宁王不服寒王！宁德时代飙升14%，创2022年2月以来新高

Core Viewpoint - The stock price of CATL (宁德时代) surged over 14%, surpassing 300 CNY, reaching a new high since February 2022, amidst a market correction for Cambrian (寒武纪-U) [1] Group 1: Company Performance - CATL's stock closed at 316.66 CNY, marking a significant increase and a new peak since February 2022 [1] - The surge in CATL's stock price is attributed to its sodium battery production progress and a 40% market share of its Kirin battery, creating a technological moat [1] Group 2: Market Outlook - Future stock performance may depend on the intensity of inventory replenishment by automakers in Q4 and the realization of overseas orders [1] - Current valuations have partially absorbed concerns regarding industry overcapacity, suggesting that the stock price may maintain a volatile recovery pattern driven by technological breakthroughs and performance validation [1]