Puestos
11This morning I'm not posting the derivatives trade of the day. Today I'm announcing a few purchases that I made yesterday for my medium/long-term equity portfolio.
I am in
entered. As I'm already very financially oriented in this portfolio, I've provided a bit more diversification. When selecting stocks, it is not so important to me whether they are buy and hold stocks, but whether they offer me a good price opportunity in the medium term.
$3750 (+1,41 %) has moved into my focus. How do you see an entry at this point in time and what do you think of a savings plan?
...remember exactly when I took this beautiful and motivating screenshot of my portfolio on May 31, 2024.
At that time, I had been investing in equities for exactly 12 months and, after the first 1-2 months of dreaming big about penny stocks 🫣 and after some training, I had defined my new personal strategy and goals, but more importantly, I had also consistently implemented them since then.
I then reached the first milestone I had set myself with a portfolio value of €10,000 on time in 08/2024 and also the second milestone, dividend >= €500, on time at the end of 2024.
Since then, my new chosen milestones 3 and 4 have been: portfolio value €20,000 by 08/2025 and dividends >= €1000 by 12/2025.
Since Friday, milestone 3 has even been reached almost 2 months earlier than planned...
...and milestone 4 is also in sight early on with ~€500 in dividends received so far and ~€1000 still to be expected and is probably only a matter of time 🤗
If the question now arises that these are only gross dividends, I would like to point out that of €136.35 in May dividends, €125.90 remained net and that's how it actually looks in relation to each dividend month.
I generally have very little withholding tax to pay and the two ETFs also have a 30% tax exemption, so the €1000 FSA becomes a little more net of gross in percentage terms. In addition, with $VICI (-0,25 %) I currently only have one pure US share in my portfolio and the remaining US share is in the two ETFs.
Another target for dividends, i.e. milestone 6, is >= €2000 for 2026, so the FSA would also be fully utilized after the marriage and not a single cent would be given away 😉
Even if May turned out a little poorer...
...new additions:
Stocked up:
Liquidated:
...everything is on target for the long term...
...even if we are only looking at a boring dividend and not a highflyer portfolio, it has been beating since the beginning (well 2 months of penny stocks deducted) for 2 years and I am quite satisfied with my performance since my strategy change 08/2023...
And so I will continue to stick to my current strategy and expand it within the scope of my possibilities.
The attentive reader will certainly have noticed that milestone 5 is still missing, but unlike 6, I won't set it until the end of the year and my target plan until then would be 25k+ and then we'll see...
...in the meantime, the last IHK exam (tax law) on the way to becoming a financial accountant is also coming up and who knows, maybe I can then increase my monthly savings rate of €550-700 a little more 🤷♂️
Anyway, until the next water level report, I wish us all a good hand on the path of at least 6 figures and stay true to your resolutions ✌🏻
+ 3
CATL $3750 (+1,41 %) recently signed a strategic cooperation agreement with Dongfeng Nissan in Shanghai.
Both parties will focus on the research and development of battery technologies, product innovation and market expansion to build a comprehensive chain of intensive cooperation and explore a new synergy model of "R&D-production-marketing".
They will also continuously explore new business models to jointly promote innovation in new energy technologies and product upgrades, and accelerate the widespread introduction of new energy vehicles.
CATL will prioritize the use of cutting-edge technologies such as ultra-fast charging, CIIC integrated intelligent chassis and 800V high-voltage platforms in the development of Dongfeng Nissan's vehicle models.
Several models equipped with jointly developed battery systems are expected to be launched by 2026.
The Chinese battery giant CATL $3750 (+1,41 %) has joined forces with the Danish shipping company Maersk $MAERSK A (+3,13 %)
$MAERSK B (+2,61 %) to drive electrification in the global logistics industry.
CATL entered into a strategic partnership with APM Terminals, a subsidiary of Maersk, on June 4, it was announced yesterday.
The two parties will use high-performance batteries and system solutions to accelerate the electrification of container handling equipment and drive the energy transition in the global logistics industry, CATL said in the announcement.
"APM Terminals is committed to decarbonization and has a clear roadmap in place. Today's collaboration is an important milestone in accelerating the future transition," said Grant Morrison, the company's Global Asset Procurement Director.
This represents a further deepening of the partnership between APM Terminals and CATL and is an important step towards the company's decarbonization strategy through the electrification of container handling equipment, he added.
CATL has previously worked with APM Terminals as part of the Zero Emission Port Alliance (ZEPA) to promote the use of electric container handling equipment.
This strategic partnership will further accelerate the development of "industry-leading solutions" to reduce greenhouse gas emissions in terminals, said Li Xiaoning, executive president of CATL's overseas business.
ZEPA was established in December 2023, with APM Terminals as one of the main initiators and CATL as a member.
According to its website, ZEPA aims to accelerate the decarbonization of ports by making battery electric container handling equipment affordable and accessible in this decade.
According to South Korean market research firm SNE Research, CATL is the world's largest manufacturer of power batteries and held a 38.3 percent share of the global electric car battery market in the first quarter.
In response to a recent inquiry from Netizens, Xiaomi Auto mentioned $1810 (-2,48 %)mentioned that the Xiaomi YU7 Standard and Pro models are equipped with 96.3kWh lithium iron phosphate batteries provided by FinDreams and CATL $3750 (+1,41 %) while the Xiaomi YU7 Max is equipped with a 101.7kWh ternary lithium battery provided by CATL.
Xiaomi Auto emphasized that the car batteries will adhere to strict safety designs and high standards. All models, regardless of battery type, must meet the same safety standards and comply with the new national requirements for battery safety testing.
$3750 (+1,41 %) Chinese battery manufacturer CATL has announced a breakthrough in lithium metal battery (LMB) technology through quantitative mapping, breaking new ground in electrolyte strategy, according to the company. "This groundbreaking research, published in Nature Nanotechnology, enables LMBs with high energy density and extended lifetime, solving a long-standing challenge in the field," CATL wrote in a press release. The optimized prototype has achieved a lifetime of 483 cycles and can be integrated into modern designs to achieve an energy density of more than 500 Wh/kg. "This is a significant step towards commercial viability for applications such as electric vehicles and electric aviation," explains CATL.
Due to their intrinsically high energy density, LMB batteries are considered a potential next-generation battery system, especially for high-end applications such as electric cars and especially long-range electric commercial vehicles and electric aviation, the company explains further. However, these batteries have long had to compromise between energy density and service life.
Previous research has focused on improving cell performance by optimizing solvation structures and solid electrolyte phase interfaces. "However, these approaches were often at the expense of service life, so that no commercially viable solutions could be achieved. Due to the difficulties in accurately quantifying the consumption of active lithium and electrolyte components during cycling, only limited progress has been made in understanding the failure behavior of LMB," explains CATL.
Diluent provides the solution
To overcome this hurdle, CATL's research and development team developed and refined a series of analytical techniques to track the evolution of active lithium and each electrolyte component throughout the battery's life cycle. This approach transformed a "black box" into a "white box" and revealed the critical drain paths that lead to cell failure.
The team discovered that, contrary to previous assumptions, the main cause of cell failure is not solvent degradation, accumulation of inactive lithium or disruption of the solvation environment, but the continuous consumption of the electrolyte salt LiFSI, 71 percent of which is depleted by the end of life. "These results underscore the need to expand the industry's focus beyond Coulombic efficiency (CE), long considered a key metric for LMBs, to include electrolyte durability as a critical factor in sustainable performance," writes CATL.
Building on these findings, CATL optimized the electrolyte formulation by introducing a lower molecular weight diluent, it adds. This adjustment increased the mass fraction of LiFSI salt, improved ionic conductivity and reduced viscosity without increasing the overall mass of the electrolyte used. "While the resulting LMB prototype has the same CE as the previous version, it doubles the cycle life to 483 cycles and can be used in new designs with an energy density of over 500 Wh/kg," the press release states. This breakthrough heralds a paradigm shift in the development of batteries that are both high-energy and long-lasting.
Same weight, twice as much energy
By way of comparison, an NMC battery currently used by most manufacturers has an energy density of around 250 Wh/kg, which is around half as much as the new battery from CATL. The energy density of LFP batteries, which Tesla and many other manufacturers are increasingly using, is generally even less than 200 Wh/kg. And even solid-state batteries, which are seen as a beacon of hope, have not yet achieved such good values as CATL's LMB battery. For a vehicle battery with a capacity of 100 kWh, the material alone weighs 400 kilograms, whereas for an LMB battery it would only be 200 kilograms. With the same weight, the battery could therefore supply 200 kWh of energy, which would enable almost 100,000 kWh of total energy with regard to the service life reported by CATL. This would allow an electric car to drive around 500,000 kilometers.
CATL $3750 (+1,41 %) achieved a groundbreaking milestone in May with its chocolate battery swap network.
The Shanghai Pudong Jinliang Road Station was completed in May as the 100th swap station, realizing the construction of 100 stations in a single month.
In less than 180 days since the company's launch, Chocolate Battery Swap has successfully developed 24 cities in China, leading the industry.
Together with Sinopec, CATL aims to build no less than 500 swap stations by the end of 2025, as well as with the long-term goal of expanding to 10,000 stations, making the concept of "battery swap like refueling" a reality.
In China, the first electric cars are on the road that are equipped with the exchangeable batteries called Choco-SEB from CATL $3750 (+1,41 %) are on the road. Specifically, Changan Automobile has delivered the first batch of 1,000 Oshan 520 electric sedans to a cab company in Chongqing.
At the handover ceremony for the 1,000 e-taxis, representatives from Changan stated, according to Chinese media, that Chongqing is the first city in which CATL's Choco-SEB-compatible battery exchange stations have been installed - there are currently 34 stations in total, and the number is set to rise to 50 by the end of the year.
Each of the stations can hold up to 30 batteries ready for swapping. The swapping process itself should take less than 100 seconds, which is noticeably faster than the battery swapping process of the Nio brand, which is known for its battery swapping - at the stations in Germany it takes around five minutes; with the newer generation, which is currently only available in China, the Nios can swap the battery in three minutes.
The Changan Oshan 520 is the electric version of a combustion model, the Changan Eado. The mid-size sedan is 4.77 meters long, 1.84 meters wide and 1.47 meters high. The electric motor in the Oshan 520 has an output of 105 kW, the code number in the model designation is an indication of the vehicle's range: In the Chinese standard test CLTC, the electric sedan has a range of 515 kilometers. In total, Changan has received over 15,000 orders for the Oshan 520 from corporate customers.
CATL presented two standardized battery packs of its Choco-SEB system in December. SEB stands for "Swapping Electric Blocks" and the suffix "Choco" is an allusion to the appearance of the blocks, which are intended to resemble a chocolate bar. Choco-SEB was first mentioned in 2022, when the CATL subsidiary CAES (Contemporary Amperex Energy Service Technology) presented a battery swapping solution called Evogo - at that time, different numbers of blocks were to be used for swapping processes in order to cover different sized models on the one hand, and different usage scenarios with different numbers of blocks for short everyday trips and long-distance journeys on the other.
However, the packs presented in December are two fixed sizes - the 20# is intended for small cars with a wheelbase of 2.20 to 2.30 meters, while the 25# is for vehicles with a wheelbase of up to 2.90 meters. The Oshan 520 with its 2.77 meter wheelbase will therefore use the 25# pack. With NMC cells, this pack offers 70 kWh of energy content, with LFP cells it is 56 kWh. According to CarNewsChina, the packs with LFP cells are used in Chongqing.
However, the Oshan 520 from Changan will probably not remain the sole user of the CATL exchange stations for long: A total of ten corresponding models are to be launched on the market this year, including the GAC Aion S, the Hongqi E-QM5, the SAIC Maxus Mifa 9 and also the small car Wuling Bingo - although the latter is more likely to use the smaller 20# model packs.
CATL plans to set up a total of 1,000 battery exchange stations in China by the end of 2025. There will also be exchange stations built and operated by partners. These are the exchange stations for the Choco-SEB system, which is suitable for passenger cars. In addition, 300 battery exchange stations for e-trucks using the block with the name 75# are to be added.
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