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Interesting play on Contemporary Amperex Technology's dual listing setup. A major investment bank is suggesting a long-short strategy here: go long on the Shenzhen A-shares while shorting the Hong Kong-listed stock.



The catalyst? Early shareholders are hitting the end of their lockup period soon. When those restrictions lift, selling pressure could hit the HK shares harder given liquidity patterns. Meanwhile, the mainland listing might hold steadier with domestic investor appetite.

Classic AH spread arbitrage opportunity if the thesis plays out. Worth watching how this unfolds as the lockup expiry date approaches. The battery giant's dual-listing structure creates these occasional divergence windows.
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HashBrowniesvip
· 11-14 17:22
The recent AH arbitrage of CATL looks pretty good, but once the lock-up period is lifted, the Hong Kong stocks might be in for a drop.
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HorizonHuntervip
· 11-14 00:35
The AH price difference game of Contemporary Amperex Technology Co., Ltd.... the same old stuff, do they really dare to short the Hong Kong stocks?
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ImpermanentLossFanvip
· 11-13 23:55
I understand this game in Ningde; it’s a typical AH Arbitrage window. Once the lock-up period is lifted, the Hong Kong stocks will directly dump, while the A-shares remain stable. This price difference is worth exploiting.
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MevWhisperervip
· 11-13 23:49
I am optimistic about this AH price arbitrage of CATL; the moment the lock-up period is lifted is the key.
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