HS#CATL RC2611E

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

CATL Shareholders Deposit Shares with HSBC, Company Issues Green Sci-Tech Innovation Bond

CATL and Zinfra Sign MOU to Advance Battery Storage Projects in Australia

CATL Completes Placement of 62.385 Million H Shares Raising HK$39.1 Billion

CATL Successfully Issued a RMB 5 Billion Green Sci-Tech Innovation Bond

Contemporary Amperex Technology Co. Ltd (CATL) enters strategic partnership with Zinfra for large-scale battery energy storage projects in Australia

JPMorgan Raises Holdings in CATL H Shares to 9.43%

CATL Subsidiary Invests in Shanghai Juna New Materials Technology

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DEEPEXI TECH

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ENTERPRISE DEV

INVESTECH HLDGS

HAO WEN HLDGS

RICH GOLDMAN

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On April 29th, CAIT, a subsidiary of CATL, partnered with Turkish automotive brand Togg to develop a chassis platform for Togg's new B-segment vehicle family. This marks CAIT's first overseas passenger vehicle project. The Bedrock Chassis technology will support next-generation electric vehicles for the Turkish and European markets, with mass production of the first model expected in 2027. The partnership aims to create a localized model for global markets, enhancing the local electric vehicle ecosystem and responding to regional consumer preferences.

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CATL HK SDR 30to1

05:36 ETCATL Subsidiary CAIT Partners up with Togg on Bedrock Chassis

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Morgan Stanley has released a report detailing the top 50 holdings among long-only emerging market (EM) active managers, focusing on Hong Kong-listed and China-related stocks. Notable stocks include Tencent, Alibaba, and CATL, with respective portfolio weights and short selling data. Additionally, the report highlights the top 10 holdings among long-only EM fund managers, featuring TSMC and Samsung Electronics. The report provides insights into portfolio allocations and short selling ratios for these key stocks.

AASTOCKS News

Krne Csi China Internet

Direxion FTSE China Bull 3X

iShares MSCI China

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Tencent Holdings Limited

Tencent

M Stanley Lists Holdings among Long-only EM Active Managers (Table)

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Montage Technology has surpassed Contemporary Amperex Technology (CATL) as the most expensive dual-listed stock in Hong Kong, driven by a 17% surge in its shares due to rising demand for AI chips. Montage's shares now trade at a 40% premium over its Shanghai-listed stock. Since its debut in February, its mainland stock has increased by 22%, while H-shares have tripled. Meanwhile, CATL's premium has decreased to 26% following a US$5 billion share sale, marking a shift in market dynamics.

Businesstimes News

Montage Technology

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

First Trust Nasdaq Food & Semicon

GIGADEVICE

MONTAGE TECH

Montage tops CATL as priciest dual-listed stock after chip rally

Profit trajectories between automotive assemblers and electric vehicle (EV) battery producers in China are diverging due to weak car sales and strong demand for energy-storage systems. Analysts predict continued interest in shares of leading battery maker Contemporary Amperex Technology Ltd (CATL), which reported a 42% profit increase last year. In contrast, car manufacturers face profit pressures, with margins at 3.2% compared to 6% for other industrial companies. EV sales dropped 21.4% year-on-year, while CATL's shares rose significantly amid expectations for its energy-storage business.

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Stellantis NV

CHERY AUTO

GEELY AUTO

SAIC Motor

BYD HK SDR 10to1

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BYD Company Limited

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GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Geely Auto

Falling sales to widen profit gap between China’s EV makers, battery suppliers

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In the first quarter of 2026, CATL maintained its dominance in the global EV battery market with a 40.7% share, while BYD's share fell to 13.7%. Total global EV battery usage reached 244.6 GWh, up 9.1% year-on-year. CATL's installations increased to 99.5 GWh, driven by strong vehicle sales among key clients. In contrast, BYD's installations dropped to 33.5 GWh due to sluggish domestic sales. South Korea's LG Energy Solution held a 9.7% share, while other South Korean firms faced declines amid a 28.4% drop in US EV market sales.

- CATL held a commanding 40.7% market share in the global EV battery market during Q1 2026, despite a slight decrease from January-February numbers.  
- BYD's market share dropped to 13.7%, influenced by weak domestic vehicle sales, while LG Energy Solution maintained 9.7% with an increase in installations.  
- Overall EV battery usage grew 9.1% year-on-year, reaching 244.6 GWh, though South Korean firms faced declines due to a 28.4% fall in US EV market sales.

CnEVPost

CALB

GOTION

Panasonic Corporation

Panasonic Holdings Corporation

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SERES

NIO Inc

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NIO Inc. USD OV

Li Auto

LI AUTO-W

XIAOMI-W

Xiaomi Corporation

Samsung Electronics Co., Ltd. Sponsored GDR

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Xiaomi HK SDR 2to1

Samsung Electronics 

Global EV battery market share in January-March 2026: CATL 40.7%, BYD 13.7%

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HUAQIN(03296) rose 7.76%, with a trading turnover 263.6 Million HKD, and a year-to-date rose 26.9%. CKH HOLDINGS(00001) rose 4.13%, with a trading turnover 1.0 Billion HKD, and a year-to-date rose 28.4%. SERES(09927) fell 6.97%, with a trading turnover 93.0 Million HKD, and a year-to-date fell 34.5%. OMNIVISION(00501) fell 5.48%, with a trading turnover 31.6 Million HKD, and a year-to-date fell 19.4%.

- The Hang Seng Index decreased by 0.76%, with an annual increase of 1%.  
- The Hang Seng Technology Index dropped 0.94%, reflecting a yearly decline of 10.6%.  
- Notable movers include Huajin Technology rising 7.76% and CK Hutchison increasing by 4.13%, while Seres and OmniVision saw declines of 6.97% and 5.48%, respectively.

Top Gainers&Losers

HUAQIN

CKH HOLDINGS

BEKE-W

CHALCO

OMNIVISION

HSBC HOLDINGS

HORIZONROBOT-W

CTG DUTY-FREE

Top 5 HK Stock Gainers/Losers (>100B) (5.5)

Today’s Key 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...

TENCENT-R

Robinhood

Luckin Coffee

HKEX

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

Coca Cola

EASTROC BEVERAGE

EASTROC

Tencent HK SDR 10to1

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

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BIDU ADR US

Tesla

BABA-WR

Alibaba HK SDR 5to1

Alibaba

Huawei

Goertek

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...

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NVIDIA

Micron Tech

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DeepSeek

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CN Mobile HK SDR 5to1

China Mobile

GraniteShares 2x Long NVDA Daily ETF

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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'...

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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%.

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

CATL Delivers on Volume and Quality

CATL: The unshakable 'TSMC' of the energy era!

CATL 1Q26 First Take: CATL again demonstrated strong earnings resilience in 1Q26. Despite raw-material inflation and elevated expectations, both revenue and net profit beat. Specifically: ① Revenue: Volume and price both rose, well ahead of estimates. 1Q26 revenue reached RMB 129.1bn (+52% YoY), beating the street at RMB 114.2bn. The upside was driven by sustained shipment growth and partial cost pass-through that lifted ASPs amid upstream price hikes. ② Profitability: resilient, GPM in line. 1Q26 GPM was 24.8%, down from the Q4 peak when capacity was fully utilized. Given the seasonal softness and lithium carbonate averaging near RMB 180k/t, this margin level was resilient and broadly in line with market expectations. ③ Bottom line: beat as well. 1Q26 net profit came in at RMB 20.7bn (~+49% YoY), above market expectations. Attributable NPM only edged down QoQ to 16.1%, while ex-non-recurring attributable net profit was RMB 16.4bn (+53% YoY). The earnings beat was driven by volume and ASP uplift, tighter control of R&amp;D and other opex, and lower impairment losses QoQ. This print eased prior concerns that rising lithium carbonate prices would erode margins.$CATL(300750.SZ) $CATL(03750.HK)

According to CNA, MAS tightened the monetary policy. https://www.channelnewsasia.com/singapore/mas-monetary-policy-exchange-rate-inflation-forecast-6053166 This will help to ameliorate the pace of inflation caused by oil supply distuption.

MAS tightens monetary policy, raises inflation forecast for 2026

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

HS#CATL RC2611E(54607.HK)

05:36 ETCATL Subsidiary CAIT Partners up with Togg on Bedrock Chassis

M Stanley Lists Holdings among Long-only EM Active Managers (Table)

Montage tops CATL as priciest dual-listed stock after chip rally

Falling sales to widen profit gap between China’s EV makers, battery suppliers

Global EV battery market share in January-March 2026: CATL 40.7%, BYD 13.7%