CATL(SZ:300750) Zhong Zheng Wang·2025-09-15 08:27Media Sector - The media sector is experiencing active performance, with significant gains in the gaming sector, particularly for companies like Xinghui Entertainment and Perfect World [1] - As of September 13, 2025, the cumulative box office for films has surpassed 40 billion yuan, occurring 76 days earlier than the previous year [1] - The upcoming release of 10 films scheduled for the National Day holiday in 2025 is expected to further boost the sector [1] - The EA SPORTS FC PRO Championship Cup and FC PRO World Challenge took place in Shanghai, contributing to the media sector's positive momentum [1] Gaming Sector - The gaming sector is witnessing strong demand across various platforms, including PC, mobile, and console games, driven by consumer needs for stress relief and social interaction [1] - The current valuation of the gaming sector remains attractive, with expectations of sustained high prosperity and a longer-than-expected cycle of growth [1] Lithium Battery Industry - The lithium battery supply chain is showing active performance, with notable increases in stocks such as CATL, BYD, and Ganfeng Lithium [2] - Recent policy support includes the "Automobile Industry Stabilization Growth Work Plan (2025-2026)," aiming for approximately 32.3 million vehicle sales in 2025, a 3% year-on-year increase [2] - The plan also targets 15.5 million sales of new energy vehicles in 2025, reflecting a 20% year-on-year growth [2] Energy Storage Sector - The National Development and Reform Commission and the National Energy Administration have issued a new action plan for large-scale energy storage construction from 2025 to 2027 [3] - A notification has been released to improve pricing mechanisms to promote the local consumption of renewable energy [3] - The World Energy Storage Conference will be held from September 16 to 18, showcasing innovative achievements in the energy storage industry [3]