“周一卖不卖宁德时代？”

Core Viewpoint - The article discusses the recent share transfer by Huang Shilin, the third-largest shareholder of CATL, and its potential impact on the company's stock price and the solid-state battery sector, highlighting the ongoing debate among industry insiders regarding the implications of this event [3][6][7]. Summary by Sections Share Transfer Details - CATL announced that Huang Shilin intends to transfer 45.63 million shares, representing 1% of the total share capital, valued at approximately 18.4 billion yuan based on the latest closing price [3][4]. - Huang currently holds 10.21% of CATL's shares, totaling 466 million shares, and the transfer will account for about 9.79% of his holdings [4]. Market Reactions and Predictions - Industry experts predict that the stock price of CATL may experience significant fluctuations due to this transfer, with some suggesting it could create a "golden pit" for long-term investors [6][7]. - The transfer is expected to be competitive, with a six-month lock-up period for the acquiring institutions, which may limit short-term speculative activities [5][7]. Long-term Industry Outlook - Despite the short-term impact of Huang's share transfer, the long-term growth prospects for CATL and the solid-state battery sector remain positive, driven by advancements in technology and increasing demand for clean energy solutions [6][8]. - The article notes that 2025 will be the last year for the exemption of vehicle purchase tax for new energy vehicles, with the tax rate returning to 10% in 2026, which could affect future demand [8].