再上4000点！调研了一家龙头上市公司，更有信心了

Core Viewpoint - The A-share market has surpassed 4000 points, with various sectors such as CPO, robotics, batteries, new energy, storage chips, and semiconductor technology experiencing significant growth, indicating that the bull market is not over [1]. Company Insights - Contemporary Amperex Technology Co., Limited (CATL) has shown remarkable growth since its establishment in 2011, increasing its market capitalization from 100 billion to approximately 1.8 trillion, with over 60 billion in dividends paid [4]. - CATL has maintained its position as the global leader in power battery usage for eight consecutive years and in energy storage battery shipments for four consecutive years [5]. - The company has launched several innovative products, including the Shenxing PLUS Battery and the TENER Energy Storage System, and has made significant strides in carbon neutrality, aiming for core operational carbon neutrality by 2025 and value chain carbon neutrality by 2035 [5]. Industry Trends - The energy storage sector is entering a new cycle driven by artificial intelligence data centers, with a positive outlook for the future [7]. - Solid-state battery technology has achieved breakthroughs, although further advancements in engineering production and cost control are necessary [9]. - The latest "14th Five-Year Plan" emphasizes the development of new energy storage and the acceleration of smart grid construction, providing a favorable policy environment for the domestic energy storage market [10]. - The lithium battery industry chain is expected to stabilize and improve, driven by the economic turning point in domestic energy storage and supportive policies [10].