Tesla domestic charging pile project is about to be put into operation, and the industrial chain company is expected to benefit

According to media reports, Tesla's charging pile production project in China has entered the environmental protection acceptance stage, and relevant information has been publicized since December 20. The acceptance results show that within the acceptance scope of the project, there is no "no acceptance opinions" specified in ghgheia [2017] No. 4 document; The pollution prevention and control measures within the project acceptance scope have been implemented and meet the completion environmental protection conditions. The discharge of all pollutants of the project meets the requirements of relevant standards, and the completion environmental protection acceptance is qualified.

It is reported that the main works and environmental protection facilities of Tesla domestic charging pile project were started on January 20, 2021 and completed on August 20, 2021. The commissioning period of environmental protection facilities of the project is from August 21, 2021 to October 20, 2021. After the completion of the project, the factory will have five semi-automatic assembly lines and is expected to produce 10000 third-generation super charging piles per year. It is understood that the main product of Shanghai Super charging pile factory is Tesla's third-generation super charging pile (V3). This product is Tesla's most advanced charging pile equipment at present, and the maximum charging power can reach 250KW. Taking model 3 as an example, some models can charge for up to 250km in 15 minutes under the peak power state.

The convenience of charging has become an important factor affecting consumers' purchase of electric vehicles. Therefore, many enterprises are accelerating the construction of charging piles. At present, the charging piles installed by Tesla are mainly imported from the United States. Now Tesla's new plant introduces the third generation super charging pile, which will better meet the convenient and fast charging demand of electric vehicles in the Chinese market. With the project put into operation, the localization of Tesla charging pile is accelerated, and the industrial chain company is expected to benefit.

According to the theme database of financial Associated Press, among the relevant listed companies:

Essence Fastening Systems (Shanghai) Co.Ltd(301005) actively develop new energy projects, and the products are applied to energy storage, new energy electronic control inverter, charging pile and other fields. The end customers are Tesla, Byd Company Limited(002594) and other vehicle manufacturers at home and abroad.

Shenzhen Kaizhong Precision Technology Co.Ltd(002823) indirectly supplies parts and components of power battery, motor and electronic control system to Tesla, which are mainly used in Tesla charging pile, braking system, power steering system and other products.

(Financial Associated Press)

 

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