CATL(SZ:300750) Xin Lang Cai Jing·2025-12-11 03:09Group 1 - The core viewpoint of the articles highlights the significant growth in the global and Chinese energy storage battery shipment volumes, with an expected increase of over 80% by 2025 [1] - The China Passenger Car Association reported that in November, the wholesale volume of new energy vehicles reached 1.72 million units, marking a year-on-year increase of 20% and a month-on-month increase of 7% [1] - The lithium battery industry is experiencing sustained demand, with recent price increases in lithium carbonate, lithium iron phosphate, and other components, indicating a positive outlook for lithium battery demand in the coming year [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the China Battery Theme Index include major companies such as Sungrow Power Supply, CATL, and EVE Energy, collectively accounting for 55.63% of the index [2] - The Battery ETF by Harvest (562880) closely tracks the China Battery Theme Index, providing a convenient tool for investors to gain exposure to the battery sector [2] - Investors without stock accounts can also access battery industry investment opportunities through the Battery ETF linked fund (016567) [3] Group 3 - CITIC Securities anticipates further improvement in the supply-demand dynamics of the lithium battery industry by 2026, with a stabilization and potential recovery in industry chain prices [1] - The acceleration of solid-state battery commercialization is expected to create investment opportunities across battery, material, and equipment sectors [1] - The focus is on high-quality leading enterprises within the supply chain that exhibit greater technological differentiation and stronger cost control capabilities [1]