CATL(SZ:300750) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-15 04:20Market Overview - On September 15, A-shares experienced a volatile rise, with the Shanghai Composite Index up by 8.69 points (0.22%) closing at 3879.29 points, the Shenzhen Component Index up by 137.73 points (1.07%) at 13061.86 points, and the ChiNext Index up by 64.26 points (2.13%) at 3084.68 points, briefly surpassing 3100 points during the session [1] - The half-day trading volume in the Shanghai and Shenzhen markets reached 1.52 trillion yuan, a decrease of 146.8 billion yuan compared to the previous day, with over 2000 stocks rising across the market [2] Pre-made Dishes Industry - The pre-made dishes index rose by 1.63% on September 15, with stocks like Delisi (002330) hitting the daily limit and Guolian Aquatic (300094) rising over 7%, as the market reacted to the upcoming national food safety standards for pre-made dishes [3] - The draft national standards, led by the National Health Commission, are set to include the usage of pre-made dishes in restaurant disclosures for the first time, following a notice issued by multiple departments in March 2024 emphasizing the safety regulations for pre-made dishes [3][4] - The pre-made dishes market in China reached 485 billion yuan in 2024, a year-on-year growth of 33.8%, and is expected to exceed 617.3 billion yuan in 2025, with e-commerce sales in 2023 growing by 160%, particularly among the younger demographic [3][4] Industry Growth and Challenges - As of now, there are over 74,000 registered pre-made dish companies in China, with approximately 9,500 new registrations in 2025. The registration trend shows a peak in 2024 after a decline in 2021-2022 [4] - Industry experts highlight that while government policies are promoting pre-made dishes for their standardization and efficiency, consumer trust remains a significant hurdle due to safety and nutritional concerns [4] - The new national standards are expected to reshape the pre-made dishes industry, potentially increasing costs by 15% to 30% due to stricter regulations on preservatives and cold chain logistics, which may lead to consolidation in the market [5] Battery and Energy Storage Sector - CATL (300750) saw a significant rise of 14% in A-shares, reaching new highs, supported by a Morgan Stanley report affirming its strengthened market position in the electric vehicle battery sector [6][7] - The energy storage sector is also gaining traction, with a national plan aiming for 180 million kilowatts of new energy storage capacity by 2027, driving an estimated investment of 250 billion yuan [8] Automotive Industry - Automotive stocks surged on September 15, with companies like Haon Auto (301488) rising nearly 18% following the release of a growth plan targeting 32.3 million vehicle sales in 2025, including 15.5 million electric vehicles [9][10] - The plan emphasizes the integration of smart and connected technologies in the automotive sector, promoting the development of intelligent networked vehicles and enhancing infrastructure for V2X and 5G applications [9][10]