[today’s Guide]
Tesla‘s rival has increased its production capacity several times. The newly launched model has received 100000 orders from the giant. The value of bicycles supplied by the company exceeds 10000 yuan
Tesla‘s first batch of products will be delivered soon, which is expected to become the industry benchmark in the future, and the penetration rate may increase from 0 to 33.3%
Huawei and other major manufacturers at home and abroad have made plans one after another. It is expected to usher in multiple landing projects in 2022, with a compound annual growth rate of more than 120%
As an important part of the digital economy, the development of digital village will make important progress. The relevant products created by this company have been constructed and implemented in many regions
Double the installed capacity of Fengguang! The work report of Jiangsu government clearly mentioned promoting the development of renewable energy such as scenery
[subject details]
Tesla‘s rival has increased its production capacity several times. The newly launched model has received 100000 orders from the giant. The value of single cars supplied by this company exceeds 10000 yuan
According to media reports, a person familiar with the matter disclosed that rivian, an American electric vehicle company, is increasing its production capacity and can deliver about 200 vehicles a week. In August last year, r1t pickup trucks began limited production, and rivian’s production was about 50 vehicles a week until the end of December. People familiar with the matter said that the factory’s capacity was unstable and decreased significantly last month because it was affected by covid-19 and supply chain.
Rivian was founded by R.J. scaringe since 2009. Its headquarters are located in Irvine, California. Two models will be released in 2018, namely electric pickup r1t and electric suvr1s At the beginning of 2019, it received $700 million from Amazon and $500 million from Ford, which further accelerated the mass production and delivery of its products. After rivian was listed in the United States on November 10 last year, its market value once surpassed Volkswagen and became the world’s third-largest car company. As of September 30, 2021, the company has obtained 48000 pre-sale orders for two models in North America and Canada. In addition, the company will also launch a pure electric logistics truck EDV based on RCV platform in the future. At present, this model has received 100000 orders from Amazon. Huatai Securities Co.Ltd(601688) the analysis points out that the rapid growth of production and sales volume of China’s new forces of foreign car manufacturing represented by Tesla has driven the development of a number of Chinese high-quality auto parts suppliers. With the accelerated development of the new energy vehicle market in North America and the increase of rivian’s production and sales in the future, the demand for spare parts is expected to grow rapidly.
Among A-share listed companies, Qingdao Hi-Tech Moulds & Plastics Technology Co.Ltd(301022) injection molds are applied to complete new energy vehicles, including Mercedes Benz, BMW, Weilai, rivian and other models. Nanjing Aolian Ae&Ea Co.Ltd(300585) the main products are applicable to the whole vehicle of rivian’s “skateboard chassis” function category. Ningbo Tuopu Group Co.Ltd(601689) provide rivian with lightweight chassis system, including subframe, control arm, steering knuckle and other products. The total value of single vehicle is about 11000 yuan. At present, it has begun to supply in batch.
Tesla’s first batch of products will be delivered soon, which is expected to become an industry benchmark in the future. The penetration rate may increase from 0 to 33.3%
Elon Musk, CEO of Tesla, said that it is expected that the delivery volume will easily increase to more than 50% in 2022, and the delivery volume can increase by 50% only by Fremont and Shanghai plants; Full automatic driving will be realized this year. Tesla is producing a model y equipped with 4680 batteries at its Austin plant, and the first batch of 4680 battery vehicles will be delivered this quarter.
In September 2020, Tesla publicly promoted the 4680 battery for the first time on the battery day. In terms of battery cell, compared with 217004680, the battery capacity is increased by 5 times, the mileage is increased by 16%, the battery power is increased by 6 times, and the energy density is as high as 300wh / kg. In terms of battery pack, the 4680 adopts a module free design, and fewer cells can reduce the difficulty of battery thermal management. In addition, the 4680 removes the main heating components of the battery by using the laser electrodeless ear technology, reduces the internal resistance of the battery and improves the thermal stability of the battery. Northeast Securities Co.Ltd(000686) believes that the excellent product performance and the unique high production efficiency and high consistency of cylindrical battery make the large cylinder represented by 4680 battery expected to become the benchmark of the battery industry in the future, and the industry pattern is expected to be reshaped. Considering only Tesla’s plan, 4680 capacity will reach 200gwh by the end of 2022. Based on the global power battery capacity of 600gwh by the end of 2022, 4680 penetration is expected to increase from the current 0% to 33.3% in 2023. Soochow Securities Co.Ltd(601555) it is expected that after the high volume of 4680, the demand for high nickel positive electrode, silicon carbon negative electrode, structural parts and carbon nanotube conductive agent will be significantly driven.
Among A-share listed companies, Shenzhen Yinghe Technology Co.Ltd(300457) has begun to supply customers with key equipment to meet the production of 4680 large cylindrical batteries in batches. Zhejiang Great Southeast Co.Ltd(002263) said that the size of 4680 cylindrical battery is enlarged on the basis of traditional 18650 cylindrical battery, and the winding process can be changed slightly. Other manufacturing processes basically do not need to be changed. The company’s lithium battery production line can be produced through technical transformation. The rear lithium battery equipment produced by Hnac Technology Co.Ltd(300490) subsidiary Jingshi electromechanical has the production capacity of 4680 battery supporting components.
Huawei and other major manufacturers at home and abroad have arranged one after another. It is expected to usher in a number of landing projects in 2022, and the compound annual growth rate of this product may exceed 120%
Recently, Xiaopeng automobile has taken a stake in Yijing technology, which is committed to providing all solid-state lidar solutions. At present, major manufacturers at home and abroad have arranged lidar boarding. Chinese lidar manufacturers such as Suteng juchuang, Huawei, tudaton and Hesai technology are expected to usher in multiple landing projects in 2022.
Compared with millimeter wave radar, lidar can detect human body; Compared with the camera, lidar has a longer detection distance and better detection effect for vulnerable environments and non-standard still life. Huatai Securities Co.Ltd(601688) it is considered that lidar may become one of the key sensors to realize automatic driving. Through the Guangzhou auto show at the end of 2021 and CES 2022, it is observed that vehicle manufacturers such as great wall, GAC, Weilai, ideal and Xiaopeng are actively laying out automatic driving schemes with lidar as the main sensor, and the mass production of lidar may usher in accelerated landing in 2022. Huatai Securities Co.Ltd(601688) it is estimated that China’s on-board lidar shipment is expected to reach 480000 in 2022 and 5.75 million in 2025, corresponding to 129% CAGR from 2023 to 2025. At present, the upstream core components of China’s lidar, such as laser chips at the transmitting end, detector chips at the receiving end and processing chips, are still mainly imported. China’s industrial chain of upstream optical components / components is relatively complete, and it is expected to take the lead in benefiting from the rapid volume of lidar market.
Among A-share listed companies, Vanjee Technology Co.Ltd(300552) has a variety of lidar products such as line 8, line 16, line 32 and line 128, and the company’s on-board lidar products have passed the vehicle specification level test. Lianchuang Electronic Technology Co.Ltd(002036) has cooperated with lidar manufacturers in the field of receiving end and transmitting end lenses of mechanical lidar.
The Union Optech Co.Ltd(300691) millimeter wave radar has passed the tests of many customers and entered the mass production stage. Wuhan Tianmou optoelectronics, a wholly-owned subsidiary of Zhongshan Guangsheng Technology Co., Ltd. held by Zhongshan Union Optech Co.Ltd(300691) equity investment partnership (limited partnership) invested by the company, is mainly engaged in the R & D and production of lidar.
as an important part of the digital economy, the development of digital village will make important progress. The relevant products created by this company have been constructed and implemented in many regions
10 departments including the central network information office issued the action plan for digital village development (2022-2025). The goal is to make important progress in the development of digital countryside by 2025. The action plan deploys key actions in eight areas. The first is the upgrading of digital infrastructure, the second is Jiangsu Nonghua Intelligent Agriculture Technology Co.Ltd(000816) innovative development, the third is the development of new business forms and new models, the fourth is the improvement of digital governance ability, the fifth is the revitalization of rural network culture, the sixth is the building of smart green countryside, the seventh is the improvement of public service efficiency, and the eighth is the expansion and deepening of network assistance.
The general office of the State Council issued the outline of digital village development strategy in 2019, which pointed out that digital village is an endogenous process of agricultural and rural modernization development and transformation accompanied by the application of networking, informatization and digitization in agricultural and rural economic and social development, as well as the improvement of farmers’ modern information skills. It is also the strategic direction of Rural Revitalization, It is also an important part of building a digital China. Tianfeng Securities Co.Ltd(601162) analysis points out that digitization will effectively enable traditional agriculture and solve the pain points of traditional agriculture. Policies related to Rural Revitalization and the advent of the 5g era will jointly help digital agriculture enter a period of rapid development. At present, listed companies that have made layout in relevant fields may be expected to take the lead in sharing the dividends of the rapid development of digital agriculture.
Among A-share listed companies, tianyima has developed a digital rural comprehensive service platform, which integrates the functions of data center, government service center and people’s livelihood service center. The product has been constructed and implemented in Haojiang District of Shantou and Baita Town, Boshan District, Zibo City, Shandong Province. Enjoyor Technology Co.Ltd(300020) actively expand the “future community” and “digital village” sectors, participate in the construction of the “digital village” project in Sandun Town, and actively expand the national market. Essence Information Technology Co.Ltd(688555) at present, 1156n digital village solution of “one rural smart brain, one data center, five infrastructure, six systems and N applications” has been formed.
double the installed scale of Fengguang! Jiangsu government work report clearly mentioned promoting the development of renewable energy such as scenery
Recently, Jiangsu released the 2022 government work report, which mentioned that it will promote the development of renewable energy such as wind power and photovoltaic power generation and clean energy such as hydrogen and nuclear energy, pay close attention to the clean and efficient utilization of coal, reduce consumption and emission reduction of coal power, enhance the consumption capacity of new energy, and promote the optimal combination of coal and new energy, Create conditions to realize the transformation from “double control” of energy consumption to “double control” of total carbon emission and intensity as soon as possible.
Jiangsu Province announced the total installed capacity target of the 14th five year plan in the document released in 2021, and proposed to further optimize the structure of wind power and photovoltaic power generation, and strive to achieve a total installed capacity of more than 63 million kW in 2025, doubling the total scale compared with the end of 2020. China Industrial Securities Co.Ltd(601377) Cai Yi said that Jiangsu Province is China’s traditional power load center, and the development momentum of new energy in the province is strong and firm. Based on the promotion policy of photovoltaic in the whole county and the vigorous promotion of offshore wind power development in Jiangsu Province, it is expected that distributed photovoltaic and offshore wind power will most likely become the main driving force for the growth of new energy in Jiangsu Province.
Among the listed companies, Jiangsu New Energy Development Co.Ltd(603693) is a local new energy operator in Jiangsu, with about 999000 kW of wind power projects, 92000 kW of photovoltaic power projects and 350000 kW of offshore wind power projects under construction; Jiangsu Zhenjiang Newenergy Equipment Co.Ltd(603507) located in Jiangsu Province, it is a leading enterprise specializing in steel structural parts of new energy power generation equipment in China. Wind power products are mainly matched with large MW wind turbines abroad, with a maximum of more than 10MW, and have been gradually mass produced.
