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.Huizhong solar street tissue battery has a long life, low temperature performance, easy maintenance, long use time, and so on, its supply chain is involved in the power assembly system, electric drive system, charging, chassis, body, other components, Ten parts such as controlled systems, interiors and exterior, involving more than 100 direct and indirect suppliers.
The specific calculation method of new energy vehicle points is that each pure electric vehicle can be 2-5 minutes depending on the renewal mileage, and each plug-in hybrid vehicle is 2 points. If the new energy points do not meet the requirements, only the purchase method will be offset, otherwise it will reduce the traditional fuel vehicle production of unpredictable enterprises. According to an informed person, the original intention of the policy is to ensure that China's new energy automotive production can reach 2 million. Haitong Securities Investigation Expected, the price of new energy points transaction is about 5,000 yuan per minute, which is equivalent to directly enhancing new energy car bicycle subsidies, will enhance the new energy industry chain's overall profitability.
▼ 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.
Nanjing Xiahua battery capacity hourly rate: 1HR, 2HR, 3HR, 5HR, 8HR, 10HR, 20HR, 100HR
▼ Example: Tesra Lithium Battery Group Supplier Overview Source: Intuitive Machinery, Guotai Junan Securities Research, such as the current Lithium battery pack of Tesla * core, lithium battery pack manufacturer is Panasonic, positive material and diaphragm supply Business is a supplier of Japanese Sumitomism, and the supply of negative electrode materials is Japan Hitachi Chemical, and the electrolyte is produced by Japanese Mitsubishi. In the battery pack, only the battery connector is provided by China's long-term precision, while the cover and protective shell are provided by Xu Sheng Shares.
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