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.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.
A few days ago, the deputy director of the Guizhou Provincial Environmental Protection Department Miao Zhishui implemented the inspection of the rectification work of the central environmental inspector in Guizhou Province to conduct supervision and inspection, and conduct on-site inspection on the comprehensive management of Wanfeng Lake in Xingyi City. Tang Chang, director of the Southwestern Environmental Protection Bureau, and Zhang Chauling, deputy mayor of Xingyi Municipal Government. After listening to the integrated governance of Wanfeng Lake Comprehensive Management Command, the deputy director of the Southwestern State, the deputy director of the Miao Zhihui pointed out that Wanfeng Lake "a water continued to even three provinces" is the water prime transport line of the three provinces (districts), and the Pearl River Delta Economic Zone Important water supply land, the direct relationship between the water quality is directly related to the economic and social development of the Lake Three provinces (districts) and "Pearl River Delta" economic zone.
▼ 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.
The Huizhong lithium battery has a high-spirited characteristics of the discharge platform, high safety, long life, and excellent low temperature performance.
▼ 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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