TREE NEWS update: Li Auto CEO Li Xiang said in a long post that ‘de-X’ thinking — a reference to reducing reliance on CATL — is a zero-sum mindset, and that Li Auto has never used it to define its self-development strategy. He said the company’s push for deep in-house battery development comes down to three things, starting with giving users an experience ahead of industry standards by building products for needs that have not yet been met.
Li Xiang: ‘De-X’ Thinking Is Zero-Sum, Li Auto Won’t Define Self-Development Strategy That Way
Li Xiang's rejection of 'de-X' framing is a signal about how automakers want their supply-chain moves read: as product strategy, not as a zero-sum contest with battery incumbents. That distinction matters because in-house battery work is often interpreted as a squeeze on suppliers, and how China's EV makers characterize it shapes expectations for supplier relationships across the sector. The open question is whether rivals adopt similar language, or keep positioning self-development as deliberate decoupling.
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