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Analysts said as soon as there are new and reasonable choices, it is inevitable that some of CATL's current customers will start to do business with other battery makers to prevent putting all eggs in one basket.
Analysts from Beijing-based China Jianyin Investment Ltd were more optimistic.
Analysts say the mild inflation leaves ample room for the government's macro policy maneuvers.
And seminars on BRI cooperation have been held by think-tanks such as the Royal Institute of International Affairs.
Analysts said the pick-up in inflation is unlikely to continue because of a high comparative base in September 2016 and the fading effects of seasonal factors during the rest of the year.
