Automakers' supply chain choices are becoming more centralized, and self-developed battery companies are on the rise

The choices of car companies in the power battery supply chain are gradually becoming clearer and more centralized. This year, the number of models jointly supplied by CATL and other companies has been reduced from 20 in 2023 to 5. In addition, car companies' self-developed battery companies have emerged, including Fudi, Honeycomb, Jidian, Anchi, Yaoning (Geely), Inpai, Juwan Technology Research (GAC), Deyi New Energy (Chery), etc., with a total of 179 models, an increase of 19 models year-on-year, accounting for 19.2% of the market share.