Top Pick Battery export controls? Little impact; buy on dip Key Takeaways Morgan Stanley Asia Limited+ Jack Lu Equity Analyst Jack.Lu@morganstanley.com +852 2848-5044 Contemporary Amperex Technology Co. Ltd. (300750.SZ, 300750 CS) October 10, 2025 03:22 AM GMT M Update Contemporary Amperex Technology Co. Ltd. | Asia Pacific China Energy & Chemicals | China Stock Rating Overweight Industry View In-Line Price target Rmb490.00 Shr price, close (Oct 9, 2025) Rmb409.89 52-Week Range Rmb424.36-209.11 Sh out, dil, ...

Flash | 09 Oct 2025 11:56:41 ET │ 13 pages China Battery Materials Proposed Export Restrictions on Battery Chain; A Potential Opportunity CITI'S TAKE On 9th October, The Ministry of Commerce and the Customs announced a proposal of export restrictions on battery, cathode, anode, and corresponding technology & equipment (link). Our read – (1) proposal mainly targets equipment across the board & high-end battery and battery materials, extending from previous export control on cathode and lithium refining techn ...