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China's EV Battery Stocks: Powering Sustainable Transportation

EV battery stocks of Chinese automakers have an unmatched 56% market share. According to a report from South Korean battery research firm SNE Research, CATL, a Chinese battery maker, held 34.8% of the global market share in the first half of 2022. Six Chinese battery manufacturers secured positions in the top 10 battery makers. Visit: https://bit.ly/3IWzzrv

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China's EV Battery Stocks: Powering Sustainable Transportation

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  1. Key China EV Stocks To Track

  2. China EV Industry - Overview • China, the world’s biggest electric vehicle market, has seen exponential growth in its auto sector over the past couple of years. China’s EV industry sold a record 5.9 million vehicles in 2023, accounting for 59% of EVs sold globally. • The Chinese government is pushing for the adoption of new energy vehicles (NEVs) by offering subsidies to manufacturers and purchase tax cuts for buyers.

  3. China EV Industry - Overview • China announced a goal to develop sufficient charging infrastructure to meet the needs of 20 million NEVs by 2025. Additionally, China is also rapidly expanding its lithium-ion battery industry. • China’s EV push makes sense as the country is among the world’s top polluters, and the electrification of vehicles will reduce the country’s dependence on imported oil, reduce air pollution and help the country reach carbon emission targets.

  4. China EV Companies • BYD - Shenzhen-based EV-maker BYD (002594.SZ / 1211.HK) is a publicly listed firm with a market capitalization of about 849.09 bn yuan ($126 bn). The company is Warren Buffet-backed and overtook Tesla with total sales. BYD is listed at Shenzhen Stock Exchange. • SAIC Motor - SAIC (600104.SS) is China’s state-owned automaker and is the country’s biggest player in the sector. The company makes EVs as well as internal combustion engine vehicles, but the latter is still a major part of the business.

  5. China EV Companies • NIO - Chinese EV-maker NIO Inc (NIO.N) is listed on the New York Stock Exchange. NIO offers a large variety of electric vehicles and has sophisticated technology competing with the likes of Tesla. The recently launched Nio ES7 is dubbed the ‘fastest SUV yet’. • Xpeng - Established in 2015, EV-maker Xpeng (XPEV.N) offers smart electric vehicles such as SUVs, sports sedans and family sedans, among others.

  6. China EV Companies • Li Auto - Founded in Beijing in 2015, Li Auto is listed on the New York Stock Exchange (LI.O). The company has a market capitalization of nearly $30 bn. • Apart from the mentioned EV companies, some other notable stocks to keep an eye on are: • Geely • Dongfeng Motor • Cherry Automobile • Great Wall Motors

  7. China’s Battery Stocks to Watch China’s EV battery prowess is unparalleled, with about 56% of the total global market share. Chinese battery maker CATL alone had 34.8% of the global market share during the first half of 2022, said a report by South Korean battery research firm SNE Research. BYD came in at the third spot among the list of the world’s top 10 battery makers, which includes a total of six Chinese battery manufacturers.

  8. China’s Battery Stocks to Watch • CATL - China-based Contemporary Amperex Technology Co (CATL) is the world’s biggest EV battery maker and is listed on the Shenzhen stock exchange (300750.SZ). • Tianqi Lithium - While not a pure EV company, Tianqi Lithium (002466.SZ) is making big moves in the EV space to capitalize on the rising demand for electric vehicles. The company is the world’s biggest miner of lithium, the key element used in EV batteries, and controls more than 46% of the global production of the mineral.

  9. China EV thematic funds For those who do not want to invest in individual shares, there are mutual funds and ETFs with high exposure to the EV sector or individual thematic funds. An example is the Global X China Electric Vehicle and Battery ETF. It tracks the Solactive China Electric Vehicle and Battery Index NTR.

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