HU-CATL@EC2609A

HARBOUR DIGITAL

HUILI RES

51WORLD

GF HEALTHCARE

CONGYU INTE AGR

KWONG MAN KEE

160 HEALTH

DOUMOB

METASURFACE

PETRO-KING

02015

159323

CARZ

515030

300750

516110

03750

516380

The UBS report pointed out that oil price fluctuations have made the total cost of ownership of electric vehicles more attractive, especially for companies like BYD, CATL, and Li Auto. The current rise in oil prices has increased the operating costs of fuel vehicles, while the manufacturing costs of electric vehicles have relatively improved. The report mentioned that the industrial efficiency of electric vehicles has significantly increased, the prices of lithium iron phosphate batteries have dropped sharply, charging speeds have accelerated, and the number of public charging stations has increased. These factors have collectively boosted the market competitiveness of electric vehicles

AASTOCKS

LI AUTO-W

Li Auto

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

BYD Company

First Trust S-Network Future Vehicles & Tech ETF

Global X Autonomous & Electric V

Hua Xia CSI New Energy Vehicles ETF

BYD COMPANY

CATL

Guotai CSI 800 Automobile and Parts ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

BYD Company Limited

"Big Banks" UBS: Oil price fluctuations make the total cost of ownership of electric vehicles attractive; BYD, CATL, and Li Auto have good risk-return profiles

601633

02333

00175

China February new energy vehicle sales -14.2% y/y - industry association

marketscreener

Great Wall Motor

GWMOTOR

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

CHANGAN AUTOMOBILE

GAC GROUP

GAC Group

SAIC Motor

KraneShares Electric Vehicle

GEELY AUTO

Geely Auto

NIO Inc. USD OV

XPENG-W

NIO-SW

NIO Inc

XPeng

China February new energy vehicle sales -14.2% y/y - industry association

TCTZF

中证新能

China and Hong Kong stocks saw slight gains on Wednesday amid market volatility, with the Shanghai Composite index up 0.05% and the CSI300 index rising 0.5%. The CSI New Energy Index surged 3.3%, driven by geopolitical tensions affecting energy prices. CATL shares rose 6% following strong profits. Analysts noted that while risk assets are rallying due to de-escalating tensions in Iran, Chinese markets face challenges from weak fundamentals. The Hang Seng Index remained flat, while the Hang Seng Tech Index gained 0.3%, with Tencent and NIO showing positive movements.

Tencent Holdings Limited

Direxion FTSE China Bull 3X

Hang Seng TECH ETF I

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Tianhong Hang Seng TECH ETF(QDII)

ChinaAMC Hang Seng Technology ETF(QDII)

iShares China Large Cap

iShares MSCI China

CSOP HS TECH

HSTECH ETF

Yinhua MSCI China A ETF

China Southern CSI New Energy ETF

TENCENT

China, HK shares edge up in volatile trading; new energy, tech lead gains

09866

The Hong Kong Hang Seng Index rose 21 points in the first half of the day, reporting 25,981 points, with a total turnover of HKD 147.491 billion. The performance of automotive stocks and new energy stocks was outstanding, with Nio's stock price rising by 16.1%, and Geely and CATL rising by 8.6% and 8.4%, respectively. The market is paying attention to the situation between the United States and Israel regarding Iran, with the Dow Jones Industrial Average down 0.1%

"Hong Kong Stocks" The Hang Seng Index rose 21 points in the first half of the day, with automotive stocks and new energy stocks leading the gains. Geely and CATL both rose over 8%

561700

601868

159326

562550

159320

300274

159611

In the morning, the main funds had a net inflow into sectors such as power equipment, construction decoration, and public utilities, while there was a net outflow from sectors like defense and military industry, non-ferrous metals, and media. Specifically, in terms of individual stocks, Sungrow Power Supply, CH ENERGY ENG, and CATL saw net inflows of 4.193 billion yuan, 3.417 billion yuan, and 2.098 billion yuan, respectively. On the outflow side, Dongshan Precision, Tianfu Communication, and China Xidian were sold off for 839 million yuan, 697 million yuan, and 644 million yuan, respectively. (First Financial)

36Kr

Bosera CSI All Share Electric Utilities ETF

CH ENERGY ENG

ChinaAMC CSI Grid Equipment Thematic ETF

ChinaAMC Green Electricity ETF

GF Fund Hang Seng China A Power Grid Equipment ETF

Sungrow Power Supply

GF CSI All Share Power Public Service ETF

In the half-day session, main funds increased their positions in electric equipment stocks while selling defense and military industry stocks

301150

002667

603778

605117

On March 11th, the ChiNext Index closed up 1.74%, with strong performances in the lithium battery and photovoltaic sectors. ZHONGYI and WILLING CORP. hit the daily limit, while CATL rose over 6%. In the photovoltaic sector, Grand Sunergy Tech, Chint Power, and Deye also hit the daily limit. The military industry sector, however, declined, with Aerospace Huanyu and Aero Engine Corporation of China falling over 5%. The Shanghai Composite Index slightly rose by 0.05%, the Shenzhen Component Index increased by 0.85%, with a trading volume of 1.68 trillion

Wallstreetcn

ZHONGYI

WILLING CORP.

Grand Sunergy Tech

Deye

March 11th Midday Review: The ChiNext Index rose 1.74% in half a day, with the lithium battery and photovoltaic sectors collectively strengthening

The three major A-share indices rose in the morning session, with the ChiNext Index up 1.7%. CATL's stock price rose another 6%, and photovoltaic and energy storage stocks performed strongly. The central parity rate of the RMB against the USD was reported at 6.8917, reaching a nearly three-year high. The People's Bank of China conducted reverse repurchase operations, netting 14 billion yuan. International oil prices fell, with the three major oil companies showing mixed performance

The three major A-share indices of Shanghai and Shenzhen rose in the first half of the day, with the ChiNext up 1.7%. Photovoltaic and energy storage stocks surged, with CATL rising another 6%

Bank of America Securities analyst maintained a Buy rating on Contemporary Amperex Technology Co., Limited Class H yesterday and set a price target of HK$635.00.Claim 70% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential In a report released yesterday, J.P. Morgan also maintained a Buy rating on the stock with a HK$640.00 price target.

Tip Ranks

Bank of America Securities Keeps Their Buy Rating on Contemporary Amperex Technology Co., Limited Class H (3750)

000063

601138

00763

As of March 11, 63 listed companies in the A-share market have disclosed their annual reports for 2025, of which 51 are profitable and 12 are at a loss. On March 11, 9 companies released their annual reports, with 7 profitable and 2 at a loss. The total revenue reached 1.73 trillion yuan, a year-on-year increase of 32.38%; net profit was 142.319 billion yuan, a year-on-year increase of 41.28%. 45 companies saw a year-on-year increase in net profit, 18 experienced a decline, and 16 companies had net profits exceeding 1 billion yuan, with CATL, FII, and ZTE leading the way

2025 A-share annual report summary: A total of 63 listed companies have disclosed their 2025 annual reports, with 51 companies reporting profits

TSLG

TSLR

TSLT

TSLL

TESL

Tesla stock rose 1.8% to $405.80 on Tuesday, driven by strong earnings from its battery supplier, CATL, which reported a net income of $3.3 billion. Despite a year-to-date decline of 11%, investor sentiment remains positive as they await new growth catalysts. Tesla is also facing executive turnover as it shifts focus towards AI and robotics, with several key leaders departing. Additionally, Tesla has joined an industry coalition, Utilize, aimed at improving electricity affordability and grid efficiency, potentially saving US consumers $180 billion over the next decade.

Invezz

GraniteShares 1.25 Long TSLA Daily ETF

Leverage Shares 2X Long TSLA Daily ETF

GraniteShares 2x Long TSLA Daily ETF

T-Rex 2X Long Tesla Daily Target ETF

Direxion Daily TSLA Bull 2X Shares

Simplify Volt TSLA Revolution ETF

Tesla

Why Tesla stock is surging on Tuesday

ROBO

MBGYY

South Korea's antitrust regulator has fined Mercedes-Benz $7.61 million for misleading consumers about the battery suppliers in its electric vehicles. The Korea Fair Trade Commission found that Mercedes suggested all EQE and EQS models used batteries from CATL, while some were actually supplied by Farasis Energy. This omission was linked to an investigation following a fire incident involving a vehicle with Farasis batteries. The fine represents about 4% of the related sales, and both Mercedes' German headquarters and its Korean unit will jointly pay it.

Reuters

ROBO Global Robotics

Mercedes-Benz Group AG

South Korea fines Mercedes $7.6 mln over misleading EV battery information

HCCD

CATL's Attributable Profit Jumps 42% as Company Boosts Global Market Share

CATL HK SDR 30to1

CATL's Attributable Profit Jumps 42% as Company Boosts Global Market Share

Today’s Key News Recap

0310 | Dolphin Research Focus: 🐬 Macro/Industry1) On Mar 9 (local time), Trump said US military action against Iran would end 'very soon' but not this week. He also indicated the US would ease some oil-related sanctions to cool prices, while warning of tougher strikes if Iran blocks the strait.The remarks briefly soothed energy and financial markets, capping near-term upside in crude. They tempered expectations for a sharp oil spike in the short run.However, the conflict continues and Tehran has issued a hard-line response. Geopolitical risk has not cleared...

NVIDIA

Taiwan Semiconductor

BABA-W

BABA-WR

Alibaba

Alibaba HK SDR 5to1

Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

TSM Feb revenue down MoM; Alibaba Qwen management reshuffle finalized | Daily News Recap

---

can do some nimble trades during this volatile market. everyday so different. risky though

Hi guys! Grab your coffee and pull up a chair ☕️ Wild day yesterday with oil doing a roundtrip from $120 back to $80. Let's unpack what's moving markets today:

☕️ Daily Market Talk | Mar 10, 2026

I was expecting Trump to come out and announce the beginning of the end to the war. However, I'll still be monitoring closely as there are still weaknesses in the support levels, any more delays/negative sentiment and the market plunges right back down again .

We are currently sandwiched between an oil shock and TACO relief. I don't any earnings result will move the market in a meaningful way. Instead of timing the market, enter when prices reached the level deemed attractive to you. Enjoy the roller coaster ride but hope the rails below are sturdy enough to prevent a free fall. Giddy up and ride the horse.

This is an amazing Trump moving markets in action. He is intentional manipulating the market. Follow this move and all is good!

I think this iran war will cause country to rethink about alternative to oil. Good idea to bet on alternative energy when this war settles!

👋 Hi brilliant investors! Let's grab a coffee and join the convo ☕️ Today we're talking $110 oil, US vs China robots, and earnings. Jump in and earn rewards!

ALSCO POOLING

Sharplink

ESTUN

ESTUN AUTOMATION

ZHAOWEI

☕️ Daily Market Talk | Mar 9, 2026

Realised volatility is high which means money has left the markets and has done so for a while. When that happens, the market is prone to big swings like what we are seeing now. Stay safe!

As long as oil price drops, the risk is very minimal. But if it doesn't, inflation is here to stay. This may cause interest rate to go up and depress stock prices!

This is Trump at his best in movingarkets. Follow his every move and you could be rich!

Geopolitical risk remain, but staying in the game is more important than timing the game. Stay focus, stay clear minded!

HU-CATL@EC2609A(27016.HK)

"Big Banks" UBS: Oil price fluctuations make the total cost of ownership of electric vehicles attractive; BYD, CATL, and Li Auto have good risk-return profiles

China February new energy vehicle sales -14.2% y/y - industry association

China, HK shares edge up in volatile trading; new energy, tech lead gains

"Hong Kong Stocks" The Hang Seng Index rose 21 points in the first half of the day, with automotive stocks and new energy stocks leading the gains. Geely and CATL both rose over 8%

In the half-day session, main funds increased their positions in electric equipment stocks while selling defense and military industry stocks