Professional
Added to YB: 2025-07-29
Pitch date: 2025-07-15
300750.SZ [neutral]
Contemporary Amperex Technology Co., Limited
+20.73%
current return
Author Info
No bio for this author
Company Info
Contemporary Amperex Technology Co., Limited, together with its subsidiaries, engages in the research, development, production, and sale of electric vehicle and energy storage system batteries in China and internationally.
Market Cap
CNY 1.4T
Pitch Price
CNY 371.57
Price Target
N/A
Dividend
2.80%
EV/EBITDA
9.40
P/E
15.96
EV/Sales
2.19
Sector
Electrical Equipment
Category
growth
JDP Survivor & Thriver Fund New Position: CATL - $300750.SZ
300750.SZ (new position): CATL dominates global EV battery market (40% share) + utility-scale storage (38%). Partnerships with major OEMs worldwide. Leader in battery tech innovation - Shenxing fast charging, Qilin CTP 3.0, EVOGO battery swap. $150B valuation = 10x est. 2026 earnings, potential $25B+ by 2030. Risks: geopolitical tensions, China subsidy dependence.
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