CATL(03750)

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智通港股空仓持单统计|9月19日
智通财经网· 2025-09-19 10:32
Group 1 - The top three companies with the highest short position ratios are ZTE Corporation (00763) at 15.37%, COSCO Shipping Holdings (01919) at 14.41%, and CATL (03750) at 13.38% [1][2] - The company with the largest increase in short position ratio is China Pacific Insurance (02601), which rose by 5.56% to 7.72% [2] - The companies with the largest decrease in short position ratio include Shandong Gold (01787), which decreased by 3.98% to 8.68%, and Kingsoft Cloud (03896), which decreased by 1.65% to 2.96% [1][3] Group 2 - The latest short position ratios for the top ten companies show that Zijin Mining (02899) has a ratio of 13.12%, Ping An Insurance (02318) at 12.68%, and MicroPort Medical (00853) at 11.92% [2] - The companies with the most significant increases in short position ratios also include Hengrui Medicine (01276) with an increase of 0.98% to 8.19% and Kanglong Chemical (03759) with an increase of 0.93% to 7.27% [2] - The companies with the most significant decreases in short position ratios also include Kangfang Biotech (09926) with a decrease of 1.02% to 3.89% and Shengye (06069) with a decrease of 0.99% to 1.83% [3]
智通港股52周新高、新低统计|9月19日





智通财经网· 2025-09-19 08:43
Group 1 - As of September 19, 93 stocks reached their 52-week highs, with Huake Intelligent Investment (01140), Xincheng Power (01148), and Huashang Energy (00206) leading the increase rates at 22.30%, 20.00%, and 17.65% respectively [1] - The closing prices for the top three stocks that reached new highs are Huake Intelligent Investment at 0.170, Xincheng Power at 0.300, and Huashang Energy at 0.305 [1] - Other notable stocks that reached new highs include Handa Fu Holdings (01348) with a high rate of 16.89% and Meijiehui Holdings (01389) at 13.75% [1] Group 2 - The report also lists stocks that reached their 52-week lows, with Shanga Holdings (00412) experiencing the largest decline at -34.98%, followed by Huaying Construction (01582) at -21.47% [3] - The closing price for Shanga Holdings is 3.360, while Huaying Construction closed at 0.360 [3] - Other stocks with significant declines include China Information Technology Equity (08568) at -17.74% and Tai Hing Properties (00277) at -11.90% [3]
智通AH统计|9月19日
智通财经网· 2025-09-19 08:17
Core Insights - The article highlights the top and bottom AH premium rates for various stocks, indicating significant disparities in market valuations between A-shares and H-shares [1][2][3] Group 1: Top AH Premium Rates - Northeast Electric (00042) leads with an AH premium rate of 831.03%, followed by Hongye Futures (03678) at 230.41% and Andeli Juice (02218) at 228.12% [1] - The top three stocks with the highest deviation values are Northeast Electric (45.11%), Changfei Optical Fiber (31.64%), and Zhaoyan Pharmaceutical (23.42%) [1][3] Group 2: Bottom AH Premium Rates - The stocks with the lowest AH premium rates include Ningde Times (03750) at -14.38%, followed by Heng Rui Pharmaceutical (01276) at -3.45% and Zijin Mining (02899) at 3.06% [2] - The bottom three stocks with the lowest deviation values are Longpan Technology (-21.76%), Fudan Zhangjiang (-20.80%), and COSCO Shipping Energy (-19.62%) [2][5] Group 3: Additional Insights - The top ten AH stocks by premium rates show a significant range, with the lowest premium rates indicating potential undervaluation in the market [1][2] - The deviation values provide insight into how current premium rates compare to historical averages, suggesting potential investment opportunities or risks [3][5]
港股评级汇总 | 汇丰研究维持商汤持有评级
Xin Lang Cai Jing· 2025-09-19 07:51
Group 1 - HSBC maintains a hold rating on SenseTime (00020.HK) and raises the target price to HKD 3.1, citing the company's "1+X" strategic transformation and improved market sentiment, but warns of potential supply bottlenecks in AI chip resources [1] - Goldman Sachs maintains a buy rating on Hong Kong Exchanges and Clearing (00388.HK) and raises the target price to HKD 544, expecting structural increases in southbound capital flow and participation due to the company's diversified offerings [1] - Citic Lyon reiterates a market outperform rating on CATL (03750.HK) and raises the H-share target price to HKD 670, driven by strong demand in the electric vehicle and ESS markets, with a projected 10% increase in battery shipments from 2026 to 2027 [1] Group 2 - Morgan Stanley maintains an overweight rating on Ping An Insurance (02318.HK) and raises the target price to HKD 70, adjusting earnings forecasts for 2025 to 2027 upwards by 1.9%, 0.4%, and 0.6% respectively [2] - Morgan Stanley gives China Life Insurance (02628.HK) an overweight rating and raises the H-share target price to HKD 25.7, with earnings forecasts for 2025 to 2027 increased by 13.1%, 1%, and 1.9% respectively, benefiting from a rising stock market and stable sales growth [3] Group 3 - Goldman Sachs reiterates a buy rating on Baidu (09888.HK) and raises the target price to HKD 150, highlighting the rapid growth of non-search businesses and the acceleration of AI value release [4] - Guotai Junan maintains an overweight rating on Boss Zhipin (02076.HK) with a target price of HKD 109.66, noting a 30.9% year-on-year growth in adjusted net profit and steady progress in AI commercialization in recruitment scenarios [4] - Guotai Junan maintains an overweight rating on Super盈 International Holdings (02111.HK) with a target price of HKD 4.42, emphasizing the company's strong position in the elastic fabric sector and consistent high dividend yield [5]
里昂:升宁德时代(03750)目标价至670港元 重申跑赢大市评级
智通财经网· 2025-09-19 06:13
Group 1 - The core viewpoint of the article highlights that demand for electric vehicle (EV) batteries and energy storage systems (ESS) at CATL is strong, particularly in the overseas ESS market [1] - CATL's production capacity for both EV batteries and ESS is currently at full load, indicating robust market demand [1] - Based on the assumption of a 10% increase in battery shipments from 2026 to 2027, the brokerage firm has raised its earnings per share (EPS) forecasts for CATL by 9% for both 2026 and 2027 [1] Group 2 - The target prices for CATL's A and H shares have been increased to 490 RMB and 670 HKD, respectively, from previous targets of 390 RMB and 535 HKD [1] - The brokerage firm maintains an "outperform" rating on CATL's stock [1]
理想汽车(02015)与宁德时代(03750)达成全面战略合作
智通财经网· 2025-09-19 03:49
截至目前,搭载宁德时代电池的理想汽车累计交付量突破100万辆,且从未出现因电池自身原因导致的 热失控事故。宁德时代始终用创新的电池技术、严苛的安全标准,保障动力电池安全。本次协议的签署 是双方合作的进一步深化,理想汽车将与宁德时代携手并进,共同为用户提供更安全、更高效、更智能 的出行体验。 双方将在电池安全、超充技术等方面展开深度合作,携手拓展国内外业务,共同推动电池技术创新和全 球化布局。作为长期合作伙伴,宁德时代将为理想汽车全系产品提供高性能、高安全、高品质的动力电 池系统,包括但不限于三元锂电池、M3P电池、磷酸铁锂电池和钠离子电池等,为理想汽车打造高端智 能电动体验注入核心动能。 9月18日,理想汽车(02015)与宁德时代(03750)签署五年全面战略合作协议并完成授牌仪式。理想汽车董 事长兼CEO李想、总裁马东辉、宁德时代董事长兼CEO曾毓群、市场体系联席总裁韩伟共同出席,理想 汽车供应链副总裁孟庆鹏、宁德时代国内乘用车副总裁王慧代表双方在宁德签署协议。 ...
港股异动 | 宁德时代(03750)涨近3% 与理想汽车达成全面战略合作 共同推动电池技术创新
智通财经网· 2025-09-19 02:47
智通财经APP获悉,宁德时代(03750)涨近3%,截至发稿,涨2.97%,报520港元,成交额6.38亿港元。 消息面上,据宁德时代官微消息,9月18日,理想汽车与宁德时代签署五年全面战略合作协议并完成授 牌仪式。双方将在电池安全、超充技术等方面展开深度合作,携手拓展国内外业务,共同推动电池技术 创新和全球化布局。作为长期合作伙伴,宁德时代将为理想汽车全系产品提供高性能、高安全、高品质 的动力电池系统,包括但不限于三元锂电池、M3P电池、磷酸铁锂电池和钠离子电池等,为理想汽车打 造高端智能电动体验注入核心动能。截至目前,搭载宁德时代电池的理想汽车累计交付量突破100万 辆,且从未出现因电池自身原因导致的热失控事故。 ...
电池巨头宣布乘用车钠电明年批量装车,剑指四成乘用车市场需求?
Feng Huang Wang· 2025-09-18 14:15
电池领域的话题正在接力挑起市场爆点。继固态电池掀起又一波热潮后,钠离子电池紧随其后来刷热度。 电池巨头宁德时代(300750.SZ/03750.HK)9月17日晚间在互动平台回应表示,目前公司钠新乘用车动力电池正在与客户推进开发、落地中,进展 顺利,明年将根据客户节奏实现批量供货。 钠电池市场化渐行渐近? 钠离子电池并非新事物。关于钠离子电池的研究至少可以追溯到20世纪70年代,几乎与锂离子电池的研究同时起步。 锂、钠在物理和化学性质方面有着相似之处,理论上都可以作为二次电池的金属离子载体。然而,在新能源车渗透率不断提升的浪潮中,锂电池 方兴未艾,钠电池却仍在市场化的门槛边缘踟蹰徘徊。 钠离子电池有着与锂离子电池相似的工作原理,主要通过钠离子在正负极之间的嵌入、脱出实现电荷转移。然而,相较锂离子,钠离子体积较 大,在材料结构稳定性和动力学性能方面要求更严苛,这也成为钠离子电池迟迟难以商用的瓶颈。 宁德时代在2021年曾发布第一代钠离子电池,彼时的电芯单体能量密度为160Wh/kg。时隔4年,"宁王"在今年4月发布全新钠离子电池品牌宁德时 代钠新,电芯能量密度达到175 Wh/kg。 这意味着,钠新电池已接近当 ...
宁德时代(03750) - 海外监管公告-关於2022年股票期权与限制性股票激励计划之股票期权首次及...
2025-09-18 12:56
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 Contemporary Amperex Technology Co., Limited 寧德時代新能源科技股份有限公司 (於中華人民共和國註冊成立的股份有限公司) (股份代號:3750) 海外監管公告 中國•寧德,二零二五年九月十八日 於本公告日期,本公司董事會成員包括執行董事曾毓群先生、潘健先生、李平先 生、周佳先生、歐陽楚英博士及趙豐剛先生;及獨立非執行董事吳育輝博士、林 小雄先生及趙蓓博士。 证券代码:300750 证券简称:宁德时代 公告编号:2025-076 宁德时代新能源科技股份有限公司 关于 2022 年股票期权与限制性股票激励计划 之股票期权首次及预留授予第三个行权期 自主行权的提示性公告 關於2022年股票期權與限制性股票激勵計劃之股票期權 首次及預留授予第三個行權期自主行權的提示性公告 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而作出。 茲載列寧德時代新能源科技股 ...
智通AH统计|9月18日
智通财经网· 2025-09-18 08:17
Core Insights - The article highlights the current AH premium rates of various stocks, with Northeast Electric (00042) leading at 815.25% and Ningde Times (03750) at the bottom with -12.98% [1][2][3] AH Premium Rate Rankings - The top three stocks with the highest AH premium rates are: - Northeast Electric (00042) at 815.25% - Hongye Futures (03678) at 234.51% - Sinopec Oilfield Service (01033) at 222.78% [1][2] - The bottom three stocks with the lowest AH premium rates are: - Ningde Times (03750) at -12.98% - Heng Rui Pharmaceutical (01276) at -5.18% - Zijin Mining (02899) at 3.36% [1][3] Deviation Value Rankings - The stocks with the highest deviation values are: - Changfei Fiber Optic Cable (06869) at 29.36% - Northeast Electric (00042) at 28.81% - Zhaoyan New Drug (06127) at 26.44% [1][4] - The stocks with the lowest deviation values are: - Longyuan Power (00916) at -29.23% - Longpan Technology (02465) at -23.15% - Fosun Pharmaceutical (02196) at -22.01% [1][5]