CATL $3750 (+4.02%) has entered into a partnership with Chinese electrical appliance manufacturer Shanghai Sieyuan Electric, marking the battery giant's latest advance in the field of energy storage.

The two companies signed a three-year cooperation agreement in the field of energy storage with a target volume of 50 GWh, CATL announced in a press release today.

Both parties will leverage their respective strengths to improve the synergy efficiency of the supply chain and drive high-quality development in the field of energy storage, CATL said.

Over the next three years, the two companies will achieve upstream and downstream supply chain coordination around energy storage systems and supporting equipment such as transmission and distribution facilities, according to the statement.

The two companies will also strengthen technical exchanges and project cooperation to accelerate the large-scale application of energy storage systems in new power grids.

Sieyuan, based in Shanghai, is a company engaged in energy technology research and development and equipment manufacturing. According to its website, the company's turnover in 2024 amounted to RMB 15.5 billion (USD 2.2 billion) and it operated in over 100 countries and regions.

The company employed 9,456 people in 2024 and invested RMB 1.11 billion in research and development.

Sieyuan and CATL first entered into their partnership in 2022. This latest move deepens their cooperation and strengthens synergies in the field of energy storage.

CATL is the world's largest manufacturer of batteries for electric vehicles, with energy storage also being one of its core businesses.

In the first half of 2025, CATL's energy storage systems contributed RMB 28.4 billion to revenue, accounting for 15.87% of the total revenue of RMB 178.9 billion, according to the interim report.

In the same period, the electric vehicle battery segment achieved sales of RMB 131.6 billion, which corresponds to 73.56% of total sales.

...and so I would also like to look back in conclusion...

...after many personal ups and downs this year, everything turned out well after all.

In addition to the idea of getting married, as many people already know, I was torn out of life by cancer in the middle of the year. A long operation, since then a constant fight back to life, always at the limit, but at the end of the year the certainty that things will continue to improve and that I will remain free of cancer.

It's just a shame that the surgery was exactly 2 weeks before my final IHK exam (tax law) on the way to becoming a financial accountant, but postponed is not canceled and so I will tackle this project again in 2026.

But I would like to thank you again for the kind wishes for recovery and encouragement before and after the surgery, you are just meeegggaaa 🫶

But let's move on to the final figures for 2025:

The 28 was then also cracked on the last meters of this year and so overall I am almost in the middle of my 2nd forecast increase 💪🏻

Even if the path to the first 100k still seems a long one, it is the right path and, as we all know, that is the constantly growing goal.

In terms of dividends, I was also right on target and it's hard to believe that these also help to generate further sustainable growth 🤫😅

Now most people will be beating their hands over their heads and singing the performance song, but well, as you know, I approach things a little differently.

That's why I'm looking forward to breaking at least the 2k net dividend in 2026, despite my low volume 🥳

And despite this fact, I don't think the performance is bad at all 🤷🏻‍♂️🤗

》Top 5 of 14《

$3750 (+4.02%) +51,37% (+51,56%)

$HSBA (+1.4%) +35,01% (+39,07%)

$BATS (+0.52%) +34,53% (+91,90%)

$RIO (-0.02%) +20,55% (+28,69%)

$HAUTO (+0.33%) +15,83% (+26,19%)

》Flop 5 of 14《

$1211 (+2.6%) -11,51% (-11,49%)

$YYYY (-0.21%) -5,23% (+1,45%)

$ASWM (+2.06%) -2,36% (-2,36%)

$DTE (+0.27%) -1,70% (-1,70%)

$VAR (+2.47%) -0,80% (+2,65%)

All in all, the long-term view also looks quite reasonable in my opinion...

...so I will continue to stick to my targets and strategy in 2026.

And so there's really nothing left for me to do but thank the entire Getquin team @kundenservice @christian and the entire community...you are simply MEGA 🫶

Wishing everyone a happy new year and everything priceless for 2026 💫🥳

Let's just pick up together in 2026 where we left off in 2025 👋🏻

#gemeinsammehrerreichen

Dear Getquinners,

I would be interested in your opinion again.

I would like to expand my portfolio with a few shares in the long term.

Long-term investment is my goal with good growth (target at least 10-12% annually), dividends are nice but not a must, may also have some risk (of course the position size will be adjusted accordingly).

Which positions would you punch (Austrian for sell🤣) from the existing ones in the portfolio or just add to them?

Stocks that I find interesting as additions:

-Netflix $NFLX (-2.61%)

-Broadcom $AVGO (-0.35%)

-Waste Management $WM (-1.55%)

-Zoetis $ZTS (+0.21%)

-Kawasaki Heavy $7012 (+0.65%)

-Intuitive $ISRG (-1.95%)

-Chipotle $CMG (+1.32%)

-Amgen $AMGN (-0.04%)

-Crowdstrike Hldg $CRWD (-4.2%)

-Vistra Corp $VST (+2.49%)

-Constellation PA $CEG (+2.1%)

-Amphenol $APH (+1.34%)

-Nestle $NESN (+0.41%)

-Monster Beverage $MNST (-2.13%) (I love Monster)

-AMD $AMD (+3.82%)

-Palo Alto Networks $PANW (-3.65%)

-Contemporary Amperex $3750 (+4.02%)

-Albermale $ALB (-0.35%)

-Synopsys $SNPS (+1.33%)

-Taiwan Semiconductor $TSM (+5.94%)

-Datadog $DDOG (-2.42%)

-Itochu $8001 (+0.64%)

-Eaton $ETN (+1.93%)

-Procter&Gamble $PG (-1.3%)

-Pepsico $PEP (-0.87%)

-Coca Cola $KO (-1.14%)

-Hims&Hers $HIMS (-1.79%)

-Kraken Robotics $PNG (+6.17%)

etc.

There are so many interesting titles that you can easily be overwhelmed.^^

At the moment mainly the $VWRL (+0.67%) and $BTC (+2.17%) monthly, share purchases are made when opportunities arise. (Financially and chart-wise).

I look forward to your opinion.

The prices for raw materials used in the production of lithium batteries have risen dramatically within a short space of time, in some cases by more than 100 percent.

This could lead to e-cars, grid storage, smartphone batteries and other devices becoming significantly more expensive.

Last May, the industry information service "Carbon Credits" reported that the supply of lithium was still exceeding demand. The oversupply, which had persisted for some time due to a strong boost in the production of lithium carbonate, lithium hydroxide, lithium chloride, etc., had led to very low battery prices, among other things.

According to BloombergNEF, the price of lithium-ion batteries fell from USD 166 per kilowatt hour (kWh) in 2022 to USD 115 in 2024.

However, as early as the spring of this year, analyses showed that the ratio would soon reverse and demand for lithium would far exceed supply.

Now the time has come and lithium prices have started to go through the roof.

The price of lithium carbonate, which is needed for the production of battery cathodes, has exceeded 94,000 yuan/ton (USD 13,300), writes " CarNewsChina ", and in November alone the raw material became 16 percent more expensive. According to "Carbon Credits", the price of lithium carbonate in China shot up from the equivalent of just under USD 8260 on June 23 of this year to around USD 13,000 on November 26, an increase of 57 percent.

The price rises are taking place across the industry. Among others, Hunan Yuneng New Energy has announced that it will charge the equivalent of around USD 425 more per tonne in future.

Among others, the company supplies the e-car manufacturer BYD $1211 (+2.6%) and the world's largest manufacturer of lithium-ion batteries CATL $3750 (+4.02%)

And the prices are passed on.

Lithium battery producer Deja Energy, for example, announced that it would be increasing the price of its products by 15 percent from December 16.

》Some prices have already more than doubled《

The prices for some lithium products have already exploded recently.

Lithium hexafluorophosphate, for example, which is used as a conductive salt in liquid electrolytes for batteries, has jumped from 7800 to 17,000 US dollars in just two months, which corresponds to an increase of around 118 percent, writes CarNewsChina. The price of the cathode material lithium cobalt oxide has even risen by more than 150 percent from 19,850 to 49,600 US dollars.

According to "Carbon Credits", the sharp rise in prices is partly due to statements made by the chairman of Ganfeng Lithium, Li Liangbin.

His company is one of the world's four most important lithium groups and covers almost the entire value chain from extraction to the manufacture of specialty products. In mid-November, Li predicted that global demand will increase by 30 to 40 percent by 2026.

》Supply gap threatens to become dangerously large《

In addition to rapidly growing demand for lithium, which is mainly driven by electric vehicles and grid storage systems, a shortage of raw materials is also a price driver. Some Chinese mines stopped production at the beginning of the year due to falling prices.

"Carbon Credits" also points out that global lithium production is concentrated in just a few countries. Australia leads the way with around 60,000 tons per year, followed by Chile (35,000 tons), China (25,000 tons), Argentina (18,000 tons) and the USA (5,000 tons).

Production is likely to increase again as prices rise, according to industry estimates by 10 percent annually. However, the situation could continue to deteriorate dramatically over the next ten years.

Analysts at Katusa Research expect demand to exceed supply by around 1,500 tons in 2026. By 2030 it could be 33,000 tons, and by 2035 a whopping 386,000 tons.

https://www.n-tv.de/technik/Preise-fuer-Lithium-Akkus-koennten-durch-die-Decke-gehen-id30154477.html

$3750 (+4.02%)
@SAUgut777
@Dividendenopi
@EpsEra

(Yicai) Dec. 18 -- Contemporary Amperex Technologies, the world's leading manufacturer of electric vehicle batteries, has begun using the Xiao Mo intelligent robot for complex tasks, including battery connector assembly, at its Luoyang plant in Henan Province.

CATL announced last night that the plant is the first in the world to use intelligent robots in its battery pack production lines. Xiao Mo was developed by Spirit AI, a Hangzhou-based startup supported by CATL's founder.

According to CATL, the Xiao Mo robots are responsible for the final functional test of the battery packs before they are released from production. The test plugs, which carry high voltage, must be connected precisely to the designated points on the battery pack.

The robots can reduce the error rate in the battery production line, increase product stability and increase the daily workload threefold compared to manual operations, as CATL emphasized.

Functional testing was heavily dependent on manual operations, which carries the risk of high-voltage flashovers and poses challenges in maintaining consistent work efficiency and quality control, CATL pointed out.

Equipped with an advanced end-to-end image, voice and action model, Xiao Mo has strong environment recognition and task generalization capability. It is precise in positioning and reliable in operation, and can also dynamically adapt operating conditions to different battery models.

Editors: Tang Shihua, Martin Kadiev

https://www.yicaiglobal.com/news/chinas-catl-deploys-embodied-intelligent-robots-at-luoyang-battery-plant

CATL $3750 (+4.02%) has started the large-scale commercialization of its high-performance next-generation battery cells for energy storage systems following the product launch in June.

According to a report today by local media agency Jiemian, the 587 Ah high-performance cell has achieved sales of 2 GWh, officially marking its entry into mass commercialization.

According to the report, sales of the 587 Ah cell are expected to reach 3 GWh this year.

CATL's production facility in Jining, Shandong, supports a daily production of more than 220,000 587 Ah high-performance cells, according to the report.

The production line produces one cell every two seconds on average, achieving a 42 percent reduction in production costs and a safety failure rate in the PPB (parts per billion) range, according to the report.

CATL launched the 587 Ah high-performance cell on June 10, achieving an energy density of 434 Wh/L - a 10 percent improvement on the previous model.

The product is the latest version of CATL's energy storage cells after the 280 Ah and 314 Ah products. According to the company, three years of research, development and testing were carried out.

Through further developments, including the 280 Ah and 314 Ah products, the global capacity of CATL's energy storage systems exceeded 256 GWh when the product was launched in June, according to the company.

These products are used in over 1,000 energy storage projects worldwide and, according to CATL, have had no incidents to date.

Contemporary Amperex Electric Vessel, a subsidiary of $3750 (+4.02%)officially unveiled the world's first and only "ship-to-shore cloud" solution for CO2-free shipping and integrated smart ports at Marintec China 2025.

The solution is designed to drive the electrification of ships.

Su Yiyi, General Manager of CATL Electric Vessel Department and Contemporary Amperex Electric Vessel, explained that previously the power supply, energy supply and maintenance services were provided by different providers. The resulting coordination problems and unclear responsibilities led to ongoing problems and inefficient operations throughout the 30-year life of the equipment. Added to this were high acquisition costs, inadequate energy supply infrastructure, range anxiety, complex water conditions, inconsistent technical standards and other systemic problems.

To address these challenges, CATL has launched the integrated "Ship-Shore-Cloud" solution, which is like a customized service for ship operations and enables full chain integration from the on-board network to the shore-based power supply network to cloud-based intelligent management.

On the ship side, it integrates battery systems, propulsion systems, intelligent navigation systems, etc. to ensure the stable and long-distance operation of ships. On land, it completely solves the problems of energy supply and cost through the charging and battery replacement network and the "separation of ship and battery" model. In the cloud, ships can be monitored, planned and optimized remotely thanks to the "Yunfan" intelligent management platform and the "Beichen" intelligent navigation system.

CATL has delivered almost 900 electric ships. Since entering the carbon-neutral water ecosystem, CAEV has achieved numerous industry firsts, including the world's largest all-electric domestic passenger ship Changjiangsanxia 1, China's first all-electric ocean passenger ship Yujian 77 classified by the China Classification Society (CCS), China's first hybrid tug Qinggang Tug 1, and China's first demonstration project of a battery exchange station for cargo ships with total delivery and independent operation, Jining 6006.

The company's battery systems, energy management systems and other hardware and software products have been certified by the world's five largest ship classification societies.

In addition to land vehicles and aircraft, CATL is $3750 (+4.02%) is also aiming for a broad application of its battery products in ships.

CATL's marine business already covers inland rivers, lakes and coastal waters and is now targeting applications on the high seas, Su Yiyi, head of the battery giant's marine division, said today.

"In the near future - maybe within the next three years - we will realize all-electric ships on the open sea," Su said during a media conference on electric shipping solutions in Shanghai.

CATL entered the field of ship electrification in 2017 and founded its own subsidiary in November 2022 to provide energy solutions for waterborne transportation systems.

To date, the company says it has supplied batteries for almost 900 ships, giving it a global market share of around 40 percent in this area.

At the end of last month, Autoflight - a Chinese eVTOL (Electric Vertical Takeoff and Landing) startup supported by CATL - unveiled a water vertiport developed jointly with CATL and equipped with battery-powered vessels.

Specifically designed for eVTOL operations, the vertiport uses all-electric power to support eVTOL takeoffs, landings and recharging while enabling data exchange and coordination with aircraft.

On July 25, China's first all-electric tourist ship, the "Yujian 77", which was jointly developed with CATL, began operations.

Equipped with CATL's marine battery system, the commissioning of the ship confirmed the feasibility of all-electric technology in coastal shipping while offering zero-emission, low-noise and high-quality maritime tourism experiences, the company announced at the time.

CATL is the world's largest manufacturer of traction batteries, which are mainly used in electric vehicles (EVs).

Installations of EV batteries totaled 355.2 GWh from January to October, maintaining the company's global leadership position with a market share of 38.1 percent, according to data released by South Korean market research firm SNE Research on December 2.

As Shen explained to Hungarian media, module assembly in Debrecen started in 2024 and 30,000 modules for electric cars have already been produced in the local factory.

However, these modules still include cells supplied from other CATL factories, as the company's own cell production in Hungary is not yet running - but is "on the home straight".

The production lines are being installed continuously so that series production can begin as soon as possible, said Shen. To this end, the current workforce of 1,000 employees will be increased to 1,500 in the first quarter of next year.

In Debrecen, CATL $3750 (+4.02%) plans to produce a "battery designed for the European market" in Debrecen, which should enable a range of more than 750 kilometers, according to Shen. The customers to whom the Chinese manufacturer will supply these cells are not specified.

The Hungarian CATL factory will go into operation in spring.

As Shen explained to Hungarian media, module assembly in Debrecen started in 2024 and 30,000 modules for electric cars have already been produced in the local factory. However, these modules still include cells supplied from other CATL factories, as the company's own cell production in Hungary is not yet running - but is "on the home straight".

The production lines are being installed continuously so that series production can begin as soon as possible, said Shen. To this end, the current workforce of 1,000 employees will be increased to 1,500 in the first quarter of next year.

According to Shen, CATL wants to produce a "battery designed for the European market" in Debrecen, which should enable a range of more than 750 kilometers.

The customers to whom the Chinese manufacturer will supply these cells are not specified.

The outstanding approvals also include environmental approval. CATL submitted a third version for the Debrecen plant this year, as Balázs Szilágyi, Head of Public Affairs at CATL Hungary, explained at the press conference. "Compared to the previous application, the total amount of substances emitted was reduced by 43 percent, drinking water consumption for production was cut by a third and the specific energy requirement for production was also reduced by a third," said Szilágyi.

The plant is not yet connected to the local water supply network, but this is due to be done in the spring. Until then, a mixture of rainwater and water from the Tisza, a tributary of the Danube, will be used - later a mixture of exactly this "surface water" and purified wastewater will be used.

Ho ho ho you beautiful Christmas time...

...here again the monthly look in the rear-view mirror🔎

The first thing that surprises me is the fact that the Getquin Rewind is more positive than my monthly benchmark at the end of the month 🤔

According to Rewind, I ended the month with + 1.07%...

...whereas my benchmark closed the month at -0.46% as at 30.11.2025 🤷🏻‍♂️

I can't quite put this together yet, but I assume that the cut-off date for the calculation was different from 30.11. or that gross dividends are also used in some cases 🤷🏻‍♂️

Be that as it may, for me the benchmark is the measure of all things in this context and the month ended with -0.46% 📉

A year-end rally also looks different to me, but all in all I'm quite satisfied with the annual results so far and am close to the lower range of my targets, which have been raised twice so far...

...over the year as a whole, I'm also quite satisfied so far and am on a par with or a nose ahead of the Nasdaq, although my portfolio is anything but tech/growth-heavy 😅

If things continue like this, I see myself well on the way to the first 100k 💪🏻

And if things go really well, this goal could even be reached during the term of office of the Orang(e)-Uta 🍊.

But as we all know, things often turn out differently than you think, so keep spitting in your hands and looking ahead...

In terms of dividends, the month also looked a little better again:

》Gross: € 217.01

》Net: € 176.09

》Yield (TTM): 6.033%

》YOC (TTM): 6.928%

These two values would actually be a little higher, but with every further purchase without a dividend received, they naturally fall again slightly 😉

》Total net dividend: € 1479.94

》CAGR: 495.30%

All in all, after 2 1/2 years, I think it's still easy to bear and should continue to rise steadily in the future, or rather, "the squirrel feeds on hard work" 🙂

》My top 3 this month:

🟢 $BATS (+0.52%) +14,16% (+100,07%)

🟢 $DTE (+0.27%) +1,35% (-1,57%)

🟢 $WINC (-0.02%) +1,30% (+5,31%)

》My flop 3 this month:

🔴 $3750 (+4.02%) -16,35% (+47,92%)

🔴 $YYYY (-0.21%) -7,34% (+3,70%)

🔴 $VAR (+2.47%) -5,49% (+1,01%)

》Disposals:

none

》Additions:

none

》Increased:

$DTE (+0.27%)

$VAR (+2.47%)

$1211 (+2.6%)

Apart from that, there wasn't really much else new, except that my CT scan in November turned out well and my next check-up is due in a week's time.

With this in mind, I wish us all a wonderful pre-Christmas period and a good end to the year...stay tuned 📈👋🏻