CATL is trading 5.66% down at THB 5.00 after an unconfirmed industry report suggested September production could decline nearly 10% month-over-month, reversing expected seasonal growth.
- Automakers may be reducing reliance on CATL by developing in-house batteries and adding alternative suppliers, potentially pressuring future orders.
- The production report remains unconfirmed, keeping confidence medium-low despite clear negative sentiment.