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.
Huizhong Valve Control Sealed Lead Acid Battery The voltage of 2V, 4V, 6V, 12V, 24V, 48V, 1.2V, 3V, 3.2V, 3.6V, 3.7V, 11.1V, 12.8V Even before this, the battery, motor and parts housing of Tesla Model 3 will also have strong demand for industrial chain raw materials with the battery, motor and parts housing of Tesla Model 3. Manganese, nickel, lithium, graphite, middle and downstream connector, including the downstream vehicle links, will produce a large kinetic energy, so that the entire power train industry chain will be beneficial, our materials, equipment, lithium batteries will inevitably There is a source of precision such an excellent long cattle.
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.
For this class, once it is verified, it must be accountable according to law. Environmental inspections are an important institutional arrangement for the Party Central Committee and the State Council on the promotion of ecological civilization construction and environmental protection. All geography will raise awareness, high emphasis, and take timely and fast, solid and effective measures to rectify implementation. Treating higher-level environmental inspections, we must never take "a knife and cut" and through "sending notices, greeting", etc., affecting the normal production of enterprises and the normal life of the enterprise. Like the above "The masses reflect, some car wash shops, repair vehicles, catering stores, furniture factories are closed", this "eyebrow beard is grabbed", engage in "a knife and cut" and through "send notice, greet" and other temporary close practices It is actually not available.
▼ 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.
The Huizhong lithium battery has a high-spirited characteristics of the discharge platform, high safety, long life, and excellent low temperature performance.
At present, 21 direct suppliers of Tesla, which are charged equipment and operational enterprises, accounting for 50% of charge pile equipment and operators. ▼ Tesla Charging Equipment Supplier List
With the transfer of Tesla Industry Chain, it is expected to further increase the degree of participation in Tesla China under the new national standard of charging facilities. We screened A-share charge-related pile related to Tesla charger, which is expected to further deepen cooperation with Tesla in the future market development. ▼ my country has some manufacturers to enter Tesla charging equipment vendor catalog
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