🔴 CATL is trading 4.4% down today after Li Auto expanded self-developed battery use

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

• Li Auto batteries are already used in the L8, L6, and i8.
• Future MEGA, i9, and i6 versions are expected to reduce reliance on CATL.
• The shift was reported ahead of Li Auto’s September 16, 2026, i9 launch.