CATL, a leading Chinese battery manufacturer, saw its stock price plummet by 5.21% during Friday's trading session. The significant drop comes amid discussions at the 2025 Greenwich Economic Forum, where insights from European investors have raised questions about the future of clean energy investments.
According to reports from the forum, some European and American venture capital investors recently visited Chinese new energy factories, including CATL. Their conclusion was striking: Western clean energy has "almost lost its investment value," and cooperation with Chinese companies is now preferable to competition. This sentiment, expressed during a high-profile economic event, has seemingly sent shockwaves through the market, potentially contributing to CATL's stock decline.
The investors' observations suggest a shifting landscape in the global clean energy sector, with Chinese companies like CATL potentially gaining a stronger competitive edge. However, this could also imply increased pressure on CATL to maintain its market dominance as Western companies might seek partnerships or attempt to catch up technologically. The stock's sharp decline may reflect investor concerns about how these changing dynamics could impact CATL's future growth and profitability in an increasingly complex global market.