Jefferies highlighted that Contemporary Amperex Technology's performance in fiscal year 2025 surpassed expectations. Despite facing escalating input costs, the company has managed to sustain robust profitability, marked by a steady rise in net profit per unit. Analysts are optimistic about its long-term growth potential, noting that capacity expansion will further solidify its competitive edge. Consequently, they have revised their profit projections upward by 5-6% for fiscal years 2026-2028 and marginally adjusted the A-share target price to 522 yuan.
