Kodali's top five customers accounted for 74.88% of sales, and CATL's share continued to rise

Kodali's top five customers accounted for 74.88% of total sales, among which CATL's share has continued to rise in recent years. It is worth noting that BYD withdrew from the top five customers in 2020 and began to launch blade batteries in the same year. This change reflects the company's adjustment in customer structure and optimization of market strategy.