Chery intensifies tender announcements; BYD reveals vehicle integration timeline. Solid-state battery sector strengthens as policy milestones become clear.

① As of the close on October 9, the lithium‑battery sector gained 0.6%, with Shidai Wanheng posting five consecutive trading limits and Zizhu High‑Tech four in a row. ② On September 28, the Ministry

CLSOct 9 17:35

Automakers vs. CATL: Who Holds the Reins in the Battery Market?

CATL in the tide of automakers' self-research.Author | Zhou ZhiyuOn October 9, CATL posted a long-awaited sharp rally, with its A-shares surging more than 5% during trading. At the close, it was

WallStreetCNOct 9 17:07

Citi: The global battery supply chain may face a new down cycle, but excessive pessimism is unwarranted

Citi believes that the global battery industry chain is entering its second round of capacity expansion. With demand growth slowing and supply catching up, the hallmarks of a traditional "downcycle"

WallStreetCNOct 9 15:04

EV Sales Cool in the US, Heat Up in Europe: US Sales Drop 30.7% Year-on-Year in First Nine Months

① In the first nine months of this year, U.S. electric vehicle sales fell 30.7% year over year, accounting for just 6% of total car sales. Meanwhile, hybrid vehicle sales rose 23% year over year, making up 15.6% of total sales. ② During the same period, electric vehicles captured 23.2% of the European automotive market, up from 17.7% in the same period last year. ③ The divergence in EV sales between these two major markets is partly attributable to differences in policy frameworks.

CLSOct 8 23:59

Spending 200 Million Yuan in a Single Day! The Trillion-Yuan Battery Leader Cancels Shares via Buyback | Selected Post-Market Announcements

A trillion‑yuan power‑battery giant has spent 200 million yuan to repurchase and cancel its shares; a small‑appliance sector leader, on its second straight daily limit-up, clarified that it has "no

Jin10Oct 8 20:54

“De-CATLization” is easier said than done. JPMorgan: Narrowing technology gaps do not equate to disappearing competitive advantages; CATL remains the top choice.

JPMorgan believes the market is overly focused on second-tier battery manufacturers' technological catch-up, while underestimating CATL's competitive moats in scale, manufacturing quality, consumer trust, and financial resilience. Notably, CATL employs the industry's most conservative accounting policies; if adjusted to align with second-tier peers, its reported net profit could increase by approximately 30%. Meanwhile, during the first eight months of this year, the company's share of China's passenger‑car battery market rose against the trend to 44%.

WallStreetCNOct 8 20:52