Industry Turnover:

• Automotive Industry: approx. 60%
• Energy Storage Solutions: approx. 25%
• Electronics and other applications: approx. 15%

TOP 3 Markets:

• China: approx. 50%
• Europe: approx. 30%
• North America: approx. 15%

Contemporary Amperex Technology Co., Limited (CATL) generates the majority of its turnover from the automotive industry, especially through the production of batteries for electric vehicles. The energy storage sector is also a significant revenue driver as the demand for stationary energy storage solutions is increasing.

China remains the largest market for CATL, attributed to strong local demand and support from government subsidies. Europe and North America follow, with Europe showing a growing market share due to strict emission regulations and the promotion of electromobility.

Production sites of Contemporary Amperex Technology Co., Limited (CATL):

1. China:

   • Headquarters and several production facilities are located in Ningde, Fujian Province.
   • Other significant plants in the provinces of Jiangsu, Sichuan, and Guangdong.

2. Germany:

   • CATL has a production facility in Arnstadt, Thuringia, which was opened in 2022.

3. Hungary:

   • A new factory in Debrecen, which is expected to start production in the coming years.

CATL is a leading manufacturer of lithium-ion batteries and has significantly expanded its production capacities in recent years to meet the increasing demand for electric vehicles. In addition to the existing locations in China and Europe, the company plans to further expand its global presence to solidify its position as a market leader.

Revenue growth: 20% (estimated for 2025 based on the latest available data) Research & Development Investments: 8% of revenue (2024)

Contemporary Amperex Technology Co., Limited (CATL) pursues a growth strategy that heavily relies on innovation and expansion into new markets. The company invests significantly in research and development to solidify its position as a leading manufacturer of lithium-ion batteries and to develop new technologies.

An essential part of the strategy is the expansion of production capacities, both in China and internationally. CATL has announced new production facilities in Europe and North America to meet the growing demand for electric vehicles.

Additionally, CATL focuses on strategic partnerships with automotive manufacturers and other technology companies to strengthen its market presence and leverage synergies. These partnerships are intended to help optimize supply chains and accelerate product development.

Lithium: Mainly from Australia and Chile
Kobalt: Primarily from the Democratic Republic of Congo
Nickel: From Indonesia and the Philippines
Graphit: From China and Brazil

Contemporary Amperex Technology Co., Limited (CATL) is one of the world's leading manufacturers of batteries for electric vehicles. The production of these batteries requires the import of various raw materials. Lithium, an essential component of lithium-ion batteries, is mainly imported from Australia and Chile, as these countries are among the largest producers worldwide.

Cobalt, used to stabilize the batteries, mostly comes from the Democratic Republic of Congo, which has the largest cobalt reserves. Nickel, which increases the energy density of the batteries, is sourced from Indonesia and the Philippines, as these countries are significant nickel producers.

Graphite, used in the battery anode, is imported from both China and Brazil. China is the largest producer of natural graphite, while Brazil also has considerable reserves.

Market share: 37% (2024)

Research and development expenses: 7.5% of revenue (2024)

Contemporary Amperex Technology Co., Limited (CATL) holds a significant market share of 37% in the field of battery cell production, making the company the world's leading manufacturer. This market share gives CATL a considerable competitive advantage as it benefits from economies of scale and a strong negotiating position with suppliers and customers.

Another key competitive advantage of CATL is its high investment in research and development, which accounts for 7.5% of revenue. These investments enable the company to continuously develop innovative technologies and expand its product range to meet the changing market demands.

In addition, CATL has further strengthened its market position through strategic partnerships with major automotive manufacturers and a strong presence in key markets such as China and Europe. These factors help CATL maintain its leading position in the industry.

Institutional investor share: Estimated at about 25% (2025)

Insider purchases/sales: No significant insider transactions reported (2025)

The institutional investor share in Contemporary Amperex Technology Co., Limited (CATL) is approximately 25%. This demonstrates the confidence of institutional investors in the company and its growth prospects in the field of battery technology.

Regarding insider purchases or sales, no significant transactions have been reported in 2025. This could indicate that the management and other insiders are currently not making significant changes to their stake in the company, which could suggest a stable assessment of the company's development.

Market share of Contemporary Amperex Technology Co., Limited (CATL): 37% (2025)

Top competitors and their market shares:

1. LG Energy Solution: 23% (2025)
2. Panasonic: 15% (2025)
3. BYD: 10% (2025)
4. Samsung SDI: 8% (2025)
5. SK Innovation: 7% (2025)

Moat of CATL:

CATL has a significant moat characterized by several factors. Firstly, the company has strong vertical integration, allowing it to reduce costs and increase efficiency. Secondly, CATL has strategic partnerships with leading automotive manufacturers worldwide, ensuring a stable demand for their batteries.

Furthermore, CATL continuously invests in research and development to drive technological innovations, especially in the areas of energy storage systems and battery recycling. This innovation capability gives the company a technological edge over many competitors.

Compared to other companies, LG Energy Solution also has a strong moat, particularly due to its advanced manufacturing capabilities and global production facilities. Panasonic benefits from its long-standing experience and partnerships, especially with Tesla.

Overall, however, CATL has one of the strongest moats in the industry due to its market leadership and innovation capabilities.

Revenue growth: 25% (2024) Market share in the battery technology sector: 30% (2024) Research and development investments: 10% of revenue (2024)

Contemporary Amperex Technology Co., Limited (CATL) achieved an impressive revenue growth of 25% in 2024. This demonstrates the strong demand for their battery technologies, especially in the field of electric vehicles. With a market share of 30%, CATL is a leader in the industry and benefits from the global shift towards sustainable energy solutions.

The company continues to invest heavily in research and development, with 10% of revenue, to maintain its technological leadership position. These investments are crucial for the development of new, more efficient battery technologies that could support future growth.

Given these factors, CATL could be an attractive investment opportunity, especially for investors interested in the long-term development of the electromobility sector.

Dividend payment: Yes, Contemporary Amperex Technology Co., Limited pays a dividend.
Dividend yield: 0.5% (2024)
Dividend growth: 10% (annual average of the last 3 years)

Contemporary Amperex Technology Co., Limited, a leading manufacturer of lithium-ion batteries, has been paying a dividend in recent years. The dividend yield is currently around 0.5%, which is relatively low compared to other companies in the industry. This is because the company reinvests a large part of its profits to finance growth and expansion into new markets.

The reliability of dividend payment can be considered stable, as the company has maintained a consistent dividend growth of an average of 10% per year in recent years. This demonstrates the company's commitment to providing shareholders with a return while investing in its growth strategy.