# If CATL moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/catl · Facet: ripple · Updated: 2026-07-12T06:19:48.391693+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, CATL is directly linked to 12 companies (6 supply, 6 revenue relationships) and reaches 15 companies within two hops; the links are backed by 16 dated sources, 4 of them primary filings (as of 2026-07-12).

CATL is the World No.1 battery maker. It is +2.2% in 2026. Demand side (avg -13.8%), the stock (+2.2%) and supply side (avg -18.5%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Geely Auto (+10.2%) and the furthest behind is Chunbo (-32.5%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. The energy-storage axis for both EVs and robots.

## Demand chain (leading)
- T1 UBTech Robotics (https://valuechain.wiki/ubtech.md)
- T2 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T3 Microsoft (https://valuechain.wiki/microsoft.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T1 Tesla (https://valuechain.wiki/tesla.md)
- T2 PG&E Corporation (https://valuechain.wiki/pg-e.md)
- T2 Edison International (https://valuechain.wiki/edison-international.md)
- T1 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T1 Xiaomi (https://valuechain.wiki/xiaomi.md)
- T1 Geely Auto (https://valuechain.wiki/geely-auto.md)
- T1 SAIC Motor (https://valuechain.wiki/saic-motor.md)

## Supply chain (benefiting)
- T1 Ronbay Technology (https://valuechain.wiki/ronbay.md)
- T1 BTR New Material Group Co., Ltd (https://valuechain.wiki/btr-new-material.md)
- T1 Yunnan Energy New Material (SEMCORP) (https://valuechain.wiki/yunnan-energy.md)
- T1 Chunbo (https://valuechain.wiki/chunbo.md)
- T1 Enchem (https://valuechain.wiki/enchem.md)
- T1 Tinci Materials (https://valuechain.wiki/tinci.md)

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