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EconomyCATL likely to retain China EV battery dominance despite stock stress, analysts say

Analysts say CATL is unlikely to lose its dominance of China’s electric vehicle battery market over the coming year, citing strong brand recognition and technological advantages. Its shares have nevertheless tumbled as profit-squeezed automakers compete, while Chinese carmakers seek to reduce reliance on CATL; Xiaomi and Li Auto highlighted partnerships with second-tier battery makers in September.

CATLelectric vehiclesbattery market

SSouth China Morning Post★★☆☆☆2026-09-21 08:04Original

CATL likely to retain China EV battery dominance despite stock stress, analysts say
CATL likely to retain China EV battery dominance despite stock stress, analysts sayEconomy