CCB Principal 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%

marketscreener

BAOFENG ENERGY

Baofeng Energy Expects 2025 Profit to Jump Up to 89%

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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.

CnEVPost

CATL

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

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China will cancel or reduce the export tax rebates for photovoltaic products and batteries. Starting from April 1, the export value-added tax rebate for photovoltaic products will be canceled, and the rebate rate for battery products will be reduced from 9% to 6%. This policy has received a positive response from the industry and aims to restore rational pricing in the international market and reduce the risk of trade friction. The stock price of photovoltaic company JinkoSolar rose by 7.6%, while LONGi Green Energy increased by 4.6%; battery manufacturer CATL fell by 2.5%, and EVE dropped by 1.5%

BambooWorks

Jinkosolar

LONGi

Industry Brief: China cancels and reduces product tax rebates for photovoltaic and battery products

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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%

CATL has opened the largest new energy after-sales service center in the Middle East, located in Riyadh, Saudi Arabia. This facility, named the "Ning Service Experience Center," spans over 7,000 square meters and aims to support the growing EV and energy storage markets in the region. The center will provide full-lifecycle after-sales support, including battery maintenance and diagnostics. This move aligns with Saudi Arabia's Vision 2030, which targets a 30% conversion of vehicles in Riyadh to EVs by 2030. CATL continues to expand its service network globally, maintaining a leading market share in EV battery shipments.

CATL opens Middle East's largest new energy after-sales service center in Riyadh

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Longi Green Energy Technology Co. is shifting its solar cell production from silver to lower-cost base metals due to rising silver prices and shrinking margins. The company plans to start large-scale production using base metals in Q2, aiming to reduce solar module costs. Silver prices have surged, making up over 17% of solar module costs, compared to just 3% in 2023. Other companies like Jinko Solar and Shanghai Aiko are also moving towards silver-free cells. Despite challenges, demand for silver in the solar industry is expected to drop by 7% next year.

Talkmarkets

Jinko Solar

Soaring Silver Prices Force Solar Makers To Rethink Materials

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

Humanoid robots are accelerating into factories. Cathay Securities pointed out that handling and quality inspection are their preferred paths for commercialization. The core bottleneck lies in the return on investment; to achieve a payback period of 2 years, the price of robots needs to be reduced to the level of 100,000 yuan. Although the "brain" and "dexterous hands" remain technical bottlenecks, with the large-scale application by CATL and the entry of automotive companies, the market space for industrial scenarios in China is expected to exceed 48 billion yuan by 2035

Wallstreetcn

CATL samples humanoid robots transforming into "blue-collar" workers on the assembly line, with a market space potentially exceeding 48 billion by 2035

CATL has launched the world's first humanoid robot-powered battery pack production line, replacing human workers in critical testing processes. The humanoid robot, named Xiaomo, operates with precision and efficiency, tripling the daily workload compared to manual labor. This marks a milestone in manufacturing, enhancing automation and intelligence in CATL's production lines. CATL remains the global leader in EV battery installations, with significant market share and production growth.

CATL launches world's 1st humanoid robot-powered battery pack production line

CATL has signed a 10-year agreement with Voyah to supply cutting-edge battery technologies and establish production capacity near Voyah's facilities. The collaboration aims to integrate CATL's advanced batteries into Voyah models and enhance global market presence. This partnership solidifies CATL's leadership in the battery industry, with a focus on technology application, product supply, and brand co-building.

CATL signs 10-year deal with Voyah to cement battery leadership

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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.

Reuters

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."

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

CCB Principal CSI New Material Theme ETF(159763.SZ)

Baofeng Energy Expects 2025 Profit to Jump Up to 89%

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

Industry Brief: China cancels and reduces product tax rebates for photovoltaic and battery products

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

CATL opens Middle East's largest new energy after-sales service center in Riyadh