MS-CATL@EC2602A

CATL Plans to Expand Battery Swap Stations

CATL's Sci-Tech Innovation Corporate Bond Coupon Rate Determined at 1.69%

CATL Successfully Issued a 5 billion Yuan Green Innovative Bond

UBS Analysis Report: CATL's Cost Advantage and Market Prospects

Schroders Green, CATL and Lochpine Capital Sign Strategic Cooperation Memorandum on European Battery Energy Storage

JPMorgan Cuts Its Long Position in CATL to 8.57%

CATL's Zeng Yuchi Speaks on Energy Transformation

CATL Plans to Build 2000 Battery Swap Stations by 2026

CATL repurchased 15,990,800 A-shares

Times Qiji and Zhong Dianchi Reach Strategic Cooperation on Heavy Truck Battery Swapping Stations

Quanzhou Government Signs Agreement with CATL for New Energy Battery Base

J.P. Morgan Analyst Reiterates Buy Rating on CATL Stock

Schroders and CATL Partner to Develop Battery Projects in Europe

Morgan Stanley Predicts NIO Inc. Stock Price Increase with Target Price

Citi Launches 30-Day Downside Catalyst Observation on CATL

Kunming Government Signs Strategic Cooperation Agreement with CATL to Build Green Intelligent Manufacturing Base for Lithium Batteries

CATL Unveils Four Customized New Products

Bernstein analyst maintains hold rating for Contemporary Amperex Technology, with a target price of HKD 530.00

CATL and Minyun Group Deepen Strategic Cooperation, Promote Full Electrification of Public Transport

CATL Releases White Paper on Circular Economy Roadmap for EV Batteries

GUANZE MEDICAL

PCPD

STARCOIN GROUP

HUILI RES

TIMES UNI GP

MANY IDEA CLOUD

WALNUT CAP

SILKWAVE INC

HUA LIEN INT'L

WAI CHUN GROUP

03750

BlackRock's long position in H-shares of CATL decreases to 5.77% on Feb 6 from 6.41%, HKEX shows

marketscreener

BlackRock

CATL

BlackRock's long position in H-shares of CATL decreases to 5.77% on Feb 6 from 6.41%, HKEX shows

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The three major A-share indices performed well, with the Shanghai Composite Index slightly up by 0.05%, the Shenzhen Component Index rising by 0.9%, and the ChiNext Index increasing by 1.3%. The central parity rate of the RMB against the USD was adjusted down to 6.9457. The People's Bank of China conducted reverse repurchase operations, with a net injection of 448 billion yuan. Domestic bank stocks showed weak performance, with CATL rising by 2.1% and BYD falling by 1.2%. Commercial aerospace and robotics concept stocks rose, and computing power chip stocks also performed well. Film and television stocks continued to decline

AASTOCKS

Hua Xia CSI New Energy Vehicles ETF

Guotai CSI Subdivision Mechanical Equipment Industry Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

China Southern CSI Semiconductor Industry Custom ETF

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CES Semiconductor Chip Industry ETF

Guotai CSI Computer Theme ETF

Harvest SSE STAR Industrial Machinery ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Tianhong CSI Computer Theme ETF

Guotai CSI All Share Integrated Circuit ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

The three major A-share indices of the Shanghai and Shenzhen stock exchanges performed well throughout the day, with the STAR Market rising 1.3%. Computing chip, commercial aerospace, and robotics concept stocks surged

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The three major A-share indices rose by 0.1% to 1.2% in the first half of the day. The central parity rate of the RMB against the US dollar was adjusted to 6.9457. The People's Bank of China conducted reverse repurchase operations, with a net injection of 448 billion yuan. Domestic bank stocks were slightly weak, with CATL rising 2.6% and BYD falling 0.9%. Commercial aerospace and robotics concept stocks performed strongly, with TYSJ rising 11.5% and RIFA PM hitting the daily limit. Film and television stocks continued to decline, agricultural and livestock stocks were weak, and non-ferrous metal stocks rose. Wentech Technology's stock price fell 4% due to the investigation of Anshi Semiconductor

BYD COMPANY

TYSJ

RIFA PM

The three major A-share indices of Shanghai and Shenzhen rose 0.1% to 1.2% in the half-day session, with commercial aerospace and robotics concept stocks gaining ground

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Chinese automaker Changan, in collaboration with CATL, has unveiled the world's first mass-produced passenger vehicle featuring sodium ion batteries, the Changan Nevo A06. This sedan, set to launch mid-year, boasts a range of over 400 kilometers and emphasizes safety and performance in extreme temperatures. The Naxtra battery technology, which integrates cells directly, aims to complement lithium ion solutions, marking a significant step towards a dual-chemistry ecosystem in the EV market. CATL plans to deploy over 10,000 new battery units this year, with ambitions for hundreds of thousands by 2027.

Blank Green ENERGY NEWS

Guotai CSI 800 Automobile and Parts ETF

CHANGAN AUTOMOBILE

Ping An CSI Auto Components Thematic ETF

E Fund CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

ChinaAMC CSI Auto Components Thematic ETF

First car with sodium ion batteries entering mass production

BYDDY

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In January 2026, CATL led China's EV battery market with a 49.79% share, installing 20.91 GWh, while BYD followed with 17.43% and 7.32 GWh. Gotion High-tech ranked third with 2.55 GWh and 6.06%. CATL's market share increased by 3.14 percentage points from December, while BYD's decreased by 0.56. In the ternary battery segment, CATL dominated with 81.70% share, while in the LFP segment, it held 40.64%.

- In January 2026, CATL led China's domestic battery market with 20.91 GWh installed, capturing a 49.79% market share, while BYD secured second place with 7.32 GWh and a 17.43% share.  
- Gotion High-tech ranked third with 2.55 GWh and a 6.06% share.  
- Overall, China's EV battery installations increased by 8.4% year-on-year to 42 GWh, with LFP batteries dominating 77.7% of total installations.

CnEVPost

BYD Company

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

BYD Company Limited

Hwabao WP CSI Intelligent Electric Vehicle ETF

Top battery makers' market share in China in Jan 2026: CATL 49.79%, BYD 17.43%

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China's electric vehicle (EV) battery installations rose 8.4% year-on-year to 42 GWh in January, despite a 57.2% drop from December. Lithium iron phosphate (LFP) batteries dominated with 32.7 GWh, making up 77.7% of total installations. Ternary lithium batteries accounted for 9.4 GWh, or 22.3% of the total. Power battery exports also increased by 59.3% year-on-year to 17.7 GWh. Overall, China's battery production reached 168 GWh, a 55.9% increase from the previous year, although it decreased by 16.7% from December.

- In January, China's power battery installations reached 42.0 GWh, a year-on-year increase of 8.4%, with LFP batteries dominating at 32.7 GWh.  
- Despite this growth, there was a significant decline of 57.2% compared to December, influenced by a 55.9% year-on-year rise in total battery production to 168.0 GWh.  
- Power battery exports totaled 17.7 GWh, a 59.3% year-on-year increase, while energy storage battery exports stood at 6.4 GWh, reflecting a slight year-on-year rise despite decreases from December.

GOTION

Global X Lithium & Battery Tech

GX CN EV BATT

Global X Autonomous & Electric V

GX CN EV BATT-U

China EV battery installations rise 8.4% year-on-year to 42 GWh in Jan

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Horizon Robotics announced that Zhu Wei has officially taken over as the new president, succeeding Chen Liming. Zhu Wei was previously the executive president of passenger vehicle business at CATL, and his appointment is seen as an important strategic adjustment for the company in the smart vehicle sector. This personnel change aims to enhance the company's commercial implementation capabilities and ecological resource integration abilities to respond to changes in the intelligent driving market and future mass production targets

- Horizon recently appointed Zhu Wei as its new president, succeeding Chen Liming, amidst a strategic collaboration with Times Intelligent, a subsidiary of CATL.  
- Zhu Wei's extensive background in passenger vehicle operations at CATL will help Horizon scale its production and integrate supply chains, supporting its move from a tech company to a dominant market player.  
- This leadership change reflects Horizon's ambition to compete effectively in the smart driving sector amidst intensified industry competition and evolving market demands.

Wallstreetcn

HORIZONROBOT-W

The autonomous driving giant welcomes a new president

The three major A-share indices showed mixed performance, with the Shanghai Composite Index slightly up by 0.09%, the Shenzhen Component Index down by 0.4%, and the ChiNext Index down by 1%. The central parity rate of the RMB against the USD was adjusted to 6.9438, reaching a new high for 2023. The People's Bank of China conducted reverse repurchase operations, with a net injection of 403.5 billion yuan. Major domestic bank stocks fell slightly, while CATL and BYD rose by 0.8% and 1.6%, respectively. The non-ferrous metals, chemical, and fiberglass stocks performed strongly, with some stocks hitting the daily limit. Film and television stocks generally corrected, while chip stocks were soft

iShares Semiconductor ETF

Invesco Semiconductors ETF

The three major A-share indices of the Shanghai and Shenzhen stock exchanges had mixed performances throughout the day, with the ChiNext falling by 1%. Chip stocks were relatively weak, while non-ferrous metals, chemicals, and fiberglass stocks saw a surge

CATL Issues 5 Billion Yuan in Green Tech Bonds

CATL Issues 5 Billion Yuan in Green Tech Bonds

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The National Bureau of Statistics report shows that in January, the PPI rose by 0.4% month-on-month, marking an increase for four consecutive months, with the growth rate expanding by 0.2 percentage points compared to the previous month. Key features include: the construction of a unified national market driving price increases in certain industries, increased demand leading to price rises in related industries, and input factors affecting the divergence in price trends. Specifically, the prices of cement and lithium-ion battery manufacturing both increased by 0.1%, photovoltaic equipment prices rose by 1.9%, and computer communication equipment prices increased by 0.5%. The rise in international non-ferrous metal prices has driven up prices in related domestic industries

Guotai CSI Non-ferrous Metal ETF

CONCH CEMENT

Penghua Guozheng Non-ferrous Metal Industry ETF

Jinkosolar

Guotai CSI All Share building Materials ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

CNBM

ZIJIN MINING

CHALCO

Jinko Solar

Zijin Mining

Wanjia CSI Industry Non-Ferrous Metal Theme ETF

E Fund CSI All Share Building Materials ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Tongwei Co.,Ltd

JIANGXI COPPER

Fullgoal CSI All Share Building Materials ETF

CSCEC

JCCL

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

National Bureau of Statistics: In January, the PPI rose by 0.4% month-on-month, increasing for four consecutive months, with the growth rate expanding by 0.2 percentage points compared to the previous month

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The three major A-share indices opened lower by 0.1% to 0.2%. The SSE Index reported 4,124 points, the Shenzhen Index reported 14,186 points, and the ChiNext reported 3,312 points. SMIC A opened nearly 2% lower, affected by the net profit expectations for the fourth quarter of 2025. The central parity rate of the RMB against the USD was adjusted to 6.9438, reaching a new high for 2023. The People's Bank of China conducted reverse repurchase operations, with a net injection of 403.5 billion yuan for the day. Some domestic bank stocks opened higher, and CATL opened 0.5% higher

Shenzhen Index

SMIC

SSE Index

Guotai CSI Semiconductor Material Equipment Theme ETF

ChiNext

The three major A-share indices of Shanghai and Shenzhen opened lower by 0.1% to 0.2%, with SMIC opening nearly 2% lower after earnings

HAIL

CARZ

FAW Group has installed the first semi-solid-state battery in an electric vehicle, marking a significant milestone in the race for advanced EV battery technology. This innovation promises over 1,000 km range and aims to improve energy density, charging speed, and overall driving range. The development of solid-state batteries is seen as a potential game-changer in the industry, offering double the energy density of traditional lithium-ion batteries, although mass production remains a challenge.

Electrek

SPDR S&P Kensho Smart Mobility ETF

FAW Jiefang

First Trust S-Network Future Vehicles & Tech ETF

FAW installs ‘industry first’ semi-solid-state battery in an EV, promising 1,000+ km range

UBS analyst David Lesne has reaffirmed a Buy rating on Contemporary Amperex Technology Co., Limited Class H (3750), setting a price target of HK$660.00. The stock closed at HK$513.50. The consensus among analysts is a Strong Buy with an average price target of HK$619.29, indicating a potential upside of 20.60%. J.P. Morgan also maintains a Buy rating with a target of HK$640.00.

Tip Ranks

UBS Reaffirms Their Buy Rating on Contemporary Amperex Technology Co., Limited Class H (3750)

Contemporary Amperex Technology issues green tech innovation bonds

Contemporary Amperex Technology issues green tech innovation bonds

Porsche is switching to Samsung SDI batteries for the Macan Electric, moving away from CATL batteries starting with the 2026 model year. This change is part of Porsche's strategy to use exclusively Korean batteries in South Korea, influenced by market conditions and consumer preferences. The Taycan and Cayenne Electric already utilize LG Energy Solution batteries. The decision follows increased scrutiny of battery suppliers in South Korea after safety incidents. Porsche has not yet commented on the report, and details about the new battery specifications remain unclear.

electrive

Porsche

Porsche switches cell suppliers for the Macan Electric to Samsung SDI

$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...

Alibaba

BABA-WR

BABA-W

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

TENCENT

Amazon

ASML

NAURA

MIDEA GROUP

Midea Group

BOYD Gaming

JPMorgan Chase

Huawei

BYD COMPANY-R

BYD HK SDR 10to1

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

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

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

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

MS-CATL@EC2602A(19471.HK)

BlackRock's long position in H-shares of CATL decreases to 5.77% on Feb 6 from 6.41%, HKEX shows

The three major A-share indices of the Shanghai and Shenzhen stock exchanges performed well throughout the day, with the STAR Market rising 1.3%. Computing chip, commercial aerospace, and robotics concept stocks surged

The three major A-share indices of Shanghai and Shenzhen rose 0.1% to 1.2% in the half-day session, with commercial aerospace and robotics concept stocks gaining ground

First car with sodium ion batteries entering mass production

Top battery makers' market share in China in Jan 2026: CATL 49.79%, BYD 17.43%