CATL (3750 HK / 300750 CH): Stop Pricing It as a Battery Cyclical — Start Pricing the Grid
CATL's storage business is growing 2x faster and higher-margin than EV batteries, while RMB17bn in AI/grid stakes and a record buyback go unpriced....
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Contemporary Amperex Technology (CATL) (300750 CH): Synthetic Expert Call Transcript (20 Aug 2026)
CATL’s Rmb 15.5 billion AI energy infrastructure program is not a portfolio diversification play; it is a defensive, vertical land grab...
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CATL (300750 CH / 3750 HK): The Market Priced the AI Programme at Zero. We Agree.
CATL's 3rd AI infrastructure deal in 5 months cost 0.9% of MCAP and consolidates nothing. The optionality is real and currently free at 18.6x. We...
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CX Daily: AI to Drive Expansion in Cyberattacks, Industry Execs Warn
AI to Drive Expansion in Cyberattacks, Industry Execs Warn AI is rapidly escalating cybersecurity threats by empowering autonomous...
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CATL (3750HK / 3000750 CH): Market Leader at a Discount - 2Q26 Review
CATL-H stock has dropped 20% due to market beta, but demand remains strong with high growth projections for EV and ESS shipments. CATL-A now...
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