ColinThorndike
06-12

$CATL(03750)$ is tackling the low-end car market challenge with its secret weapons: battery swapping and sodium batteries. It’ll take some time to fully roll out, but not too long. The market hasn’t fully priced in this potential yet, but I’m confident the day when battery swapping plus sodium tech significantly boosts CATL’s market share is just around the corner.

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