CATL (03750.HK) Hot Stock Analysis Report

CATL (03750.HK), as a global leader in lithium batteries, has recently attracted market attention driven by two key events. First, on December 28, 2025, the company announced the appointment of Wu Yingming as an executive director and member of the Board’s Strategy Committee. Wu Yingming holds 18.58 million A-share interests in the company, and this appointment will further optimize the company’s governance structure [1][2][3][4]. Second, on the same day, Ningde City held a special promotion conference for the lithium battery new energy industry, with a total investment of 7.47 billion RMB in signed projects. As a local leading enterprise, CATL may indirectly benefit from the improvement of the local lithium battery industry ecosystem [5].

An analysis of price and trading volume based on its A-share (300750.SZ) data shows that the closing price on December 28 was RMB 369.83, a decrease of 1.23% from the previous trading day, with a cumulative change of -0.54% over the past 5 trading days. The trading volume on that day was 8.98 million shares, far below the average volume of 28.13 million shares, indicating low market participation [0].

Although the optimization of corporate governance and favorable local industry events bring potential growth expectations for CATL, the short-term stock price decline and low trading volume are worthy of attention. This may reflect investors’ cautious attitude towards the overall volatility of the new energy sector and their wait-and-see approach to short-term profit expectations. It should be noted that this analysis uses A-share data as a reference for the Hong Kong market, and there may be differences in prices between the two markets.

1. The new energy sector is greatly affected by policies, raw material prices and other factors, leading to high stock price volatility;
2. The global lithium battery market is highly competitive, and the company needs to continuously maintain technological and production capacity advantages [0].

The optimization of the company’s governance structure and the improvement of the local lithium battery industry ecosystem are expected to further consolidate its leading position in the industry;
as a core link in the new energy field, the lithium battery industry still has long-term growth potential.

CATL (03750.HK) has recently become a market focus due to corporate governance changes and favorable local industry events, but its short-term stock price performance contrasts with the positive events. Investors should pay attention to the overall trend of the new energy sector and the company’s long-term technology and production capacity layout, while noting the limitations that may arise from data differences between the two markets.

• Support level: RMB 368.00 (intraday low on December 28) [0]
• Resistance level: RMB 374.43 (intraday high on December 28) [0]