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Morgan Stanley: CATL's new generation battery products are "disruptive"
Morgan Stanley reports that CATL has launched a new generation “Shenxing” supercharging battery, which is a practical, commercially viable product upgrade expected to boost profit margins. The new product will further strengthen CATL’s position in battery technology industrialization, transforming incremental but scalable technological advancements into mass-produced products, profit defense capabilities, and faster deployment on real vehicle platforms. The target stock price remains at 530 RMB, with a “Overweight” rating maintained. (Science and Technology Innovation Board Daily)