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Added to YB: 2024-06-04

Pitch date: 2024-04-19

300750.SZ [bullish]

Contemporary Amperex Technology Co., Limited

+36.71%

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 and energy storage batteries, and battery materials in China and internationally.

Market Cap

CNY 1.1T

Pitch Price

CNY 183.59

Price Target

N/A

Dividend

1.87%

Sector

Electrical Equipment

Category

dividend

Show full summary:
Harding Loevner Chinese Equity Composite Portfolio Holding: Contemporary Amperex Technology Co., Limited

CATL (300750.SZ), world's largest EV battery maker, unexpectedly raised dividend payout to 50% from 20% in 2023 after regulators pushed for better shareholder returns. Shift to less capex-heavy licensing model supports higher payout. Strong balance sheet & global demand despite rivals' struggles. Ditching wealth management products for dividends signals shareholder-friendly shift.

Read full article (2 min)