Professional
Added to YB: 2025-07-29
Pitch date: 2025-07-15
300750.SZ [neutral]
Contemporary Amperex Technology Co., Limited
+37.67%
current return
Author Info
No bio for this author
Company Info
Contemporary Amperex Technology Co., Limited engages in the development, production, sale, and after-sales service of power battery systems, energy storage battery systems, and battery materials formed by applying battery recycling technology worldwide.
Market Cap
CNY 1.7T
Pitch Price
CNY 377.00
Price Target
N/A
Dividend
0.53%
EV/EBITDA
17.01
P/E
26.36
EV/Sales
3.95
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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