UB-CATL@EC2606A

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

CATL Unveils Four Customized New Products

Bernstein analyst maintains hold rating for Contemporary Amperex Technology, with a target price of HKD 530.00

CATL and Minyun Group Deepen Strategic Cooperation, Promote Full Electrification of Public Transport

HKC INT'L RTS

TIANBAO ENERGY

SUMMI

HANG YICK RTS

UNI PRINTSHOP

CHERISH SUN

NE ELECTRIC

SINO GAS HLDGS

MANY IDEA CLOUD

CREATIVE CHINA

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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

CATL

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

AASTOCKS

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

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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

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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

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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

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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

Baidu

Alibaba

CMOC

BIDU-SW

BABA-W

BABA 2x Long Daily ETF - GraniteShares

Meituan

KraneShares 2x Long BABA Daily ETF

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

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The Hong Kong stock market showed weakness in the half-day session before the Lunar New Year holiday, with the Hang Seng Index opening at 26,501 points, down 65 points or 0.25%. Alibaba fell 1.8%, and Meituan issued a profit warning, forecasting a loss of over 23.3 billion yuan last year, with its stock price slightly down 0.6%. Regulatory authorities interviewed several platform companies, affecting market sentiment. Stocks like CATL and LAOPU GOLD performed positively, with prices rising 1.3% and 0.2%, respectively. Sands China reported a net income of USD 7.443 billion for the year, an increase of 5.1% year-on-year

- The Hong Kong stock market is entering the Lunar New Year holiday, with only a half-day trading session today and full trading resuming this Friday.  
- Regulatory actions targeting major tech platforms in mainland China, along with a generally cautious market sentiment, are expected to lead to fluctuations in the Hang Seng Index around the 26,000 to 27,000 point range.  
- Analysts predict that stock prices, especially in the tech sector, will continue to face pressure due to ongoing price wars and muted investor interest.

China Southern Hang Seng ETF

MEITUAN

LAOPU GOLD

Huaan Yifu Gold ETF

Before the market closed for the half-day session, Alibaba fell nearly 2%, Meituan issued a profit warning and slightly declined, CATL and LAOPU GOLD turned blue and moved upward | Hong Kong stocks opened

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The Hang Seng TECH Index fell by 0.19%. CMOC and CATL will be included in the constituent stocks of the Hang Seng Index, both rising over 1%. Alibaba fell by 1.8%. Risk warning and disclaimer: The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

Wallstreetcn

CAM HS TECH

Hang Seng TECH Index

KNOWLEDGE ATLAS

MINIMAX-WP

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hang Seng Composite Index

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CSOP HS TECH

On the last trading day of the Year of the Snake, the Hang Seng Index opened down 0.25%, KNOWLEDGE ATLAS rose 7.6%, and MINIMAX-WP increased by 2.9%

CATL signed an agreement with Binhai County, Yancheng City, Jiangsu Province, officially establishing the Yancheng Green Intelligent Manufacturing Base. This project will build the country's first grid-connected green electricity direct connection system with a high proportion of green electricity applications and create a demonstration base for export products that meet the "zero-carbon factory + lighthouse factory" standards, helping to upgrade the new energy industry cluster in Yancheng

CATL's green intelligent manufacturing base signs contract and lands in Yancheng

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Data released by the National Bureau of Statistics shows that in early February 2026, the price of lithium iron phosphate (ordinary power type) fell by 11.9% month-on-month. Among the 50 important production materials monitored, the prices of 28 products increased, 20 decreased, and 2 remained unchanged

Great Power

Xingyin Guozheng New Energy Vehicle Battery ETF

Ganfeng Lithium

CAPCHEM

China Merchants CSI Battery Theme ETF

GANFENGLITHIUM

National Bureau of Statistics: In early February, the price of lithium iron phosphate (ordinary power type) fell by 11.9% month-on-month

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E-Power Inc. has secured a long-term contract for anode materials with a leading global lithium-ion battery company. The partnership includes plans for a joint 30,000-tonne anode materials plant in Indonesia, aimed at enhancing localized production and ensuring a low-carbon supply chain. E-Power, based in China, is also constructing a manufacturing plant in Guizhou with a capacity of 50,000 tons, utilizing renewable energy sources. The company emphasizes its competitive cost structure and product reliability in the energy materials sector.

GlobeNewswire

IPOWER INC

iPower

BYD Company

BYD Company Limited

E-Power Inc. Secures Long-Term Contract with a Global Top-5 lithium-ion Battery Giant Company; Plans Joint 30,000-Tonne Anode Materials Plant in Indonesia

FAW Group has launched its first semi-solid-state battery for electric vehicles, boasting an energy density of over 500 Wh/kg and a capacity of up to 142kWh, enabling a range of 620 miles. This innovation aims to compete with major players like BYD and CATL, who dominate the global EV battery market. The battery, developed in collaboration with Nankai University, promises improved charging speeds and energy efficiency. Meanwhile, global EV registrations have declined due to policy changes in the U.S. and China, impacting the overall market.

Cryptopolitan

FAW Group banks on 620‑mile semi‑solid state battery to challenge EV market leaders

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CATL has been added to Hong Kong's Hang Seng Index, effective March 9, following a cumulative rise of 75% since its listing on May 20, 2025, with a market cap of HK$2.36 trillion ($302 billion). WeRide and Pony AI have joined the Hang Seng Composite Index, while Horizon Robotics is now part of the Hang Seng China Enterprises Index. WeRide is valued at HK$20.4 billion and Pony AI at HK$49.7 billion. CATL leads the global EV battery market with a 39.2% share in 2025.

Pony AI

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PONY-W

CATL added to Hong Kong's Hang Seng Index; WeRide, Pony AI join Hang Seng Composite Index

$CATL(03750.HK)CATL’s HK stock debut underscores a shift in the EV supply chain: battery makers are no longer just component suppliers, but strategic bottlenecks. Valuation will increasingly reflect pricing power, chemistry innovation, and geopolitical resilience.

CATL HK SDR 30to1

Today’s Key News Recap

1218 | Dolphin Research Focus: 🐬 Macro/Industry 1) At 21:30 tonight, the U.S. will release the delayed Nov CPI report. The Oct print was canceled due to the prior Gov. shutdown.Consensus sees headline CPI YoY edging up to 3.1% from 3.0%, with core CPI steady at 3.0%. Both are expected at +0.3% MoM, with services vs. goods inflation in focus.An upside surprise would reinforce a hawkish stance and curb expectations for rate cuts next year. Rate-cut odds would likely be marked down...

BABA-WR

Alibaba HK SDR 5to1

Netflix

BABA's Qwen integrates with Amap; Doubao 1.8 boosts LLM performance | Daily News Recap

Why are there two Alibaba icons? 😂, I don't know either, Gemini, do you have any special thoughts? Executive Summary: A Historic Leap from Follower to Definer In the 2024-2025 cycle, as the global economic landscape undergoes drastic restructuring, the discussion on &#34;whether China can produce globally dominant enterprises&#34; has shifted from hypothetical possibilities to quantitative analysis of established facts. This report, based on exhaustive financial data, technical parameters, and market share analysis, clearly identifies ten companies with strengths in scale, technological barriers, supply chain control, and financial resilience...

ICBC

TENCENT

Amazon

ASML

NAURA

MIDEA GROUP

Midea Group

BOYD Gaming

JPMorgan Chase

Huawei

Reshaping the Global Industrial Landscape: In-Depth Strategic Evaluation Report of China's Top 10 Leading Enterprises Benchmarking Against Global Giants (2024-2025)

UB-CATL@EC2606A(24783.HK)

BMW, CATL deepen partnership on data and carbon reduction

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

Changan announces first solid-state batteries in cars before Q3

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

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"