--- title: "CLSA: China AIDC Construction Plan to Boost Energy Storage Battery Demand; Top Pick CATL" type: "News" locale: "en" url: "https://longbridge.com/en/news/289269341.md" description: "CLSA reports China plans a $295B investment in AI data centers over five years, potentially driving 125GWh incremental demand for energy storage batteries. The broker views this as a catalyst for battery stocks and recommends buying on recent pullbacks, with CATL as the top pick among favored companies including SIGENERGY, CALB, REPT BATTERO, and GOTION HIGH-TECH." datetime: "2026-06-10T03:55:39.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289269341.md) - [en](https://longbridge.com/en/news/289269341.md) - [zh-HK](https://longbridge.com/zh-HK/news/289269341.md) generator: "portal-rs" --- # CLSA: China AIDC Construction Plan to Boost Energy Storage Battery Demand; Top Pick CATL China reportedly plans to invest approximately USD295 billion over the next five years to build artificial intelligence data centers (AIDCs) nationwide, CLSA said in its report. The broker estimated that this could generate potential incremental demand of 125GWh for energy storage batteries in China over the next five years, equivalent to about one-quarter of its forecast for China’s energy storage demand this year. The broker assumed this will provide a strong catalyst for China’s battery concept stocks, and that the recent share price pullback presents a buying opportunity. In terms of sector picks, the broker favored CATL (03750.HK) -33.000 (-4.776%) Short selling $732.91M; Ratio 40.138% (300750.SZ) -10.850 (-2.716%) the most, followed by SIGENERGY (06656.HK) -25.800 (-6.768%) Short selling $20.22M; Ratio 25.220% , CALB (03931.HK) -1.200 (-4.591%) Short selling $5.28M; Ratio 7.715% , REPT BATTERO (00666.HK) -0.460 (-3.441%) Short selling $576.25K; Ratio 3.790% , and GOTION HIGH-TECH (002074.SZ) -0.860 (-2.898%) . Shares | Investment Ratings | Target Prices CATL (300750.SH) | Outperform | RMB570 CATL (03750.HK) -33.000 (-4.776%) Short selling $732.91M; Ratio 40.138% | Outperform | HKD820 SIGENERGY (06656.HK) -25.800 (-6.768%) Short selling $20.22M; Ratio 25.220% | Outperform | HKD608 CALB (03931.HK) -1.200 (-4.591%) Short selling $5.28M; Ratio 7.715% | Outperform | HKD49 REPT BATTERO (00666.HK) -0.460 (-3.441%) Short selling $576.25K; Ratio 3.790% | Outperform | HKD22 GOTION HIGH-TECH (002074.SZ) -0.860 (-2.898%) | Outperform | RMB41 (HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-09 16:25.) (A Shares quote is delayed for at least 15 mins.) ### Related Stocks - [03750.HK](https://longbridge.com/en/quote/03750.HK.md) - [300750.CN](https://longbridge.com/en/quote/300750.CN.md) - [06656.HK](https://longbridge.com/en/quote/06656.HK.md) - [002074.CN](https://longbridge.com/en/quote/002074.CN.md) - [00666.HK](https://longbridge.com/en/quote/00666.HK.md) - [03931.HK](https://longbridge.com/en/quote/03931.HK.md) - [HCCD.SG](https://longbridge.com/en/quote/HCCD.SG.md) ## Related News & Research - [Moody's Affirms CATL A3 Issuer Rating, Outlook Revised to Positive](https://longbridge.com/en/news/296605274.md) - [Schaeffler, CATL deepen EV partnership on battery management systems development](https://longbridge.com/en/news/296447490.md) - [CATL says core operations carbon neutral by end-2025, supply chain next](https://longbridge.com/en/news/296098189.md) - [CATL : Achieves Carbon Neutrality in Core Operations by End-2025](https://longbridge.com/en/news/296065831.md) - [CATL achieves carbon neutrality across core operations, certifies 20 battery plants](https://longbridge.com/en/news/296082214.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**