🔴 CATL is trading 4.4% down today after Li Auto expanded in-house battery use

CATL is trading 4.4% down now at THB 4.78 after Li Auto expanded self-developed battery use across more models, raising customer-concentration concerns.

• Li Auto already uses in-house batteries in the L8, L6 and i8; future MEGA, i9 and i6 versions are expected to reduce reliance on CATL.
• Multiple reports link the selloff to the strategic shift.
• The September 15, 2026 session closed after the decline, with no meaningful broad-market move in the provided context; CATL’s positive TECTRANS II commercial-vehicle battery launch did not offset customer-loss concerns.