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Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Yutong Group is named among CATL's top-five customers in the 2018 ChiNext IPO prospectus (FY2017). Secondary sources disagree on whether it ranks first or second; the group's own share of CATL sales was not read from the prospectus, so no share_pct is given. Cell supply for Yutong LFP buses, per the E10 spec.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
3 other tracked dossiers name 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.
2018 ChiNext IPO prospectus, p.151-152 (前五名销售客户). Bus/coach OEM group (parent of listed 宇通客车 600066); sales figure is the consolidated total across Yutong's bus, new-energy-bus-division and heavy-industry subsidiaries. RMB 370,786.98万 of RMB 1,914,381.87万 total FY2017 revenue.
Same prospectus, FY2016 comparative vintage (p.151).
FY2015 comparative vintage (p.152) — earliest disclosed year, showing customer concentration falling from 46.10% (2015) to 18.54% (2017) as CATL diversified beyond its original bus-OEM anchor customer.
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.