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CATL Bulls Reject ‘De‑CATLization’ Fear After $100 Billion Rout

Source: Bloomberg

Automotive & EVRenewable Energy TransitionTechnology & InnovationInvestor Sentiment & PositioningCompany Fundamentals

Contemporary Amperex Technology Co. Ltd. has lost roughly $100 billion in market value over four months. Despite the sharp decline, bullish investors argue that CATL's battery-technology moat positions it to remain a long-term beneficiary of the global energy transition.

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