CATL's discounted equity raise rattles market; Tencent Cloud up for a third straight session YTD | Daily News Recap
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 .........
$BYD COMPANY(01211.HK)$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 t...
CATL's new battery charges to 100% in 6 min; BABA unveils AI digital human 'Qwen Dimples' | Daily News Recap
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 a............
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: CATL Signals Breakthroughs in Sodium Batteries & Ultra-Fast Charging
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ CATL says 𝐬𝐨𝐝𝐢𝐮𝐦-𝐢𝐨𝐧 batteries ready for 𝐦𝐚𝐬𝐬 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 .....................
MU debuts 24Gb GDDR7 memory; DeepSeek's first external round sparks AI capital frenzy | Daily News Recap
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 co...
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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, ...
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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%.
CATL Delivers on Volume and Quality
+6
CATL 1Q26 First Take: CATL again demonstrated strong earnings resilience in 1Q26. Despite raw-material inflation and elevated expectations, both revenue and net profit beat. Specifically:
① Revenue: V...
According to CNA, MAS tightened the monetary policy. https://www.channelnewsasia.com/singapore/mas-monetary-policy-exchange-rate-inflation-forecast-6053166 This will help to ameliorate the pace of inf...