GJ-CATL@EC2603A

BofA Securities: Zimbabwe's Lithium Export Ban Will Boost Prices, Maintains Buy Rating for CATL

CATL's Sci-Tech Innovation Corporate Bond to be Listed on Shenzhen Stock Exchange on Feb 27, 2026

BMW and CATL Sign Memorandum to Reduce Carbon Footprint in Battery Supply Chain

CLSA Sees Minimal Impact of Proposed Bill on CATL, Reiterates Overweight Rating

CATL Plans to Expand Battery Swap Stations

CATL's Sci-Tech Innovation Corporate Bond Coupon Rate Determined at 1.69%

CATL Successfully Issued a 5 billion Yuan Green Innovative Bond

UBS Analysis Report: CATL's Cost Advantage and Market Prospects

Schroders Green, CATL and Lochpine Capital Sign Strategic Cooperation Memorandum on European Battery Energy Storage

JPMorgan Cuts Its Long Position in CATL to 8.57%

CATL's Zeng Yuchi Speaks on Energy Transformation

CATL Plans to Build 2000 Battery Swap Stations by 2026

CATL repurchased 15,990,800 A-shares

Times Qiji and Zhong Dianchi Reach Strategic Cooperation on Heavy Truck Battery Swapping Stations

Quanzhou Government Signs Agreement with CATL for New Energy Battery Base

J.P. Morgan Analyst Reiterates Buy Rating on CATL Stock

Schroders and CATL Partner to Develop Battery Projects in Europe

Morgan Stanley Predicts NIO Inc. Stock Price Increase with Target Price

Citi Launches 30-Day Downside Catalyst Observation on CATL

Kunming Government Signs Strategic Cooperation Agreement with CATL to Build Green Intelligent Manufacturing Base for Lithium Batteries

CCOE

STARCOIN GROUP

ONEFORCE HLDGS

ROYAL DELUXE

STELUX HOLDINGS

TE HEALTHCARE

ASIAPAC FIN INV

WELIFE TECH

DRINDA

TIMELESS

TSMX

300750

TCTZF

03750

Morgan Stanley released a market strategy report for the Asia-Pacific region, listing the focus of the "high conviction opportunities" theme, including Taiwan Semiconductor, Tencent, Samsung Electronics, CATL, and several other companies

AASTOCKS

Direxion Daily TSM Bull 2X Shares

CATL

Tencent Holdings Limited

Tencent

Taiwan Semiconductor

Direxion Semicon Bull 3X

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

VanEck Semiconductor ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

SPDR S&P Semicon

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

Samsung Electronics 

iShares Semiconductor ETF

TENCENT

Morgan Stanley lists the theme focus of "High Conviction Opportunities" in the Asia-Pacific region (Table)

Bank of America Securities released a report stating that Zimbabwe has suspended all raw mineral and lithium concentrate exports to strengthen regulation of the mining industry. This move is expected to boost lithium prices in the short term, but its long-term impact on CATL is limited. Miners can negotiate with the government to restore export licenses, alleviating supply tightness. Bank of America Securities reiterated its "Buy" rating on CATL, with a target price of 615 yuan

According to Bank of America Securities, the tightening of regulations in Zimbabwe is expected to have a limited impact on CATL

01072

00501

00100

01038

00001

06160

02269

00914

02611

DONGFANG ELEC(01072) rose 15.52%, with a trading turnover 1.4 Billion HKD, and a year-to-date rose 62%. OMNIVISION(00501) rose 6.91%, with a trading turnover 175.0 Million HKD, and a year-to-date rose 4.8%. BEONE MEDICINES(06160) fell 9.16%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 8.4%. WUXI BIO(02269) fell 7.45%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 21.8%.

Top Gainers & Losers

DONGFANG ELEC

OMNIVISION

MINIMAX-WP

CKI HOLDINGS

CKH HOLDINGS

BEONE MEDICINES

WUXI BIO

CONCH CEMENT

GTHT

Top 5 HK Stock Gainers/Losers (>100B) (2.26)

02268

XPEV

688235

688347

01347

Pharmaceutical stocks fell sharply, with WUXI XDC down about 9% and BEONE MEDICINES down about 9%. Technology stocks and automotive stocks also declined, with Bilibili down about 5% and XPeng down about 5%. Semiconductor stocks fell, with HUA HONG SEMI down about 5%

Wallstreetcn

WUXI XDC

XPeng

BeOne Medicines

Hua Hong

HUA HONG SEMI

The Hang Seng Index closed down 1.44%, the Hang Seng Tech Index fell 2.87%, and CATL dropped about 6%

600875

600183

BABA

KBAB

BABX

UBS released a report listing the most favored simulated portfolio stocks by Chinese capital, all of which received a "Buy" rating. Newly included stocks are Sytech, DEC.LTD, and Envicool, while excluded stocks are Horizon Robotics, Sungrow Power, and NetEase. In terms of target prices, CATL is set at 500 RMB, FUYAO GLASS at HKD 96, HTSC at 31.2 RMB, ZIJIN MINING at HKD 47.4, NAURA at 570 RMB, Tencent at HKD 780, YTCO at 40 RMB, Alibaba at USD 190, and GDS-SW at USD 57

DEC.LTD

Sytech

FYG;FUYAO GLASS

GDS-SW

YTCO

Alibaba

FUYAO GLASS

ZIJIN MINING

NAURA

HTSC

Envicool

Guotai MSCI China A ESG General ETF

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

iShares MSCI China

Krne Csi China Internet

Invesco Golden Dragon China

Direxion FTSE China Bull 3X

Yinhua MSCI China A ETF

UBS lists the most favored simulated portfolio stocks of Chinese-funded institutions (Table)

01772

159880

Today, the three major indices of A-shares opened with mixed performances. The Shanghai Composite Index rose slightly by 0.09%, the Shenzhen Component Index increased by 0.1%, while the ChiNext Index opened lower by 0.2%. The central parity rate of the RMB against the US dollar was adjusted to 6.9228. Lithium mining stocks rose due to Zimbabwe's suspension of lithium exports, with Ganfeng Lithium and Tianqi Lithium opening up by 4.4% and 5.9%, respectively. CATL opened lower by 1.7%. SMIC opened flat and plans to acquire a 49% stake in SMIC North

GANFENGLITHIUM

Penghua Guozheng Non-ferrous Metal Industry ETF

TIANQI LITHIUM

SMIC

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

GF CSI Rare Metals Theme ETF

Guotai CSI Non-ferrous Metal ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Ganfeng Lithium

The three major A-share indices of Shanghai and Shenzhen opened mixed, lithium mining stocks rose, while CATL was slightly weak

159306

CARZ

159565

562700

562260

516110

BMW and CATL are launching pilot projects for data exchange and carbon footprint accounting under the Battery Passport framework, marking an evolution in their partnership since 2012. This initiative aims to enhance collaboration in battery supply chain decarbonization and data transmission. BMW's chairman emphasized China's importance in their global strategy, coinciding with the debut of the domestically produced BMW iX3 Long Wheelbase at the Beijing Auto Show. CATL maintains a leading 39.2% market share in the global EV battery market, significantly ahead of competitors.

CnEVPost

Ping An CSI Auto Components Thematic ETF

Bayerische Motoren Werke AG

First Trust S-Network Future Vehicles & Tech ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Max Auto Industry 3X Leveraged ETN

E Fund CSI Auto Components Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

Bayerische Motoren Werke AG Pref

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

ChinaAMC CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

BMW, CATL deepen partnership on data and carbon reduction

The report from Citibank points out that the proposed bill in the U.S. Congress to ban the import of Chinese energy storage system products has a negligible impact on CATL, as the company primarily exports energy storage battery cells. Despite the lackluster stock performance, Citibank believes that the adverse factors have been reflected and offers an attractive risk-return profile for long-term investors, reiterating a "highly confident outperform" rating for CATL's A-shares and H-shares, with a target price of 500 RMB and 685 HKD

In "The Big Banks," Citigroup expects CATL to be minimally affected by the proposed energy storage ban in the U.S

000625

200625

Changan, the Chinese automaker, plans to test solid-state batteries in vehicles before Q3 2026, with mass production set for 2027. The 'Golden Bell' battery aims for an energy density of 400 Wh/kg and a range of 1,500 km. Changan has also partnered with CATL to explore sodium-ion batteries for its Nevo A06 model, achieving a range of 400 km. The company claims a 70% improvement in safety through AI diagnostics, but further details on the solid-state battery are expected in Q3 2026.

electrive

CHANGAN AUTOMOBILE

Changan announces first solid-state batteries in cars before Q3

09824

82824

Today, the A-shares resumed trading, with the three major indices opening higher, rising by 1.2%-1.7%. The People's Bank of China conducted reverse repurchase operations, netting 926.4 billion yuan, and the LPR remained unchanged. The central parity rate of the yuan against the US dollar was reported at 6.9414. Domestic bank stocks, as well as gold and chip-related stocks, generally rose, with CATL opening up 2% and BYD opening up 1.9%. Film and television stocks performed poorly, with Hengdian Film and China Film hitting the daily limit down

EFUND GOLD MI-U

EFUND GOLD MI-R

ZHONGJIN GOLD

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

EFUND GOLD MI ETF

SD-GOLD

BYD COMPANY

ChinaAMC Gold ETF

The Shanghai and Shenzhen A-shares resume trading today after the Spring Festival holiday, with the three major indices opening higher by 1.2%-1.7%. Gold and chip stocks are rising

09115

83115

03037

01888

02800

03115

00148

00HSI

On the first trading day of the Year of the Horse in the Hong Kong stock market, the market is optimistic about the trend, expecting the Hang Seng Index to reach 30,000 points. Experts analyze that the overall return for the Year of the Horse could reach 13%, and point out that CATL and KB LAMINATES are potential lucky stocks. The market environment is more positive compared to the Year of the Snake, and the possibility of capital flowing into the Hong Kong and mainland stock markets has increased, with the Hang Seng Index expected to rebound to 31,000 points

Stheadline

ISHARESHSI-U

ISHARESHSI-R

CSOP HSI ETF

KB LAMINATES

TRACKER FUND

ISHARESHSI

KINGBOARD HLDG

Hang Seng Index

Year of the Horse Red Envelope Stocks | AI Concept Explodes, Experts Analyze Each Stock, Potential Returns Can Reach 40%, MINIMAX Expected to Become a "Golden Cow Stock"

China's electronic components market is thriving, driven by digital transformation and the EV boom, with a projected 7.3% CAGR from 2025 to 2031. CATL, the world's largest EV battery maker, reported Q3 revenue of 104.2 billion yuan, a 12.9% increase, and a net profit of 18.5 billion yuan, up 41.2% year-on-year. CATL shares have risen 35.50% over the past year, with all analysts rating the stock a Buy. However, risks include raw material volatility, competition, policy changes, and cybersecurity concerns.

marketscreener

CATL Packs Energy into Earnings Narrative

BIDU

03993

09888

09988

MPNGY

Hong Kong stocks opened lower today, with the Hang Seng Index down 65 points to 26,501 points, and the National Index and Hang Seng Tech Index also opening lower. CATL and CMOC opened higher, while Alibaba and Baidu opened lower due to being listed on the U.S. military enterprise list. Meituan issued a profit warning, expecting a loss of 23.3 billion RMB last year, leading to a lower opening for its stock price. Overall market performance is relatively weak, with technology stocks generally declining

"Hong Kong Stocks" The Hang Seng Index opened 65 points lower, CATL and CMOC opened higher, while Alibaba and Baidu were relatively weak

GJ-CATL@EC2603A(23684.HK)

Morgan Stanley lists the theme focus of "High Conviction Opportunities" in the Asia-Pacific region (Table)

According to Bank of America Securities, the tightening of regulations in Zimbabwe is expected to have a limited impact on CATL

Top 5 HK Stock Gainers/Losers (>100B) (2.26)

The Hang Seng Index closed down 1.44%, the Hang Seng Tech Index fell 2.87%, and CATL dropped about 6%

UBS lists the most favored simulated portfolio stocks of Chinese-funded institutions (Table)