CATL to Respond Soon to Reports Carmakers Picked Other Battery Suppliers

The episode shows how sensitive CATL's valuation has become to unverified chatter about client loyalty, a core pillar of its dominance narrative. What matters is less the rumor itself than the company's acknowledgment that it needs to publicly defend its order book. Whether the clarification lands quickly enough to steady sentiment, and whether the rumored supplier shifts prove isolated or part of a broader diversification trend among automakers, is the open question.