CATL(SZ:300750) 智通财经网·2025-11-05 07:40Core Viewpoint - Bank of America Securities reports that CATL (03750) achieved a battery installation capacity of 35.5 GWh in September in China, representing a year-on-year growth of 46% [1] Group 1: Company Performance - CATL's domestic market share in September was 42.2%, remaining stable year-on-year but slightly down by 0.1 percentage points quarter-on-quarter [1] - The company's international market share stood at 35%, showing a decline of 2 percentage points year-on-year and 1 percentage point quarter-on-quarter, maintaining its position as the global leader [1] - CATL plans to produce 74.5 GWh in November, reflecting a year-on-year increase of 38% and a quarter-on-quarter increase of 1% [1] Group 2: Market Outlook - The data indicates robust demand for electric vehicles and energy storage batteries, with expectations for an increase in CATL's domestic market share in Q4, driven by higher shipment volumes of vehicles using CATL batteries [1]