CATL(SZ:300750) 智通财经网·2025-09-15 07:56Core Viewpoint - The report from Credit Lyonnais indicates that certain mainland battery companies will benefit from favorable policies, with CATL expected to see a 37% year-on-year increase in profit this year [1] Group 1: Company Insights - CATL (03750) is projected to have a target price of HKD 535 for H-shares and CNY 390 for A-shares, with a rating of "outperform" [1] - Contemporary Amperex Technology Co., Ltd. is recognized as the global leader in electric vehicle and energy storage battery manufacturing [1] - China Innovation Aviation (03931), the fourth-largest electric vehicle and energy storage battery manufacturer, is expected to achieve an average annual compound growth rate of 76% in profits from 2025 to 2027, with a target price of HKD 38 and an "outperform" rating [1] - Ruipu Lanjun (00666), the fifth-largest energy storage battery manufacturer globally, is considered to be on a recovery path, with a target price of HKD 14 and an "outperform" rating [1] Group 2: Industry Insights - The National Energy Administration's latest storage policy indicates that an additional 100 GW of storage capacity will be added between 2025 and 2027, equivalent to 300 GWh, which is expected to drive an investment scale of CNY 250 billion over three years [1] - The policy is seen as significant, demonstrating China's commitment to advancing energy storage development and alleviating market concerns following the cancellation of mandatory renewable energy project storage policies earlier this year [1]