In November last year, Tesla has reached a preliminary non-binding agreement with Ningde Times. The latter * will start from Tesla Shanghai factory from 2020. Chinese companies are being stepped into Tesla's core supply chain.EPS manufacturers include: Zhejiang Wade, Sanfu, Koiri, Shi Ming, Great Chuang, Jin Hong, Hefei Saier, Hefei, Hefei Chengmeng, Hefei Feng Ying, Hefei Sanchuan, Hefei Huaxing, Fuzhou Fu Xin, Fuzhou Hui On the day, Fuzhou Wanjou, Fujian Top, Quanzhou Guangshi, Quanzhou Quan'an, Xiamen Kaji, Xiamen East CITIC, Xiamen Fushan, Foshan Electric Lighting, Nanjing Anime, Nanjing Fire, Nanjing Guotai Fire, Nantong China Railway Huayu, Nantong Rit, Suzhou Ark, Suzhou Dongchewan, Suzhou Zhenhui, Hebei Gangqiang Power Supply, Langfang is in Sat, Hubei Huizhong Electronics. Even before this, the battery, motor and parts housing of Tesla Model 3 will also produce strong demand for industrial chain raw materials in China. , Nickel, lithium, graphite, middle and lower reaches, including downstream vehicle links, will have a large kinetic energy, so that the entire power train industry chain will be beneficial, our materials, equipment, lithium batteries will inevitably have Sign Yupi Precision This kind of excellent long cattle is born.
Huizhong - Huizhong brand OPZV tube colloidal battery main components: Polar material 1 # Electrolysis lead, separator is an imported partition for the United States, colloid is German import colloid. Among them, the following links must focus on: 1, upstream raw materials upstream of batteries and battery raw materials are the beneficiaries of deterministic * high. In addition to potential batteries, Tesla is also considering switching batteries to LG Nanjing factory, while the upstream materials of LG batteries are basically Chinese, and cost savings will save more. Multiple standards of colored sections such as cobalt, lithium, magnetic materials, and copper foil will be there to be a potential supplier of Tesla.
"Real" is fundamentally, to be trustworthy, ensure that the task of attacking the task is implemented, achieving the effectiveness, doing the truth, the measures, responsibility. "Fast" is guaranteed, to be deployed fast, advance, quick effect, form a combat force as soon as possible, take a group of phased results. After Li Ganjie * emphasized that this research is a system engineering, various departments, all localities, and units should strengthen coordination and cooperation. The members of the leading group should jointly do a good job in leadership, coordinate organizations and supervision and assessment. Beijing-Tianjin-Hebei and the surrounding provinces (cities) should actively cooperate with the implementation of the project organization to strengthen the guidance and support of cities in the jurisdiction. "2 + 26" cities must provide the necessary convenience conditions for tracking research workgroups, timely pending problems, find hard points, demand, and supervise the tracking research work group.
▼ Tesla bicycle corresponding to the upstream raw material list
A shares listed in the listed company, Huayou cobalt industry / Luoyang molybdenum industry (cobalt), front lithium industry / Tianqi industry (lithium hydroxide), Tongling colored / Nord Shares (lithium electric copper foil), Zhongke three rings (Motor Magnetic Material), Nanshan Aluminum Industry (four-door two caps) and Dongyi shares (power device housing) are worthy of attention.
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