CATL - TechWire

CATL

2025.10.24

17:20

According to an announcement from the Hong Kong Stock Exchange, on October 21, Morgan Stanley will increase its long position in CATL (03750.HK) H shares from 4.69% to 5.25%.

17:15

Morgan Stanley increased its long position in CATL's H shares to 5.25%.

According to the Hong Kong Stock Exchange, Morgan Stanley increased its long position in Contemporary Amperex Technology Co., Ltd. - H shares from 4.69% to 5.25% on October 21, 2025.

14:21

The transaction volume of CATL's A-shares exceeded 10 billion yuan, and it is now up 2.24%.

09:58

The Hong Kong stock market's lithium battery sector strengthened in early trading, with AVIC New Energy (03931.HK) rising more than 5%, Tianqi Lithium (09696.HK) rising more than 4%, Ganfeng Lithium (01772.HK), CATL (03750.HK) and others following suit.

09:46

JD Logistics and CATL reach strategic cooperation

On October 24, according to JD Logistics, JD Group and Contemporary Amperex Technology Co., Ltd. recently signed a strategic cooperation agreement. The two parties will jointly promote the green, low-carbon and digital transformation of the supply chain.

2025.10.23

18:26

JD.com's new car "Aian UT super" core configuration exposed

On October 23rd, JD.com updated its "National Good Car" page, announcing the new car's official name, the "Aian UT super," and revealing its core features in areas such as range and safety. In terms of range, leveraging CATL's advanced battery swap technology, the new car features a 500km battery life, a first in its class, and a battery health monitoring system that supports recharging, swapping, renting, and selling. Regarding safety, the car is equipped with a reverse automatic emergency braking (AEB) system that automatically stops the vehicle if it detects a rear obstacle or an error.

15:28

JD.com, CATL and GAC Group jointly launched the "National Good Car" Aion UT super

On October 23rd, JD.com, CATL, and GAC Group officially announced the name of their "National Good Car" model, the "Aion UT Super." The car is reportedly equipped with GAC Huawei Cloud Car Machine technology, a rechargeable and replaceable battery with a 500km range, and a "Reverse Sentry" feature that automatically brakes to a stop when encountering an obstacle while reversing.

11:56

Haitong International: CATL's operating quality is steadily improving and its "Outperform" rating is maintained

Haitong International published a research report stating that CATL achieved total revenue of 283.1 billion yuan in the first three quarters of 2025, a year-on-year increase of 9.3%; net profit attributable to shareholders of the parent company reached 49 billion yuan, a year-on-year increase of 36.2%; and net profit attributable to shareholders of the parent company after deducting non-recurring items reached 43.6 billion yuan, a year-on-year increase of 35.6%. CATL has significantly improved its profitability, with strong and healthy cash flow, driven by its dual-engine power and energy storage battery business, and continuously optimizing its structure. This year, CATL launched a series of innovative products. In the passenger vehicle sector, it released the second-generation Shenxing supercharger battery, Xiaoyao dual-core battery, and sodium-new battery; in the commercial vehicle sector, it released the sodium-new Qizhu integrated battery and Kunshi chassis energy storage; and in the commercial vehicle sector, it announced the mass production and delivery of 587Ah large-capacity energy storage battery cells and released TENERStack, the world's first mass-produced 9MWh ultra-large-capacity energy storage system solution. The bank projects that the company will achieve operating revenue of 425.5 billion, 509.3 billion, and 584.9 billion yuan in 2025, 2026, and 2027, respectively, corresponding to net profits attributable to shareholders of the parent company of 68.2 billion, 86.1 billion, and 103.5 billion yuan, respectively, representing price-to-earnings ratios of 25, 20, and 17 times, respectively. Considering the company's position as a global leader in the lithium battery industry, with a significant market share and the continued launch of iterative products, Haitong International assigns the company a 2026 price-to-earnings ratio of 30 times, a target price of HK$618 for its H-shares, and maintains an "Outperform" rating.

2025.10.22

09:38

CATL: Its subsidiary, Brunp Recycling, has led and participated in the formulation of national standards for lithium battery recycling, accounting for over 80% of the country's total.

On October 22, CATL announced in a press release that the State Administration for Market Regulation held a press conference on October 17th titled "Special Press Conference on Standardization of Power Battery Recycling." CATL's subsidiary, Brunp Recycling, led and participated in the development of over 80% of the national lithium battery recycling standards in China. These standards have been recognized as industry benchmarks by the Ministry of Industry and Information Technology, the State Administration for Market Regulation, and other ministries and commissions, significantly driving the industry's transition from "unorganized recycling" to "standardized and scaled" recycling.

2025.10.21

14:02

CATL: Plans to build over 2,500 chocolate battery swap stations in over 120 cities by 2026

Reporters learned that CATL's Chocolate Battery Swap Stations have exceeded 700 nationwide, deployed in 39 cities, and will strive to reach the 2025 goal of 1,000 stations in the fourth quarter. According to the plan, by 2026, Chocolate Battery Swap will have built more than 2,500 stations in more than 120 cities across the country, creating a more convenient, economical, and safer national battery swap and energy replenishment ecosystem.

12:01

Hong Kong Stock Market Midday Review: Hang Seng Index rose 1.65%, Hang Seng Tech Index rose 2.6%

At the midday close of Hong Kong stocks, the Hang Seng Index rose 1.65%, and the Hang Seng Tech Index rose 2.6%. The Hong Kong Stock Technology ETF (159751) rose 2.69%, and the Hang Seng Hong Kong Stock Connect ETF (159318) rose 1.28%. Among sectors, industrial conglomerates and insurance companies saw the largest gains, while the gas sector saw the largest declines. Among individual stocks, Lens Technology rose 7.96%, China Life Insurance rose 7.57%, Horizon Robotics-W rose 6.17%, CICC rose 5.97%, SMIC rose 5.92%, CITIC Construction Investment Securities rose 5.6%, New China Life Insurance rose 5.44%, Fast Retailing rose 5.0%, CITIC Securities rose 4.47%, China Galaxy Securities rose 4.36%, Huatai Securities rose 4.29%, and CATL rose 4.26%. Yaojie Ankang-B fell 9.02%, and Delin Holdings fell 11.34%. Sinopec Oilfield Services rose 14.67%, and Huiju Technology rose 13.52%.

11:31

Nomura Securities raised its target price for CATL from 362.00 yuan to 465.00 yuan.

11:27

Nomura raised its target price for CATL from 362 yuan to 465 yuan

Nomura raised its target price for CATL from 362 yuan to 465 yuan.

09:48

CATL stated at a recent earnings conference that it is building a battery swap ecosystem for heavy-duty trucks to accelerate the electrification of these vehicles. The company's commercial power battery shipments are growing rapidly and their share is gradually increasing, currently accounting for nearly 20% of total shipments.

09:43

The Hang Seng Technology Index rose by more than 2%, and CATL rose by more than 5%.

The Hang Seng Tech Index rose by more than 2%, the Hang Seng Index rose by 1.4%, CATL rose by more than 5%, Alibaba-W and Geely Auto rose by more than 3%.

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