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Caixin Global

Articles from Caixin Global

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Equity Bottom-Up

Contemporary Amperex Technology (CATL) / Equity Bottom-Up

<ul><li>Contemporary Amperex Technology Co. Ltd. (CATL), the world’s largest battery producer, is focusing its research and development team on the use of artificial intelligence to discover the next generation of battery materials.</li><li>Zeng Yuqun, the CATL’s chairman, said his company has 20,000 people working in R&amp;D and discovering the materials that will push forward battery innovation was their main aim. He was talking on Wednesday to Nicolai Tangen, chairman of Norway’s sovereign wealth fund Norges Bank Investment Management.</li><li>CATL holds a dominant position in the global power battery market, accounting for 37.6% of the market in the first seven months of 2024, according to South Korean research firm SNE Research.</li></ul>

Contemporary Amperex Technology Co. Ltd. (CATL), the world’s largest battery producer, is focusing its research and development team on the use of artificial intelligence to discover the next generation of battery materials.Zeng Yuqun, the CATL’s chairman, said his company has 20,000 people working in R&amp;D and discovering the materials that will push forward battery innovation was their main aim. He was talking on Wednesday to Nicolai Tangen, chairman of Norway’s sovereign wealth fund Norges Bank Investment Management.CATL holds a dominant position in the global power battery market, accounting for 37.6% of the market in the first seven months of 2024, according to South Korean research firm SNE Research.

CATL is Using AI to Discover Next-Generation Battery Materials 

Podcast by CEO, Norges Bank Investment Management, In Good Company with Nicolai Tangen

In Good Company with Nicolai Tangen

Podcast by CEO, Norges Bank Investment Management

The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See https://www.acast.com/privacy-policy for more information.

<ul><li>Company specializes in battery products for electric vehicles and energy storage</li><li>Competes with itself to continuously innovate and invent new chemistries</li><li>Relies on state support in China to quickly meet consumer needs and roll out products efficiently</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Company specializes in battery products for electric vehicles and energy storageCompetes with itself to continuously innovate and invent new chemistriesRelies on state support in China to quickly meet consumer needs and roll out products efficientlyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CATL CEO & Founder Robin Zeng:  The Journey to Market Dominance

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Back on the 15th August, lithium play <a href="https://www.smartkarma.com/entities/latin-resources-ltd" target="_blank" data-smartkarma-citation="entities:8770:1" rel="noopener">Latin Resources (LRS AU)</a> entered into a<a href="https://announcements.asx.com.au/asxpdf/20240815/pdf/066mpcs6zd41jz.pdf" target="_blank" rel="noopener"> Scheme</a> with significantly larger peer, <a href="https://www.smartkarma.com/entities/pilbara-minerals-ltd" target="_blank" data-smartkarma-citation="entities:7460:1" rel="noopener">Pilbara Minerals (PLS AU)</a>. Timing appears fortuitous. </li>
<li>PLS is offering 0.07 new PLS shares for each LRS share held.  LRS shareholders will own ~6.4% of the combined entity. LRS' largest shareholder, José Luis Manzano (7.9%), is supportive. </li>
<li>The scrip terms back out an implied price of A$0.20/share or a 67% premium to last close. This is done. And trading accordingly. Expected implementation late November, early December.</li>
</ul>


Back on the 15th August, lithium play Latin Resources (LRS AU) entered into a Scheme with significantly larger peer, Pilbara Minerals (PLS AU). Timing appears fortuitous. 
PLS is offering 0.07 new PLS shares for each LRS share held.  LRS shareholders will own ~6.4% of the combined entity. LRS' largest shareholder, José Luis Manzano (7.9%), is supportive. 
The scrip terms back out an implied price of A$0.20/share or a 67% premium to last close. This is done. And trading accordingly. Expected implementation late November, early December.


Latin Resources (LRS AU)'s Scheme With Pilbara Minerals

<ul><li>An announcement by Contemporary Amperex Technology Co. Ltd. (CATL) that is to halt production at its giant lithium concentrator in Yichun, Jiangxi province, triggered a sharp rise in domestic lithium mining companies’ stocks.</li><li>Ganfeng Lithium Group Co. Ltd. and Tianqi Lithium Corp. hit their daily price limits Wednesday, while other lithium firms saw significant gains.</li><li>CATL’s decision to stop production comes after steep falls in lithium prices, which have dropped 60% from previous highs.</li></ul>

An announcement by Contemporary Amperex Technology Co. Ltd. (CATL) that is to halt production at its giant lithium concentrator in Yichun, Jiangxi province, triggered a sharp rise in domestic lithium mining companies’ stocks.Ganfeng Lithium Group Co. Ltd. and Tianqi Lithium Corp. hit their daily price limits Wednesday, while other lithium firms saw significant gains.CATL’s decision to stop production comes after steep falls in lithium prices, which have dropped 60% from previous highs.

Boost for Lithium Mining Stock as CATL Halts Yichun Production After Price Plunge 

Cross Asset Strategy

<ul><li>Investors / In Depth: China’s PE investors left empty-handed as cash-strapped startups flout</li><li>Corruption /: Two ex-senior officials accused of holding on to classified materials</li><li>IBM /Exclusive: IBM chief says closing China units is ‘done’ and ‘not reversible’</li></ul>

Investors / In Depth: China’s PE investors left empty-handed as cash-strapped startups floutCorruption /: Two ex-senior officials accused of holding on to classified materialsIBM /Exclusive: IBM chief says closing China units is ‘done’ and ‘not reversible’

CX Daily: China’s PE Investors Left Empty-Handed as Cash-Strapped Startups Flout Compensation Deals 

China

Contemporary Amperex Technology Co., Limited. operates as a battery products manufacturing company. The Company produces and sells power battery materials, energy storage batteries energy storage battery cells, systems, and other products. Contemporary Amperex Technology also provides batteries recycling services.

Contemporary Amperex Technology (CATL) (300750 CH)

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Contemporary Amperex Technology (CATL) (300750 CH)

CATL is Using AI to Discover Next-Generation Battery Materials

Contemporary Amperex Technology Co. Ltd. (CATL), the world’s largest battery producer, is focusing its research and development team on the use of...

Caixin Global

CATL CEO & Founder Robin Zeng: The Journey to Market Dominance

The company prioritizes providing high-quality chemical materials for their products, leading to strong consumer satisfaction, with a focus on...

In Good Company with Nicolai Tangen

Latin Resources (LRS AU)'s Scheme With Pilbara Minerals

Trading tight to terms Take down borrow cheaply on PLS, should the spread widen. Elsewhere, Liontown is trading at A$0.67/share vs. Albemarle's...

David Blennerhassett

Boost for Lithium Mining Stock as CATL Halts Yichun Production After Price Plunge

An announcement by Contemporary Amperex Technology Co. Ltd. (CATL) that is to halt production at its giant lithium concentrator in Yichun, Jiangxi...

Caixin Global

CX Daily: China’s PE Investors Left Empty-Handed as Cash-Strapped Startups Flout Compensation Deals

Investors / In Depth: China’s PE investors left empty-handed as cash-strapped startups flout compensation deals Private equity (PE) and venture...

Caixin Global

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