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.
There are a lot of shareholders who have seen my circle, and the collection programs are selected from the stocking options, such as the Jiejie shares, the Academy of Sciences, and the cold, the cobalt industry, that is not Bull stock? Let's take a look at the performance of several stocks: Jie Jie shares 002192 This speech month is on August 31, the stock price will step on the five-day line. Above the Daily, the 14th is also 59% of the revenue. I believe this wave of the Wave of 100,000 funds this time, the income of the Wave of 100,000 funds is already up to 59,000 yuan. If you miss this opportunity, don't Discourage, the moon will earthes up high-quality subjects for everyone.
▼ 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.
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 Wait
▼ 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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