD became the most highly recommended stocks, receiving recommendations from 9, 8, and 7 securities firms, respectively, indicating a concentration of institutional capital toward high-quality assets

Zhongji Innolight

April Sees Consensus in Securities Firms' "Golden Stock" Recommendations

Li Auto 4Q25 First Take: overall, the deterioration in auto GPM had been well telegraphed for Q4, yet even against a cautious setup, the print was only middling. Both ASP and auto GPM fell QoQ. ① Revenue slightly missed as ASP contracted more than expected: Auto revenue was RMB 27.3bn vs. the street at RMB 28.2bn, driven by a larger QoQ ASP drop. ASP fell RMB 27k to RMB 250k (vs. consensus RMB 258k), as mix shifted down with higher contribution from the lower-priced i6 and lower contribution from the higher-priced Mega. Li Auto also stepped up discounts on legacy L-series models in Q4, further pressuring ASP. ② Auto GPM broadly in line with expectations and prior guidance: 4Q auto GPM was 16.8%, down 300bps from 19.8% in 3Q after excluding the Mega recall impact, and within management’s 15.8%–16.8% guide. The decline was mainly ASP-driven; despite the i6’s strong demand, supply-chain constraints (battery shortages) limited scale benefits, with total deliveries up only 17% QoQ to 109k. Scale efficiencies therefore did not fully offset the ASP headwinds. For 1Q26 guidance, revenue is guided below expectations: ① 1Q26 delivery guide of 85k–90k, with the midpoint roughly in line with the street’s 88k: Implied Mar. deliveries are 31k–36k (Jan./Feb. at 28k/26k). The sequential pickup should come as i6 capacity ramps in Mar., with management previously indicating post-CNY i6 monthly sales could reach 20k. Adding a second battery supplier has partially eased the i6’s CATL battery shortage. However, the guide still implies a 3%–9% YoY decline vs. 93k in 1Q25, as legacy L-series volumes are under heavy pressure. L-series sold 18k in Jan.–Feb. 2026 (9k per month on Avg.), down 67% vs. 55k a year ago, due to aging models with customers awaiting 2Q launches, intensified competition with larger/cheaper peers, cannibalization from Li Auto’s own BEV i6/i8, and sector-wide demand softness from purchase-tax step-down. ② 1Q26 revenue guide of RMB 20.4bn–21.6bn, well below the street’s RMB 23.9bn: With volume roughly in line, the revenue shortfall reflects a further ASP reset. Guided ASP is ~RMB 222k in 1Q26 vs. RMB 250k in 4Q25, which Dolphin Research attributes to the i6 mix rising from 26% in 4Q25 to ~60% in 1Q26 as capacity releases, and aggressive discounting to clear legacy models ahead of the new model cycle starting in 2Q. Dolphin Research views the print and guide as average at best, and revenue guidance below expectations. That said, on valuation, sentiment may find two supports: an L9 refresh expected in 2Q could kick off a new product cycle, and the rumored debut of Li Auto’s humanoid robot in 1H26 may offer near-term optionality and a downside cushion. Stay tuned for our detailed take.

LI AUTO-W

Li Auto

CATL HK SDR 30to1

Today’s Key News Recap

0310 | Dolphin Research Focus: 🐬 Macro/Industry1) On Mar 9 (local time), Trump said US military action against Iran would end 'very soon' but not this week. He also indicated the US would ease some oil-related sanctions to cool prices, while warning of tougher strikes if Iran blocks the strait.The remarks briefly soothed energy and financial markets, capping near-term upside in crude. They tempered expectations for a sharp oil spike in the short run.However, the conflict continues and Tehran has issued a hard-line response. Geopolitical risk has not cleared...

NVIDIA

Taiwan Semiconductor

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BABA-WR

Alibaba

Alibaba HK SDR 5to1

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NIO Inc. USD OV

NIO Inc

Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

GraniteShares 2x Long NVDA Daily ETF

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XI2CSOPNVDA

TSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap

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I was expecting Trump to come out and announce the beginning of the end to the war. However, I'll still be monitoring closely as there are still weaknesses in the support levels, any more delays/negative sentiment and the market plunges right back down again .

Hi guys! Grab your coffee and pull up a chair ☕️ Wild day yesterday with oil doing a roundtrip from $120 back to $80. Let's unpack what's moving markets today:

☕️ Daily Market Talk | Mar 10, 2026

We are currently sandwiched between an oil shock and TACO relief. I don't any earnings result will move the market in a meaningful way. Instead of timing the market, enter when prices reached the level deemed attractive to you. Enjoy the roller coaster ride but hope the rails below are sturdy enough to prevent a free fall. Giddy up and ride the horse.

This is an amazing Trump moving markets in action. He is intentional manipulating the market. Follow this move and all is good!

I think this iran war will cause country to rethink about alternative to oil. Good idea to bet on alternative energy when this war settles!

👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!

ALSCO POOLING

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ESTUN

ESTUN AUTOMATION

ZHAOWEI

☕️ Daily Market Talk | Mar 9, 2026

Realised volatility is high which means money has left the markets and has done so for a while. When that happens, the market is prone to big swings like what we are seeing now. Stay safe!

As long as oil price drops, the risk is very minimal. But if it doesn't, inflation is here to stay. This may cause interest rate to go up and depress stock prices!

This is Trump at his best in movingarkets. Follow his every move and you could be rich!

Geopolitical risk remain, but staying in the game is more important than timing the game. Stay focus, stay clear minded!

SG#CATL RC2611A(56416.HK)

SG#CATL RC2611A Stock Performance Chart

CATL expands green energy footprint with 45% stake in Hangzhou Zhonhen Electric

Morgan Stanley: CATL's acquisition of ZHONHEN's equity expands AI power supply capabilities, rating "In line with the market"

China's Zhongheng Electric Jumps by Limit on USD600 Million Investment From Battery Giant CATL

CATL accelerates battery swap push with Guangzhou transit deal

New Avatr 12 Launched, Starting from 293,900 Yuan