JP#CATL RC2610E

HTI Raises Target PE and Price for CATL

BofA Raises Target Price for CATL to HKD740

Major Banks Adjust Ratings and Target Prices for Relevant Stocks

CATL Aims to Be Removed From Pentagon's List of Chinese Military-Linked Companies

CATL Invests in Establishing a Wholly Owned Subsidiary to Optimize Business Layout

CATL's Revenue and Net Profit Significantly Increased in Q1 2026

CATL to Host 2026 Super Technology Day

JPMorgan Cuts Stake in CATL

CATL released FY2026 Q1 earnings on April 15 After-Market BJT, actual revenue HKD 146.4 B (forecast HKD 130.31 B), actual EPS HKD 5.1925 (forecast HKD 4.5299)

CLSA: CATL to Raise $5B via New H-Shares Offering

Bernstein Raises CATL H-Share Target Price to HKD 600

Bernstein Raises CATL's Target Price to 620 Yuan

CLSA Maintains Buy Rating for CATL with a Target Price of HKD 710.00

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

RUIYUAN IC TECH

EV DYNAMICS

SILKWAVE INC

ECHO INT HOLD

BUTONG GROUP

SFSY NEW MAT

CHINA HK POWER

DUIBA

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CATL (3750.HK) has performed outstandingly amid recent market fluctuations, with its trading volume structure indicating an increased willingness for capital injection. From a technical perspective, the stock shows a bullish pattern on the daily chart, and the golden cross signal of the MACD indicator further reinforces the market's recognition of its phased development. Currently, the moving average system has formed a support platform, and the continuous expansion of trading volume strongly drives the stock price to break through the consolidation range. Investors need to pay attention to the direct impact of macroeconomic variables and regional policies on the new energy sector, while also maintaining dynamic monitoring of technical indicators to adjust investment strategies in a timely manner. Position management is particularly important in the current market environment

Technical Forecast

CATL

CATL HK SDR 30to1

Morning Trend | CATL (3750.HK) increases volume against the trend, is a bullish opportunity emerging?

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The Leapmotor D19 officially launched on April 16, priced at 219,800 to 269,800 yuan, positioned as a technology luxury flagship SUV. The new car features a unique exterior design and is equipped with several advanced functions, such as a digital clock DLP projection headlight and an AGS active grille. It offers both range-extended and pure electric power options, with the range-extended version achieving a range of 500 km and the pure electric version exceeding 720 km. It supports 800V high-voltage fast charging, allowing for a 350 km range boost in just 15 minutes of charging

雷帝触网

LEAPMOTOR

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

Leapmotor D19 launched: Starting price of 219,800 yuan, pure electric version equipped with 115kWh CATL super hybrid battery cell

TSLA

TSLT

TESL

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First-quarter profit beats expectations, despite Chinese EV sales faltering due to expiring government subsidies.

GraniteShares 1.25 Long TSLA Daily ETF

Tesla

T-Rex 2X Long Tesla Daily Target ETF

Simplify Volt TSLA Revolution ETF

Direxion Daily TSLA Bull 2X Shares

Leverage Shares 2X Long TSLA Daily ETF

GraniteShares 2x Long TSLA Daily ETF

Tesla supplier CATL’s stock jumps after earnings. How it’s defying weak EV sales.

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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, at the upper end of the 4.5%-5.0% annual target range.In Mar, national retail sales rose 1.7% YoY. Retail demand remains soft, with signs of further weakening at the margin. See Dolphin Research's take: 'Mar Retail Sales: A Cold Snap in Consumption? How big is the problem'...

XPEV GX flagship debuts; TSLA hits AI5 chip tape-out milestone | Daily News Recap

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The Hang Seng Index closed at 26,394 points, up 446 points or 1.7%. The Hang Seng Tech Index reported 5,092 points, up 180 points or 3.7%. The total market turnover was HKD 256.228 billion. Major stocks such as Alibaba, Xiaomi, and Tencent all saw increases, with Alibaba rising 5.6%, Xiaomi up 3.8%, and Tencent up 3.6%. CATL and JD LOGISTICS reached new highs, with active trading

AASTOCKS

JD LOGISTICS

GANFENGLITHIUM

WASION HOLDINGS

MircroPort Medbot-B

HSTECH ETF

Hang Seng Index

Hang Seng TECH Index

BABA-W

Alibaba

XIAOMI-W

Xiaomi Corporation

TENCENT

Tencent

Ganfeng Lithium

Hang Seng China Enterprises Index

MEITUAN

Meituan

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Baidu

HAIDILAO

NEW ORIENTAL-S

New Oriental EDU & Tech

BYD COMPANY

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NetEase

LENOVO GROUP

Lenovo Group

TRIP.COM-S

Trip.com

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XPeng

TINGYI

BEONE MEDICINES

Beigene

BeOne Medicines

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KUAISHOU-WR

DEEPEXI TECH

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GUOXIA TECH

AUNTEA JENNY

GOFINTECH QUANT

EVERG SERVICES

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Alibaba HK SDR 5to1

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Xiaomi HK SDR 2to1

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Tencent HK SDR 10to1

Tencent Holdings Limited

MEITUAN-WR

Meituan HK SDR 5to1

BIDU-SWR

BYD HK SDR 10to1

BYD Company

BYD Company Limited

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LENOVO GROUP-R

Trip.com HK SDR 50to1

Pony AI

According to the "All-Day Express," the Hang Seng Index rose by 446 points; the Hang Seng Tech Index increased by 180 points. Alibaba rose by over 5%, Xiaomi Group rose by over 3%, Tencent rose by over 3%. CATL, JD LOGISTICS, GANFENGLITHIUM, MicroPort Medbot-B, and WASION HOLDINGS reached new highs with active trading

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The HK stock market opened high and continued to rise today, with the Hang Seng Index closing up 1.72% and the Hang Seng TECH Index gaining 3.67%. Tech and internet stocks rose collectively; Baidu climbed over 7%, Alibaba gained more than 5%; CATL rose 9%, with Q1 revenue growing 52% year-on-year to a record high and net profit increasing by 48%. SIGENERGY surged over 103% on its first day of listing, reaching a total market capitalization exceeding 160 billion HKD

Wallstreetcn

SIGENERGY

Hang Seng Composite Index

Direxion FTSE China Bull 3X

CAM HS TECH

KraneShares 2x Long BABA Daily ETF

Hang Seng TECH ETF I

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

China Southern Hang Seng ETF

Tianhong Hang Seng TECH ETF(QDII)

GX HS TECH

CSOP HS TECH

HFT CSI HK Equities Technology ETF

ISHARESHSTECH

BABA 2x Long Daily ETF - GraniteShares

Dacheng Hang Seng Technology ETF(QDII)

HK Stock Market Close: Hang Seng TECH Index Rises 3.67%, SIGENERGY Surges Over 100% on Listing Day

CATL's first-quarter performance significantly exceeded market expectations, with revenue reaching 129.131 billion yuan, a year-over-year increase of 52.45%; net profit attributable to the parent company was 20.738 billion yuan, up 48.52% year-over-year. Key drivers included increased battery capacity per passenger vehicle, accelerated commercial vehicle electrification, and market share expansion. Energy storage battery shipments doubled year-over-year, while numerous commercial vehicle cooperation agreements were finalized, outlining a second growth curve distinct from its core business. Huatai Securities raised its target prices for CATL's A-shares and H-shares to 583.94 yuan and 766.60 HKD, respectively, and revised its net profit forecasts for 2026 to 2028 upward by 3.16%, 3.80%, and 5.27%

- CATL reported a significant revenue growth of 52.45% year-on-year, reaching 129.1 billion yuan in Q1 2026, driven by increased battery shipments and broader market share.  
- The company successfully doubled energy storage battery shipments and signed multiple electrification agreements in commercial vehicles, projecting substantial growth in the coming years.  
- By expanding into sectors like AI data centers, CATL strengthens its market position, with profit forecasts rising through 2028, reflecting robust demand and market share gains.

Energy Storage Doubles, Commercial Vehicles Accelerate, AIDC Positioning: CATL's Second Growth Curve Taking Shape

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In the first quarter of this year, CATL achieved operating revenue of 129.131 billion yuan, a year-on-year increase of 52.5%; net profit was 20.737 billion yuan, an increase of 48.5%. The company announced the establishment of a wholly-owned subsidiary "Times Resource Group," investing 30 billion yuan, focusing on the new energy mineral sector. At the same time, CATL is actively seeking to be removed from the list of Chinese military-related enterprises by the U.S. Department of Defense, although the likelihood of success is low given the tense U.S.-China relations

Tasty Money

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Ningde (3750) first-quarter net profit rose 48%, established wholly-owned subsidiary "Shidai Ziyuan Jituan", foreign media: the company is actively seeking to be removed from the list of enterprises associated with the Chinese military

The ChiNext Index rose 2.66% in the first half of trading, with CATL's market value exceeding 2 trillion yuan. The Hang Seng Index climbed 1.4% in the morning session, while the Hang Seng Tech Index gained 3%, and Baidu surged over 8%. The Nikkei 225 and Taiwan Weighted Indexes hit new highs; the AUD/USD pair reached a 46-month high as strong employment data reinforced expectations for an RBA rate hike in May. China's Q1 GDP grew 5.0% year-on-year, industrial value-added output rose 5.7%, and retail sales increased by 1.7%. Real estate development investment fell 11.2%, while housing prices in first-tier cities rose month-on-month. Trump stated that Israeli and Lebanese leaders will hold talks, and the Pentagon is negotiating with major automakers to pivot production toward munitions

Pro Ultrshrt Yen

ChiNext

Morning News Summary

Chinese battery giant CATL reported a 49% increase in net profit to CNY20.7 billion for Q1, driven by rising lithium battery demand. Operating revenue rose 52% to CNY129.1 billion, exceeding market expectations. CATL plans to establish a new subsidiary for energy minerals. Meanwhile, Do-Fluoride turned a previous loss into a net profit of CNY213 million, with a 14% revenue increase to CNY9.4 billion, attributed to fluctuating raw material prices. Energy storage battery sales surged 53% in Q1, continuing a strong trend from last year.

Yicai

AllianceBernstein

China’s CATL, Do-Fluoride Post Strong First-Quarter Results Amid Surge in Lithium Battery Demand

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BABA

The Hang Seng Index closed at 26,306 points, up 359 points or 1.4%. The Hang Seng Tech Index reported 5,058 points, up 146 points or 3.0%. Alibaba rose 4.6%, closing at HKD 134.5; CATL hit a new high, rising 10.3%, closing at HKD 723; Ganfeng Lithium rose 7.3%, closing at HKD 84.15. Other active stocks including Tencent, Meituan, and Xiaomi also saw varying degrees of increase

CHINARES PHARMA

ASMPT

JIAXIN INTL RES

CARSGEN-B

The Half-Day Express reports that the Hang Seng Index rose by 359 points; the Hang Seng Tech Index increased by 146 points. Alibaba rose by over 4%, while CATL, Ganfeng Lithium, MicroPort Medbot-B, ASMPT, and CHINARES PHARMA reached new highs

Maintaining high growth through 2030

- Lithium carbonate prices have surged from under 60,000 yuan per ton to over 150,000 in just a year, raising concerns about the profitability of leading battery manufacturers like CATL.  
- CATL's Q1 report exceeded market expectations, showcasing a 52% year-on-year revenue growth, with total sales exceeding 200 GWh, while maintaining stable gross margins despite rising raw material costs.  
- The company anticipates robust market growth, expecting the global power battery and energy storage market to reach 4 TWh by 2030, indicating a strategic shift to capitalize on expanding market opportunities.

厦门海辰储能科技股份有限公司

Off-Season Shipments Exceed 200GWh as CATL Hits the Gas

JP#CATL RC2610E(59904.HK)

JP#CATL RC2610E Stock Performance Chart

Morning Trend | CATL (3750.HK) increases volume against the trend, is a bullish opportunity emerging?

Leapmotor D19 launched: Starting price of 219,800 yuan, pure electric version equipped with 115kWh CATL super hybrid battery cell

Tesla supplier CATL’s stock jumps after earnings. How it’s defying weak EV sales.

XPEV GX flagship debuts; TSLA hits AI5 chip tape-out milestone | Daily News Recap