GJ-CATL@EC2611A

CATL Launches 3 Billion RMB Energy Storage Verification Institute in Xiamen

Solarpro Holding and CATL's 601MWh Energy Storage Project Successfully Grid-Connected in Bulgaria

Seres' Landian Tech Raises 6.67 Billion RMB, CATL Enters as Key Shareholder, Seres Steps Down to Second Place

Grenergy signs 1.5 GWh battery supply deal with CATL for Spanish storage projects

CATL wholly establishes Shidai Dacheng Energy Tech, focusing on carbon capture and storage

Contemporary Cloud Energy Successfully Commissioning 1.725MW Storage Project in Belgium

CATL partners with Shanxi to build aluminum-lithium dual-driven new energy industrial cluster

Reliance Discusses Battery Components and Issues Rs 13.158 Billion Construction Proposal

CATL and Nanjing Bus Group Sign Strategic Cooperation Agreement to Deepen Full-Scenario Energy Service Layout

CATL and Tibet Development Investment Group Sign Strategic Cooperation Agreement

CATL Invests $942 Million in 21Vianet to Co-Build AI Data Centers

CATL Signs Deal with Xiamen Govt and AutoX to Build Battery Bases and Advance Low-Altitude Economy

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

JOLIMARK

TIMES UNI GP

APEX ACE HLDG

VPOWER GROUP

GW TIANDI

FUJING HOLDINGS

TEAMWAY INTL GP

SFSY NEW MAT

FDB HOLDINGS

KEEN OCEAN

03750

300750

159306

515030

516380

Jiangsu Gaokai Precision Fluid Technology Co., Ltd. has responded to the first round of inquiry letters from the Shanghai Stock Exchange. The company stated that its three major product series have business synergy, with flow control products entering the semiconductor supply chain and the dispensing series extending to automotive electronics and semiconductor packaging. Technically, the company has achieved import substitution in the fields of power batteries and photovoltaics, with clients including CATL and BYD. The revenue fluctuations are reasonable, and future growth is sustainable

同壁财经

CATL

Ping An CSI Auto Components Thematic ETF

Ping An CSI Consumer Electronic Theme ETF

Hua Xia CSI New Energy Vehicles ETF

ChinaAMC CSI Auto Components Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CSI All Share Integrated Circuit ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

HFT CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

E Fund CSI Auto Components Thematic ETF

BYD COMPANY

Jinko Solar

Jinkosolar

CATL HK SDR 30to1

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

GaoKai Technology has responded to the first round of inquiry letters from the Shanghai Stock Exchange: a key small giant in the national specialized and innovative sector, focusing on the research, development, and sales of key control components and related equipment in the field of precision fluid control

159326

CATL launched the Xiamen Energy Storage Validation Research Institute, described as the world's largest and most comprehensive one-stop testing platform for the energy storage industry. Spanning 10 hectares with an investment of approximately RMB3 billion ($440 million), the facility serves as an open, shared platform for global players. It features five laboratories focusing on grid integration, safety, reliability, and electromagnetic compatibility, aiming to advance sector validation from component-level to full-system and station-level under real-world conditions.

TechNode

ChinaAMC CSI Grid Equipment Thematic ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

Guotai CSI Non-ferrous Metal ETF

China Southern CSI SWS Non-Ferrous Metal ETF

GF CSI Rare Metals Theme ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Yinhua CSI Non-ferrous Metal ETF

China Southern CSI SEEE CARBON NEUTRAL ETF

CATL launches world’s largest energy storage testbed in Xiamen

515700

Audi has launched the E7X SUV in China, starting at 269,800 yuan ($39,850), a 6.9% reduction from its pre-sales price. The E7X, unveiled at the Shenzhen Auto Show, features CATL batteries and advanced driving technology, aiming to compete with Tesla's Model Y. The model offers a range of up to 751 kilometers and can charge 429 km in 10 minutes. This launch marks a strategic shift for Audi in the EV market, focusing on aggressive pricing to increase market share.

CnEVPost

Ping An CSI New Energy Vehicles Industry ETF

Tesla

SAIC Motor

Audi launches E7X SUV in China with aggressive pricing to rival Tesla

CATL reached an all-time high at HK$747.00, up 4.25%, supported by its new energy storage platform launch.

HK Stock Market Update

CATL Hits All-Time High Amid Energy Storage Platform Launch

Contemporary Amperex Technology Ltd (CATL) has launched a 3 billion yuan research facility in Xiamen, China, aimed at enhancing its energy storage business amid rising global demand. The Xiamen Energy Storage Validation Research Institute (ESVL) is touted as the world's largest testing platform for energy storage systems, designed to meet international standards. CATL aims to improve industry standards and reduce validation times, while also addressing profitability gaps compared to competitors like Tesla. The facility will support the growing demand for energy storage solutions in the transition to renewable energy.

SCMP

Sungrow Power Supply

CRRC

CATL set to boost global energy storage with world’s largest testing facility

CATL is launching a standardized battery-swapping network for light electric trucks in southern China, partnering with DST. The initial rollout targets the Greater Bay Area, aiming for 140 stations by 2026. This system will support 5,000 trucks, saving over 2,000 hours of refueling time and cutting costs by 50% compared to diesel. The automated swap process takes two minutes, and the initiative is part of CATL's goal to establish 3,000 stations nationwide by 2026.

electrive

CATL launches battery-swapping network for light electric trucks in southern China

CATL has launched the world's largest energy storage testbed, the Xiamen Energy Storage Validation Research Institute (ESVL), which aims to enhance real-world validation in the energy storage sector. Spanning 10 hectares and costing approximately RMB 3 billion, ESVL features five innovative laboratories designed for comprehensive testing, including grid integration and safety assessments. This initiative addresses the industry's need for credible validation frameworks as energy storage becomes critical for the global energy transition.

PR Newswire

CATL Launches World's Largest Energy Storage Testbed, Advancing Industry into Era of Real-World Validation

Today’s Key News Recap

NewUser_1O8

Microsoft

Ranks in the top 50% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

0527 | Dolphin Research Focus: 🐬 Macro/Industry1) Per the National Bureau of Statistics (NBS), profits at industrial enterprises above designated size rose 24.7% in Apr., accelerating from 15.8% in Mar. This is the fastest pace since Nov-2023.Earnings recovery was evident, led by equipment manufacturing and high-tech manufacturing. AI-driven demand and a rebound in PPI were the main drivers.However, upstream-downstream divergence persists and the domestic-demand repair is not yet firm, so earnings sustainability bears watching. This is supportive for a repair in A-share manufacturing and cyclical sectors...

Amazon

Micron Tech

BABA-W

Alibaba

BABA-WR

XPENG-W

XPeng

Alibaba HK SDR 5to1

Salesforce

LI AUTO-W

Li Auto

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

CATL lands a large-scale ESS project in Europe; MU tops RMB 1tn mkt cap as memory rally continues | Daily News Recap

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: CATL PLANS TO INVEST IN DEEPSEEK: INFORMATION

DeepSeek

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...

NVIDIA

LENOVO GROUP

Lenovo Group

LENOVO GROUP-R

TENCENT

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

NIO-SW

NIO Inc. USD OV

NIO Inc

Applied Materials

JD.com

JD-SW

Hon Hai Precision Industry Co., Ltd.

NVIDIA Corporation

JD-SWR

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

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...

Robinhood

Luckin Coffee

HKEX

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

Coca Cola

EASTROC BEVERAGE

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...

BIDU-SW

Baidu

BIDU-SWR

BIDU ADR US

Huawei

Goertek

SERES

Baidu HK SDR 10to1

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...

Bio-Techne

XL2CSOPHYNIX

Samsung Electronics 

CHINA MOBILE

CHINA MOBILE-R

CN Mobile HK SDR 5to1

China Mobile

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

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

0416 | Dolphin Research Focus: 🐬 Macro/Sector 1) The National Bureau of Statistics released China's Q1 2026 macro data today. Preliminary estimates put GDP at RMB 33.42tn, up 5.0% YoY in real terms, at the upper end of the 4.5%-5.0% annual target range.In Mar, national retail sales rose 1.7% YoY. Retail demand remains soft, with signs of further weakening at the margin. See Dolphin Research's take: 'Mar Retail Sales: A Cold Snap in Consumption? How big is the problem'...

HIKVISION

Netflix

XPEV GX flagship debuts; TSLA hits AI5 chip tape-out milestone | Daily News Recap

Conference Minutes

By 2030, the combined market for power batteries and energy storage could exceed 4 TWh.Over the next few years, CAGR may surpass 25%-30%.

SSE Index

Taiwan Semiconductor

ZHONHEN

CATL (1Q26 Trans): Q2 builds remain fully booked; capacity utilization holds at 85%-90%.

GJ-CATL@EC2611A(29646.HK)

CATL launches world’s largest energy storage testbed in Xiamen

Audi launches E7X SUV in China with aggressive pricing to rival Tesla

CATL Hits All-Time High Amid Energy Storage Platform Launch

CATL set to boost global energy storage with world’s largest testing facility