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Polen Capital - Emerging Markets Growth's investment thesis on Contemporary Amperex Technology ($300750.SZ) — Q3 2025 | Buyside Digest

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$300750.SZNASDAQContemporary Amperex Technology

BULL

Polen Capital - Emerging Markets Growth—300750.SZ

Fund Letter

Q3 2025

Published September 30, 2025

View Fund Profile

$388.00USD

—

$388.00Pitched

+0.0% since pitch

Market Cap$1.80T

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Polen Capital initiated a position in CATL, noting its strong revenue growth, expanding margins, and rising profit growth of over 30%. The company is...

— Polen Capital - Emerging Markets Growth

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What other investors think about $300750.SZ, and what else Polen Capital - Emerging Markets Growth is buying.

Other pitches on $300750.SZ

Other investors who've written on Contemporary Amperex Technology

Baillie Gifford -Emerging MarketsBULL

Pitched Jun 30, 2025

CATL was added to the fund via its Hong Kong IPO due to its dominant global market share in EV battery cells and energy storage. Despite industry oversupply...

View all $300750.SZ pitches →