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EV Batteries

A collection of 2 issues

Deconstructing CATL's Tech Moat: From Shenxing to Solid-State

CATL's dominance is built on a deep tech moat, not just scale. They perfected LFP batteries to win today, are commercializing sodium-ion to de-risk tomorrow, and have a credible, science-backed path to solid-state. This self-funding innovation flywheel creates a compounding advantage.

CATL: The Bank of the EV Revolution That Prints Its Own Money

While EV makers burn cash, CATL acts as the industry's central bank, printing money with a 38.3% market share and superior tech. Our report details its self-feeding dominance and why the "China Discount" makes this undisputed king a bargain. It's a rare chance to own the bank, not the bet.