JP-CATL@EC2607A

BMW and CATL Sign Memorandum to Reduce Carbon Footprint in Battery Supply Chain

CLSA Sees Minimal Impact of Proposed Bill on CATL, Reiterates Overweight Rating

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

KEEN OCEAN

CCOE

EPI (HOLDINGS)

FULUM GP HLDG

MS CONCEPT

CT IND GROUP

MAN SHUN GP

NANFANG COMM

PUTIAN COMM

EMINENCE ENT

600875

300750

600183

03750

BABA

KBAB

BABX

UBS released a report listing the most favored simulated portfolio stocks by Chinese capital, all of which received a "Buy" rating. Newly included stocks are Sytech, DEC.LTD, and Envicool, while excluded stocks are Horizon Robotics, Sungrow Power, and NetEase. In terms of target prices, CATL is set at 500 RMB, FUYAO GLASS at HKD 96, HTSC at 31.2 RMB, ZIJIN MINING at HKD 47.4, NAURA at 570 RMB, Tencent at HKD 780, YTCO at 40 RMB, Alibaba at USD 190, and GDS-SW at USD 57

AASTOCKS

DEC.LTD

CATL

Sytech

FYG;FUYAO GLASS

GDS-SW

YTCO

Alibaba

FUYAO GLASS

ZIJIN MINING

NAURA

HTSC

Envicool

Guotai MSCI China A ESG General ETF

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

iShares MSCI China

Krne Csi China Internet

Invesco Golden Dragon China

Direxion FTSE China Bull 3X

Yinhua MSCI China A ETF

UBS lists the most favored simulated portfolio stocks of Chinese-funded institutions (Table)

01772

159880

002460

Today, the three major indices of A-shares opened with mixed performances. The Shanghai Composite Index rose slightly by 0.09%, the Shenzhen Component Index increased by 0.1%, while the ChiNext Index opened lower by 0.2%. The central parity rate of the RMB against the US dollar was adjusted to 6.9228. Lithium mining stocks rose due to Zimbabwe's suspension of lithium exports, with Ganfeng Lithium and Tianqi Lithium opening up by 4.4% and 5.9%, respectively. CATL opened lower by 1.7%. SMIC opened flat and plans to acquire a 49% stake in SMIC North

GANFENGLITHIUM

Penghua Guozheng Non-ferrous Metal Industry ETF

TIANQI LITHIUM

SMIC

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

GF CSI Rare Metals Theme ETF

Guotai CSI Non-ferrous Metal ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Ganfeng Lithium

The three major A-share indices of Shanghai and Shenzhen opened mixed, lithium mining stocks rose, while CATL was slightly weak

159306

CARZ

516380

159565

515030

562700

562260

516110

BMW and CATL are launching pilot projects for data exchange and carbon footprint accounting under the Battery Passport framework, marking an evolution in their partnership since 2012. This initiative aims to enhance collaboration in battery supply chain decarbonization and data transmission. BMW's chairman emphasized China's importance in their global strategy, coinciding with the debut of the domestically produced BMW iX3 Long Wheelbase at the Beijing Auto Show. CATL maintains a leading 39.2% market share in the global EV battery market, significantly ahead of competitors.

CnEVPost

Ping An CSI Auto Components Thematic ETF

Bayerische Motoren Werke AG

First Trust S-Network Future Vehicles & Tech ETF

Hwabao WP CSI Intelligent Electric Vehicle ETF

Max Auto Industry 3X Leveraged ETN

E Fund CSI Auto Components Thematic ETF

Hua Xia CSI New Energy Vehicles ETF

Bayerische Motoren Werke AG Pref

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

ChinaAMC CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

BMW, CATL deepen partnership on data and carbon reduction

The report from Citibank points out that the proposed bill in the U.S. Congress to ban the import of Chinese energy storage system products has a negligible impact on CATL, as the company primarily exports energy storage battery cells. Despite the lackluster stock performance, Citibank believes that the adverse factors have been reflected and offers an attractive risk-return profile for long-term investors, reiterating a "highly confident outperform" rating for CATL's A-shares and H-shares, with a target price of 500 RMB and 685 HKD

In "The Big Banks," Citigroup expects CATL to be minimally affected by the proposed energy storage ban in the U.S

000625

200625

Changan, the Chinese automaker, plans to test solid-state batteries in vehicles before Q3 2026, with mass production set for 2027. The 'Golden Bell' battery aims for an energy density of 400 Wh/kg and a range of 1,500 km. Changan has also partnered with CATL to explore sodium-ion batteries for its Nevo A06 model, achieving a range of 400 km. The company claims a 70% improvement in safety through AI diagnostics, but further details on the solid-state battery are expected in Q3 2026.

electrive

CHANGAN AUTOMOBILE

Changan announces first solid-state batteries in cars before Q3

09824

82824

Today, the A-shares resumed trading, with the three major indices opening higher, rising by 1.2%-1.7%. The People's Bank of China conducted reverse repurchase operations, netting 926.4 billion yuan, and the LPR remained unchanged. The central parity rate of the yuan against the US dollar was reported at 6.9414. Domestic bank stocks, as well as gold and chip-related stocks, generally rose, with CATL opening up 2% and BYD opening up 1.9%. Film and television stocks performed poorly, with Hengdian Film and China Film hitting the daily limit down

EFUND GOLD MI-U

EFUND GOLD MI-R

ZHONGJIN GOLD

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

EFUND GOLD MI ETF

SD-GOLD

BYD COMPANY

ChinaAMC Gold ETF

The Shanghai and Shenzhen A-shares resume trading today after the Spring Festival holiday, with the three major indices opening higher by 1.2%-1.7%. Gold and chip stocks are rising

09115

83115

03037

01888

02800

03115

00148

00HSI

On the first trading day of the Year of the Horse in the Hong Kong stock market, the market is optimistic about the trend, expecting the Hang Seng Index to reach 30,000 points. Experts analyze that the overall return for the Year of the Horse could reach 13%, and point out that CATL and KB LAMINATES are potential lucky stocks. The market environment is more positive compared to the Year of the Snake, and the possibility of capital flowing into the Hong Kong and mainland stock markets has increased, with the Hang Seng Index expected to rebound to 31,000 points

Stheadline

ISHARESHSI-U

ISHARESHSI-R

CSOP HSI ETF

KB LAMINATES

TRACKER FUND

ISHARESHSI

KINGBOARD HLDG

Hang Seng Index

Year of the Horse Red Envelope Stocks | AI Concept Explodes, Experts Analyze Each Stock, Potential Returns Can Reach 40%, MINIMAX Expected to Become a "Golden Cow Stock"

China's electronic components market is thriving, driven by digital transformation and the EV boom, with a projected 7.3% CAGR from 2025 to 2031. CATL, the world's largest EV battery maker, reported Q3 revenue of 104.2 billion yuan, a 12.9% increase, and a net profit of 18.5 billion yuan, up 41.2% year-on-year. CATL shares have risen 35.50% over the past year, with all analysts rating the stock a Buy. However, risks include raw material volatility, competition, policy changes, and cybersecurity concerns.

marketscreener

CATL Packs Energy into Earnings Narrative

BIDU

03993

09888

09988

MPNGY

Hong Kong stocks opened lower today, with the Hang Seng Index down 65 points to 26,501 points, and the National Index and Hang Seng Tech Index also opening lower. CATL and CMOC opened higher, while Alibaba and Baidu opened lower due to being listed on the U.S. military enterprise list. Meituan issued a profit warning, expecting a loss of 23.3 billion RMB last year, leading to a lower opening for its stock price. Overall market performance is relatively weak, with technology stocks generally declining

Baidu

CMOC

BIDU-SW

BABA-W

Meituan

"Hong Kong Stocks" The Hang Seng Index opened 65 points lower, CATL and CMOC opened higher, while Alibaba and Baidu were relatively weak

513600

03690

06181

518880

The Hong Kong stock market showed weakness in the half-day session before the Lunar New Year holiday, with the Hang Seng Index opening at 26,501 points, down 65 points or 0.25%. Alibaba fell 1.8%, and Meituan issued a profit warning, forecasting a loss of over 23.3 billion yuan last year, with its stock price slightly down 0.6%. Regulatory authorities interviewed several platform companies, affecting market sentiment. Stocks like CATL and LAOPU GOLD performed positively, with prices rising 1.3% and 0.2%, respectively. Sands China reported a net income of USD 7.443 billion for the year, an increase of 5.1% year-on-year

- The Hong Kong stock market is entering the Lunar New Year holiday, with only a half-day trading session today and full trading resuming this Friday.  
- Regulatory actions targeting major tech platforms in mainland China, along with a generally cautious market sentiment, are expected to lead to fluctuations in the Hang Seng Index around the 26,000 to 27,000 point range.  
- Analysts predict that stock prices, especially in the tech sector, will continue to face pressure due to ongoing price wars and muted investor interest.

China Southern Hang Seng ETF

MEITUAN

LAOPU GOLD

Huaan Yifu Gold ETF

Before the market closed for the half-day session, Alibaba fell nearly 2%, Meituan issued a profit warning and slightly declined, CATL and LAOPU GOLD turned blue and moved upward | Hong Kong stocks opened

03088

STECH

The Hang Seng TECH Index fell by 0.19%. CMOC and CATL will be included in the constituent stocks of the Hang Seng Index, both rising over 1%. Alibaba fell by 1.8%. Risk warning and disclaimer: The market has risks, and investment requires caution. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

Wallstreetcn

CAM HS TECH

Hang Seng TECH Index

KNOWLEDGE ATLAS

MINIMAX-WP

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Hang Seng Composite Index

CMS HS TECH

CSOP HS TECH

On the last trading day of the Year of the Snake, the Hang Seng Index opened down 0.25%, KNOWLEDGE ATLAS rose 7.6%, and MINIMAX-WP increased by 2.9%

CATL signed an agreement with Binhai County, Yancheng City, Jiangsu Province, officially establishing the Yancheng Green Intelligent Manufacturing Base. This project will build the country's first grid-connected green electricity direct connection system with a high proportion of green electricity applications and create a demonstration base for export products that meet the "zero-carbon factory + lighthouse factory" standards, helping to upgrade the new energy industry cluster in Yancheng

CATL's green intelligent manufacturing base signs contract and lands in Yancheng

300438

159767

300014

300037

561910

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

Great Power

Xingyin Guozheng New Energy Vehicle Battery ETF

CAPCHEM

China Merchants CSI Battery Theme ETF

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 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

JP-CATL@EC2607A(25205.HK)

UBS lists the most favored simulated portfolio stocks of Chinese-funded institutions (Table)

The three major A-share indices of Shanghai and Shenzhen opened mixed, lithium mining stocks rose, while CATL was slightly weak

BMW, CATL deepen partnership on data and carbon reduction

In "The Big Banks," Citigroup expects CATL to be minimally affected by the proposed energy storage ban in the U.S

Changan announces first solid-state batteries in cars before Q3