GO
| HSI1 | 27,027.16 | +467.21 | 255.14B |
| HSCEI1 | 9,168.33 | +136.95 | 88.68B |
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2026-02-09 12:14:13 According to a UBS research report, the broker has noticed that CATL (03750.HK), as indicated by its 2026 battery teardown report covering the battery maker's Shenxing, Qilin, and high-nickel cells, managed to maintain a cost-competitive advantage in both domestic and overseas production. Based on the teardown results, it is estimated that the cost of similar batteries produced by CATL in Hungary may be USD10-15 per kilowatt-hour higher than those produced in China, even though the operating profit margin of the Hungarian plant is likely to be similar to that of domestic plants. In UBS' opinion, CATL's leadership in global cost, scale, and technology will bring the company multiple growth opportunities during the accelerating electrification of electric vehicles, energy storage systems, and new application fields. UBS has raised its target price for CATL from HKD640 to HKD660, with a Buy rating. ~ AAStocks Financial News Web Site: www.aastocks.com | |