China Southern CSI New Energy ETF

China Huaneng and Longi Green Energy Sign Strategic Cooperation Agreement in New Energy Sector

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

CATL partners with Shanxi to build aluminum-lithium dual-driven new energy industrial cluster

Reliance Discusses Battery Components and Issues Rs 13.158 Billion Construction Proposal

CATL and Nanjing Bus Group Sign Strategic Cooperation Agreement to Deepen Full-Scenario Energy Service Layout

TBEA Responds to Profit Decline and Xinte Energy's Lower Valuation Compared to Peers

Jiangxi Issues 15th Five-Year Plan: Aiming for Over 5 Million kW Energy Storage by 2030

CATL and Tibet Development Investment Group Sign Strategic Cooperation Agreement

Baillie Gifford sells 2.6 million shares of Ganfeng Lithium for approx 201 million HKD

CATL Signs Deal with Xiamen Govt and AutoX to Build Battery Bases and Advance Low-Altitude Economy

CATL Affiliate to Acquire 38.1% Stake in VNET for $942 Million to Become Largest Shareholder

Xiamen Xingye Group and CATL's Puquan Capital Sign Strategic Cooperation Agreement to Explore New Energy and AI Sectors

JPMorgan Sees Potential in CATL's AIDC Energy Storage Ecosystem

Baillie Gifford Reduces Holding in Ganfeng Lithium by 2.4971 million Shares

CATL Chief Scientist Wu Kai: AI Driving Battery Material R&D Revolution

Qijing Smart Auto Completes Over 1 Billion Yuan Financing With CATL and Bosch

BlackRock Increases Stake in CATL to 6.05%

CATL Begins Module Assembly in Hungary

Chinese Lithium Battery Industry Sets New Record in Production Capacity, Energy Storage Cells Drive Growth

CATL to Invest 735 Million USD to Expand 40 GWh Sodium-Ion Battery Capacity

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Reliance Industries is reportedly in discussions with CATL and other global suppliers to procure components for battery energy storage systems. This move could provide Reliance with a second major source of battery components for its upcoming plant in Jamnagar, Gujarat.

AASTOCKS News

CATL

CATL HK SDR 30to1

India's Reliance Industries Reportedly in Talks with CATL  and Others on Procurement of Battery Energy Storage System Components

CATL invests nearly 1 billion USD to support Century Internet's transformation into an AI data center operator, helping it to rise again in the AI era. Century Internet's founder Chen Sheng still controls the company, and the stock price rose by about 25% after the investment. The company operates over 50 data centers in China, with clients including ByteDance, Alibaba, and Tencent, and the demand for AI is driving its market prospects

BambooWorks

Vnet

Alibaba

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TENCENT

Tencent

GDS-SW

Chaince Digital

ZHONHEN

BYD COMPANY

BABA-WR

Alibaba HK SDR 5to1

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Tencent HK SDR 10to1

Tencent Holdings Limited

BYD HK SDR 10to1

BYD Company

BYD Company Limited

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CATL invests 1 billion USD to enter AI infrastructure, Century Internet welcomes a turnaround opportunity

RELIANCE is in discussions with CATL and other suppliers for components related to large battery system projects. Additionally, RELIANCE has issued a ₹131.58 crore LOI to Vascon Engineers for the construction of four G+12 buildings at Jamnagar, with a completion target of 19 months.

TradingView

Key facts: Reliance-CATL talks on batteries; ₹131.58cr LOI Jamnagar G+12

Reliance Industries Ltd. is negotiating with CATL and other global suppliers for battery energy storage system parts to enhance its renewable energy initiatives. This comes as Reliance seeks to establish a second major source of battery components for its upcoming Jamnagar facility, amid challenges in accessing lithium-ion battery technology. The Jamnagar complex is crucial for India's clean energy transition, aiming for a 500-gigawatt renewable power capacity by 2030.

Business Standard

Ford Motor

Tesla

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

Reliance in talks with CATL, global firms for big battery system parts

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HSBC Research reports weak domestic demand in China's new energy vehicle market, with retail sales flat MoM and down 6% YoY. The broker lowers its 2026 demand growth forecast to -5%, while exports surged 69% YoY, driven by electric vehicles. HSBC favors BYD, Geely, XPeng, NIO, and CATL, assigning Buy ratings and specific price targets for each, citing technology upgrades and overseas expansion as key growth drivers.

- HSBC Research reported weak domestic demand in China's new energy vehicle market, with April retail sales of new energy passenger vehicles flat MoM and down 6% YoY.  
- China's passenger vehicle exports rose 69% YoY to 2.7 million units, driven by electric vehicles, providing essential support amid weak domestic demand.  
- The broker favors technology leaders like BYD, GEELY, XPENG, NIO, and CATL, assigning Buy ratings and setting target prices to encourage investment in the sector.

GEELY AUTO

Hwabao WP CSI Intelligent Electric Vehicle ETF

Hua Xia CSI New Energy Vehicles ETF

First Trust S-Network Future Vehicles & Tech ETF

Global X Autonomous & Electric V

HSBC HOLDINGS

HSBC

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XPeng

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NIO Inc

HSBC 5xShortSG241213

HSBC Holdings Plc

GEELY AUTO-R

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Geely Auto

NIO Inc. USD OV

HSBC Research Favors BYD COMPANY , GEELY AUTO , XPENG-W , NIO-SW  and CATL; Exports Offset Weak Domestic Demand

EVN Macedonia has launched a 10 MW battery energy storage system (BESS) at its Probištip solar park, marking it as the largest licensed BESS in North Macedonia. The system, with a capacity of 20 MWh, will enhance energy stability and efficiency. Plans are underway to double its capacity to 40 MWh. The BESS utilizes CATL's lithium-iron-phosphate units and is expected to last ten years. The launch event was attended by various officials and stakeholders.

Blank Green ENERGY NEWS

KSTAR

EVN Macedonia puts BESS of 10 MW into operation at its solar park

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Chinese companies in Indonesia are warning that stricter nickel ore quotas, increased taxes, and a new pricing formula are jeopardizing investments. In a letter to President Prabowo Subianto, the China Chamber of Commerce highlighted excessive regulations and alleged corruption. The letter noted significant cuts in nickel mining quotas and criticized the revised pricing formula for raising costs. Prabowo acknowledged foreign investors' concerns about lengthy permit processes and called for deregulation to enhance investment. Major Chinese firms like Tsingshan Group and Zhejiang Huayou Cobalt are affected by these changes.

Businesstimes News

Huayou Cobalt

Chinese firms warn Indonesia’s nickel quotas, tax hikes threaten investment

CATLsaw a peak increase of 5.1% today, trading at HKD686, up 1.93%. JP Morgan highlighted CATL's strategic investment in VNET Group, acquiring up to a 38.1% stake for approximately USD942 million, as part of its AIDC energy storage ecosystem strategy. The broker set a target price of HKD725 for CATL's H shares and rated it Overweight. Short selling data indicates a ratio of 19.068% with a total of $468.73M.

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

CATL Once Up 5%+; JPM: Strategic Investment in VNET  Advances AIDC Energy Storage Ecosystem

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Financial markets are focused on the Trump-Xi summit in Beijing, which could reshape international trade and supply chains. Key discussions will revolve around tariffs, AI, Taiwan, and rare earth materials, impacting companies like Boeing, ASML, and CATL. Boeing may secure a historic 500 aircraft order from China, while ASML's revenue could be affected by export controls on semiconductor technology. CATL's position in EV exports and battery supply chains is also critical, with potential changes in trade rules influencing its global expansion.

China Southern CSI New Energy ETF(516160.SH)

India's Reliance Industries Reportedly in Talks with CATL and Others on Procurement of Battery Energy Storage System Components

CATL invests 1 billion USD to enter AI infrastructure, Century Internet welcomes a turnaround opportunity

Key facts: Reliance-CATL talks on batteries; ₹131.58cr LOI Jamnagar G+12

Reliance in talks with CATL, global firms for big battery system parts

HSBC Research Favors BYD COMPANY , GEELY AUTO , XPENG-W , NIO-SW and CATL; Exports Offset Weak Domestic Demand