What smart money is saying about Contemporary Amperex Technology Co., Limited
7 funds in our archive have pitched Contemporary Amperex Technology Co., Limited — most recently Munro Climate Change Leaders Fund in March 2026.
Contemporary Amperex Technology Co., Limited engages in the manufacture and sale of electric vehicle and energy storage battery systems worldwide. The company's products are used in road passenger transport and heavy-duty transport application; light trucks, minibuses, and minivans for express, supermarket, and fresh food deliveries; electric washing vehicles, electric washing and sweeping vehicles, electric garbage trucks, and other vehicles; forklifts and slag trucks; two-wheeled vehicles for commuting, food delivery, express delivery, etc.; vessel electrification; and special vehicle solutions. It also provides battery recycling services. Contemporary Amperex Technology Co., Limited has a strategic partnership with BASF SE. The company was founded in 2011 and is headquartered in Ningde, China.
Fund coverage · 7 theses
- Munro Climate Change Leaders FundMarch 2026
Contemporary Amperex Technology Co., Limited is the global leader in EV/ESS batteries with scale, innovation, and pricing pass-throughs supporting multi-year profitable growth.
Read the full thesis - Polen Emerging Markets GrowthDecember 2025
Contemporary Amperex Technology Co., Limited is the world’s largest EV battery maker with growing adoption of next-gen products, expanding margins, and ESS tailwinds supporting sustained innovation-led profitability.
Read the full thesis - Artisan Non-U.S. Growth StrategyDecember 2025
Contemporary Amperex Technology is a leading EV and energy storage battery maker with scale and cost advantages positioned for long-term electrification growth.
Read the full thesis - Artemis Global Select FundSeptember 2025
Contemporary Amperex Technology (CATL) is the world's largest lithium-ion battery manufacturer, poised for significant growth due to its scale, innovation, strong market position in electric vehicles, and positive financial outlook.
Read the full thesis - Antipodes Global FundSeptember 2025
CATL is increasingly favored due to positive outlook driven by rising EV sales and market share growth, despite its stock being priced at 15x forward earnings with medium-term earnings growth of approximately 20% per annum.
Read the full thesis - Artisan Sustainable Emerging Markets StrategySeptember 2025
Contemporary Amperex Technology (CATL) is a leading manufacturer of lithium-ion batteries for electric vehicles, essential for the global energy transition towards electrification and clean energy.
Read the full thesis - JDP CapitalJune 2025
CATL is a leading battery manufacturer pivotal to advancing EV adoption through innovative technologies and significant cost reductions.
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