# Who are CATL's customers? Who does CATL earn revenue from?
Canonical: https://valuechain.wiki/catl · Facet: customers · Updated: 2026-07-12T06:19:48.391693+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: CATL's confirmed revenue counterparties include Tesla, 샤오미 (EV), 지리·지커 plus 4 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 7 revenue edges, backed by 8 dated sources, 2 of them primary filings (as of 2026-07-12).

### 글로벌 완성차 (EV 배터리) (high)
- note: EV batteries to BYD and many automakers (39.2% share).
- [confirms] CnEVPost (EN, news, published 2026-02-04) https://cnevpost.com/2026/02/04/global-ev-battery-market-share-2025/: "EV batteries to BYD and many automakers (39.2% share)."

### Tesla (high)  → /tesla.md
- note: Supplies EV and ESS battery cells to Tesla.
- [confirms] CATL/SZSE (EN, filing, published 2026-03-01) https://www.catl.com/en/investor/: "Supplies EV and ESS battery cells to Tesla."
- [confirms] CnEVPost (EN, news, published 2026-02-04) https://cnevpost.com/2026/02/04/global-ev-battery-market-share-2025/: "Supplies EV and ESS battery cells to Tesla."

### 샤오미 (EV) (high)  → /xiaomi.md
- note: Ternary batteries for SU7/YU7 upper trims.
- [confirms] CarNewsChina (EN, news, published 2025-06-30) https://carnewschina.com/2025/06/30/xiaomis-hit-yu7-suv-launch-omits-any-mention-of-battery-supplier-catl/: "YU7 uses CATL cells."

### 지리·지커 (high)  → /geely-auto.md
- note: Supplies Geely group incl. Zeekr, the first Qilin adopter.
- [confirms] E-Mobility Engineering (EN, news, published 2023-04-17) https://www.emobility-engineering.com/zeekr-becomes-first-ev-maker-to-adopt-catls-qilin-battery/: "Zeekr runs CATL Qilin."

### 상하이자동차(SAIC) (high)  → /saic-motor.md
- note: Supplies and co-produces NEV batteries for SAIC. Lithium-ion and battery-system JVs with SAIC plus tie-ups at SAIC-GM and SAIC-GM-Wuling make China's largest automaker a key customer.
- [confirms] Gasgoo (EN, news, published 2025-06-20) https://autonews.gasgoo.com/articles/ev/70015117: "SAIC-GM and CATL signed a strategic cooperation to develop NEV batteries."
- [confirms] SAIC Motor (EN, filing, published 2025-03-15) https://www.saicmotor.com/english/latest_news/saic_motor/49664.shtml: "SAIC Motor and CATL set up two JVs (lithium-ion cells and battery systems) to produce batteries."

### UBTech (mid)  → /ubtech.md
- note: Supplies batteries for humanoids.
- [confirms] NotebookCheck (EN, research, published 2026-01-01) https://www.notebookcheck.net/CATL-beats-Tesla-to-humanoid-robots-matching-skilled-worker-performance-in-mass-EV-battery-production.1188790.0.html: "Supplies batteries for humanoids."

### 현대차·기아 (mid)  → /hyundai-motor-company.md
- note: Batteries for Hyundai group models (Kona/Niro NCM, Ray LFP).
- [mentions] Bloter (KO, news, published 2024-08-01) https://www.bloter.net/news/articleView.html?idxno=660381: "CATL NCM/LFP in Hyundai group models."

Reverse side: https://valuechain.wiki/catl/suppliers.md · Ripple: https://valuechain.wiki/catl/ripple.md

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Full node: https://valuechain.wiki/catl.md · JSON: https://valuechain.wiki/catl.json