Shehzad Qazi(@shehzadhqazi):"Automakers including Li Auto and Xiaomi have started to design their own cells and are adding new suppliers including Sunwoda Electronic. The moves have sparked concerns that a larger trend of 'de-CATLization; is behind the company’s recent $100 billion market rout."

Shehzad Qazi

@shehzadhqazi

COO @ChinaBeigeBook. Tweet on economic, geopolitical, and policy issues driving financial markets. Views my own. RTs & Likes ≠ endorsement.

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Shehzad Qazi@shehzadhqazi

2026.09.21 19:50

"Automakers including Li Auto and Xiaomi have started to design their own cells and are adding new suppliers including Sunwoda Electronic. The moves have sparked concerns that a larger trend of 'de-CATLization; is behind the company’s recent $100 billion market rout."