CATL Will Continue to Benefit From Rising Global EV Demand -- Market Talk

Dow Jones

05/21

0411 GMT - Chinese battery maker CATL will continue to benefit from the global vehicle electrification trend, Morningstar analyst Vincent Sun writes in a note. The company's battery production capacity will grow to 1,224 GWh by 2029 from 676 GWh in 2024, and its revenue will keep growing due to robust demand for EVs and energy storage system batteries, they say. The economic growth and lower raw material prices will help retain an average gross margin of 26% during 2025 to 2029, they say. The company's net profit will likely increase to CNY102 billion in 2029, they add. Its recent secondary listing in Hong Kong showed strong market interest in the company, but geopolitical risks could weigh on sentiment and may add pressure to its long-term competitiveness, they say.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

May 21, 2025 00:11 ET (04:11 GMT)

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The company's battery production capacity will grow to 1,224 GWh by 2029 from 676 GWh in 2024, and its revenue will keep growing due to robust demand for EVs and energy storage system batteries, they say. The economic growth and lower raw material prices will help retain an average gross margin of 26% during 2025 to 2029, they say. The company's net profit will likely increase to CNY102 billion in 2029, they add. 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The company's battery production capacity will grow to 1,224 GWh by 2029 from 676 GWh in 2024, and its revenue will keep growing due to robust demand for EVs and energy storage system batteries, they say. The economic growth and lower raw material prices will help retain an average gross margin of 26% during 2025 to 2029, they say. The company's net profit will likely increase to CNY102 billion in 2029, they add. Its recent secondary listing in Hong Kong showed strong market interest in the company, but geopolitical risks could weigh on sentiment and may add pressure to its long-term competitiveness, they say.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 21, 2025 00:11 ET (04:11 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0054450605.USD","symbol_name":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2537674793","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2537674793","pubTimestamp":1747800660,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0411 GMT - Chinese battery maker CATL will continue to benefit from the global vehicle electrification trend, Morningstar analyst Vincent Sun writes in a note. 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The company's battery production capacity will grow to 1,224 GWh by 2029 from 676 GWh in 2024, and its revenue will keep growing due to robust demand for EVs and energy storage system batteries, they say. The economic growth and lower raw material prices will help retain an average gross margin of 26% during 2025 to 2029, they say. The company's net profit will likely increase to CNY102 billion in 2029, they add. Its recent secondary listing in Hong Kong showed strong market interest in the company, but geopolitical risks could weigh on sentiment and may add pressure to its long-term competitiveness, they say.(jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 21, 2025 00:11 ET (04:11 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}