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CATL (3750): In the first quarter of 2026, the company demonstrated robust growth momentum. During the reporting period, operating revenue reached RMB 129.13 billion, representing a significant year-on-year increase of 52.45%. Profitability rose concurrently, with net profit attributable to shareholders reaching RMB 20.74 billion, up 48.52%. After deducting non-recurring gains and losses, net profit growth reached 52.95%. By the end of the period, total assets surpassed RMB 1.04 trillion , and basic earnings per share stood at RMB 4.58. In summary, the company demonstrated exceptional growth resilience and operational efficiency in the first quarter. With a massive asset base and sustained R&D investment, its leading position in the global market remains solid.

China's real GDP rebounded to 5% in the first quarter of 2026

China's real GDP rebounded to 5% in the first quarter of 2026, breaking a five-quarter streak of sluggish growth. The most noteworthy signal for the market is the significant rebound in nominal GDP growth to 4.9%, with the gap between nominal and real GDP narrowing considerably. The report forecasts that nominal GDP will reach 5.9% in the second quarter, not only marking a continued rebound in growth but also the first time in 13 quarters that it has surpassed real GDP growth. This signifies strong upward momentum in the price index (PPI), and a turning point where corporate profits are experiencing accelerated improvement.

Hong Kong Stock Connect saw a net inflow of HK$4.291 billion on Thursday, with the Tracker Fund of Hong Kong (02800) experiencing the largest inflow at HK$2.683 billion, followed by Alibaba-W (09988). Xiaomi Group-W (01810) recorded the largest net outflow at HK$1.151 billion, followed by Tencent Holdings (00700).