CATL(SZ:300750) Xin Lang Cai Jing·2025-08-01 00:33Group 1: Financial Performance - The company achieved a revenue of 178.9 billion RMB in 1H25, a year-on-year increase of 7.3% [1] - The net profit attributable to shareholders reached 30.5 billion RMB, up 33.3% year-on-year, with a net profit margin of 17.5% in Q2 [1] - The company plans to distribute 15% of its net profit for the first half of the year as dividends, reflecting a commitment to shareholder returns [1] Group 2: Industry Position and Product Development - The company has maintained a strong market position with a global market share of 38.1% in power batteries for the first five months of 2025, an increase of 0.6 percentage points year-on-year [2] - The company is advancing its battery technology, having launched second-generation batteries and commenced mass production of large-capacity storage cells [2] - The company aims to complete the construction of 1,000 passenger car and 300 heavy truck battery swap stations by 2025, with 400 passenger car and 40 heavy truck stations already completed [2] Group 3: International Market Outlook - The company's overseas revenue reached 61.2 billion RMB in 1H25, a year-on-year increase of 21%, with overseas revenue accounting for 34% of total revenue [3] - The European market is driving demand for power batteries, with a 23.6% year-on-year increase in new energy vehicle sales in Europe for the first half of 2025 [3] - The company is expanding its overseas production capacity, with new factories in Hungary and Spain under development, which is expected to lower costs and enhance local supply [3]