Broker Reiterates Bullish View on CATL, Sees 2026 Net Profit at RMB 94B

Bullish · $300750.SZ

What Happened

A Chinese broker published an in-depth report on CATL (Contemporary Amperex Technology Co. Limited) addressing market concerns on demand, profitability, and competitive landscape. The broker estimates 2026 and 2027 net profit attributable to shareholders of RMB 94 billion and RMB 110 billion, respectively, and reiterates a bullish recommendation.

Bottom Line

The broker maintains a bullish stance on CATL, citing diversified demand growth, limited impact from capacity expansion and policy changes, and a favorable competitive position, with 2026-2027 net profit estimates of RMB 94bn and RMB 110bn.

Free preview — more China A-share & HK research · About Us · Legal & Privacy