Event: on December 9, the Ministry of industry and information technology issued the announcement on the contents to be published in the announcement on road motor vehicle manufacturers and products (batch 351).
comment:
Model:
1) Byd Company Limited(002594) announced the PHEV destroyer 05 previously released at Guangzhou auto show. The destroyer 05 adopts BYD logo and is equipped with DMI hybrid system. The curb weight of the three versions of this announcement are 1515kg, 1620kg and 1860kg respectively, which are expected to correspond to different power consumption and driving range respectively. The battery type is lithium iron phosphate. The battery manufacturer is ferdi battery, and the price range is expected to be 120000-150000 yuan.
2) Byd Company Limited(002594) also announced three versions of Qin plusdmi. The wheelbase is the same as that of Destroyer 05. The overall dimensions and servicing quality of the three versions are basically the same as that of Destroyer 05. The battery is also the lithium iron phosphate battery of ferdi battery.
3) Great Wall announced that the pure electric car ballet cat of its Euler brand adopts lithium iron phosphate batteries. The battery suppliers are Contemporary Amperex Technology Co.Limited(300750) , Gotion High-Tech Co.Ltd(002074) and honeycomb energy respectively, and the motor suppliers are united electronics.
4) Great wall also announced two versions of its wey brand SUV PHEV latte, with curb weight of 1998kg and 2110kg respectively, which are expected to correspond to different electricity and driving range respectively. The battery type is ternary lithium battery, the battery supplier is honeycomb energy, and the pre-sale price of latte PHEV on the official website is 162800-182800 yuan.
5) Tesla announced two models 3 with motor models 3d5 and 3D7 and a model y with motor model 3D7. The peak power of 3d5 and 3D7 is 180kW and 194kw respectively, which is smaller than the 202kw 3D1 and 220kw 3d6 motors previously carried by Tesla.
6) Zero run announced five versions of C11, two of which are equipped with ternary lithium batteries, and the supplier is Contemporary Amperex Technology Co.Limited(300750) ; The suppliers of the three lithium iron phosphate batteries are Ruipu energy, honeycomb energy and AVIC lithium battery.
7) Wuling announced a convertible miniev. The battery uses the lithium iron phosphate battery supplied by Guangzhou Great Power Energy&Technology Co.Ltd(300438) and the motor supplier is Zhejiang Founder Motor Co.Ltd(002196) .
8) In addition, ideal one, Tang DMI, Xiaopeng P5, Honda e: NP1, Nezha u, Nezha V, Thales Wenjie M5, SAIC Maxus mifa 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 25 models equipped with ternary lithium batteries and 47 models equipped with lithium iron phosphate batteries; One model is equipped with mixed solid-liquid electrolyte lithium-ion battery. The supplier is Ganfeng lithium battery. The model is Dongfeng Fengshen E70.
2) Battery supplier: in the models announced in this batch, There are 22 supporting models of Contemporary Amperex Technology Co.Limited(300750) (including subsidiaries), including Nezha V, Nezha u, Honda e: NP1, Euler ballet cat, ideal one, Zero run C11, etc.; there are 16 supporting ferdi batteries, except Byd Company Limited(002594) In addition to Tang EV, Qin plusdmi, destroyer 05dmi and Tang DMI, FAW Pentium E05 is also supplied; There are 6 honeycomb energy supporting facilities. In addition to Euler ballet cat and wey latte PHEV, it provides zero running C11; Gotion High-Tech Co.Ltd(002074) and AVIC lithium batteries are configured with 3 respectively.
3) Motor suppliers: the pattern is relatively scattered, with a maximum of Byd Company Limited(002594) , up to 17 vehicle configurations. The main models are Tang EV, Qin plusdmi, destroyer 05dmi and Tang DMI. In addition, in this batch, Zhejiang Founder Motor Co.Ltd(002196) is matched with Wuling miniev, CRRC times (including CRRC Hoffer), Xiaopeng P5 is matched with Shanghai electric drive ( Zhongshan Broad-Ocean Motor Co.Ltd(002249) subsidiary), aion and Huawei are matched with FAW Pentium, Euler ballet cat is matched with electronics, Huayu Automotive Systems Company Limited(600741) Datong mifa and Zhuhai Enpower Electric Co.Ltd(300681) Geely maple leaf.
Investment suggestion: it is suggested to pay attention to the release of new models and new configurations, which is expected to usher in [ Great Wall Motor Company Limited(601633) , Guangzhou Automobile Group Co.Ltd(601238) ] of the product cycle; It is recommended to pay attention to supporting parts suppliers that are expected to become hot selling new energy models [ Zhuhai Enpower Electric Co.Ltd(300681) , Shinry Technologies Co.Ltd(300745) , Contemporary Amperex Technology Co.Limited(300750) (covered by the new power group), Eve Energy Co.Ltd(300014) (covered by the new power group)].
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
