两个月股价涨幅56.4%！瞄准高压实密度磷酸铁锂布局后 宁德时代又迎固态电池利好

Core Viewpoint - CATL's stock price has shown a significant upward trend, reaching 409.89 CNY per share, with a 56.4% increase since August 1, 2023, driven by advancements in solid-state battery technology and strategic investments in high-density lithium iron phosphate materials [2][9]. Group 1: Stock Performance - On October 9, 2023, CATL's stock closed at 409.89 CNY per share, marking a 1.96% increase [1]. - CATL's total market capitalization reached 1.87 trillion CNY, surpassing Kweichow Moutai's market cap of approximately 1.80 trillion CNY [2]. Group 2: Industry Trends - The entire battery supply chain has performed well in the capital market, with notable stock price increases for companies like Ganfeng Lithium and Tianqi Lithium [4]. - Recent breakthroughs in solid-state lithium batteries, particularly a new anion regulation technology, have been reported, which addresses critical challenges in battery interface contact [5][8]. Group 3: Strategic Investments - CATL has made significant investments in Jiangxi Shenghua New Materials, committing 25.6 billion CNY to enhance its production capabilities in high-density lithium iron phosphate materials [9][11]. - The high-density lithium iron phosphate technology is expected to meet the growing demand for high-performance battery materials in the electric vehicle and energy storage markets [9][10].