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 CATL’s customer concentration and shrinking automaker demand.