CATL(SZ:300750) 21世纪经济报道·2025-09-15 04:11Market Overview - On September 15, A-shares experienced a volatile upward trend, with the Shanghai Composite Index rising by 8.69 points (0.22%) to close at 3879.29 points, the Shenzhen Component Index increasing by 137.73 points (1.07%) to 13061.86 points, and the ChiNext Index gaining 64.26 points (2.13%) to 3084.68 points, briefly surpassing 3100 points during the session [1][2]. Trading Volume - The half-day trading volume in the Shanghai and Shenzhen markets reached 1.52 trillion yuan, a decrease of 146.8 billion yuan compared to the previous day, with over 2000 stocks in the market rising [4]. Pre-made Dishes Industry - The pre-made dishes concept is gaining traction as the national food safety standards are nearing implementation. The pre-made dishes index rose by 1.63%, with stocks like Delisi hitting the daily limit and Guolian Aquatic Products increasing by over 7% [6][7]. - The draft national standard for pre-made dishes, led by the National Health Commission, is set to be publicly solicited for opinions, marking a significant step in regulating the industry [8]. - The pre-made dishes market in China reached a scale of 485 billion yuan in 2024, reflecting a year-on-year growth of 33.8%, and is expected to exceed 617.3 billion yuan by 2025. E-commerce platforms reported a 160% increase in sales in 2023, with over 60% of consumers being young [9]. - As of now, there are over 74,000 registered pre-made dishes-related companies in China, with approximately 9,500 new registrations in 2025. The registration trend shows a peak in 2024, with over 10,000 companies [9]. - Industry experts emphasize the importance of establishing clear national standards to address consumer concerns regarding safety and nutrition, which are critical for the growth of the pre-made dishes market [10]. Battery Industry - Contemporary Amperex Technology Co., Ltd. (CATL) saw its stock rise by 14% during the session, reaching new highs in both A-shares and H-shares. Morgan Stanley reported that CATL's market leadership has strengthened, particularly in the European electric vehicle battery market [14]. - The new storage action plan aims for a new storage capacity of over 180 million kilowatts by 2027, with direct investments of about 250 billion yuan, primarily focusing on lithium-ion battery storage technology [17]. Automotive Industry - On September 15, automotive industry stocks surged, with companies like Haon Auto and Kaiter shares rising nearly 18% and over 15%, respectively [18]. - The Ministry of Industry and Information Technology released a growth plan for the automotive industry, targeting vehicle sales of approximately 32.3 million units in 2025, with a 20% increase in new energy vehicle sales [20]. - The plan encourages the industrialization of smart connected technologies and aims to enhance the competitiveness of the automotive sector by shifting from price competition to value-based competition [21].