Core Viewpoint - Recent incidents involving two battery manufacturers switching to CATL batteries due to supply shortages have raised concerns about the supply-demand dynamics in the market and consumer rights protection [2][3][4]. Group 1: Battery Supply Issues - Both SAIC MG and Zhijie brands have reported switching battery suppliers due to insufficient production capacity from their original suppliers [3][4]. - SAIC MG's decision to source batteries from CATL was made to meet delivery commitments for the MG4530 model amid supply constraints [4]. - The MG4 model has seen significant pre-order demand, with over 45,000 orders within 24 days of its launch, indicating strong market interest [4]. Group 2: Industry Trends and Dynamics - The battery supply shortage reflects a broader structural imbalance in the battery industry, where high-performance batteries are in demand while lower-end capacities remain underutilized [9][10]. - The industry has experienced a significant reduction in the number of battery manufacturers, from 217 in 2016 to 69 in 2019, as market resources concentrate among leading firms [9]. - The recent surge in the energy storage market has created new demand dynamics, leading to a unique supply chain where various sectors are interdependent [10][11]. Group 3: Regulatory and Market Factors - Regulatory changes, such as the requirement for battery manufacturers to maintain a production capacity utilization rate of at least 50%, are influencing market strategies [11][12]. - The recent export controls on lithium batteries and related materials have added uncertainty to the market, prompting companies to adapt their production strategies [12].