Which of the "domesticated" tide will benefit? If we deeply dig the supply chain companies behind the Tesla Super Factory will find that compared with the Apple industrial chain, Huawei industry chain, the car is far more than the smartphone in the length and depth of the industry, and the supplier of sustained benefits is expected. The list is longer.
OPZV, OPZS battery manufacturer: Wuxi Huizhong Weiye Electric Co., Ltd., the production of the tube-type battery uses the US import partition, the German import colloid, good quality, excellent price. Specifically, the supply chain is involved in ten parts including power assemblies, electric drive systems, charging, chassis, body, other components, central control systems, interiors and exterior, involving more than 100 suppliers. Family.
The final will be held in Xuzhou City from November 25th to 27th. He pointed out that the Competition organizing committee will also support the project industrialization through project docking, user recommendation, financing support, promotion, promotion, technical cooperation, etc. The competition review expert group consists of the academician of the two schools and the top experts of the industry, and the Beijing National Technology Transfer Center of the Chinese Academy of Sciences supervises the review process. From now on, the competition issued an invitation to enterprises and innovation teams in the field of energy conservation, environmental protection, circular economy and model innovation. Any enterprises and teams engaged in energy-saving and environmental protection technology and products, business norms, social reputation, and innovative capacity and higher growth potential can apply for entry.
▼ Tesra Supply Chain
Image Source: Intuitive Machinery, Guotai Junan Securities Research Among them, most of Tesla's core technical suppliers come from Japan, the United States and Europe, most domestic enterprises have entered the supply chain system as secondary raw materials suppliers.
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