GJ-CATL@EC2701A

CATL Affiliate to Acquire 38.1% Stake in VNET for $942 Million to Become Largest Shareholder

Xiamen Xingye Group and CATL's Puquan Capital Sign Strategic Cooperation Agreement to Explore New Energy and AI Sectors

JPMorgan Sees Potential in CATL's AIDC Energy Storage Ecosystem

CATL Chief Scientist Wu Kai: AI Driving Battery Material R&D Revolution

Qijing Smart Auto Completes Over 1 Billion Yuan Financing With CATL and Bosch

BlackRock Increases Stake in CATL to 6.05%

CATL Begins Module Assembly in Hungary

Citi Reduces Stake in CATL H Shares

CATL and Togg Reach Agreement on Rock 底盘 Mass Production Cooperation

CATL Announces Strong 2025 Annual Report

CATL Wholly-Owned Subsidiary Times QiJi New Energy Technology Co., Ltd. Established

CATL Unveils Multiple Battery Technologies and Charging Network Plan

BlackRock Reduces Stake in CATL H Shares

CATL Dominates Global EV Battery Market in Q1

UBS Increases Holding in CATL H Shares to 7.34%

CLSA Publishes Report Predicting CATL's Stock Price Trend

JPMorgan Sees Leading Position of CATL in Global AI Data Center Energy Storage Market

Multiple Banks Update Target Prices and Ratings for Several Companies

Morgan Stanley Upgrades CATL to Overweight Rating

JPMorgan Increases Short Position in CATL H Shares

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REACH NEW HLDGS

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UBOT HOLDING

MAN YUE TECH

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EVN Macedonia has launched a 10 MW battery energy storage system (BESS) at its Probištip solar park, marking it as the largest licensed BESS in North Macedonia. The system, with a capacity of 20 MWh, will enhance energy stability and efficiency. Plans are underway to double its capacity to 40 MWh. The BESS utilizes CATL's lithium-iron-phosphate units and is expected to last ten years. The launch event was attended by various officials and stakeholders.

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CATL HK SDR 30to1

EVN Macedonia puts BESS of 10 MW into operation at its solar park

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0514 | Dolphin Research Focus: 🐬 Macro/Industry 1) This morning, China's top leader held a face-to-face meeting with U.S. President Trump, covering trade, tech cooperation, global governance and bilateral ties. It signaled a thaw in top-level engagement. 2) According to foreign media, the U.S. eased chip export curbs, allowing 10 Chinese tech firms — including Alibaba, ByteDance, Tencent and JD — to procure Nvidia's H200 high-end AI chips. Distributors such as Lenovo and Foxconn also received purchase approvals, pointing to a marginal relaxation of export restrictions on advanced AI chips...

NVDA H200 curbs show fresh signs of easing; XPEV eyes EU vehicle manufacturing | Daily News Recap

CATLsaw a peak increase of 5.1% today, trading at HKD686, up 1.93%. JP Morgan highlighted CATL's strategic investment in VNET Group, acquiring up to a 38.1% stake for approximately USD942 million, as part of its AIDC energy storage ecosystem strategy. The broker set a target price of HKD725 for CATL's H shares and rated it Overweight. Short selling data indicates a ratio of 19.068% with a total of $468.73M.

AASTOCKS News

JPMorgan Chase

Vnet

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

CATL Once Up 5%+; JPM: Strategic Investment in VNET  Advances AIDC Energy Storage Ecosystem

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Financial markets are focused on the Trump-Xi summit in Beijing, which could reshape international trade and supply chains. Key discussions will revolve around tariffs, AI, Taiwan, and rare earth materials, impacting companies like Boeing, ASML, and CATL. Boeing may secure a historic 500 aircraft order from China, while ASML's revenue could be affected by export controls on semiconductor technology. CATL's position in EV exports and battery supply chains is also critical, with potential changes in trade rules influencing its global expansion.

Invezz

Boeing

Invesco Aero & Defense ETF

ISHRS Aero & Def

ASML Holding NV ADRhedged

Leverage Shares 2X Long ASML Daily ETF

Leverage Shares 2X Long BA Daily ETF

Direxion Daily BA Bull 2X Shares

SPDR S&P Aerospace & Def

ASML Holding NV

Boeing Company

These stocks are in focus amid the high-stakes Trump-Xi meeting

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CATL and Yutong have signed a strategic memorandum to deepen their 15-year partnership, focusing on expanding into overseas markets. The agreement includes plans for a battery-swapping business for heavy-duty trucks and aims to export Chinese automotive technology to over 60 countries. CATL, the world's largest EV battery maker, has been Yutong's exclusive battery supplier, providing support in supply and pricing. The partnership also includes the development of a long-life battery with a lifespan of 15 years, targeting buses and heavy-duty trucks.

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YTCO

CATL, Yutong deepen ties to accelerate global commercial EV expansion

The Chinese battery market leader has started assembling battery modules in a newly constructed facility in Debrecen, Hungary. The company also plans to begin test production of battery cells in the new factory shortly.

electrive

Mercedes-Benz Group AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

Bayerische Motoren Werke AG

Bayerische Motoren Werke AG Pref

CATL launches new battery module assembly line in Debrecen

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CATL's chief scientist, Wu Kai, discussed the transformative role of AI in battery R&D at The 18th China International Battery Fair. AI optimizes process parameters, surpassing engineers' understanding, and accelerates the discovery of next-generation battery materials. CATL's AI-driven labs can autonomously handle 70-80% of material synthesis, significantly reducing screening time. The company holds a 40.7% global EV battery market share and plans to expand sodium-ion battery capacity by 40 GWh with a $735 million investment.

E Fund CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

Ping An CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

CATL chief scientist explains how AI accelerates battery R&D

Wu Kai, Chief Scientist of CATL+11.000 (+1.688%) Short selling $235.56M; Ratio 22.469% , said at the opening ceremony of the 18th China International Battery Fair (CIBF) that diversified battery technology pathways are underpinned by materials innovation, and AI is driving a transformation in materials research and development, where an "experience-based trial-and-error" approach is shifted to a new digital-intelligence paradigm of "on-demand design."(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-13 12:25.)

CATL Chief Scientist: AI Driving Transformation in Materials R&D Toward 'On-Demand Design'

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Citi has adjusted its commodity preference ranking, placing copper at the top due to its lagging prices and easing Middle East tensions. The bank's report highlights a strong performance in lithium stocks, while aluminum has underperformed. Overall, mining stocks are expected to align with commodity price trends despite current underperformance. Citi's new top picks include CATL, MMG, CMOC, CHALCO, GANFENGLITHIUM, and HUNAN YUNENG, with varying short selling ratios and price changes.

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Yuneng New Energy

Ganfeng Lithium

Penghua Guozheng Non-ferrous Metal Industry ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Hwabao WP CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

CMOC

CHALCO

Citi Adjusts Commodity Preference Ranking, Tops Copper; New Top Picks Include CATL , MMG , CMOC , CHALCO , GANFENGLITHIUM

Today’s Key News Recap

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LENOVO GROUP

Lenovo Group

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Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

Alibaba HK SDR 5to1

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NIO Inc. USD OV

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Applied Materials

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Hon Hai Precision Industry Co., Ltd.

NVIDIA Corporation

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0428 | Dolphin Research Focus: 🐬 Macro/Industry. 1) The CPC Politburo met on Apr 28 to assess the current economy and economic work.It said the economy remains broadly stable with a solid start, and recovery resilience continues to build. However, endogenous momentum still needs consolidation, and the foundation for the upturn is not yet firm.The meeting reaffirmed the principle of seeking progress while maintaining stability. Policy will stay proactive on the fiscal side and prudent on the monetary side, using targeted measures to stabilize the macro backdrop.Priorities include boosting domestic demand and defusing property and local gov. debt risks in an orderly manner. It will also push forward 'AI+' and other industrial upgrade initiatives...

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Luckin Coffee

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Hong Kong Exchanges and Clearing (HKEX)

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BYD HK SDR 10to1

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EASTROC

CATL's discounted equity raise rattles market; Tencent Cloud up for a third straight session YTD | Daily News Recap

Featured

$BYD COMPANY(01211.HK)$CATL(03750.HK)BYD vs. CATL: A Strategic Face-Off 🚗🔋Choosing between BYD and CATL requires a cautious look at two different roles in the EV ecosystem. It is important to note that both are the world’s leading global EV battery producers, collectively controlling over 50% of the global market. Here is a brief critical analysis for investors.🔷IntroductionBYD is a vertically integrated giant selling both EVs and batteries while CATL is the world’s dominant battery supplier. One bets on the finished product and the other on the essential component.🔷Fundamentals🟢BYD: Shows explosive revenue growth and scale. Its integration allows better cost control during price wars. However, lower hardware margins and high CAPEX are constant pressures. Valuation (P/E) often looks more attractive than pure-play tech, but it faces rising protectionism in export markets.🟢CATL: Boasts superior profitability (ROE) and a massive global market share ( approximately 36%). It acts as the “arms dealer” to everyone🤭. It has a strong balance sheet but faces “overcapacity” concerns and increasing competition from smaller rivals eating into its premium.🔷Analyst ViewsAnalysts remain constructive but wary. For BYD, the focus is on whether international expansion can offset slowing domestic demand. For CATL, the primary concern is the “de-risking” trend in the US and Europe which may limit its growth ceiling despite its technological lead.🔷The Verdict🟢Growth: BYD offers higher potential in vehicle volume but CATL offers steadier, higher-margin growth in energy storage.🟢Valuation: BYD appears “cheaper” on a trailing basis but CATL’s dominance often justifies a premium.🔷The VerdictBYD is for those betting on EV brand dominance and CATL is for those seeking a safer, diversified play on the energy transition. Proceed with caution regarding geopolitical shift.Not finance advice. Do your DD😁.

Apr 22 | Dolphin Research Key Watch:🐬 Macro/Sector 1) Trump said the U.S. will extend the ceasefire because of 'serious internal divisions' in Iran, until Tehran presents a unified negotiating plan and concludes talks.This should ease near-term Middle East tensions, supporting more stable oil prices and risk assets. However, core U.S.-Iran differences remain, Iran's stance is still tough, and talks face high uncertainty, so geopolitics risks are not fully cleared.🐬 Stocks 1、$CATL(03750.HK) CATL's 'Super Tech Day' unveiled the 3rd-gen 'Shenxing' ultra-fast charging battery. It delivers 10C-equivalent charging with up to 15C peak rate...

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CATL's new battery charges to 100% in 6 min; BABA unveils AI digital human 'Qwen Dimples' | Daily News Recap

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: CATL Signals Breakthroughs in Sodium Batteries &amp; Ultra-Fast Charging👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ CATL says 𝐬𝐨𝐝𝐢𝐮𝐦-𝐢𝐨𝐧 batteries ready for 𝐦𝐚𝐬𝐬 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 within a year.➤ Key 𝐦𝐚𝐧𝐮𝐟𝐚𝐜𝐭𝐮𝐫𝐢𝐧𝐠 challenges reportedly resolved.➤ Launches 𝐭𝐡𝐢𝐫𝐝-𝐠𝐞𝐧 Shenxing battery with faster charging.➤ New batteries can charge up to 𝟗𝟖% in just 𝟔 𝐦𝐢𝐧𝐮𝐭𝐞𝐬.➤ Advances could reshape 𝐄𝐕 𝐛𝐚𝐭𝐭𝐞𝐫𝐲 economics and supply chains.➤ Sodium-ion tech reduces reliance on 𝐥𝐢𝐭𝐡𝐢𝐮𝐦 and critical minerals.➤ Developments signal strong momentum in 𝐧𝐞𝐱𝐭-𝐠𝐞𝐧 𝐛𝐚𝐭𝐭𝐞𝐫𝐲 innovation.Source: Hardik Shah

Apr 20 ｜ Dolphin Research Focus: 🐬 Macro/Industry. 1) Ibrahim Azizi, chair of Iran's Islamic Consultative Assembly Committee on National Security and Foreign Policy, told Al Jazeera that Iran will continue talks with the U.S., but stressed it is 'not at any cost' and will not accept arbitrary U.S. demands.The current U.S.-Iran temporary ceasefire expires on Apr 22. The two sides held a first round in Oman earlier, and the region sits at an inflection point between war and peace.The restart signals a pragmatic stance by Tehran. Yet core differences remain, leaving limited room for maneuver...

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CN Mobile HK SDR 5to1

China Mobile

GraniteShares 2x Long NVDA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

MU debuts 24Gb GDDR7 memory; DeepSeek's first external round sparks AI capital frenzy | Daily News Recap

GJ-CATL@EC2701A(29100.HK)

EVN Macedonia puts BESS of 10 MW into operation at its solar park

NVDA H200 curbs show fresh signs of easing; XPEV eyes EU vehicle manufacturing | Daily News Recap

CATL Once Up 5%+; JPM: Strategic Investment in VNET Advances AIDC Energy Storage Ecosystem

These stocks are in focus amid the high-stakes Trump-Xi meeting

CATL, Yutong deepen ties to accelerate global commercial EV expansion