China debates "de-CATLization" as MIIT calls hype a "media farce"

Chinese media reports say automakers are moving away from CATL batteries, but an outlet run by regulator MIIT dismissed the "de-CATLization" narrative as a "media farce," calling supplier changes normal market behavior. The article also warned of price competition spreading up the supply chain and stressed batteries affect safety and lifespan.

• MIIT: switching battery suppliers is normal market behavior, not "de-CATLization"
• Article warned price competition is spreading upstream through the supply chain
• NielsenIQ data cited: consumers distinguish battery brands and weigh them in purchases
• CATL is the world's largest EV battery maker