On the morning of September 15, CATL's A-shares experienced a significant surge, with the share price peaking at 371.52 yuan per share during the trading session. Calculated on a forward-adjusted basis, this price surpasses the previous record high of 361.89 yuan per share, set at the end of 2021, thus marking a new all-time peak for the company.
According to recent news, a supplier of CATL disclosed that the company's production scheduling guidance for suppliers in 2026 indicates a strong growth trajectory. Moreover, the supplier noted that the demand for CATL's products has not only surged this year but is also expected to continue growing robustly in the future. The supplier further added that the order volumes are not limited to CATL alone; multiple battery companies are witnessing a substantial increase in orders. Another supplier highlighted that the current demand for their products far exceeds supply, and any decision to expand production capacity would be contingent upon the actual market conditions and operational feasibility.
