JP#CATL RC2609B

TRANSTHERA-B

ASIA STRAT TECH

SUMMI

MANY IDEA CLOUD

ZHONGMIAO

SKYMISSION GP

NICHE-TECH SEMI

KFM KINGDOM

INCON

CHINA CHENGTONG

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The results of the Hang Seng Index Company’s quarterly review will take effect on Monday, with CATL, CMOC, and LAOPU GOLD officially "dyed blue," but their stock prices fell by 0.9%, 1.4%, and 10.4% respectively, raising concerns about the "blue dye curse." The Stock Connect will add 42 stocks and remove 25 stocks. Wu Lixian from Everbright Securities is optimistic about CATL, INSILICO, and DEEPEXI TECH. Analyst Wen Jie suggests gradually accumulating LAOPU GOLD and CMOC. Wu Lixian believes that the "blue dye curse" is related to market trends, and the rebound in Hong Kong stocks has reduced its probability

Stheadline

INSILICO

China Southern Hang Seng ETF

TRACKER FUND

ISHARESHSI-U

DEEPEXI TECH

CATL

Huaan Yifu Gold ETF

ISHARESHSI

LAOPU GOLD

Hang Seng Index

ChinaAMC Hang Seng ETF

CMOC

Blue chips and new Northbound funds officially debut on Monday. Will Laopu follow in the footsteps of the bubble and encounter the "curse"? Two AI stocks are favored

.IXIC

NDAQ

.SPX

The U.S. CPI and the "Federal Reserve's favorite inflation indicator" have been released one after another, putting the inflation path to the test again; China's February CPI, PPI, import and export, and financial data are being released intensively, and the economic performance at the beginning of the year is yet to be verified. In terms of earnings reports, CATL, Cambricon, Li Auto, and NIO Inc have announced their results, while Saudi Aramco's performance affects the oil market. In terms of events, the situation in Iran is under close attention, China's Two Sessions have concluded, U.S.-South Korea military exercises have begun, the Hangzhou AI Conference is being held, and Apple's new products are on sale

- The upcoming week will focus on the Middle East conflict's impact on energy supply and the impending US-China inflation data.  
- Key events include the release of US CPI and the Fed's preferred PCE inflation measure, alongside China's economic indicators and the ongoing National People's Congress.  
- Additionally, geopolitical developments in the Middle East and major financial reports from companies like Saudi Aramco and Nvidia will further influence market sentiments.

Wallstreetcn

NASDAQ Composite Index

Nasdaq

S&P 500

Dow Jones Utility Average

Apple

NIO Inc

NIO-SW

LI AUTO-W

Li Auto

Cambricon

Direxion Daily AAPL Bull 2X Shares

Fidelity Nasdaq Composite Index ETF

Invesco QQQ Trust

GraniteShares 2x Long AAPL Daily ETF

Next week's key agenda: China and U.S. CPI; developments in the Iran situation; earnings reports from Oracle, Cambricon, and CATL

159326

Ampace is advancing its AI continuity infrastructure at DCW London 2026, addressing unprecedented volatility in data center power systems due to AI workloads. The PU series, designed for frequent load fluctuations, stabilizes power peaks while maintaining performance. The half-solid LFP cell technology enhances safety and thermal stability, significantly reducing the risk of fire spread in high-density rack systems. Ampace's solutions are already supporting AI-focused data centers globally, with plans to expand and offer more resilient power solutions to meet evolving demands in AI-driven environments.

prnewswire

ChinaAMC CSI Grid Equipment Thematic ETF

10:34 ETAmpace treibt die KI-Kontinuitätsinfrastruktur auf der DCW London 2026 voran

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Next week's memo includes economic data forecasts for Japan, Germany, and China, as well as upcoming company earnings and newly listed companies. Japan's January labor cash earnings year-on-year forecast is an increase of 2.4%, and the seasonally unadjusted current account surplus is forecasted at 960 billion yen. China's February PPI year-on-year forecast is a decrease of 1.1%, while the CPI year-on-year forecast is an increase of 0.9%. Germany's January manufacturing orders month-on-month forecast is a decrease of 4.1%. Earnings announcements include Huiyu Technology, UBS, CATL, and others. Newly listed companies include Youlesai Sharing, ZHAOWEI, and ESTUN AUTOMATION

AASTOCKS

ESTUN AUTOMATION

ZHAOWEI

Next Week's Memo

688155

Shanghai SK Automation Technology Co Ltd :SAYS CO AND UNIT SIGNED CONTRACTS AND RECEIVED ORDERS FROM CONTEMPORARY AMPEREX TECHNOLOGY AND ITS SUBSIDIARIES WORTH TOTAL OF ABOUT 945 MILLION YUAN ($136.87 million) SINCE NOVEMBER 19, 2025($1 = 6.9042 Chinese yuan renminbi)

Reuters

Shanghai SK Automation Technology, Unit Sign Contracts And Receive Orders From CATL, Subsidiaries

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Hong Kong stocks continued to rise, driven by technology stocks such as Alibaba, Tencent, and Xiaomi, with the Hang Seng Index closing up 1.7% at 25,757 points. Despite increasing market concerns over the Iran war, which led to a decline in U.S. stocks, Dow and Nasdaq futures rose slightly. Northbound trading recorded a net outflow of 2.188 billion yuan, and after adjustments to the Hang Seng Index constituents, CATL and Laopu Gold rose by 2.6% and 3.4%, respectively. The Hang Seng Index has accumulated a decline of 3.3% this week

JD.com

XIAOMI-W

JD-SW

BABA-W

Tencent

Alibaba

Tencent Holdings Limited

TENCENT

KraneShares 2x Long JD Daily ETF

MEITUAN

The "Market Review" reports that tech stocks lead the rise in Hong Kong stocks, with JD.com stocks dancing and pharmaceutical stocks climbing

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CATL is expanding its battery swap ecosystem with GAC Aion and BAIC Arcfox launching new models that support its Choco-SEB solution. GAC Aion will debut a battery swap version of the Aion RT in April, while BAIC Arcfox will unveil a battery swap sedan. CATL plans to build over 3,000 battery swap stations in China by 2026, significantly enhancing its infrastructure. This initiative aims to reshape the EV charging landscape, with a focus on ultra-fast charging experiences for consumers.

CnEVPost

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

BAIC BluePark

BAIC MOTOR

GAC GROUP

GAC Group

CATL's battery swap ecosystem expands as GAC and BAIC set to launch new models

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In January 2026, CATL held a dominant 45.2% share of the global EV battery market, with installations of 32.5 GWh, while BYD accounted for 13.8% with 9.9 GWh. Together, they represented 59% of total global installations of 71.9 GWh, which increased by 10.7% year-on-year. The combined market share of major South Korean manufacturers fell to 12%. CATL's growth was attributed to increased demand, while BYD's share declined due to a drop in vehicle sales in China. Other notable players included LG Energy Solution and Panasonic, with shares of 6.6% and 4.3%, respectively.

- In January 2026, the combined EV battery installation volume of CATL and BYD reached 42.4 GWh, representing 59.0% of the global market.  
- CATL maintained its leading position with 32.5 GWh installed, indicating a 25.7% increase from the previous year, while BYD's share declined due to a 23.4% drop in Chinese market sales.  
- South Korean manufacturers LG Energy Solution, SK On, and Samsung SDI experienced significant declines, reducing their combined market share to 12%, affected by lower demand in the US.

BYD COMPANY

Global EV battery market share in Jan 2026: CATL 45.2%, BYD 13.8%

Contemporary Nebula Technology Energy (CNTE) has unveiled its latest innovation, the STAR H‑PLUS outdoor liquid-cooled energy storage system, at KEY Energy 2026. This multifunctional system features intelligent thermal control, high energy density, and simplified operation, catering to global energy storage needs. With a capacity of 125 kW / 254 kWh, it allows for efficient transport and storage. The system operates quietly at 65 dB, is designed for easy maintenance, and complies with international standards, making it suitable for various applications worldwide.

13:37 ETCNTE a KEY ENERGY 2026: l'azienda presenta il sistema di accumulo di energia raffreddato a liquido per esterni STAR H‑PLUS

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Hong Kong Stocks End Mixed as Investors Assess China Growth Target; CATL Gains on AI Push

marketscreener

CSOP HSI ETF

FI CSOP HSI

FI2 CSOP HSI

FL2 CSOP HSI

ISHARESCSI300

Hong Kong Stocks End Mixed as Investors Assess China Growth Target; CATL Gains on AI Push

CATL to Boost AI Usage for R&D, Founder Says; Hong Kong Shares Rise 5%

CATL to Boost AI Usage for R&D, Founder Says; Hong Kong Shares Rise 5%

$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

Amazon

ASML

NAURA

MIDEA GROUP

Midea Group

BOYD Gaming

JPMorgan Chase

Huawei

BYD Company Limited

BYD COMPANY-R

BYD Company

BYD HK SDR 10to1

INDUSTRIAL & COMMERCIAL BK OF CHINA UNSP ADR EACH REPR 20 ORD SHS

TENCENT-R

Tencent HK SDR 10to1

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. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

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

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

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

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

1120 | Dolphin Research Focus: 🐬 Macro/Industry 1. The U.S. September non-farm payrolls are set to be released tonight. This is the first monthly employment report issued by the U.S. Bureau of Labor Statistics since the release of August data in September, filling the gap in official employment data caused by the previous government shutdown. The market generally expects an increase of 54,000 in non-farm payrolls for September, with the unemployment rate remaining at 4.3%. However, this data is significantly lagging, and the U.S. Bureau of Labor Statistics has clearly stated that it will not release the October non-farm report. 2. According to foreign media reports, &#34;China is considering introducing new real estate stimulus policies,&#34; leading to intraday fluctuations in real estate stocks today...

Optec International, Inc.

Broadcom

Banco Santander SA-Spon

Cisco

NVIDIA

IonQ

SEALSQ

D-Wave Quantum

Quantum

Quantum Computing

Rigetti Computing

MNSO

Direxion Semicon Bear 3X

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

KUAISHOU-W

Rigetti Computing - CW27

Miniso

KUAISHOU-WR

US Sep. Payroll to Due Tonight, Property “Rumors” Spark Rally | Daily News Recap

China Oct EV battery installations: CATL holds 43.00% share, BYD 21.29%.I buy some BYD shares to hold😃

1023 | Dolphin Research Focus: 🐬 Macro/Industry 1. Last night, the National Press and Publication Administration announced the approval information for domestic online games in October 2025, issuing a total of 166 licenses, including 159 for domestic online games and 7 for imported online games. The number of approved licenses in October remains at a high level. 🐬 Individual Stocks 1. $JD.com(JD.US) According to the JD.com application, JD.com, in collaboration with CATL and GAC Group, officially announced the name of the 'National Good Car' model. The new car is named 'Aion UT super', positioned as a pure electric small car...

Alphabet

Tesla

Intel

Alphabet - C

Dongpeng Holdings

EASTROC BEVERAGE

Xiaomi Corporation

XIAOMI-WR

JD-SWR

Xiaomi HK SDR 2to1

JD HK SDR 10to1

INTEL-T

JD's 'National Good Car' auctioned at a sky-high price; Alibaba's Quark AI glasses near pre-sale｜Today's Important News Recap

1021 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. U.S. President Trump and Australian Prime Minister Albanese signed a critical minerals agreement at the White House. The core of the agreement includes each party investing $1 billion within six months to support mining and processing projects, establishing a price floor mechanism, and introducing indirect participation from Japan. The focus is on resources such as rare earths, gallium, and graphite, aiming to counter China's influence in the rare metals sector. This move is a key step for the West in restructuring the resource supply chain, attempting to break China's dominant advantage in the smelting and processing stages. However, Australia's shortcomings in processing technology and high costs are difficult to resolve in the short term...

BILIBILI-W

CHINA MOBILE

Coca Cola

Bilibili

China Mobile

CHINA MOBILE-R

Direxion Daily AMZN Bull 2X Shares

Rydx S&P500 Pure Grw

Game Boosts Bilibili's Surge; Amazon AWS Services Experience Major Outage | Today's Important News Recap

Financial Analysis

Conference Minutes

The following are the Minutes of the 3Q25 earnings call of CATL organized by Dolphin Research. For the earnings interpretation, please refer to &#34;Full Capacity Expansion! Has the King of Ning Finally Made It?&#34; 1. Review of Core Financial Information 2. Detailed Content of the Earnings Call 2.1 Management Statements 1. Domestic Capacity: Jining, Shandong (only Jining base...)

SINOPEC CORP

Pros

Sinopec Corp.

LEAPMOTOR

CATL (Minutes): Demand is strong, profitability does not rely on price increases

JP#CATL RC2609B(68270.HK)

Blue chips and new Northbound funds officially debut on Monday. Will Laopu follow in the footsteps of the bubble and encounter the "curse"? Two AI stocks are favored

Next week's key agenda: China and U.S. CPI; developments in the Iran situation; earnings reports from Oracle, Cambricon, and CATL

10:34 ETAmpace treibt die KI-Kontinuitätsinfrastruktur auf der DCW London 2026 voran

Next Week's Memo

Shanghai SK Automation Technology, Unit Sign Contracts And Receive Orders From CATL, Subsidiaries