Some investors asked CATL on the interactive platform: “Market rumors that the battery of CATL has a major defect has been suspended by Tesla. Is it true?” CATL said that the news Not true, the company’s strategic partnership with customers has not changed and will continue to deepen and improve.
It is noticed that there was news on June 5 that CATL also denied it, and the content it emphasized was basically the same as this time. The strategic cooperative relationship between the company and customers has not changed, and will continue to deepen and improve.”
It is worth mentioning that Zeng Yuqun, chairman of CATL, was the first entrepreneur Elon Musk met with in China last month. According to relevant media reports, the content of their discussions may include the supply of energy storage cells for the Shanghai Energy Storage Super Factory. , future cooperative construction of battery factories in North America and supply of power batteries.
Since Tesla confirmed CATL as its battery supplier in January 2020, Tesla has been CATL’s largest customer for two consecutive years. In 2022, Tesla contributed more than 38 billion yuan in revenue to CATL, accounting for 11% of total revenue.
CATL also stated on the interactive platform that structural overcapacity has always existed, but the production capacity of different lithium battery companies is significantly different, mainly due to the technological innovation, manufacturing capacity, and management level of the companies. Major car companies around the world are paying more and more attention to the new energy vehicle sector. The company will continue to provide customers with the most competitive product solutions based on the needs of different customers.
In addition, CATL also stated that the cooperation project with Ford is proceeding as planned.
