中国电池巨头CATL本周早些时候公布净利润增长42%至722亿元人民币，此举引发香港和内地电池制造商股价上涨。公司强调能源存储业务的增长潜力，推动了全球能源存储热潮。
CATL作为全球领先的电池制造商，其强劲业绩提振了香港电池股的表现。周三上午，CATL在香港交易时段股价飙升超过10%，达到608港元，这是五个月来的最高水平，随后收盘上涨9%至599.50港元。此前周二股价已上涨9%。
本周早些时候，CATL公布了净利润同比增长42%至722亿元人民币（105亿美元）的业绩。其较小的能源存储部门利润率高于主导的电动汽车（EV）电池业务。
周二在香港举行的Battery Show Asia 2026上，CATL总法律顾问John H. Kwon表示，公司目前电动汽车电池和能源存储电池业务分别占运营的80%和20%。他预计这一比例将在未来几年趋向50:50，能源存储业务可能长期超越电动汽车电池。
这一发展反映了全球能源存储需求的快速增长，推动了香港和内地电池股的整体上涨。CATL的能源存储战略被视为公司未来增长的关键驱动力。
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Tesla shares climbed nearly 4% on Monday following an analyst price target increase and reports of expanded production at its Shanghai facility. The move comes amid rebounding sales in China. Investors appear buoyed by the company's manufacturing momentum.
Tesla's energy storage division achieved record revenue in 2025, outpacing its struggling automotive segment. While robotaxi and humanoid robot ventures remain unproven, batteries and solar initiatives offer reliable expansion. Analysts highlight surging demand from data centers and grid needs as key factors.
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根据中国汽车制造商协会的数据，中国汽车制造商去年向海外市场销售了超过260万辆电动汽车，同比增长104%。作为全球领先的电动汽车生产国，中国凭借低生产成本和先进电池技术在国际市场上具有竞争优势。然而，出口增长面临放缓压力。
Ford Motor Company has announced a massive $19.5 billion write-down on its electric vehicle investments, signaling a retreat from ambitious EV plans amid slowing demand. The automaker will lay off workers at a Kentucky battery plant but plans to repurpose it for producing grid storage batteries. This shift aims to tap into the booming energy storage market, targeting 20 gigawatt-hours of annual production by 2027.
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Tesla has reportedly secured a $2.1 billion agreement with Samsung SDI to supply batteries for its energy storage systems over three years. The deal focuses on products like Megapack and Powerwall, not electric vehicles. Samsung SDI stated that nothing has been finalized yet.
South Korean battery maker LG Energy Solution has signed a 2.06 trillion won battery supply deal with Mercedes-Benz. The agreement, starting in March 2028 and running through June 2035, will supply batteries to North American and European markets, accounting for 8% of the company's 25.6 trillion won sales in 2024.
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BYD maintained its dominance in China's new energy vehicle market in 2025, capturing 27.2% share despite a 6.3% sales decline. Tesla ranked fifth with 4.9% share after a 4.8% drop in retail sales. Both companies faced challenges amid rising competition.