~900 Vessels Equipped with CATL Marine Power Products
At the Marintec China 2025 held today (4th), CATL (03750.HK) unveiled its 'ship-shore-cloud' integrated solution, according to Chinese media.
CATL said that, by November 2025, nearly 900 vessels have been equipped with CATL's marine power products, the report noted.
This solution and technical service can achieve integrated and comprehensive control of 'ship-shore-cloud', with advantages such as high system stability and control precision.
Related NewsJPM Upgrades CATL (03750.HK) to Overweight, Elevates TP to $650
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
|
|
CATL 3750
44 posts
• Page 4 of 5 • 1, 2, 3, 4, 5
Re: CATL 3750
by winston » Thu Dec 04, 2025 3:21 pm
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 114229
- Joined: Wed May 07, 2008 9:28 am
Re: CATL 3750
by winston » Tue Dec 16, 2025 11:16 am
not vested
<Research>CLSA Reiterates High-Conviction Outperform Rating for CATL w/ Positive Outlook for Next Yr
CLSA has published a research report reiterating a High-Conviction Outperform rating for CATL (03750.HK) and keeping its target price at HKD685 unchanged.
The report highlighted that the dissipated concerns over the unlocking of CATL's H-shares led to a stabilization in the stock prices.
Given that CATL's management provided guidance for battery shipments in 1Q26 to remain flat QoQ, namely an expected growth of 60% YoY, and Australia announced a new residential energy storage system subsidy plan, CLSA regards CATL's outlook for 2026 as positive.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Research>CLSA Reiterates High-Conviction Outperform Rating for CATL w/ Positive Outlook for Next Yr
CLSA has published a research report reiterating a High-Conviction Outperform rating for CATL (03750.HK) and keeping its target price at HKD685 unchanged.
The report highlighted that the dissipated concerns over the unlocking of CATL's H-shares led to a stabilization in the stock prices.
Given that CATL's management provided guidance for battery shipments in 1Q26 to remain flat QoQ, namely an expected growth of 60% YoY, and Australia announced a new residential energy storage system subsidy plan, CLSA regards CATL's outlook for 2026 as positive.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 114229
- Joined: Wed May 07, 2008 9:28 am
Re: CATL 3750
by winston » Mon Jan 12, 2026 1:54 pm
not vested
Research>Citi Upbeat About CATL; Battery Price Uptrend Likely to Persist This Yr
2026/01/06
Citi said in its research report that the metal and battery industry chain stocks thrived last year. Based on current assessments, the broker believes the battery price uptrend will continue this year.
Although demand in China's electric vehicle industry is relatively weak, expectations for energy storage systems have been significantly raised, and some potential favorable factors have at least been partially reflected in the stock price performance of related shares.
Related News- JPM: Collaboration Between SIEYUAN ELEC/ CATL on Energy Storage System Aids Biz Expansion
Citi believes CATL (03750.HK) will still be able to offer the best risk-reward ratio after the price increases in various segments of the industry chain and the lithium sector.
The broker expects the outlook to become more positive when industry demand resumes after the Lunar New Year, although it remains cautious about the short-term rise in lithium prices.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
Research>Citi Upbeat About CATL; Battery Price Uptrend Likely to Persist This Yr
2026/01/06
Citi said in its research report that the metal and battery industry chain stocks thrived last year. Based on current assessments, the broker believes the battery price uptrend will continue this year.
Although demand in China's electric vehicle industry is relatively weak, expectations for energy storage systems have been significantly raised, and some potential favorable factors have at least been partially reflected in the stock price performance of related shares.
Related News- JPM: Collaboration Between SIEYUAN ELEC/ CATL on Energy Storage System Aids Biz Expansion
Citi believes CATL (03750.HK) will still be able to offer the best risk-reward ratio after the price increases in various segments of the industry chain and the lithium sector.
The broker expects the outlook to become more positive when industry demand resumes after the Lunar New Year, although it remains cautious about the short-term rise in lithium prices.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 114229
- Joined: Wed May 07, 2008 9:28 am
Re: CATL 3750
by winston » Mon Jan 12, 2026 2:05 pm
not vested
<Research>CICC Initiates Coverage on CATL (03750.HK) w/ Rating Outperform, TP $580
2025/12/29
CICC published a research report initiating coverage on CATL (03750.HK) with rating at Outperform and a target price of $580, corresponding to a 26.5x PE ratio for 2026.
CATL is a global leader in power and energy storage batteries, pioneering the exploration of growth potential in overseas markets, the report stated.
Related News: Citi Upbeat About CATL; Battery Price Uptrend Likely to Persist This Yr
Emerging application scenarios continued to drive the ongoing growth of lithium battery demand.
CATL's competitive advantage was solid, with excellent profitability and industry-leading technology.
The broker also kept rating at Outperform and a target price at RMB445 for CATL's A-shares.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
<Research>CICC Initiates Coverage on CATL (03750.HK) w/ Rating Outperform, TP $580
2025/12/29
CICC published a research report initiating coverage on CATL (03750.HK) with rating at Outperform and a target price of $580, corresponding to a 26.5x PE ratio for 2026.
CATL is a global leader in power and energy storage batteries, pioneering the exploration of growth potential in overseas markets, the report stated.
Related News: Citi Upbeat About CATL; Battery Price Uptrend Likely to Persist This Yr
Emerging application scenarios continued to drive the ongoing growth of lithium battery demand.
CATL's competitive advantage was solid, with excellent profitability and industry-leading technology.
The broker also kept rating at Outperform and a target price at RMB445 for CATL's A-shares.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 114229
- Joined: Wed May 07, 2008 9:28 am
Re: CATL 3750
by winston » Wed Jan 21, 2026 8:56 am
vested
<Research>CLSA: Current Valuation of CATL (03750.HK) Reflects Most Mkt Concerns
CATL (03750.HK) is facing several headwinds entering 2026 that have raised investor concerns about its growth prospects, including the slowdown in China's EV sales, rising lithium prices and the reduction of export VAT rebates on batteries, CLSA released a research report saying.
CATL's A-/ H-shares are currently trading at an estimated 2026 PE ratio of 17x/ 22x, which CLSA believed already reflects most of the market's concerns.
Considering the broker's forecasts of a 31% CAGR in EPS for 2025-2027, the risk-reward is attractive.
CATL's A-shares had an average PE ratio of 19x during 2022-2025 when the battery industry was in a downcycle.
With a new upcycle driven by structural growth in energy storage batteries about to begin, CLSA believed that CATL's valuation should be re-rated to a level above its historical average PE ratio of 19x.
Therefore, the broker reiterated rating at High Conviction Outperform on CATL's A-/ H-shares, and kept its target prices at RMB685/ $500.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
<Research>CLSA: Current Valuation of CATL (03750.HK) Reflects Most Mkt Concerns
CATL (03750.HK) is facing several headwinds entering 2026 that have raised investor concerns about its growth prospects, including the slowdown in China's EV sales, rising lithium prices and the reduction of export VAT rebates on batteries, CLSA released a research report saying.
CATL's A-/ H-shares are currently trading at an estimated 2026 PE ratio of 17x/ 22x, which CLSA believed already reflects most of the market's concerns.
Considering the broker's forecasts of a 31% CAGR in EPS for 2025-2027, the risk-reward is attractive.
CATL's A-shares had an average PE ratio of 19x during 2022-2025 when the battery industry was in a downcycle.
With a new upcycle driven by structural growth in energy storage batteries about to begin, CLSA believed that CATL's valuation should be re-rated to a level above its historical average PE ratio of 19x.
Therefore, the broker reiterated rating at High Conviction Outperform on CATL's A-/ H-shares, and kept its target prices at RMB685/ $500.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 114229
- Joined: Wed May 07, 2008 9:28 am
Re: CATL 3750
by winston » Wed Jan 21, 2026 8:59 am
<Research>M Stanley: Mkt Diverges on Battery Demand/ Raw Material Prices; CATL Estimated to Ultimately Outperform Peers
2026/01/13
Auto industry analysts expected weak demand for EVs, implying a slowdown in battery sales growth, according to Morgan Stanley's research report.
However, analysts from the materials industry anticipated that the energy storage systems market will drive strong demand, thereby supporting high prices for battery raw materials.
The broker believed that this divergence puts pressure on CATL (03750.HK) 's market positioning, raising concerns about its ability to pass on costs and its profit margins.
Related News - CLSA: Current Valuation of CATL (03750.HK) Reflects Most Mkt Concerns
Morgan Stanley considered the above divergence in views to be unreasonable.
If demand is indeed weak, CATL should reduce orders, and material prices would not be able to maintain their current strength.
CATL's exposure in the premium market, pricing power, and strategic layout in the energy storage systems market should enable it to outperform peers once market sentiment realigns.
Therefore, the broker listed CATL's A-shares as its top pick, with a target price of RMB490 and rating at Overweight.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
2026/01/13
Auto industry analysts expected weak demand for EVs, implying a slowdown in battery sales growth, according to Morgan Stanley's research report.
However, analysts from the materials industry anticipated that the energy storage systems market will drive strong demand, thereby supporting high prices for battery raw materials.
The broker believed that this divergence puts pressure on CATL (03750.HK) 's market positioning, raising concerns about its ability to pass on costs and its profit margins.
Related News - CLSA: Current Valuation of CATL (03750.HK) Reflects Most Mkt Concerns
Morgan Stanley considered the above divergence in views to be unreasonable.
If demand is indeed weak, CATL should reduce orders, and material prices would not be able to maintain their current strength.
CATL's exposure in the premium market, pricing power, and strategic layout in the energy storage systems market should enable it to outperform peers once market sentiment realigns.
Therefore, the broker listed CATL's A-shares as its top pick, with a target price of RMB490 and rating at Overweight.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/analy ... stock-news
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 114229
- Joined: Wed May 07, 2008 9:28 am
Re: CATL 3750
by winston » Fri Jan 23, 2026 11:01 am
not vested
<Research>M Stanley Rates CATL (300750.SZ) at Overweight as Sodium Era Coming
CATL (03750.HK) is strategically shifting from lithium batteries to more cost-effective sodium-ion batteries, Morgan Stanley published a research report saying.
The broker believed that the launch of sodium-ion products marks the coming of the 'sodium era', especially considering its 'launch-and-mass-production-immediately' model.
Related News: CLSA: Current Valuation of CATL (03750.HK) Reflects Most Mkt Concerns
In terms of market penetration, sodium-ion batteries are expected to make initial progress in light trucks and passenger vehicles, specifically in the A0-class (small) and A00-class (micro) segments.
Beyond auto applications, the broker also identified huge potential for sodium-ion technology to replace lithium iron phosphate batteries, in the energy storage systems market.
Morgan Stanley believed that these characteristics make sodium-ion batteries a viable and economical alternative to lithium iron phosphate batteries in various application scenarios.
Therefore, the broker rated CATL's A-shares at Overweight, with a target price of RMB490.
AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Research>M Stanley Rates CATL (300750.SZ) at Overweight as Sodium Era Coming
CATL (03750.HK) is strategically shifting from lithium batteries to more cost-effective sodium-ion batteries, Morgan Stanley published a research report saying.
The broker believed that the launch of sodium-ion products marks the coming of the 'sodium era', especially considering its 'launch-and-mass-production-immediately' model.
Related News: CLSA: Current Valuation of CATL (03750.HK) Reflects Most Mkt Concerns
In terms of market penetration, sodium-ion batteries are expected to make initial progress in light trucks and passenger vehicles, specifically in the A0-class (small) and A00-class (micro) segments.
Beyond auto applications, the broker also identified huge potential for sodium-ion technology to replace lithium iron phosphate batteries, in the energy storage systems market.
Morgan Stanley believed that these characteristics make sodium-ion batteries a viable and economical alternative to lithium iron phosphate batteries in various application scenarios.
Therefore, the broker rated CATL's A-shares at Overweight, with a target price of RMB490.
AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 114229
- Joined: Wed May 07, 2008 9:28 am
Re: CATL 3750
by winston » Mon Feb 09, 2026 2:15 pm
vested
<Research>UBS Lifts CATL's TP to HKD660; Cost & Technological Edges Offer Multiple Growth Opportunities
According to a UBS research report, the broker has noticed that CATL (03750.HK) , as indicated by its 2026 battery teardown report covering the battery maker's Shenxing, Qilin, and high-nickel cells, managed to maintain a cost-competitive advantage in both domestic and overseas production.
Based on the teardown results, it is estimated that the cost of similar batteries produced by CATL in Hungary may be USD10-15 per kilowatt-hour higher than those produced in China, even though the operating profit margin of the Hungarian plant is likely to be similar to that of domestic plants.
Related News: Citi Expects Rising Commodity Prices to Benefit Basic Materials, Pressure on Auto and Second-tier Battery Companies
In UBS' opinion, CATL's leadership in global cost, scale, and technology, will bring the company multiple growth opportunities during the accelerating electrification of electric vehicles, energy storage systems, and new application fields.
UBS has raised its target price for CATL from HKD640 to HKD660, with a Buy rating.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Research>UBS Lifts CATL's TP to HKD660; Cost & Technological Edges Offer Multiple Growth Opportunities
According to a UBS research report, the broker has noticed that CATL (03750.HK) , as indicated by its 2026 battery teardown report covering the battery maker's Shenxing, Qilin, and high-nickel cells, managed to maintain a cost-competitive advantage in both domestic and overseas production.
Based on the teardown results, it is estimated that the cost of similar batteries produced by CATL in Hungary may be USD10-15 per kilowatt-hour higher than those produced in China, even though the operating profit margin of the Hungarian plant is likely to be similar to that of domestic plants.
Related News: Citi Expects Rising Commodity Prices to Benefit Basic Materials, Pressure on Auto and Second-tier Battery Companies
In UBS' opinion, CATL's leadership in global cost, scale, and technology, will bring the company multiple growth opportunities during the accelerating electrification of electric vehicles, energy storage systems, and new application fields.
UBS has raised its target price for CATL from HKD640 to HKD660, with a Buy rating.
Source: AAStocks Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 114229
- Joined: Wed May 07, 2008 9:28 am
Re: CATL 3750
by winston » Thu Feb 26, 2026 9:00 am
vested
CATL Added to Hang Seng Index – The Rally is Starting
Q: What is CATL’s business model and key revenue drivers?
[Alex] CATL is widely regarded as the world’s leading EV battery manufacturer, supplying major carmakers across China, Europe, and beyond. The EV battery industry is highly consolidated, and CATL remains firmly at the top of the global supply chain.
CATL commands a dominant 38% share of the global EV battery market and leads globally with 36.5% of the energy storage system (ESS) battery market. CATL stands out as the most profitable battery company globally, generating nearly 90% of the industry’s total profits.
In 1H FY25, CATL revenue was primarily derived from EV batteries and ESS batteries. Overall revenue grew to RMB 179 billion (+7.3% YoY) led by continuous growth in demand for EV batteries.
Revenue breakdown:
EV Battery Systems: RMB 131.6 billion, 73.5% of revenue
ESS Battery Systems: RMB 28.4 billion, 15.9%
Battery Materials & Recycling: RMB 7.9 billion, 4.4%
Battery Mineral Resources: RMB 3.4 billion, 1.9%
Gross profit was up to RMB 44.8 billion (+14.4% YoY) and overall gross profit margin increased to 25% vs 23.45% in 2024.
Q: What are some of the other longer term growth drivers for CATL?
[Alex] The continued growth in demand for EV batteries remain a key structural driver for CATL. According to the Electric Vehicle Battery Technology Market Research Report 2026–2031, released on 17 February 2026, the global EV battery market is expected to expand from US$98.7 billion (2025) to US$156.9 billion by 2031. This expansion is supported by several tailwinds:
Rapid EV adoption and government mandates, as countries accelerate electrification targets and tighten emissions standards.
Gigafactory expansion worldwide, increasing battery production capacity to meet rising demand.
Battery innovation, including advances in sodium-ion, solid-state, multi-chemistry platforms, which improve cost efficiency and performance.
Source: SGX
CATL Added to Hang Seng Index – The Rally is Starting
Q: What is CATL’s business model and key revenue drivers?
[Alex] CATL is widely regarded as the world’s leading EV battery manufacturer, supplying major carmakers across China, Europe, and beyond. The EV battery industry is highly consolidated, and CATL remains firmly at the top of the global supply chain.
CATL commands a dominant 38% share of the global EV battery market and leads globally with 36.5% of the energy storage system (ESS) battery market. CATL stands out as the most profitable battery company globally, generating nearly 90% of the industry’s total profits.
In 1H FY25, CATL revenue was primarily derived from EV batteries and ESS batteries. Overall revenue grew to RMB 179 billion (+7.3% YoY) led by continuous growth in demand for EV batteries.
Revenue breakdown:
EV Battery Systems: RMB 131.6 billion, 73.5% of revenue
ESS Battery Systems: RMB 28.4 billion, 15.9%
Battery Materials & Recycling: RMB 7.9 billion, 4.4%
Battery Mineral Resources: RMB 3.4 billion, 1.9%
Gross profit was up to RMB 44.8 billion (+14.4% YoY) and overall gross profit margin increased to 25% vs 23.45% in 2024.
Q: What are some of the other longer term growth drivers for CATL?
[Alex] The continued growth in demand for EV batteries remain a key structural driver for CATL. According to the Electric Vehicle Battery Technology Market Research Report 2026–2031, released on 17 February 2026, the global EV battery market is expected to expand from US$98.7 billion (2025) to US$156.9 billion by 2031. This expansion is supported by several tailwinds:
Rapid EV adoption and government mandates, as countries accelerate electrification targets and tighten emissions standards.
Gigafactory expansion worldwide, increasing battery production capacity to meet rising demand.
Battery innovation, including advances in sodium-ion, solid-state, multi-chemistry platforms, which improve cost efficiency and performance.
Source: SGX
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 114229
- Joined: Wed May 07, 2008 9:28 am
Re: CATL 3750
by winston » Wed Mar 04, 2026 11:23 am
vested
<Research>CLSA Elevates CATL (03750.HK) TP to $710, Raises Global ESS Growth Forecasts
CLSA issued a research report raising its 2025-2030 global energy storage system (ESS) CAGR forecasts from 22% to 37% as it incorporated its new energy storage demand from AI data centers.
Consequently, the broker lifted its 2026-2027 EPS forecasts for CATL (03750.HK) by 1-4%, and anticipated strong ESS growth to drive revenue growth by 10-13% during the same period.
However, CLSA also lowered its gross margin forecast, considering the rise in lithium prices.
Therefore, CLSA elevated its target prices for CATL's H-/ A-shares from $685/ RMB500 to $710/ RMB505, with ratings reiterated at Outperform.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
<Research>CLSA Elevates CATL (03750.HK) TP to $710, Raises Global ESS Growth Forecasts
CLSA issued a research report raising its 2025-2030 global energy storage system (ESS) CAGR forecasts from 22% to 37% as it incorporated its new energy storage demand from AI data centers.
Consequently, the broker lifted its 2026-2027 EPS forecasts for CATL (03750.HK) by 1-4%, and anticipated strong ESS growth to drive revenue growth by 10-13% during the same period.
However, CLSA also lowered its gross margin forecast, considering the rise in lithium prices.
Therefore, CLSA elevated its target prices for CATL's H-/ A-shares from $685/ RMB500 to $710/ RMB505, with ratings reiterated at Outperform.
Source: AASTOCKS Financial News
http://www.aastocks.com/en/stocks/news/ ... -news/AAFN
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
- Posts: 114229
- Joined: Wed May 07, 2008 9:28 am
44 posts
• Page 4 of 5 • 1, 2, 3, 4, 5
Who is online
Users browsing this forum: No registered users and 3 guests