$CATL(03750)$ The news keep focusing on Li Auto and Xiaomi as diversifying away from CATL and makes it seem like they are losing huge market shares. The reality is that those 2 firms make up a small fraction of CATLs revenue. Moreover CATL still retains the technology and economies of scale in production. If needed, they can always slash prices to gain back market dominance. IMO, this is overblown and I will load up at these prices. DYODD.
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