投资者提问:董秘你好,美国本土特斯拉,二年内要改变不用我们国内的供应商,是...
Xin Lang Cai Jing·2025-11-20 09:24

Core Viewpoint - The company acknowledges that Tesla is a significant customer, with its battery connection systems being used in Tesla's domestic production models, and that CATL is the company's largest direct customer [1]. Group 1 - The company is concerned about Tesla's potential shift away from domestic suppliers in the next two years and its impact on the company's operations [1]. - Tesla is identified as the company's largest end customer, indicating a strong reliance on Tesla for revenue [1]. - CATL is highlighted as the company's largest direct customer, emphasizing the importance of this relationship in the supply chain [1].