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.Common imported batteries include: Sanyo battery, Panasonic battery, LG battery, Samsung lithium battery. 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.
Regarding the size of China's strategic energy reserves, there is no conclusion. China's Ministry of Commerce said that by 2016, China has 33.25 million tons of crude oil reserves. But others use satellite images and big data to estimate, the country's crude oil reserves are much larger. The crisis of the caveland and the confrontation between the Chinese and Industries Army make China's energy security into focus. Some analysts said that if there is a conflict in Zhongli, it may involve the sea battle, which affects China's energy supply. Related reports from Malacca Difficulties? Foreign media passed Thailand wants to help China's construction of the Kara Canal Australian elderly reported that * nearly reported that Thailand plans to build a new canal between the Pacific and Indo.
▼ 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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