MIIT-Affiliated Media Rejects ‘De-CATL’ Narrative in EV Battery Supply Chain

The intervention matters less for what it denies than for who is doing the denying: a ministry-affiliated outlet pushing back on a supply-chain narrative signals that Beijing views battery-supplier concentration as a coordination question, not just a commercial one. It effectively reframes diversification away from the dominant supplier as ordinary competition rather than a threat, which gives automakers cover to keep multi-sourcing. The open question is whether that framing holds as more OEMs bring battery development in-house, and whether the ministry follows rhetoric with any formal guidance on supplier concentration.