Global ExpansionCATL's global expansion plans are on track, and its continued share gains in overseas markets will boost its margin profile.
Product DominanceCATL's Qilin and Shenxing products dominate powertrain solutions for Xiaomi's models including both SU7 and the newly launched YU7.
Tariff ReductionThe easing in trade tensions between China and the US has led to a reduction in US tariffs on energy storage system batteries, creating a more favorable environment.