CATL is trading 4.4% down at THB 4.78 after Li Auto expanded its self-developed battery rollout across its vehicle lineup.
- Li Auto’s L8, L6, and i8 already use in-house batteries; future models are expected to reduce reliance on CATL, raising demand and customer-concentration concerns.
- The September 15, 2026 session closed with CATL down 4.40%; no volume data was provided.
- Confidence is medium, based largely on specialist automotive publications.