CATL(SZ:300750) Ge Long Hui·2025-11-13 03:11Core Viewpoint - The new energy sector experienced a significant rebound, with notable stock price increases for companies like CATL and new energy vehicle ETFs, driven by strong demand for energy storage and strategic partnerships in the industry [1] Group 1: Market Performance - CATL's stock surged by 7%, while Xinzhoubang rose over 17%, and companies like Shengxin Lithium Energy and Tianci Materials hit the daily limit [1] - The new energy vehicle ETF increased by 5.84%, and the ChiNext new energy ETF Huaxia rose by 5.15% [1] Group 2: Industry Developments - Haibosi Chuang and CATL announced a supply cooperation for battery and system products, confirming strong global demand for energy storage and a shortage of high-end products according to Morgan Stanley [1] - The China Photovoltaic Industry Association refuted claims of excessive competition, emphasizing the industry's commitment to avoid destructive competition [1] - The National Energy Administration released guidelines to promote the integrated development of new energy, mentioning the orderly promotion of new energy heating applications and exploring the construction of pumped storage and new energy storage as regulatory power sources [1] Group 3: Notable Products - The largest scale new energy vehicle ETF (515030) includes key stocks such as Huayou Cobalt, Tianqi Lithium, and Ganfeng Lithium, along with battery manufacturers like CATL and Huichuan Technology [1] - The ChiNext new energy ETF Huaxia (159368), which tracks the ChiNext new energy index, includes major stocks like CATL and Huichuan Technology, with over 70% content in energy storage and solid-state batteries [1]