Energy · 1.14

Batteries & Energy Storage

Quantified news impact based on deduplicated, quality-reviewed events in a single 60-day window.

Average net impact+22weighted per event

Average gross impact25absolute weighted average

Events59same period

Confidence74%model average

Raw intensity56before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed1.0 / day

Concentration2%

Direction disagreement15%

Source independence98%20 sources

IMPACT TREND

60-day effective impact

Positive 51 · Negative 3 · Mixed 5

+280-28

5 Jun0 events

10 Jun0 events

15 Jun0 events

20 Jun0 events

25 Jun0 events

30 Jun0 events

5 Jul0 events

10 Jul0 events

15 Jul0 events

20 Jul0 events

+17

25 Jul34 events

+28

30 Jul25 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term44%659 cumulative effective impact

Medium term45%675 cumulative effective impact

Long term10%155 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 4 of 6 · 58 events

Macro1

Macro27 Jul, 10:29positive

Anhui's First-Half GDP Grows 5.6% to 2.737 Trillion Yuan, Overtakes Hunan by 33.64 Billion Yuan to Enter Top

Anhui province reported a first-half 2026 GDP of 2.737 trillion yuan, up 5.6% year-on-year, overtaking Hunan by 33.64 billion yuan to join the top ten provincial economies. Hunan's GDP grew 2.7% to 2.70336 trillion yuan. Governor Wang Qingxian chaired a meeting on developing emerging pillar industries in northern Anhui, emphasizing alignment with the '1188' modern industrial system.

Effective: +19
Intensity: 55
Confidence: 70%
Horizon: Long term

Industries1

Industries28 Jul, 09:50positive

3,750 Tonnes of Green Ammonia from Jilin Da'an Exported to South Korea, a Global Single-Batch Record

A shipment of 3,750 tonnes of green ammonia produced in Da'an, Jilin province, has been transported overland to Lianyungang in Jiangsu and then shipped to South Korea, setting a record for the largest single-batch export of green ammonia in China and globally. The ammonia comes from the world's largest single-unit green ammonia facility with an annual capacity of 180,000 tonnes. Powered by wind and solar resources in western Jilin, its carbon emissions are more than 90% lower than those from traditional coal-based ammonia production.

Effective: +17
Intensity: 40
Confidence: 70%
Horizon: Long term

Companies8

Companies30 Jul, 09:20positive

Xiamen Tungsten New Energy Releases 2026 H1 Performance Preview: Revenue RMB 14.488 Billion, Net Profit RMB

Xiamen Tungsten New Energy, a STAR Market-listed company, released its 2026 first-half performance preview as of July 30. The company reported revenue of RMB 14.488 billion and net profit of RMB 491 million. Basic earnings per share stood at RMB 0.98, with a weighted average return on equity of 5.21%. The half-year report is scheduled for release on August 20, 2026.

Effective: +23
Intensity: 60
Confidence: 70%
Horizon: Short term

Companies29 Jul, 16:48positive

Hengdian DMEGC Sets Up Wind Power Subsidiary Sihong Dongheng in Jiangsu

Hengdian DMEGC has established a wholly-owned subsidiary, Sihong Dongheng Wind Power Co. , Ltd. , in Sihong County, Jiangsu Province. The new company's business scope includes wind power technology services and energy storage technology services, according to corporate registration information. The move expands Hengdian DMEGC's presence in the renewable energy sector.

Effective: +23
Intensity: 50
Confidence: 85%
Horizon: Medium term

Companies27 Jul, 14:49positive

Times Green Energy, a CATL Unit, Raises Registered Capital to RMB 3.5 Billion

Times Green Energy Co. , Ltd. , a wholly owned subsidiary of Contemporary Amperex Technology Co. (CATL), has increased its registered capital from RMB 2 billion to RMB 3.5 billion. The company, founded in 2006, focuses on research and development for offshore wind power, wind farms, emerging energy technologies, and online energy monitoring.

Effective: +21
Intensity: 60
Confidence: 70%
Horizon: Long term

Companies30 Jul, 08:00positive

CATL Plans Up to 40 Billion Yuan A-Share Buyback for Cancellation, Price Cap 50% Above Market

CATL disclosed on July 24 a plan to repurchase 20 billion to 40 billion yuan of its A-shares for cancellation and capital reduction. The repurchase price cap is about 50% above the current share price. The cancellation will directly increase existing shareholders' ownership if net profit remains unchanged. CATL's 2026 semi-annual report showed revenue of 276.9 billion yuan, up 54.8%, and net profit of 43.28 billion yuan, up 42%. As of end-June, cash exceeded 372 billion yuan. Regulators have been pushing listed firms to build long-term shareholder return mechanisms, and cancellation buybacks provide a more direct benefit than those used for equity incentives.

Effective: +19
Intensity: 35
Confidence: 70%
Horizon: Short term

Companies28 Jul, 19:20positive

14 Firms Disclose QFII Holdings for 2026 Interim, Total Value RMB 119.95 Billion; CATL Revenue RMB 276.92

As of July 28, 14 listed companies disclosed their QFII holdings for the 2026 interim reports, with a total market value of approximately RMB 119.95 billion. CATL reported H1 2026 revenue of RMB 276.92 billion, up 54.8% year-on-year, and net profit of RMB 43.28 billion, up 41.98%. The company announced a share buyback of between RMB 20 billion and RMB 40 billion, to be cancelled to reduce registered capital. Other notable holdings include Jinmei Technology, which turned profitable, and Haoji Motor, which saw net profit surge 266.57%.

Effective: +17
Intensity: 50
Confidence: 80%
Horizon: Short term

Companies27 Jul, 15:51positive

Tinci Materials Supplies Sodium-Ion Battery Electrolyte to CATL, Plans Capacity Expansion

Tinci Materials has begun supplying sodium-ion battery electrolyte and an integrated solution including sodium hexafluorophosphate and NaFSi to top companies such as CATL. The company plans to build supporting production capacity to ensure supply as demand for sodium-ion battery electrolytes emerges.

Effective: +15
Intensity: 50
Confidence: 60%
Horizon: Medium term

Companies3 Aug, 21:37positive

CATL Announces 2026 Interim Dividend of RMB 6.18 Billion, RMB 14.11 per Share

CATL announced a 2026 interim dividend of RMB 14.11 per 10 shares (pre-tax), totaling about RMB 6.18 billion. The record date is August 7, 2026, with ex-dividend date August 10, 2026. In 2025, CATL's net profit was RMB 72.2 billion, with total dividends of RMB 36.1 billion, half of annual profit. For the first half of 2026, net profit rose 41% year-on-year to RMB 43.284 billion, while revenue grew 54.8% to RMB 276.917 billion, with energy storage segment growth near 90%.

Effective: +14
Intensity: 30
Confidence: 72%
Horizon: Short term

Companies28 Jul, 19:51positive

Kedali Plans Share Buyback of RMB 150 Million to RMB 300 Million for Employee Incentives

Kedali announced a plan to repurchase shares worth between RMB 150 million and RMB 300 million for employee stock ownership or equity incentive plans, with a maximum buyback price of RMB 292 per share.

Effective: +14
Intensity: 40
Confidence: 80%
Horizon: Short term