DS-CATL@EP2603A

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

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Data released by the National Bureau of Statistics shows that in early February 2026, the price of lithium iron phosphate (ordinary power type) fell by 11.9% month-on-month. Among the 50 important production materials monitored, the prices of 28 products increased, 20 decreased, and 2 remained unchanged

Wallstreetcn

CATL

Great Power

Xingyin Guozheng New Energy Vehicle Battery ETF

Ganfeng Lithium

CAPCHEM

China Merchants CSI Battery Theme ETF

GANFENGLITHIUM

National Bureau of Statistics: In early February, the price of lithium iron phosphate (ordinary power type) fell by 11.9% month-on-month

46265P206

E-Power Inc. has secured a long-term contract for anode materials with a leading global lithium-ion battery company. The partnership includes plans for a joint 30,000-tonne anode materials plant in Indonesia, aimed at enhancing localized production and ensuring a low-carbon supply chain. E-Power, based in China, is also constructing a manufacturing plant in Guizhou with a capacity of 50,000 tons, utilizing renewable energy sources. The company emphasizes its competitive cost structure and product reliability in the energy materials sector.

GlobeNewswire

IPOWER INC

iPower

BYD COMPANY

BYD Company

BYD Company Limited

E-Power Inc. Secures Long-Term Contract with a Global Top-5 lithium-ion Battery Giant Company; Plans Joint 30,000-Tonne Anode Materials Plant in Indonesia

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CARZ

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FAW Group has launched its first semi-solid-state battery for electric vehicles, boasting an energy density of over 500 Wh/kg and a capacity of up to 142kWh, enabling a range of 620 miles. This innovation aims to compete with major players like BYD and CATL, who dominate the global EV battery market. The battery, developed in collaboration with Nankai University, promises improved charging speeds and energy efficiency. Meanwhile, global EV registrations have declined due to policy changes in the U.S. and China, impacting the overall market.

Cryptopolitan

Guotai CSI 800 Automobile and Parts ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

First Trust S-Network Future Vehicles & Tech ETF

Hua Xia CSI New Energy Vehicles ETF

FAW Group banks on 620‑mile semi‑solid state battery to challenge EV market leaders

PONY

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09660

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CATL has been added to Hong Kong's Hang Seng Index, effective March 9, following a cumulative rise of 75% since its listing on May 20, 2025, with a market cap of HK$2.36 trillion ($302 billion). WeRide and Pony AI have joined the Hang Seng Composite Index, while Horizon Robotics is now part of the Hang Seng China Enterprises Index. WeRide is valued at HK$20.4 billion and Pony AI at HK$49.7 billion. CATL leads the global EV battery market with a 39.2% share in 2025.

CnEVPost

Pony AI

Hang Seng Index

HORIZONROBOT-W

WERIDE-W

Hang Seng Composite Index

PONY-W

CATL added to Hong Kong's Hang Seng Index; WeRide, Pony AI join Hang Seng Composite Index

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Hong Kong's benchmark stock index is set to include three new companies: electric vehicle battery-maker CATL, miner CMOC, and jeweler Laopu Gold. Bloomberg posted on X that this move aims to diversify the index and reflect the evolving market landscape. The inclusion of these companies highlights the growing importance of the electric vehicle and mining sectors, as well as the luxury goods market in Hong Kong's economy. This change is expected to attract more investors and enhance the index's representation of key industries.

CoinLive

CMOC

LAOPU GOLD

STOCKS | Hong Kong Stock Index to Include CATL, CMOC, and Laopu Gold

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The Hang Seng Index Company announced the latest quarterly review results, with CATL, LAOPU GOLD, and CMOC being included in the Hang Seng Index constituent stocks, increasing the total to 90 stocks, while Zhongsheng Group was removed. In the case of the Hang Seng China Enterprises Index, BEKE and HORIZONROBOT-W were included, while China Resources Beer and Mengniu Dairy were removed, maintaining a total of 50 constituent stocks. There were no changes in the constituent stocks of the Tech Index

Stheadline

BEKE-W

Huaan Yifu Gold ETF

The Hang Seng Index quarterly review reveals that CATL, LAOPU GOLD, and CMOC have turned blue, increasing the number of blue-chip stocks to 90

Hang Seng Index Company has announced an expansion of its constituent stocks from 88 to 90. According to Jin10, the new additions include Ningde Times, Luoyang Molybdenum, and Lao Pu Gold, while Zhongsheng Group Holdings Limited has been removed from the index.

STOCKS | Hang Seng Index Expands with New Additions

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

marketscreener

BlackRock

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

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

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

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

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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.

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic 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

$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

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

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

DS-CATL@EP2603A(20588.HK)

National Bureau of Statistics: In early February, the price of lithium iron phosphate (ordinary power type) fell by 11.9% month-on-month

E-Power Inc. Secures Long-Term Contract with a Global Top-5 lithium-ion Battery Giant Company; Plans Joint 30,000-Tonne Anode Materials Plant in Indonesia

FAW Group banks on 620‑mile semi‑solid state battery to challenge EV market leaders

CATL added to Hong Kong's Hang Seng Index; WeRide, Pony AI join Hang Seng Composite Index

STOCKS | Hong Kong Stock Index to Include CATL, CMOC, and Laopu Gold