Unpacking the Gap
CATL: The Hidden Tension Behind Record Profits
CATL Deep Dive: Analyzing 2025/1H2026 financials, 40%+ market share, and the FCF tension between expansion/CVC and buybacks.
CATL (300750.SZ)
A-share power battery & storage leader; MSCI:Yes / Northbound:Top holding / QFII:Yes / Pool:Core / Priority:Weekly brief + monthly deep-dive / First piece: Overseas storage orders, gross-margin bridge, CAPEX vs FCF.
