CATL - TechWire

CATL

2025.06.05

19:38

Fulin Precision: Subsidiary signs supplementary agreement with CATL

Fulin Precision announced that its subsidiary Jiangxi Shenghua signed a "Supplementary Agreement" with CATL to revise the original "Business Cooperation Agreement". The main contents include: CATL will pay a 500 million yuan advance payment to Jiangxi Shenghua before May 31, 2025 to support the construction of its Jiangxi base (160,000 tons/year production capacity) and Sichuan Phase III (200,000 tons/year production capacity). Jiangxi Shenghua promised to complete the construction of the Jiangxi base before April 30, 2025, and achieve an annual production capacity of 80,000 tons of lithium iron phosphate positive electrode materials before June 30, 2025; Sichuan Phase III will accelerate the construction of an annual production capacity of 200,000 tons of lithium iron phosphate. Jiangxi Shenghua promised that 100% of its production capacity during 2025-2029 will be used to produce materials that meet the requirements of CATL, and CATL promises that the annual procurement volume will not be less than 80% of Jiangxi Shenghua's promised production capacity. This agreement will take effect on the date when the original contract takes effect after both parties have stamped it.

12:29

CATL and National Geographic China jointly released the first batch of "Zero Carbon" Destinations Pioneer List

According to CATL, on June 5, China National Geographic and CATL jointly released the first batch of "Zero Carbon Destination Pioneer List" in Beijing, selecting five "Zero Carbon Destination Pioneer Scenic Spots", namely: Danxiashan National Nature Reserve in Shaoguan, Guangdong, Huangshan Scenic Area, Zhangjiajie National Forest Park, Changbaishan Huamei Shengdi National Tourism Resort, Wuyishan National Park Recreation Area. At the press conference, CATL proposed a zero-carbon cultural tourism solution with "four modernizations" as the core, and signed a strategic cooperation agreement with Wuyishan City to promote the zero-carbon upgrade of scenic spots.

2025.06.04

18:43

CATL and APM Terminals reach strategic cooperation

CATL announced a strategic partnership with APM Terminals, an independent operating unit of Maersk. The two parties will accelerate the electrification of container handling equipment with high-performance batteries and system-level solutions. In the future, the scope of cooperation between the two parties will also cover the full life cycle management of batteries, including the development of advanced battery products, after-sales support and battery recycling.

2025.06.02

08:25

CATL H shares will be included in MSCI China Standard and Large Cap Indexes starting today

International index compiler MSCI previously announced that CATL's H shares were included in the MSCI China Standard and Large Cap Indexes, and the adjustment took effect on June 2.

2025.05.31

07:46

The difficulty of winning the lottery for new Hong Kong stocks has increased, triggering discussions on "retail investors losing their rights"

Data shows that the difficulty of winning the lottery in Hong Kong stocks this year has indeed increased compared with last year. Among the 27 new stocks, excluding Zhaogang Group, which went public through a backdoor SPAC, the first-hand winning rate of 9 new stocks was 10% or less. Against this background, the special IPO structure of CATL's Hong Kong IPO has also triggered a round of discussions about "retail investors losing their rights." In Hong Kong stocks, due to the existence of a call-back mechanism, popular new stocks usually tilt to a certain extent towards retail investors in order to increase the allocation rate of retail investors. However, this time CATL applied to the Hong Kong Stock Exchange for an exemption from the call-back mechanism to ensure that the retail subscription portion is fixed at 7.5%, while institutional investors have eaten more than 90% of the "cake." It should be noted that CATL's decision is not an isolated case. The Hong Kong Stock Exchange is systematically reducing the influence of retail investors in the new stock issuance process. In February this year, when interpreting the proposal for reform of the pricing of new shares in Hong Kong stocks, HKEX Group Chief Executive Officer Paul Chan mentioned that increasing the proportion of new shares allocated to the book-building allotment part is to allow buyers and sellers with the most bargaining power to fully bargain, so that the price of new shares can reflect market demand to the greatest extent, minimize price fluctuations after new shares are listed, and avoid large fluctuations in stock prices.

2025.05.30

20:37

CATL and Dongfeng Nissan Signed a Strategic Cooperation Agreement

Recently, CATL and Dongfeng Nissan signed a strategic cooperation agreement in Shanghai. The two parties will build in-depth cooperation in the entire chain around battery technology research and development, product innovation and market expansion.

18:39

CATL builds more than 100 new chocolate battery swap stations in a single month

The reporter learned that in May this year, CATL built more than 100 new chocolate battery swap stations in a single month.

2025.05.28

17:26

JPMorgan Chase's long position in CATL's H shares fell from 14.38% to 3.35% on May 23.

2025.05.27

17:55

Morgan Stanley’s long position in CATL’s H shares increased from 4.50% to 9.35% on May 21.

07:10

CATL is aggressively increasing its investment in battery swapping to welcome new changes

The battery swap market has become extremely lively due to the strong investment of CATL. In the past two months, CATL has successively joined hands with NIO and Sinopec to reach strategic cooperation on passenger car battery swap service network and battery swap ecological network; during this year's Shanghai Auto Show, the company joined hands with many car companies to release 10 new chocolate battery swap models in one go, accelerating the expansion of the battery swap circle of friends. In the view of most interviewees, the improvement of policy level, the cultivation of market level, and the intensification of industry competition have made the business model of battery swap increasingly clear. With the entry of CATL, the various links of battery swap may find a balance of interests, and the market structure is expected to be reconstructed. However, battery swap is still in its early stages of development, and there are still many bottlenecks in standard popularization, market operation, and supporting services. Only when the upstream and downstream of the industrial chain break down barriers, work together, and form ecological resonance can the industry move forward steadily.

2025.05.26

13:04

CATL fell more than 5%, and the Double Innovation 50 ETF (588380) held 10.62% of the stock

CATL's decline widened to 5.02%. The Double Innovation 50 ETF (588380) holds 10.62% of the stock. The current decline is 1.10%, and it has fallen for three consecutive days. The latest price hit a 10-day low. The transaction volume was 15.4843 million yuan, an increase of 31.21% from this time yesterday. The number of shares has decreased by 78 million in the past month.

10:09

CATL's AH shares collectively pulled back today, with both falling more than 4% during the session.

10:06

Both A-share and H-share Ningde Times fell more than 4% during the session

Both A-shares and H-shares of CATL fell by more than 4% during the session.

2025.05.24

07:29

A surge in the popularity of listing in Hong Kong may lead to an inverted AH stock price gap

Recently, the A-share market has set off a wave of listing in Hong Kong. Many leading companies have announced the launch of H-share issuance plans, and companies that have already been listed on the Hong Kong stock market have performed well. Among them, the share price of CATL, a leader in power batteries, has been rising since its listing on the Hong Kong Stock Exchange, and the price of its H shares has even surpassed that of its A shares, which has attracted widespread attention from the market. At the same time, the prices of H shares of companies such as BYD and China Merchants Bank have recently exceeded those of A shares, making the inverted price of AH shares the focus of the market. Looking ahead, Kaiyuan Securities believes that the AH premium rate is still not a constraint on Hong Kong stocks and there is still room for further decline. With the empowerment of "AI+", the narrative logic of Internet giants and technology giants has been further strengthened, and with the phased results of antitrust supervision of Internet platforms, the AH premium rate is expected to return to the relatively low level of 2016-2019.

2025.05.23

19:09

CATL: Subscribed capital contribution ratio in Fujian Times Zeyuan Equity Investment Fund Partnership (Limited Partnership) dropped to 6.91%

CATL announced that the Fujian Times Zeyuan Equity Investment Fund Partnership (Limited Partnership) in which the company participated in the investment has completed fundraising, with a total fund size of 10.128 billion yuan, an increase of 5.042 billion yuan from the fund size of 5.086 billion yuan in the previous announcement. The company's subscribed capital contribution in the fund is RMB 700 million, which has not changed from the previous announcement, and the subscribed capital contribution ratio has dropped from 13.76% in the previous announcement to 6.91%. The main partners of Zeyuan Fund include Xiamen Puquan Private Equity Fund Management Partnership (Limited Partnership), Shenzhen Puquan Investment Co., Ltd., Xiamen Industry Guidance Equity Investment Fund Partnership (Limited Partnership), etc.

Email Subscription

Newsletters and emails are now available! Delivered on time, every weekday, to keep you up to date with North American business news.

Weekly Highlights

                                    A U.S. appeals court rejected Apple's (AAPL.O) request to suspend an order on App Store reforms in its lawsuit against Epic Games, court documents showed.
                            2025-06-05

                                    South Korea's exports fell 1.3% in May from a year earlier
                            2025-06-01

                                    Project establishment and formulation of safety requirements for combined driving assistance systems for intelligent connected vehicles
                            2025-06-04

                                    Lucid and Graphite One Sign Graphite Material Supply Agreement to Strengthen Supply Chain in the U.S.
                            2025-06-04

                                    FF:FX Super One received another 600 pre-orders, totaling 2,500 units
                            2025-06-02