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Baillie Gifford -Emerging Markets's investment thesis on Contemporary Amperex Technology ($300750.SZ) — Q2 2025 | Buyside Digest

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$300750.SZNASDAQContemporary Amperex Technology

BULL

Baillie Gifford -Emerging Markets—300750.SZ

Fund Letter

Q2 2025

Published June 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

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...

— Andrew Stobart / Mike Gush / Ben Durrant

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What other investors think about $300750.SZ, and what else Baillie Gifford -Emerging Markets is buying.

Other pitches on $300750.SZ

Other investors who've written on Contemporary Amperex Technology

Polen Capital - Emerging Markets GrowthBULL

Pitched Sep 30, 2025

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

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