Avatr Launches 07L SUV, Taking on Xiaomi YU7 With Huawei ADS 5 and 725 Km Range
Arcfox Files Battery-swap Version of Beta T1, Tapping CATL's Swap System
First Shanghai Securities Remains a Buy on Contemporary Amperex Technology Co., Limited Class H (3750)
GTJ Research Hong Kong Short Position Holding Statistics | August 7
Zhitong Hong Kong Short Position Holdings | August 7
Yifeng County Ecological Environment Bureau: CATL's Jianxiawo lithium mine in Yichun is currently shut down for maintenance.
In response to rumors regarding the resumption of production at CATL's (03750.HK) Jianxiawo lithium mine in Yichun, the Ecological Environment Bureau of Yifeng County, Yichun City stated that during an on-site inspection, the company was found to be in a shutdown period for maintenance, with no ore loading, crushing, or other mining operations taking place. The authorities have required the company to promptly complete the environmental impact assessment approval procedures.
Autonomous driving companies are accelerating their entry into unmanned freight transportation.
Physics AI expansion.
Dongfeng Nissan Files NX7 as Plug-in Hybrid With 40.9-kWh CATL Battery
Research Insight | Guohai Securities: Maintains “Buy” rating on CATL, citing electric vessels as a new application frontier; share buybacks and dividends bolster investor confidence
Guohai Securities' research report noted that CATL is expanding the application scope of electric vessels, and its share repurchases and dividend distributions are boosting market confidence. The company has signed a strategic cooperation agreement with Pinglu Canal Group, under which the first batch of trial-operated electric vessels will be equipped with CATL batteries. In addition to advancing the electrification of ships, both parties plan to construct wind-solar power stations, energy storage facilities, and microgrids along the canal to supply power to industrial parks, port and shipping operations, and charging and battery-swapping infrastructure. Sales volume of motive and energy storage batteries has increased significantly year-over-year, with market share also rising compared to the same period last year. Global lithium-ion battery demand remains robust, and newly added production capacity is expected to support further scale-up. The substantial share repurchase program is likely to reinforce marke
Global EV Battery Market Share in H1 2026: CATL 39.9%, BYD 14.4%
Guojin Securities: Sodium-ion batteries are approaching an industrialization inflection point—the critical window for earnings realization and valuation reassessment.
The bank prioritizes selecting industry leaders in core segments of the supply chain that possess technological barriers and advantages with top-tier clients.
Zhito Hong Kong Market Insight | The competition among large AI models has begun, and resource-related stocks continue to strengthen.
Trump claimed a deal was close, but that wasn't really the case—it was just rhetorical posturing that gave the stock market a temporary boost.
Hong Kong Stock Market Movement | Lithium Battery-Related Stocks Lead Declines as Battery Consumption Tax Set to Resume; Companies Have Started Issuing Price Adjustment Notices to Clients
Lithium battery-related stocks led the losses. As of the time of writing, Ganfeng Lithium (01772.HK) fell 5.23% to HK$39.16; China Aviation Lithium Battery (CALB) (03931.HK) dropped 5.04% to HK$17.72; CATL (03750.HK) declined 4.82% to HK$629.50; and Tianqi Lithium (09696.HK) slid 3.25% to HK$35.16.
Hong Kong Market Midday Report | Hang Seng Index Drops 1.75% in Morning Session; MINIMAX Surges on Inclusion in Stock Connect
MINIMAX-W (00100) surged more than 16% against the market trend, as the company was officially included in the Stock Connect program, accelerating the validation of its path from model capabilities to commercial revenue.
Hong Kong Stock Market Movement | CATL (03750.HK) turns lower by over 3%; institutions note that the company's weaker-than-expected Q2 gross margin has triggered renewed market concerns
CATL (03750.HK) turned lower, down more than 3% after earlier rising over 4%. As of this report, it was down 2.7% at HK$643.5, with a trading volume of HK$993 million.
CLSA Sticks to Their Buy Rating for Contemporary Amperex Technology Co., Limited Class H (3750)
Zhito Hong Kong Stock Investment Diary | August 6
Hong Kong Stock Investment Journal | August 6, 2026
How did foreign investors act in Q2? QFII top holdings emerge.
① As of August 5, QFII investors held positions in 44 A-share stocks, with a total market value of RMB 17.362 billion; ② UBS Group maintained a significant stake in CATL, while Goldman Sachs International covered 19 stocks, reflecting divergent institutional positioning strategies; ③ QFII holdings were concentrated in manufacturing sectors such as electrical equipment, semiconductors, chemicals, and machinery.
ZHITONG AH Statistics | August 5
AH Statistics | August 5
CLSA: CATL (03750.HK) Q2 gross margin below expectations triggers concerns; target price set at HK$770
Lyon & Co. issued a research report stating that CATL's (03750.HK) second-quarter gross margin fell short of expectations, triggering renewed market concerns. As the company has only just begun mass production of sodium-ion batteries, investors find it difficult to assess whether its profit margins will recover in the second half of the year. The firm noted that CATL’s A-share (300750.SZ) is currently trading at an estimated price-to-earnings (P/E) ratio of approximately 16x, which is 0.5 standard deviations below its historical average. A further adjustment to 13x would reach the lower bound of its valuation range, presenting an attractive entry opportunity for investors. The firm maintains its 'High-Conviction Outperform' rating on the stock, with a target price of HK$770 for the H shares.
CATL To Go Ex-Dividend On August 6th, 2026 With 1.629 HKD Dividend Per Share
August 5th (Beijing Time) - $CATL(03750.HK)$ is trading ex-dividend on August 6th, 2026.Shareholders of record on August 7th, 2026 will receive 1.629 HKD dividend per share on September 3rd, 2026.