CATL is trading 5.66% down at THB 5.00 today. * This comes as an unconfirmed report suggesting a near-10% September production drop has circulated, though analysts on September 16, 2026, countered that CATL's installations continue to outgrow the market with strong order flows and tight capacity utilization, suggesting previous fears are "overdone". * Investor sentiment is also impacted by Li Auto’s September 7 decision to expand in-house battery usage, reducing future reliance on CATL cells across its lineup. * Contrary to the original report, major U.S. indices were lower on September 15, 2026, with the S&P 500, Dow Jones, and Nasdaq Composite all falling between 0.4% and 0.9%.