🔴 CATL is trading 4% down today after Li Auto expanded in-house battery deployment

CATL is trading 4% down at THB 4.80 after Li Auto expanded self-developed battery deployment across its lineup.

• Li Auto’s L8, L6 and i8 already use in-house batteries; future models are expected to reduce reliance on CATL.
• The shift is raising concerns about customer concentration and potential order losses.
• The September 15, 2026 session closed at THB 4.80, with no reliable volume data. U.S. indices were broadly flat, with the sourcing shift appearing to be the primary catalyst.