MB-CATL@EP2609A

CHK OIL

SHANDONG MOLONG

PETRO-KING

MIE HOLDINGS

D&G TECH

YUANHENG GAS

JX ENERGY

KINETIX SYSTEMS

YANCHANG PETRO

HAO WEN HLDGS

516380

BYDDY

03750

300750

515030

CARZ

Gotion High-tech has completed the design for its 2-GWh all-solid-state battery production line, aiming to accelerate commercialization of next-generation batteries. The company previously established a 0.2-GWh pilot line for its Gemstone battery, achieving a yield rate over 90%. Gotion is collaborating with BASF to develop high-performance materials for solid-state batteries. Once a leader in the industry, Gotion has fallen behind competitors like CATL and BYD. The company anticipates a significant increase in net income in 2025, partly due to gains from its stake in Chery's Hong Kong listing.

- Gotion High-tech has completed the design for its 2-GWh all-solid-state battery production line and plans to begin construction soon.  
- The company is enhancing its capabilities in solid-state battery technology, collaborating with BASF to develop core materials, following the success of its initial 0.2-GWh pilot line.  
- Gotion aims to regain market position in the EV battery sector, currently holding a 4.5% share, as competitors like CATL and BYD dominate with significant market shares.

CnEVPost

Hwabao WP CSI Intelligent Electric Vehicle ETF

BYD Company

CATL

BYD Company Limited

BYD COMPANY

Hua Xia CSI New Energy Vehicles ETF

BASF

Global X Autonomous & Electric V

GOTION

First Trust S-Network Future Vehicles & Tech ETF

Gotion finalizes design for 2-GWh solid-state battery line

002080

07300

Morgan Stanley released a strategy report on the Chinese market, updating the list of focus stocks for Hong Kong stocks and Chinese companies. Newly included stocks are Zhaoyi Innovation and Sinopec, while Sunny Optical and Espressif Technologies have been removed. The focus stock list also includes Alibaba, Chalco, CATL, Yingen Biotechnology, HKEX, HKT, State Grid NARI, Ping An, Inovance Technology, SINOMATECH, Spring Airlines, Tencent, and Zijin Mining

AASTOCKS

SINOMATECH

FI CSOP HSI

Zijin Mining

SINOPEC CORP

CSOP HS TECH

HKEX

SINOPEC N3101

PING AN

HKT-SS

Morgan Stanley lists the latest focus stocks for Hong Kong stocks (table)

Ampace, a leader in lithium-ion energy storage, will exhibit at Data Centre World London 2026 on March 4-5. The company will showcase its AI-focused power infrastructure, including the PU100 and PU200 systems, designed to address challenges in power continuity and thermal management in AI environments. These systems ensure stable energy delivery during load fluctuations and maintain thermal resilience at high densities. Ampace emphasizes safety with a zero-tolerance policy, boasting a record of zero safety incidents. The exhibition will highlight practical solutions for the evolving demands of AI-driven data centers.

prnewswire

11:39 ETFrom Load Spikes to Thermal Resilience: Ampace Showcases AIDC Solutions at DCW London 2026

FLNC

IBAT

WBAT

BATT

In Bangalore, India, as of February 27, 2026, the market size of Battery Backup Units (BBU) was recorded at USD 8,021 million in 2024. It is expected to grow to USD 16,634 million by 2031, reflecting a compound annual growth rate (CAGR) of...

Unusual Whales

Fluence Energy

Emerson Electric

Global X Lithium & Battery Tech

iShares Energy Storage & Materials ETF

WisdomTree Battery Value Chain and Innovation Fund - ETF

Amplify Lithium & Battery Tech ETF

Global Battery Backup Unit (BBU) market valued at USD 8.02 Billion in 2024; expected to reach USD 16.6 Billion by 2031 with 11.0% CAGR.

159323

516110

Chinese scientists have developed a new electric vehicle (EV) battery that can achieve over 1,000 km (620 miles) of driving range with an energy density exceeding 700 Wh/kg. This advancement is part of China's ongoing efforts to enhance battery technology, with major players like CATL and BYD leading the market. The breakthrough was detailed in a research paper published in the journal Nature, highlighting collaboration among scientists, automakers, and battery manufacturers to create safer and more efficient batteries.

Electrek

ChinaAMC CSI Hong Kong Connect Automobile Industry Thematic ETF

Guotai CSI 800 Automobile and Parts ETF

China discovers ‘breakthrough’ EV battery that could double range to 1,000+ km

TSMX

TCTZF

Morgan Stanley released a market strategy report for the Asia-Pacific region, listing the focus of the "high conviction opportunities" theme, including Taiwan Semiconductor, Tencent, Samsung Electronics, CATL, and several other companies

Direxion Daily TSM Bull 2X Shares

Tencent Holdings Limited

Tencent

Taiwan Semiconductor

Direxion Semicon Bull 3X

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

VanEck Semiconductor ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

SPDR S&P Semicon

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

Samsung Electronics 

iShares Semiconductor ETF

TENCENT

Morgan Stanley lists the theme focus of "High Conviction Opportunities" in the Asia-Pacific region (Table)

Bank of America Securities released a report stating that Zimbabwe has suspended all raw mineral and lithium concentrate exports to strengthen regulation of the mining industry. This move is expected to boost lithium prices in the short term, but its long-term impact on CATL is limited. Miners can negotiate with the government to restore export licenses, alleviating supply tightness. Bank of America Securities reiterated its "Buy" rating on CATL, with a target price of 615 yuan

According to Bank of America Securities, the tightening of regulations in Zimbabwe is expected to have a limited impact on CATL

01072

00501

00100

01038

00001

06160

02269

00914

02611

DONGFANG ELEC(01072) rose 15.52%, with a trading turnover 1.4 Billion HKD, and a year-to-date rose 62%. OMNIVISION(00501) rose 6.91%, with a trading turnover 175.0 Million HKD, and a year-to-date rose 4.8%. BEONE MEDICINES(06160) fell 9.16%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 8.4%. WUXI BIO(02269) fell 7.45%, with a trading turnover 1.9 Billion HKD, and a year-to-date rose 21.8%.

Top Gainers & Losers

DONGFANG ELEC

OMNIVISION

MINIMAX-WP

CKI HOLDINGS

CKH HOLDINGS

BEONE MEDICINES

WUXI BIO

CONCH CEMENT

GTHT

Top 5 HK Stock Gainers/Losers (>100B) (2.26)

02268

XPEV

688235

688347

01347

Pharmaceutical stocks fell sharply, with WUXI XDC down about 9% and BEONE MEDICINES down about 9%. Technology stocks and automotive stocks also declined, with Bilibili down about 5% and XPeng down about 5%. Semiconductor stocks fell, with HUA HONG SEMI down about 5%

Wallstreetcn

WUXI XDC

XPeng

BeOne Medicines

Hua Hong

HUA HONG SEMI

The Hang Seng Index closed down 1.44%, the Hang Seng Tech Index fell 2.87%, and CATL dropped about 6%

600875

600183

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

DEC.LTD

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

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

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.

Ping An CSI Auto Components Thematic ETF

Bayerische Motoren Werke AG

Max Auto Industry 3X Leveraged ETN

E Fund CSI Auto Components Thematic ETF

Bayerische Motoren Werke AG Pref

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

ChinaAMC CSI Auto Components Thematic ETF

HFT CSI Auto Components Thematic 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

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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

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

$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...

BABA-WR

BABA-W

Alibaba HK SDR 5to1

Netflix

BABA's Qwen integrates with Amap; Doubao 1.8 boosts LLM performance | Daily News Recap

MB-CATL@EP2609A(26481.HK)

Gotion finalizes design for 2-GWh solid-state battery line

Morgan Stanley lists the latest focus stocks for Hong Kong stocks (table)

11:39 ETFrom Load Spikes to Thermal Resilience: Ampace Showcases AIDC Solutions at DCW London 2026

Global Battery Backup Unit (BBU) market valued at USD 8.02 Billion in 2024; expected to reach USD 16.6 Billion by 2031 with 11.0% CAGR.

China discovers ‘breakthrough’ EV battery that could double range to 1,000+ km