On-site visit to CATL headquarters: Is the "de-CATLization" talk just too loud?

What happened: A site visit to CATL headquarters covered cell manufacturing and the company's battery supply partnership with SAIC's IM Motors, whose upcoming LS8 NEO will use CATL batteries across all variants. Key numbers: CATL 2025 global market share 39.2%; over 230,000 employees worldwide, over 50,000 in Ningde; advanced lines produce one Why it matters: The visit frames the "de-CATLization" debate as a question of how far automakers should go in battery development, with CATL and IM describing joint customization and vehicle integration work rather than a simple buy-or-build choice.

A site visit to CATL headquarters covered cell manufacturing and the company's battery supply partnership with SAIC's IM Motors, whose upcoming LS8 NEO will use CATL batteries across all variants.

The visit frames the "de-CATLization" debate as a question of how far automakers should go in battery development, with CATL and IM describing joint customization and vehicle integration work rather than a simple buy-or-build choice.