Blue Lotus China New Economy Research, Blue Lotus Research Institute

Eric Wen

Blue Lotus China New Economy Research

China growth and global non-US Internet equities

Blue Lotus Research Institute

Blue Lotus Research is a Hong Kong Type 4 Licensed investment advisory firm focusing on Chinese growth equities and global non-US Internet equities

Thematic (Sector/Industry)

<ul>
<li>300750 CH/1211 HK:A fire broke out at CATL's Fujian factory, negatively affecting its safety image (-)</li>
<li>1211 HK:BYD recalls close to 100,000 vehicles, mainly produced in 2022-23 (/)</li>
<li>1519 HK/ZTO US: Parcel volume collection +40% yoy in prior week (+)</li>
</ul>


300750 CH/1211 HK:A fire broke out at CATL's Fujian factory, negatively affecting its safety image (-)
1211 HK:BYD recalls close to 100,000 vehicles, mainly produced in 2022-23 (/)
1519 HK/ZTO US: Parcel volume collection +40% yoy in prior week (+)


[Blue Lotus Daily]:300750 CH/1211 HK/1519 HK/ZTO US/1810 HK/600690 CH/000333 CH/000651 CH

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Equity Bottom-Up

Contemporary Amperex Technology (CATL) / Equity Bottom-Up

<ul><li>Half of all lithium-ion batteries could be made with recycled lithium by 2042, according to the founder of power cell giant Contemporary Amperex Technology Co. Ltd. (CATL) (<a href="https://www.smartkarma.com/300750.SZ" target="_blank" rel="noopener">300750.SZ</a> +11.06%), who presented a vision of an eco-friendlier industry at a recent event.</li><li>Speaking at the World New Energy Vehicles Congress on Friday, Zeng Yuqun, also CATL’s chairman, highlighted the critical role power cells can play in driving the EV industry toward a zero-carbon future, saying that the sustainable development of the industry hinges on the use of recycled battery raw materials.</li><li>CATL’s battery recycling business has already taken shape, with a current annual capacity to process 270,000 tons of used batteries, Zeng said.</li></ul>

Half of all lithium-ion batteries could be made with recycled lithium by 2042, according to the founder of power cell giant Contemporary Amperex Technology Co. Ltd. (CATL) (300750.SZ +11.06%), who presented a vision of an eco-friendlier industry at a recent event.Speaking at the World New Energy Vehicles Congress on Friday, Zeng Yuqun, also CATL’s chairman, highlighted the critical role power cells can play in driving the EV industry toward a zero-carbon future, saying that the sustainable development of the industry hinges on the use of recycled battery raw materials.CATL’s battery recycling business has already taken shape, with a current annual capacity to process 270,000 tons of used batteries, Zeng said.

CATL Chairman Sees Recycled Lithium as the Future of EV-Battery Making 

<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

Hong Kong

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) (3750 HK)

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Contemporary Amperex Technology (CATL) (3750 HK)

[Blue Lotus Daily]:300750 CH/1211 HK/1519 HK/ZTO US/1810 HK/600690 CH/000333 CH/000651 CH

CATL's safety image takes a hit after fire at Fujian factory, BYD recalls 100,000 vehicles, ZTO sees 40% increase in parcel volume collection.

Blue Lotus Research Institute

CATL Chairman Sees Recycled Lithium as the Future of EV-Battery Making

Half of all lithium-ion batteries could be made with recycled lithium by 2042, according to the founder of power cell giant Contemporary Amperex...

Caixin Global

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

[Blue Lotus Daily]:300750 CH/1211 HK/1519 HK/ZTO US/1810 HK/600690 CH/000333 CH/000651 CH

​CATL's safety image takes a hit after fire at Fujian factory, BYD recalls 100,000 vehicles, ZTO sees 40% increase in parcel volume collection.

Blue Lotus Research Institute

CATL Chairman Sees Recycled Lithium as the Future of EV-Battery Making

Half of all lithium-ion batteries could be made with recycled lithium by 2042, according to the founder of power cell giant Contemporary Amperex...

Caixin Global

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

CATL's safety image takes a hit after fire at Fujian factory, BYD recalls 100,000 vehicles, ZTO sees 40% increase in parcel volume collection.