Guotai CSI New Material Theme ETF

CATL Yibin Base Awarded Sustainable Lighthouse Certification by WEF

CATL Deepens Strategic Cooperation with Chongqing for Green and Low-Carbon Development

CATL Signs LFP Material Supply Agreement with Rongbai Technology, Plans Investment in Fulin Precision Machinery

Northeast Securities Issues an 'Outperform' Rating on CATL for the First Time

Ningbo Rongbai to Supply CatL with Battery Materials Worth About 12 Billion Yuan

CATL Indirectly Wholly Subsidiaries Two New Energy Companies

CATL Announces Use of Chinese Accounting Standards for Financial Reports Starting 2025

CATL Abandons Priority Subscription Rights for AutoFlight Equity Financing

CATL Opens Ning Service Experience Center in Riyadh

CATL Abandons Priority Subscription Rights for AutoFlight Funding

CATL Expanding Marine Electric Vehicle Market for Further Growth

CATL Leads the Establishment of the Hainan Free Trade Port Zero-Carbon Industrial Park Construction Alliance

CATL Signs 5-Year Strategic Cooperation Agreement with NIO

Shenghua New Materials Plans to Expand Lithium Battery Material Production Capacity with $1.2 Billion Investment Supported by CATL

Hui Ning Times Signs Energy Storage Station Project in Jiangmen

CATL Launches Shore-to-Ship Cloud Electric Vessel Solution

CATL repurchases 15,990,782 shares for equity incentives and employee stock ownership

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Baofeng Energy Expects 2025 Profit to Jump Up to 89%

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BAOFENG ENERGY

Baofeng Energy Expects 2025 Profit to Jump Up to 89%

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CATL has signed a $17.2 billion agreement with Ronbay to supply 3.05 million tons of LFP cathode material from 2026 to 2031. This order is the largest in the lithium and battery industries. Additionally, CATL plans to invest in Fulin Precision Machining, acquiring over 5% of its shares to support high-end LFP material production. This move comes amid a significant rise in lithium prices in China, with battery-grade lithium carbonate prices increasing by 73% since December.

CnEVPost

CATL

CATL signs $17.2 billion lithium order as world's largest EV battery maker secures key material supply

Arcfox has launched the updated 2026 Kaola S electric SUV, starting at $14,310, featuring CATL's LFP batteries with a range of 520 km. The vehicle offers three variants and a 9.1% price reduction from the previous model. It includes a 15.6-inch display and fast charging capabilities. Competing against models like BYD's Yuan Plus and Volkswagen's ID.3, Arcfox aims to improve its sales performance in the Chinese market after recent struggles.

Arcfox launches updated Kaola S electric SUV starting at $14,310

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Sanan Optoelectronics Expects to Swing to 2025 Loss; Shares Down 7%

SANAN

Sanan Optoelectronics Expects to Swing to 2025 Loss; Shares Down 7%

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Wanhua Chemical Completes Ethylene Unit's Feedstock Modification

wanhua

Wanhua Chemical Completes Ethylene Unit's Feedstock Modification

Contemporary Amperex Technology Ltd (CATL) has strengthened its partnership with Nio to develop electric vehicle (EV) batteries with longer lifespans. The five-year agreement aims to address the costly issue of battery replacements for millions of EV users in China. Nio's CEO, William Li, highlighted the urgency of this development, predicting significant costs for battery replacements after 2032. Despite challenges in the EV market, Li remains optimistic about profitability for major players. Nio recently celebrated its 1 millionth car production milestone and continues to collaborate with CATL on battery swap technology.

南华早报

NIO-SW

NIO Inc. USD OV

China’s CATL, Nio deepen partnership to develop EV batteries with longer lifespans

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The Shanghai Composite remained flat at 3,969, while the Shenzhen Component hovered around 13,601, both set for significant annual gains. December's PMI data showed a rise to 50.7, with manufacturing PMI at 50.1, indicating expansion. Notable stock gains included Industrial and Commercial Bank of China (+0.4%), Contemporary Amperex Technology (+0.3%), CNOOC (+1.1%), NAURA Technology Group (+1.5%), and Zijin Mining Group (+5%).

Trading Economics

CNOOC

NAURA

ZIJIN MINING

Zijin Mining

Chinese Stocks Flat, Set for Biggest Annual Gains in Years

Demand for China's lithium batteries is expected to slump in early 2026 due to a decline in domestic EV sales and slowing exports, according to Cui Dongshu, secretary general of China's passenger car association. Battery makers like CATL and EVE Energy may be affected. Green passenger vehicle sales could drop by 30% early next year as tax incentives phase out. Exports to the EU rose slightly, but U.S.-bound exports fell, indicating challenges despite rising energy storage demand in the U.S.

Reuters

Demand for China's lithium batteries will slump in early 2026, car association head says

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China's power market reforms and global demand for data centers are driving a boom in lithium-ion battery production for energy storage. Chinese manufacturers, dominating the sector, are set for a 75% increase in shipments this year. The surge is fueled by domestic renewables, international demand, and reforms boosting energy storage profitability. Despite U.S. restrictions, China's battery exports hit a record $66.761 billion, with expectations for continued growth.

- China's lithium-ion battery cell shipments for energy storage are projected to increase by 75% this year as domestic and global demand rises.  
- The surge is driven by the growing need for energy storage in data centres, renewable energy projects, and recent market reforms in China, attracting significant international interest.  
- China now commands approximately 40% of the global battery energy storage market and continues to enhance profitability through new policies promoting competitive pricing for electricity storage.

BYD Company Limited

BYD Company

BYD COMPANY

ANALYSIS-China's power reforms, global data centre buildout usher in battery boom

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Gotion High-Tech Co. Ltd. participated in COP30 in Brazil, advocating for a green economic architecture and global collaboration to boost renewable energy transition. The company emphasized its commitment to localized supply chains, battery recycling, and clean energy value chains, highlighting initiatives like its gigafactory in Slovakia and battery projects in Africa.

GOTION

Gotion Calls for Green Economic Architecture at COP30 in Brazil

At COP30, Gotion, a Chinese clean energy solutions company, advocated for global cooperation to accelerate the transition to renewable energy. They emphasized the shift from energy geopolitics to energy symbiosis, promoting sustainability and equity. Gotion's initiatives, including their Gigafactory in Slovakia and projects in Africa, highlight their commitment to a localized and diversified supply chain, aiming for global energy integration and sustainable growth.

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					Gotion aboga por una "arquitectura económica verde" en la COP30 en Brasil

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On November 12th, it was rumored that the "photovoltaic industry storage plan" had failed, leading to a sharp decline in the A-share photovoltaic sector, with the photovoltaic 50 ETF dropping over 5% at one point. The China Photovoltaic Industry Association urgently refuted the rumors, stating that relevant work is progressing steadily. Liu Yiyang, the association's executive secretary, expressed in a social media post that they will promote industry self-discipline and "anti-involution" work under the guidance of relevant ministries, pushing for the orderly exit of backward production capacity from both supply and demand sides, stating, "We will not rest until we eliminate the vicious competition of involution."

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Tongwei Co.,Ltd

Rumors triggered a sharp decline in the photovoltaic sector, and the industry association urgently refuted the claims, stating that they will not rest until they eliminate vicious competition

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Zhongtai Securities released a research report indicating that the photovoltaic industry is moving towards high-quality development under the dual drive of policy and technology. The "14th Five-Year Plan" emphasizes green transformation, promoting the optimization of the competitive landscape in the photovoltaic industry and assisting in profit recovery. In terms of technology, China holds an absolute leading position in the global photovoltaic field, with an expected capacity and output share of over 80% in key links by 2024. The installed capacity of photovoltaics has achieved leapfrog growth, and the industry's fundamentals show an upward trend

Zhitong

Penghua CSI Photovoltaic Industry ETF

Zhongtai Securities: Dual drivers of policy and technology propel the photovoltaic industry towards high-quality development

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According to statistics from the Energy Storage Application Branch of the China Chemical and Physical Power Industry Association, it is expected that in the next three years, Chinese energy storage companies will enter a concentrated production period. By 2025, global energy storage cell shipments are expected to exceed 460GWh, with the top ten companies all coming from China, and domestic companies accounting for more than 94% of the global market. In the first nine months of this year, Chinese companies secured 308 new overseas energy storage orders, with a total scale of 214.7GWh, mainly concentrated in Europe and Australia. Chinese companies have planned 74 production bases overseas, with a capacity of 811GWh

Industry insiders: In the next three years, Chinese energy storage companies will enter a concentrated production period overseas

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Shenwan Hongyuan released a research report stating that the joint platform for the photovoltaic industry is expected to be completed by 2025, with 17 companies having basically signed. The supply-side reform approach is clear, and the photovoltaic sector has completed the bottoming out of prices and profits, with positive market performance expected in the future. Affected by this news, the photovoltaic sector surged, with polysilicon companies becoming the core focus of anti-involution efforts. The joint platform will accelerate supply-side reform and promote profit recovery across the entire industry chain

CSI Solar

Sungrow Power Supply

JA SOLAR

Shenwan Hongyuan: New progress in photovoltaic supply-side reform drives significant rise in the photovoltaic sector

Guotai CSI New Material Theme ETF(159761.SZ)

Baofeng Energy Expects 2025 Profit to Jump Up to 89%

CATL signs $17.2 billion lithium order as world's largest EV battery maker secures key material supply

Arcfox launches updated Kaola S electric SUV starting at $14,310

Sanan Optoelectronics Expects to Swing to 2025 Loss; Shares Down 7%

Wanhua Chemical Completes Ethylene Unit's Feedstock Modification