January 12, 2026 12:27 PM GMT Contemporary Amperex Technology Co. Ltd. | Asia Pacific Divergence in Market Expectations Auto analysts perceive EV demand as weak, while upstream analysts view demand as robust, supporting elevated battery material prices. This disconnect pressures CATL, but irrationally – material price strength and weak battery demand cannot coexist sustainably. The market currently reflects a sharp disconnect: Auto analysts anticipate weak EV demand, implying slower battery volume growth. M ...