SG#CATL RC2611B

CATL Exploring Rights Issue to Raise $5 Billion

CATL and Jianlong Group Sign Strategic Cooperation Agreement

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

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DEEPEXI TECH

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TOMO HOLDINGS

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CATL is considering a share sale in Hong Kong to raise up to $5 billion, following a 160% surge in its stock since trading began last May. The company has also explored selling convertible bonds for funding. CATL's stock reached an all-time high of HK$701 before closing at HK$682.5. In 2025, CATL reported a 42.28% increase in net income to 72.2 billion yuan and maintained a 45.54% market share in China's power battery installations, despite a slight decline from February.

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CATL

CATL weighs $5 billion Hong Kong share sale, report says

CATL is said to consider up to $5 billion share sale after rally - Bloomberg news

marketscreener

CATL is said to consider up to $5 billion share sale after rally - Bloomberg news

CATL is considering issuing up to $5 billion in stock in Hong Kong to raise funds. The company has conducted preliminary negotiations with banks and is considering issuing convertible bonds to meet part of its financing needs. A final decision has not yet been made, and investors should exercise caution

华尔街见闻资讯

Report: CATL is reportedly considering the sale of up to $5 billion in stock

CATL is exploring a rights issue, planning to raise approximately HKD 39 billion (USD 5 billion), but the timing and scale have not yet been determined. Since its listing in Hong Kong last May, the stock price has increased by 1.6 times, closing today at HKD 682.5. Meanwhile, mainland authorities held a symposium emphasizing the governance of "involution" competition to promote the healthy development of the battery industry

Stheadline

CATL is rumored to plan a placement to raise HKD 39 billion, and its stock price has increased 1.6 times since its listing in Hong Kong

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China's EV battery leader, CATL, reported a net profit of 72.2 billion yuan ($10.6 billion) for last year, a 42% increase, while major EV makers like BYD faced profit declines. CATL's market share in the domestic EV battery market reached 50%, with a gross profit margin of 23.8%. Analysts expect CATL to continue gaining market share, particularly in energy storage and the European market, despite potential future competition from new battery technologies. The concentration of profits in the battery industry is expected to persist amid rising oil prices and strategic shifts towards EVs.

SCMP

Hua Xia CSI New Energy Vehicles ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

How China’s EV battery king CATL powers up profits while EV makers struggle

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China's Q1 GDP, import/export, and other data will be released in quick succession. Regarding the situation in Iran, reports state that US-Iran negotiations ended "without results," and OPEC and IEA will release their monthly reports. In terms of industry, the IMF and World Bank meetings, as well as the domestic Canton Fair and Consumer Products Expo, will take place, and the Long March 10B is expected to make its maiden flight. Regarding earnings, Taiwan Semiconductor, CATL, Moutai, and Wall Street investment banks such as Goldman Sachs will disclose their results. Additionally, GPT-6 is rumored to be released on April 14, and the Spanish Prime Minister will visit China

- Next week's key financial events include the release of China's Q1 GDP and March trade data on April 16, with growth estimates around 5.0%.  
- The geopolitical landscape remains tense as U.S.-Iran negotiations fail, while several prominent industry and international conferences, including the Canton Fair and the IEA report, will take place.  
- Notable product releases include Apple's Apple Business on April 14 and the news of the anticipated launch of GPT-6, showcasing breakthroughs in AI technology.

Wallstreetcn

Moutai

Taiwan Semiconductor

iShares MSCI China

Key Events This Week: China's Q1 GDP, Follow-up on US-Iran Negotiations, Earnings from Taiwan Semiconductor, CATL, and Moutai

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Contemporary Amperex Technology Co., Limited (CATL) and CHINNEY ALLI signed a strategic cooperation agreement in Ningde, Fujian, planning to jointly launch over 3,000 electric heavy trucks during the 14th Five-Year Plan period, and complete the battery swap layout for no less than 16 logistics hub routes, as well as build and operate 100 battery swap stations. In addition, both parties will promote wind and solar projects and explore a dual empowerment path for the new energy transformation of high energy-consuming industries and the industrialization of new energy

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CATL and Jianlong strive to deploy over 3,000 electric heavy trucks during the 14th Five-Year Plan period

China is set to benefit from the energy crisis driven by the Iran war, as global disruptions accelerate the shift to clean technologies. With rising gasoline prices in the US and Europe, China, the largest producer of electric vehicles and batteries, is positioned to meet the growing demand for renewable products. The conflict has validated China's energy strategy, leading to increased exports of solar panels and electric cars. Investors are betting on the growth of renewables, with Chinese companies like BYD and CATL seeing significant stock increases. The shift towards clean energy is expected to continue as households face higher energy costs.

Business Standard

BYD Company Limited

BYD Company

BYD COMPANY

China to gain as Iran war-driven energy crisis boosts shift to clean tech

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In March 2026, CATL retained its lead in China's EV battery market with a 45.54% share, despite a decline of 3.56 percentage points. BYD saw significant growth, increasing its market share to 17.83% with 10.06 GWh of installations. CATL dominated the ternary battery segment with a 70.83% share, while its LFP battery share fell to 39.6%. Other notable players included CALB and Gotion High-tech, with respective shares of 6.23% and 5.97%. Overall, CATL and BYD continue to be the top competitors in the market, reflecting mixed performance across different battery types.

- CATL remained the leading battery maker in China with 25.71 GWh and a 45.54% market share in March, although it experienced a decline in market share.  
- BYD saw a rise in its market presence with 10.06 GWh and a 17.83% share, reflecting a rebound in vehicle sales.  
- The overall power battery installations in China reached 56.5 GWh in March, marking a recovery from the previous month's slump, despite a slight year-on-year decrease.

Top battery makers' share in China in Mar 2026: CATL 45.54%, BYD 17.83%

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AI data centers are emerging as a significant growth driver for China's energy storage sector, addressing the high power demands of AI technologies. Industry leaders highlighted the need for coordinated computing and electricity solutions to enhance profitability, as traditional energy storage margins decline. Unlike stable internet data centers, AI centers exhibit volatile power needs, requiring energy storage systems to respond within milliseconds. This shift positions energy storage as a core component of AI infrastructure, with competition intensifying between the US and China in this market.

Yicai

Sungrow Power Supply

AI Data Centers Emerge as New Growth Frontier for China’s Energy Storage Sector

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In March, the PPI in mainland China rose by 0.5% year-on-year, ending a decline of over three years, and Hong Kong stocks rose today. The Hang Seng Index opened up 139 points, reached a maximum increase of 321 points, and closed at 25,893 points, up 141 points or 0.6%. The market is focused on the ceasefire negotiations between the U.S. and Iran and the situation in the Middle East, with the CPI rising by 1% year-on-year. Southbound funds had a net outflow of 2.815 billion yuan, and technology stocks like Tencent fell by 0.8%

CSOP HSI ETF

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Tencent

Hang Seng Index

Tencent Holdings Limited

"Market Review" Mainland PPI ends over three years of decline, Hang Seng Index rises, CATL rebounds 9%

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Tesla has reportedly added Chinese battery manufacturer Sunwoda as its fifth supplier of battery cells for electric vehicles, sourcing from its Yiwu plant. The cells, which are third-generation LFP types, are currently used in vehicles manufactured at Tesla's Shanghai plant for export. Unlike its main supplier CATL, Sunwoda will provide only battery cells, not complete modules. Despite being the seventh-largest battery manufacturer in China, Sunwoda faces challenges, including quality issues and a lawsuit from Geely, but has also formed a joint venture with Li Auto.

- Tesla has added Sunwoda as a battery cell supplier, sourcing from its Yiwu plant for its Shanghai Gigafactory.  
- Sunwoda will supply third-generation LFP battery cells, which Tesla will assemble into battery modules, initially for export vehicles only.  
- Despite being the seventh-largest battery manufacturer in China, Sunwoda lags behind CATL in sales and has faced quality issues, including recalls and litigation.

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Tesla reportedly adds Sunwoda as additional battery cell supplier

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DEEPEXI TECH(01384) rose 48.77%, with a trading turnover 2.6 Billion HKD, and a year-to-date fell 32.5%. GUOTAI JUNAN I(01788) rose 27.69%, with a trading turnover 5.6 Billion HKD, and a year-to-date rose 21.2%. YOUZAN(08083) rose 16.42%, with a trading turnover 157.0 Million HKD, and a year-to-date rose 12.2%.

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Top 10 HK Stock Gainers (4.10)

I expect MAS will tighten its monetary policy tomorrow. This should benefit stocks like the three big banks and consumer staples.

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☕️ [Task Coins Giveaway] Daily Market Talk

MAS is more on the side of &#34;fighting inflation,&#34; but will do so in a very cautious manner, rather than turning fully hawkish.In other words, it's less like &#34;completely standing on the sidelines,&#34; and more like gently tapping the brakes first, then watching oil prices and the Middle East situation.

market kinda resilient despite talks failed with no deal. probably will gain back or go above Fri closing later.

There is no point in trading the energy spike as the events flip-flops constantly. Staying out of this sector and just invest in areas within my circle of competence, like banks, REITs, Etc.

Firstly, I believe MAS will opt for a moderate strengthening of the SGD rather than implementing aggressive monetary policy changes tomorrow. It is challenging to strike a balance between controlling inflation and maintaining stable unemployment levels. Strong SGD is bad for export industry, especially electronic and pharmaceutical sectors.Lastly, I think the EV automotive, nickel, and solar panel industries stand to benefit from higher energy costs, while most other sectors are likely to be negatively impacted by rising energy expenses.

U.S.-Iran negotiations break down — Trump warns of possible limited military action. The U.S. Navy will begin blockading all maritime traffic in and out of Iranian ports. Oil prices surge.This alone is enough to cause widespread investment anxiety in the investment field. Cash is the king.

US Iran war is just noise, everyone should ignore the noise and engage in proper risk management. It risk of downside is worse than losing the upside.

US Iran talks do not seem to be going anywhere. Too many uncertainties, will be cautious while taking advantage of opportunities

RHB is correct, any supportive measure is not a permenant solution. There is only 1 permenant solution, which is open the straits. The international will needs to be stronger.

Too much uncertainty with stretched valuations. Market resilient so far but volume is tepid. Make whatever of it but I am staying cautious and defensive.

SG#CATL RC2611B(57086.HK)

SG#CATL RC2611B Stock Performance Chart

CATL weighs $5 billion Hong Kong share sale, report says

CATL is said to consider up to $5 billion share sale after rally - Bloomberg news

Report: CATL is reportedly considering the sale of up to $5 billion in stock

CATL is rumored to plan a placement to raise HKD 39 billion, and its stock price has increased 1.6 times since its listing in Hong Kong

How China’s EV battery king CATL powers up profits while EV makers struggle