CATL (3750 HK / 300750 CH): Stop Pricing It as a Battery Cyclical — Start Pricing the Grid

Smartkarma08-31

⬆ Contemporary Amperex Technology - CATL's storage business is growing 2x faster and higher-margin than EV batteries, while RMB17bn in AI/grid stakes and a record buyback go unpriced. Long, 12-month re-rating catalyst.

Continue reading on Smartkarma:- https://www.smartkarma.com/insights/catl-3750-hk-300750-ch-stop-pricing-it-as-a-battery-cyclical-start-pricing-the-grid?utm_source=tiger_community

By Mo Aziz, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/mo-aziz?utm_source=tiger_community

On Contemporary Amperex Technology (03750):- https://www.smartkarma.com/entities/contemporary-amperex-technology-co-limited-class-h?utm_source=tiger_community

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2663268770?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-31 01:48","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2663268770","market":"hk","top_or_hot":-1,"title":"CATL (3750 HK / 300750 CH): Stop Pricing It as a Battery Cyclical — Start Pricing the Grid","media":"Smartkarma","content":"<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/dbb922b2-2b32-4231-aee9-79547891b6b3.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/03750\">Contemporary Amperex Technology</a> - <a href=\"https://laohu8.com/S/300750\">CATL</a>'s storage business is growing 2x faster and higher-margin than EV batteries, while RMB17bn in AI/grid stakes and a record buyback go unpriced. Long, 12-month re-rating catalyst.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/catl-3750-hk-300750-ch-stop-pricing-it-as-a-battery-cyclical-start-pricing-the-grid?utm_source=tiger_community</p><p>By Mo Aziz, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/mo-aziz?utm_source=tiger_community</p><p>On Contemporary Amperex Technology (03750):- https://www.smartkarma.com/entities/contemporary-amperex-technology-co-limited-class-h?utm_source=tiger_community</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CATL (3750 HK / 300750 CH): Stop Pricing It as a Battery Cyclical — Start Pricing the Grid</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCATL (3750 HK / 300750 CH): Stop Pricing It as a Battery Cyclical — Start Pricing the Grid\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1009381084\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Smartkarma </p>\n<p class=\"h-time\">2026-08-31 01:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><img src=\"https://static-prod.smartkarma.com/insight_cover_images/dbb922b2-2b32-4231-aee9-79547891b6b3.png\"/>\n<p>⬆  <a href=\"https://laohu8.com/S/03750\">Contemporary Amperex Technology</a> - <a href=\"https://laohu8.com/S/300750\">CATL</a>'s storage business is growing 2x faster and higher-margin than EV batteries, while RMB17bn in AI/grid stakes and a record buyback go unpriced. Long, 12-month re-rating catalyst.</p><br/><p>Continue reading on Smartkarma:- https://www.smartkarma.com/insights/catl-3750-hk-300750-ch-stop-pricing-it-as-a-battery-cyclical-start-pricing-the-grid?utm_source=tiger_community</p><p>By Mo Aziz, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/mo-aziz?utm_source=tiger_community</p><p>On Contemporary Amperex Technology (03750):- https://www.smartkarma.com/entities/contemporary-amperex-technology-co-limited-class-h?utm_source=tiger_community</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0359201612.USD","symbol_name":"贝莱德中国基金A2","start_time":0,"source_url":"https://www.smartkarma.com/home/private-investor-solutions/","article_id":"2663268770","we_media_id":"1009381084","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2663268770","pubTimestamp":1788112103,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Smartkarma","introduction":"Smartkarma","home_visible":1,"id":"1009381084","head_image":"https://static.tigerbbs.com/bb92df7ff435380d798b36afa44a5c07"},"summary":"utm_source=tiger_community","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"300750":"宁德时代","LU0359201612.USD":"贝莱德中国基金A2","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","03750":"宁德时代","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK1116":"电气部件与设备","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK1610":"ETF&股票定投概念","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC"},"translate_title":"宁德时代（3750 HK / 300750 CH）：停止将其作为电池循环定价——开始对电网定价","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.98,"03750":1.98},"content_text":"⬆  Contemporary Amperex Technology - CATL's storage business is growing 2x faster and higher-margin than EV batteries, while RMB17bn in AI/grid stakes and a record buyback go unpriced. Long, 12-month re-rating catalyst.Continue reading on Smartkarma:- https://www.smartkarma.com/insights/catl-3750-hk-300750-ch-stop-pricing-it-as-a-battery-cyclical-start-pricing-the-grid?utm_source=tiger_communityBy Mo Aziz, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/mo-aziz?utm_source=tiger_communityOn Contemporary Amperex Technology (03750):- https://www.smartkarma.com/entities/contemporary-amperex-technology-co-limited-class-h?utm_source=tiger_community","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.49.0","shortVersion":"4.49.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2663268770","isCrawlerRequest":true}