Event: on February 11, the Ministry of industry and information technology issued the announcement on the contents to be published in the announcement of road motor vehicle manufacturers and products (batch 353).
Comments:
Model:
1) Byd Company Limited(002594) announced three versions of Qin plus pure electricity, with the curb weight of 1586kg, 1657kg and 1815kg respectively. The battery types are lithium iron phosphate batteries, and the battery manufacturers are ferdi batteries. According to the announcement, the version with a curb weight of 1815kg will be equipped with a motor with a rated power of 70kw and a peak power of 150KW, which is significantly higher than the 100kW power provided by the other two models, up to 50KW.
2) Byd Company Limited(002594) also announced two versions of song plus pure electric, with a curb weight of 1920kg and 2050kg respectively. The battery types are lithium iron phosphate batteries, and the battery manufacturers are ferdi battery and Zhongdi battery.
3) Beijing Benz announced two versions of Benz eqe350, with a wheelbase of 3120mm and a curb weight of 2375kg and 2410kg respectively. Both of them adopt self-produced ternary lithium batteries and are equipped with 215kw drive motors. The car will be listed in China in 2022. It is the first pure electric car produced by Mercedes Benz in China based on EVA platform.
4) SAIC GM announced the Roewe imax8ev model, with a wheelbase length of 3000mm and a curb weight of 2360kg, 2290kg and 2230Kg respectively. They all use ternary lithium-ion batteries and are equipped with motors with a peak power of 180kW. The maximum endurance is expected to exceed 550 km, and 30% - 80% fast charging takes only 15 minutes; It is expected to appear at the Beijing auto show in April and be listed in the first half of the year.
5) the Great Wall announced two Euler lightning cats, one of which adopts lithium iron phosphate battery and the other adopts cobalt free lithium ion battery. The battery manufacturers are honeycomb energy. The new car will be put into operation in the second quarter of 2022, with an estimated price of about 200000. Euler lightning cat will be equipped with a single motor with a power of 150KW. It is also expected to be equipped with a dual motor 4WD system.
6) in addition, GAC Eyan y, hengchi 5lx, Zero run C11, ideal one, Dongfeng Fengshen E70 and other models have also announced new configuration versions in this batch.
Parts:
1) battery type: among the models announced in this batch, there are 13 models equipped with lithium iron phosphate battery, 9 models equipped with ternary lithium battery and 1 model equipped with cobalt free lithium ion battery.
2) battery supplier: among the models announced in this batch, Contemporary Amperex Technology Co.Limited(300750) (including Jiangsu times, times GAC and SAIC times) is equipped with 11 models, including ideal one, Eyan y, Roewe imax8, etc; There are 5 supporting models of ferdi battery (including subsidiaries), including 3 Qin plus and 2 song plus; Honeycomb energy is equipped with 2, and the model is Euler lightning cat.
3) motor suppliers: the Byd Company Limited(002594) with scattered pattern and the most supporting facilities (6 models, including Verdi power, Qin plus, song plus and Dongfeng Fengshen E70 respectively). United Electronics (4 models, respectively Euler lightning cat and hengchi 5lx), valeosimenseautomotive (2 models, Beijing Benz eqe350), Jinhua zero race (2 models, C11); Huichuan (paragraph 1, EA y); Huayu (1, Roewe imax8); Jing-Jin Electric Technologies Co.Ltd(688280) (1 model, Universiade brand).
Investment suggestion: it is suggested to pay attention to the release of new models and configurations, which is expected to usher in [ Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) , Saic Motor Corporation Limited(600104) ] of the product cycle; It is suggested to pay attention to supporting parts suppliers that are expected to become hot selling new energy models [ Contemporary Amperex Technology Co.Limited(300750) (covered by Dianxin group), Huayu Automotive Systems Company Limited(600741) ]
Risk tip: the industry boom is down, the sales of new models are less than expected, and the penetration rate of new energy is less than expected
