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.
The comment on the opinions of the opinion also proposed specific requirements. Among them, information on the emission concentration and total amount of contaminants and characteristic pollutants were manually monitored, and the key sewage units should be disclosed since the completion of the monitoring. "The key sewage units shall be disclosed to the society within 3 days, and the consensus have been disconnected to the society within 3 days. Supervise and inspect the key sewage unit environmental information disclosure activities. According to the date of summation, citizens, legal persons and other organizations have discovered that the key sewage units did not disclose environmental information according to law, and they have the right to report to the environmental authorities.
▼ 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 Electronics Co., Ltd. Production: Battery, lead-acid battery, colloidal battery, solar storage battery, tube battery, dry battery, lithium battery, nickel-hydrogen battery, cadmium battery.
▼ 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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