CATL is trading now at THB 4.78 with a -4.40% change after Li Auto announced broader adoption of self-developed batteries across its lineup.
- Batteries already serve the L8, L6, and i8.
- Future MEGA, i9, and i6 versions are expected to reduce reliance on CATL.
- The move is raising concerns about CATLβs customer concentration and shrinking automaker demand.