智通财经网·2026-01-30 02:43Core Viewpoint - CATL's stock price is expected to rise relative to the industry average in the next 15 days, with a probability of 70% to 80% according to Morgan Stanley [1] Group 1: Company Performance - CATL's stock price has recently rebounded, showing an increase of over 4%, with a current price of 493.2 HKD and a trading volume of 7.92 billion HKD [1] - The company has demonstrated its ability to pass on cost increases to customers, as evidenced during the previous lithium price upcycle [1] - CATL maintains a sufficient low-cost inventory for the first quarter of 2026 [1] Group 2: Industry Trends - Global lithium-ion battery energy storage system (ESS) shipments are projected to reach 550 GWh by 2025, representing a year-on-year growth of 79% [1] - China is expected to lead the global ESS market in 2025, with a market size of 352 GWh, accounting for 64% of the global total [1] - CATL remains the global leader in the ESS market with a shipment volume of 167 GWh, capturing a 30% market share and achieving an 80% year-on-year growth [1]