CLSA: China's AI Data Center Plan to Boost Energy Storage Battery Demand, Top Pick is CATL

Stock News

Jun 10

CLSA has released a research report stating that, according to reports, China plans to invest approximately $2.95 trillion over the next five years to construct artificial intelligence data centers (AIDCs) across the country.

The firm estimates this initiative could generate potential new demand for up to 125 GWh of energy storage batteries in China over the next five years, equivalent to a quarter of the forecasted domestic energy storage demand for this year.

CLSA believes this development provides a significant boost for Chinese battery-related stocks, and recent price corrections present an opportunity for investors to buy on dips.

Regarding stock recommendations within the sector, the firm's top preference is CATL (03750), followed in order by Sigenergy (06656), CALB (03931), REPT BATTERO (00666), and Gotion High-tech (002074.SZ).

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers HK | Online Trading in stocks, bonds & ETFS","description":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","keywords":"tiger trading,tiger security,tiger broker hk,tigers co ltd,tiger trade hk,tiger brokers hk,stock broker,securities broker,online brokerage,hong kong broker,hk broker,online stock trading,online trading platform,stock trading platforms,trading application,stock trading,stock trading hong kong,buying stocks in hong kong,tiger brokers","social":{"ogDescription":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.gotigerhk.com/news/1189952614"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"1189952614\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/1189952614?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-06-10 16:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1189952614","market":"nz","top_or_hot":-1,"title":"CLSA: China's AI Data Center Plan to Boost Energy Storage Battery Demand, Top Pick is CATL","media":"Stock News","content":"<p>CLSA has released a research report stating that, according to reports, China plans to invest approximately $2.95 trillion over the next five years to construct artificial intelligence data centers (AIDCs) across the country.<br><br>The firm estimates this initiative could generate potential new demand for up to 125 GWh of energy storage batteries in China over the next five years, equivalent to a quarter of the forecasted domestic energy storage demand for this year.<br><br>CLSA believes this development provides a significant boost for Chinese battery-related stocks, and recent price corrections present an opportunity for investors to buy on dips.<br><br>Regarding stock recommendations within the sector, the firm's top preference is <b>CATL</b> (<b>03750</b>), followed in order by <b>Sigenergy</b> (<b>06656</b>), <b>CALB</b> (<b>03931</b>), <b>REPT BATTERO</b> (<b>00666</b>), and <b>Gotion High-tech</b> (<b>002074.SZ</b>).</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CLSA: China's AI Data Center Plan to Boost Energy Storage Battery Demand, Top Pick is CATL</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCLSA: China's AI Data Center Plan to Boost Energy Storage Battery Demand, Top Pick is CATL\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-06-10 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CLSA has released a research report stating that, according to reports, China plans to invest approximately $2.95 trillion over the next five years to construct artificial intelligence data centers (AIDCs) across the country.<br><br>The firm estimates this initiative could generate potential new demand for up to 125 GWh of energy storage batteries in China over the next five years, equivalent to a quarter of the forecasted domestic energy storage demand for this year.<br><br>CLSA believes this development provides a significant boost for Chinese battery-related stocks, and recent price corrections present an opportunity for investors to buy on dips.<br><br>Regarding stock recommendations within the sector, the firm's top preference is <b>CATL</b> (<b>03750</b>), followed in order by <b>Sigenergy</b> (<b>06656</b>), <b>CALB</b> (<b>03931</b>), <b>REPT BATTERO</b> (<b>00666</b>), and <b>Gotion High-tech</b> (<b>002074.SZ</b>).</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"300750","symbol_name":"宁德时代","start_time":0,"source_url":"","article_id":"1189952614","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1189952614","pubTimestamp":1781079255,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"CLSA has released a research report stating that, according to reports, China plans to invest approximately $2.95 trillion over the next five years to construct artificial intelligence data centers...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"300750":"宁德时代","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK1116":"电气部件与设备","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","BK1610":"ETF&股票定投概念","03750":"宁德时代","LU0359201612.USD":"贝莱德中国基金A2","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H"},"translate_title":"里昂证券：中国AI数据中心计划提振储能电池需求首选宁德时代","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1,"03750":1},"content_text":"CLSA has released a research report stating that, according to reports, China plans to invest approximately $2.95 trillion over the next five years to construct artificial intelligence data centers (AIDCs) across the country.The firm estimates this initiative could generate potential new demand for up to 125 GWh of energy storage batteries in China over the next five years, equivalent to a quarter of the forecasted domestic energy storage demand for this year.CLSA believes this development provides a significant boost for Chinese battery-related stocks, and recent price corrections present an opportunity for investors to buy on dips.Regarding stock recommendations within the sector, the firm's top preference is CATL (03750), followed in order by Sigenergy (06656), CALB (03931), REPT BATTERO (00666), and Gotion High-tech (002074.SZ).","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"economic","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}