Electrical Components and Equipment

CATL Wholly Owns Newly Founded Inner Mongolia Energy Storage Technology Co., Ltd.

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

Allianz SE reduced holdings in Jinko Yongc_magnet to 6.77%

Zhongwei New Materials Reveals Leading Position in the Nickel Cobalt Manganese Precursor Market and Outlines Future Growth Prospects

CATL Unveils Four Customized New Products

Zvon New Materials Provides Up to $363 Million in Financial Assistance to Participated Companies

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

CATL Releases White Paper on Circular Economy Roadmap for EV Batteries

CATL Wins World Economic Forum's MINDS Award

Morgan Stanley Report: CATL's Sodium-ion Battery Strategy Shows Broad Prospects

Contemporary Amperex Technology Co., Ltd. Launches a Full Scene Solution for Light Commercial Vehicles

JPMorgan Increases Stake in JLL Magnetics to 5.11%

JPMorgan Increases Stake in CATL to 7.08%

Nomura Analyst Predicts Strong Growth in China's EV Battery Installations

CATL Yibin Base Awarded Sustainable Lighthouse Certification by WEF

Jiaxing Jinmagnetic Equity Investment Partnership Established Jointly by JLM and Others

SIEYUAN released FY2025 annual earnings on January 15 During-Market (BJT), actual revenue CNY 21.21 B (forecast CNY 20.11 B), actual EPS CNY 4.06 (forecast CNY 3.7637)

SIEYUAN released FY2025 Q4 earnings on January 15 During-Market (BJT), actual revenue CNY 7.378 B (forecast CNY 6.645 B), actual EPS CNY 1.251 (forecast CNY 1.1417)

CATL Deepens Strategic Cooperation with Chongqing for Green and Low-Carbon Development

< 1B

1B - 5B

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≥ 1T

Market Value

Total Assets

< 100M

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≥ 100B

Revenue

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50M - 100M

≥ 10B

Profits

< 0%

0% - 5%

5% - 10%

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>= 30%

ROE(TTM)

= 0%

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>= 10%

Dividend Yield

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>= 50%

Net Profit Margin

0 - 0.05

0.05 - 0.1

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0.8 - 1

>= 1

Asset Turnover

< 1.5

1.5 - 2

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>= 20

Equity Multiplier

< 10%

10% - 30%

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>= 95%

Debt Ratio

002851

Shenzhen Megmeet Electrical to Inject Capital Into Unit

marketscreener

Megmeet

Shenzhen Megmeet Electrical to Inject Capital Into Unit

ASMG

ASML

ASML CFO: The company is surprised by the strong demand in the Chinese market for 2025

Wallstreetcn

Leverage Shares 2X Long ASML Daily ETF

Guotai CSI All Share Integrated Circuit ETF

MEGA P&C

Harvest CSI All Share Integrated Circuit ETF

Guotai CSI Subdivision Mechanical Equipment Industry Theme ETF

China Merchants CSI Semiconductor Industry ETF

MEDLANDER

ChinaAMC Guozheng Semiconductor Chip ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Motic Electric

Harvest SSE STAR Chip ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

002130

Shenzhen Woer Heat-Shrinkable Material Co Ltd :SEES 2025 NET PROFIT UP 29.8-39.2%

Reuters

WOER

Shenzhen Woer Heat-Shrinkable Material Sees 2025 Net Profit Up 29.8-39.2%

600487

300548

600498

300570

600522

601869

CPO and other computing hardware stocks opened strong, with YOFC hitting the daily limit, T&S rising over 14%, and EverProX, HTGD, ZTT, and FiberHome among the top gainers. Semiconductor chip stocks continued to strengthen, with CHIPPACKING, CMS, Nations rising over 10%, and Fine Made, SM Micro, JIANGSU JIEJIE MICROELECTRONICS, Novosense, and SG Micro seeing gains of over 7%

- The A-share market saw a mixed performance, with increases in semiconductor and CPO stocks, while gold prices surged due to geopolitical tensions and a declining dollar.  
- The Hang Seng Index rose by over 1%, reaching a new high since 2021, driven by gains in tech stocks and strong performances in the gold and colored metals sectors.  
- Corning's significant contract with Meta for fiber cables supports the growth of AI data centers and reflects ongoing demand from major tech companies.

Nations

Fullgoal SSE Composite ETF

Fine Made

HTGD

Hang Seng Index

EverProX

SM Micro

Zijin Mining

SSE Index

FiberHome

China Southern Hang Seng ETF

Guotai SSE Composite ETF

SG Micro

ZHONGJIN GOLD

Abrdn Gold ETF Trust

Yinhua MSCI China A ETF

CHIPPACKING

ChinaAMC Gold ETF

Pro Ultr GLD

Invesco Db Precious Metals ETF

JIANGSU JIEJIE MICROELECTRONICS

SPDR Gold Shares

Abrdn Precious Metals Basket ETF Trust

Tianhong CSI Computer Theme ETF

YOFC

SD-GOLD

Meta Platforms

Novosense

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

The Shanghai Composite Index fluctuated and rose, "Meta concept stocks" surged, the gold and silver sector saw widespread limit-ups, the Hang Seng Index rose over 1% to reach a nearly five-year high, and tech stocks rebounded

SOXX

ASML CEO: The company can become more "flexible."

iShares Semiconductor ETF

VanEck Semiconductor ETF

03750

300750

Contemporary Amperex Technology (CATL) is set to promote sodium-ion batteries as a scalable alternative to lithium-ion batteries, according to CTO Gao Huan. While sodium-ion batteries offer advantages like better low-temperature performance and safety, they face challenges such as higher costs and lower energy density. CATL's sodium-ion brand, Naxtra, aims for cost-effectiveness and energy density parity with lithium-ion batteries within three years. The company plans to use sodium-ion batteries in various applications, with shipments expected to exceed 100 GWh by 2030. Morgan Stanley forecasts a significant cost reduction as supply chains improve.

Yicai

CATL

China's CATL to Boost Sodium-Ion Batteries Push, CTO Says

002342

002471

002792

301005

603601

002149

002413

The A-share commercial aerospace concept has shown a partial recovery, Juli Inc. has had 4 limit-ups in 6 days, ZAISHENG TECHNOLOGY previously hit the limit-up, LKDF, Tongyu, ZHONG CHAO HOLDING, ESSENCE FASTENING SYSTEMS (SHANGHAI), WMM, and FiberHome have followed suit

Juli Inc.

ZHONG CHAO HOLDING

Tongyu

ESSENCE FASTENING SYSTEMS (SHANGHAI)

ZAISHENG TECHNOLOGY

LKDF

ASML expects a gross margin of 51% to 53% in 2026, with an estimate of 52.9%. ASML announced that it will repurchase up to €12 billion worth of shares by the end of 2028. Risk warning and disclaimer: The market has risks, and investment should be cautious. 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 align with their specific circumstances. Investment based on this is at one's own risk

ASML's fourth-quarter net sales reached €9.72 billion, expected €9.57 billion

Daiwa released a report listing the preferred stocks in the Hong Kong and A-share markets, including Tencent, SHENZHOU INTL, WEICHAI POWER, CHINA RES LAND, Alibaba, Midea Group, NAURA, CATL, Hengrui Pharma, Montage Technology, and TRIP.COM

AASTOCKS

Alibaba

WEICHAI POWER

NAURA

Tencent

CHINA RES MIXC

TENCENT

TRIP.COM-S

CHINA RES LAND

Montage Technology

BABA-W

Hengrui Pharma

SHENZHOU INTL

Midea Group

Daiwa lists its top picks for Hong Kong stocks (Table)

06869

CPO and other computing hardware stocks opened strong, YOFC hit the daily limit, T&S rose over 14%, EverProX, HTGD, ZTT, FiberHome and others had significant gains

Wood Mackenzie's latest research report indicates that global photovoltaic inverter shipments are expected to decline to 523 GWac in 2026, a decrease of approximately 9%. This trend reflects uncertainties in major markets such as China, Europe, and the United States. Despite a sluggish market in the short term, the photovoltaic inverter market is expected to recover by early 2030 and may exceed the shipment volume of 2024. In the next decade, the growth in demand for electrification, artificial intelligence, and equipment upgrades will drive the demand for inverters

Bosera CSI All Share Electric Utilities ETF

GOODWE

Institution: It is expected that global photovoltaic inverter shipments will continue to decline in 2026

Electrical Components and Equipment(IN40175.SH)

Shenzhen Megmeet Electrical to Inject Capital Into Unit

ASML CFO: The company is surprised by the strong demand in the Chinese market for 2025

Shenzhen Woer Heat-Shrinkable Material Sees 2025 Net Profit Up 29.8-39.2%

The Shanghai Composite Index fluctuated and rose, "Meta concept stocks" surged, the gold and silver sector saw widespread limit-ups, the Hang Seng Index rose over 1% to reach a nearly five-year high, and tech stocks rebounded

ASML CEO: The company can become more "flexible."