
CATL (1Q26 Trans): Q2 builds remain fully booked; capacity utilization holds at 85%-90%.
By 2030, the combined market for power batteries and energy storage could exceed 4 TWh.
Over the next few years, CAGR may surpass 25%-30%.
STOCKS | Shanghai Composite Rises 0.25% as Power Sector Leads Gains
Nasdaq, Dow Futures Pop as Iranian Spokesperson Sparks Hope
TSMC rebound cushions TAIEX as losses deepen
STOCKS | Hong Kong, Mainland Shares Rebound As AI Sell-Off Eases
South Korea’s Kospi drops nearly 5% as some AI stocks swoon, while oil keeps climbing
The ten-year logic of A-shares, should we touch US stocks?

By 2030, the combined market for power batteries and energy storage could exceed 4 TWh.
Over the next few years, CAGR may surpass 25%-30%.
The US and Iran are at war, what to buy when the market opens next week? Almost everyone is saying: buy oil, buy gold, buy defense stocks. But no one tells you: hedge funds' net long positions in crude oil are at a 22-month high, gold has risen for 7 consecutive months, reaching a historical high of $5,278, and the defense sector has already risen 17% to 34% year-to-date. Smart money had already positioned itself before Friday. The price you can buy at Monday's open is the price they are willing to sell to you. In 2020, when the US killed Soleimani, oil prices jumped 4% on the first day, only to give back all gains within a week. In June 2025, when Israel struck Iran's nuclear facilities, oil prices rose over 12%...

BOE Technology Group Co., Ltd. (000725.SZ) released its financial report for the third quarter of 2025 (as of September 2025) after the A-share market closed on the evening of October 30, 2025, Beijing time. The key points are as follows: 1. Overall performance: BOE achieved a revenue of 53.3 billion yuan in the third quarter of 2025, an increase of 5.8% year-on-year. The significant rebound in the company's revenue was mainly driven by the recovery in panel prices. Due to relatively weak downstream demand, prices have started to stabilize, and the company's quarterly revenue remains around 50 billion yuan. BOE's net profit attributable to shareholders for the third quarter of 2025 was 1.36 billion yuan...


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