feat: 增加宁德时代图表

data/catl/catl_peer_2026h1.csv

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+company,gp_per_wh,margin_data
+宁德时代,0.122,20.63
+比亚迪*,0.097,21.00
+LG新能源†,-0.010,-0.70
+中创新航*,0.077,16.71
+国轩高科*,0.063,14.02
+亿纬锂能,0.078,16.19

data/catl/catl_peer_asp.csv

@@ -0,0 +1,7 @@
+period,catl,byd,calb,guoxuan,eve
+2021,0.784,0.720,0.660,0.683,
+2022,0.978,0.800,0.872,0.840,
+2023,0.889,0.700,0.618,0.720,
+2024,0.664,0.550,0.496,0.626,
+2025,0.585,0.470,0.459,0.473,0.516
+2026H1,0.591,0.460,0.459,0.452,0.483

data/catl/catl_peer_gp_change.csv

@@ -0,0 +1,7 @@
+company,gp_2023,gp_2026h1
+宁德时代,0.198,0.122
+比亚迪*,0.154,0.097
+LG新能源†,0.119,-0.010
+中创新航*,0.080,0.077
+国轩高科*,0.112,0.063
+亿纬锂能,,0.078

data/catl/catl_peer_gp_gap.csv

@@ -0,0 +1,7 @@
+period,catl,peer_avg,gap_multiple
+2021,0.172,0.080,2.15
+2022,0.168,0.118,1.42
+2023,0.198,0.096,2.06
+2024,0.159,0.087,1.83
+2025,0.139,0.075,1.85
+2026H1,0.122,0.073,1.68

data/catl/catl_peer_gp_per_wh.csv

@@ -0,0 +1,7 @@
+period,catl,byd,lges,calb,guoxuan,eve
+2021,0.172,0.144,0.067,0.037,0.123,
+2022,0.168,0.144,0.091,0.090,0.147,
+2023,0.198,0.154,0.119,0.080,0.112,
+2024,0.159,0.121,0.032,0.079,0.095,
+2025,0.139,0.103,0.068,0.077,0.068,0.080
+2026H1,0.122,0.097,-0.010,0.077,0.063,0.078

data/catl/catl_peer_install.csv

@@ -0,0 +1,7 @@
+period,catl,byd,lges,calb,guoxuan,global_total
+2021,99.5,26.4,59.4,8.0,6.7,301.5
+2022,191.6,70.4,70.4,20.0,14.1,517.9
+2023,259.7,111.4,95.8,33.4,17.1,705.5
+2024,339.3,153.7,96.3,39.4,28.5,894.4
+2025,464.7,194.8,108.8,62.8,53.5,1187.0
+2026H1,242.7,87.7,52.6,31.2,28.0,608.5

data/catl/catl_peer_install_share.csv

@@ -0,0 +1,7 @@
+period,catl,byd,lges,calb,guoxuan
+2021,33.0,8.7,19.7,2.6,2.2
+2022,37.0,13.6,13.6,3.9,2.7
+2023,36.8,15.8,13.6,4.7,2.4
+2024,37.9,17.2,10.8,4.4,3.2
+2025,39.2,16.4,9.2,5.3,4.5
+2026H1,39.9,14.4,8.6,5.1,4.6

data/catl/catl_peer_margin.csv

@@ -0,0 +1,7 @@
+period,catl,byd,lges,calb,guoxuan,eve
+2021,22.00,20.00,4.31,5.60,18.00,
+2022,17.17,18.00,4.74,10.32,17.50,
+2023,22.27,22.00,6.41,13.00,15.50,
+2024,23.94,22.00,2.25,15.89,15.14,
+2025,23.84,22.00,5.69,16.69,14.39,15.50
+2026H1,20.63,21.00,-0.70,16.71,14.02,16.19

data/catl/catl_peer_utilization.csv

@@ -0,0 +1,7 @@
+period,catl,byd,lges,calb,guoxuan
+2021,95.1,,73.4,95.2,41.0
+2022,83.3,71.0,73.6,93.8,46.0
+2023,70.5,72.0,69.3,75.6,48.0
+2024,76.3,70.0,57.8,78.7,46.0
+2025,96.9,82.0,47.6,,71.0
+2026H1,94.9,,52.8,,

data/catl/catl_unit_economics.csv

@@ -0,0 +1,7 @@
+period,sales_gwh,revenue_yi,asp,cost_per_wh,gp_per_wh,gross_margin
+2021,116.7,914.9,0.784,0.612,0.172,22.00
+2022,242.0,2365.9,0.978,0.810,0.168,17.17
+2023,321.0,2852.5,0.889,0.691,0.198,22.27
+2024,381.0,2530.4,0.664,0.505,0.159,23.94
+2025,541.0,3165.1,0.585,0.446,0.139,23.84
+2026H1,325,1921.2,0.591,0.469,0.122,20.63

data/catl/global_region_share.csv

@@ -0,0 +1,7 @@
+period,china,korea,japan,others,global_total
+2021,48.2,30.2,12.0,9.6,301.5
+2022,60.4,23.7,7.3,8.6,517.9
+2023,63.5,23.2,6.1,7.2,705.5
+2024,67.1,18.5,3.9,10.5,894.4
+2025,70.4,15.3,3.7,10.6,1187.0
+2026H1,72.4,11.7,3.7,12.2,608.5

data/catl/global_top10_2026h1.csv

@@ -0,0 +1,11 @@
+rank,company,region,gwh,share,yoy,global_total
+1,宁德时代,中国,242.7,39.9,25.3,608.5
+2,比亚迪,中国,87.7,14.4,1.6,608.5
+3,LG新能源,韩国,52.6,8.6,8.4,608.5
+4,中创新航,中国,31.2,5.1,39.5,608.5
+5,国轩高科,中国,28.0,4.6,43.3,608.5
+6,松下,日本,22.7,3.7,10.2,608.5
+7,亿纬锂能,中国,20.9,3.4,51.7,608.5
+8,SK On,韩国,19.0,3.1,-6.7,608.5
+9,蜂巢能源,中国,15.7,2.6,40.9,608.5
+10,欣旺达,中国,14.5,2.4,13.7,608.5

data/catl/global_top10_install.csv

@@ -0,0 +1,7 @@
+period,catl,byd,lges,panasonic,sk_on,samsung_sdi,calb,guoxuan,eve,sunwoda,svolt,farasis,global_total
+2021,99.5,26.4,59.4,36.3,17.3,14.5,8.0,6.7,,2.6,,2.4,301.5
+2022,191.6,70.4,70.4,38.0,27.8,24.3,20.0,14.1,,9.2,,7.4,517.9
+2023,259.7,111.4,95.8,42.8,34.7,33.1,33.4,17.1,16.2,10.5,,,705.5
+2024,339.3,153.7,96.3,35.1,39.0,29.6,39.4,28.5,20.3,18.8,,,894.4
+2025,464.7,194.8,108.8,44.2,44.5,28.9,62.8,53.5,31.3,,28.5,,1187.0
+2026H1,242.7,87.7,52.6,22.7,19.0,,31.2,28.0,20.9,14.5,15.7,,608.5

data/catl/global_top10_share.csv

@@ -0,0 +1,7 @@
+period,catl,byd,lges,panasonic,sk_on,samsung_sdi,calb,guoxuan,eve,sunwoda,svolt,farasis,cr3,cr5,cr10,china_top10_count,china_share
+2021,33.0,8.7,19.7,12.0,5.7,4.8,2.6,2.2,,0.9,,0.8,64.7,79.1,90.4,6,48.2
+2022,37.0,13.6,13.6,7.3,5.4,4.7,3.9,2.7,,1.8,,1.4,64.2,76.9,91.4,6,60.4
+2023,36.8,15.8,13.6,6.1,4.9,4.7,4.7,2.4,2.3,1.5,,,66.2,77.2,92.8,6,63.5
+2024,37.9,17.2,10.8,3.9,4.4,3.3,4.4,3.2,2.3,2.1,,,65.9,74.7,89.5,6,67.1
+2025,39.2,16.4,9.2,3.7,3.7,2.4,5.3,4.5,2.6,,2.4,,64.8,74.6,89.4,6,70.4
+2026H1,39.9,14.4,8.6,3.7,3.1,,5.1,4.6,3.4,2.4,2.6,,62.9,72.6,87.8,7,72.4

data/sweetspot/catl_price_pe.csv

@@ -0,0 +1,36 @@
+# 由 scripts/build_sweet_spot_catl.py 生成，请勿手工编辑。
+# 口径：总股本 46.27 亿股 · 净现金 2,263.8 亿元（每股 48.93 元）· 2026E 归母 900/964/1,000 亿元 · 分红率 50% · 现价 316.21 元（2026-09-15）
+# PE 与股息率保留两位小数（见脚本 docstring 的精度例外说明）
+price,market_cap,pe_bear,pe_base,pe_bull,pe_ex_cash,dividend_yield,net_cash_pct
+220.00,10179.4,11.31,10.56,10.18,8.21,4.74,22.2
+240.00,11104.8,12.34,11.52,11.10,9.17,4.34,20.4
+260.00,12030.2,13.37,12.48,12.03,10.13,4.01,18.8
+265.00,12261.6,13.62,12.72,12.26,10.37,3.93,18.5
+280.00,12955.6,14.40,13.44,12.96,11.09,3.72,17.5
+290.00,13418.3,14.91,13.92,13.42,11.57,3.59,16.9
+300.00,13881.0,15.42,14.40,13.88,12.05,3.47,16.3
+303.00,14019.8,15.58,14.54,14.02,12.20,3.44,16.1
+316.21,14631.0,16.26,15.18,14.63,12.83,3.29,15.5
+320.00,14806.4,16.45,15.36,14.81,13.01,3.26,15.3
+340.00,15731.8,17.48,16.32,15.73,13.97,3.06,14.4
+360.00,16657.2,18.51,17.28,16.66,14.93,2.89,13.6
+378.00,17490.1,19.43,18.14,17.49,15.79,2.76,12.9
+380.00,17582.6,19.54,18.24,17.58,15.89,2.74,12.9
+400.00,18508.0,20.56,19.20,18.51,16.85,2.60,12.2
+420.00,19433.4,21.59,20.16,19.43,17.81,2.48,11.6
+440.00,20358.8,22.62,21.12,20.36,18.77,2.37,11.1
+460.00,21284.2,23.65,22.08,21.28,19.73,2.26,10.6
+480.00,22209.6,24.68,23.04,22.21,20.69,2.17,10.2
+500.00,23135.0,25.71,24.00,23.14,21.65,2.08,9.8
+520.00,24060.4,26.73,24.96,24.06,22.61,2.00,9.4
+540.00,24985.8,27.76,25.92,24.99,23.57,1.93,9.1
+560.00,25911.2,28.79,26.88,25.91,24.53,1.86,8.7
+580.00,26836.6,29.82,27.84,26.84,25.49,1.80,8.4
+600.00,27762.0,30.85,28.80,27.76,26.45,1.74,8.2
+605.00,27993.4,31.10,29.04,27.99,26.69,1.72,8.1
+617.00,28548.6,31.72,29.61,28.55,27.27,1.69,7.9
+620.00,28687.4,31.87,29.76,28.69,27.41,1.68,7.9
+640.00,29612.8,32.90,30.72,29.61,28.37,1.63,7.6
+660.00,30538.2,33.93,31.68,30.54,29.33,1.58,7.4
+680.00,31463.6,34.96,32.64,31.46,30.29,1.53,7.2
+700.00,32389.0,35.99,33.60,32.39,31.25,1.49,7.0

data/sweetspot/catl_price_returns.csv

@@ -0,0 +1,32 @@
+# 由 scripts/build_sweet_spot_catl.py 生成，请勿手工编辑。
+# 口径：总股本 46.27 亿股 · 净现金 2,263.8 亿元（每股 48.93 元）· 2026E 归母 900/964/1,000 亿元 · 分红率 50% · 现价 316.21 元（2026-09-15）
+# PE 与股息率保留两位小数（见脚本 docstring 的精度例外说明）
+price,market_cap,pe_base,dividend_yield,cagr_price,cagr_total
+220.00,10179.4,10.56,4.74,40.1,46.7
+240.00,11104.8,11.52,4.34,36.1,42.0
+260.00,12030.2,12.48,4.01,32.5,37.8
+265.00,12261.6,12.72,3.93,31.7,36.9
+280.00,12955.6,13.44,3.72,29.3,34.1
+290.00,13418.3,13.92,3.59,27.8,32.4
+300.00,13881.0,14.40,3.47,26.3,30.7
+303.00,14019.8,14.54,3.44,25.9,30.3
+316.21,14631.0,15.18,3.29,24.1,28.2
+320.00,14806.4,15.36,3.26,23.7,27.7
+340.00,15731.8,16.32,3.06,21.2,24.9
+360.00,16657.2,17.28,2.89,18.9,22.3
+378.00,17490.1,18.14,2.76,17.0,20.2
+380.00,17582.6,18.24,2.74,16.8,20.0
+400.00,18508.0,19.20,2.60,14.8,17.8
+420.00,19433.4,20.16,2.48,12.9,15.7
+440.00,20358.8,21.12,2.37,11.2,13.8
+450.00,20821.5,21.60,2.31,10.4,12.9
+460.00,21284.2,22.08,2.26,9.6,12.0
+480.00,22209.6,23.04,2.17,8.0,10.4
+500.00,23135.0,24.00,2.08,6.6,8.8
+520.00,24060.4,24.96,2.00,5.2,7.3
+540.00,24985.8,25.92,1.93,3.9,5.9
+560.00,25911.2,26.88,1.86,2.6,4.5
+580.00,26836.6,27.84,1.80,1.4,3.2
+600.00,27762.0,28.80,1.74,0.3,2.0
+605.00,27993.4,29.04,1.72,0.0,1.7
+620.00,28687.4,29.76,1.68,-0.8,0.9