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Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 1004 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
H1-2026 semi-annual report, routine related-party transactions table: sale of energy storage battery systems, RMB 871,927 thousand against a board-approved cap of RMB 490,000 thousand (cap exceeded per the filing's own flag). Related via >5% shareholder Huang Shilin (黄世霖) serving as this counterparty's chairman and CATL VP Tan Libin (谭立斌) serving as its director. First named (non-coded) CATL counterparty found outside the IPO-prospectus vintages — the semi-annual report carries no top-5 concentration table at all (that disclosure is annual-only), but its related-party transaction table names entities the annual report's coded top-5 ranks do not.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.