Event: on March 13, the Ministry of industry and information technology released the announcement on the contents to be released in the announcement of road motor vehicle manufacturers and products (batch 354).
Comments
Model:
1) Byd Company Limited(002594) announced three versions of seal series. The new car is based on Byd Company Limited(002594) E platform 3.0 and will provide three kinds of power, and the driving forms are rear drive and 4WD. The rear drive version provides single motor with 150KW and 230kw power. The 4WD version is equipped with 160kW / 230kw front and rear dual motors, and the acceleration time of 0-100km / h of 4WD version is 3.8 seconds. All models will be equipped with lithium iron phosphate blade batteries. It will appear at the Beijing auto show in April this year as soon as possible, and the price range is expected to be about 22 China National Accord Medicines Corporation Ltd(000028) 0000.
2) Byd Company Limited(002594) announced three versions of frigate 07. The vehicle is positioned as a medium-sized SUV, focusing on large space, strong power and high cost performance. It is expected to be launched in the first half of the year. It is reported that the frigate 07 adopts 1.5T high-power engine, positioning the B-class SUV market, with pure electric 200km long endurance. The maximum power of the engine is 102 kW and the peak power of the motor is 145 / 150 kW.
3) the Great Wall announced two versions of Euler punk cat, which is positioned as a + class pure electric car. In terms of power, punk cat adopts a 220kw motor. Unlike ballet cat, punk cat has a wider range of target users, including male consumers. It is expected that the price will fall around 200000 yuan after listing.
4) Chang’an announced avita 11, a new car positioning medium and large sedan SUV. The maximum power is 425kw, and officials say it accelerates to enter the 3-second club at 0-100km / h. In terms of endurance, avita 11 is equipped with Contemporary Amperex Technology Co.Limited(300750) ternary lithium battery pack with a capacity of 90.38kwh, with a endurance of 600km. In terms of charging power, the system can be charged from 11% to 30% in terms of 750kW, and the maximum charging power is 240V. According to the previous report, the new car will be released in the second quarter and the first batch of mass production and delivery will be realized in the third quarter.
5) Chongqing Changan Automobile Company Limited(000625) announced three versions of the mini car waxy corn, equipped with lithium iron phosphate battery and motor power of 30 kW. This model is based on Chang’an epa0 platform and positioned as “national boutique Scooter”.
6) Geely announced the new pure electric small SUV geometry e, which will be equipped with a motor with a maximum power of 60kW and a lithium iron phosphate battery pack, which will be manufactured based on Geely 4.0 super smart factory.
7) in addition, FAW Toyota bz4x, Volvo xc40, Volvo S60, Volvo S90, Volvo XC60, Audi Q4 e-tron, Hongguang miniev, Dongfeng Fengshen E70, Nezha V pro, Beijing Benz C 350 el, Xiaopeng P7, lantu free, aion y, aion s plus, Jixing 2, Sihao e10x, Zero run T03 and other models have also announced new configuration versions in this batch.
Parts:
1) battery type: among the 41 models announced in this batch, there are 23 models equipped with ternary lithium battery and 18 models equipped with lithium iron phosphate battery.
2) battery suppliers: among the models announced in this batch, Contemporary Amperex Technology Co.Limited(300750) (including Jiangsu times, times FAW, etc.) has 19 supporting models, mainly including Volvo xc40, Nezha V pro, geometry e, Chang’an Nuo corn, olapunk cat, lantu free, avita 11, etc; Freddy battery (including subsidiaries) has 6 supporting models, including seals and frigates 07; Zhongchuangxin Airlines is equipped with 2 models, waxy corn and aion s plus There are 2 Sunwoda Electronic Co.Ltd(300207) supporting models, all of which are Fengshen E70 Gotion High-Tech Co.Ltd(002074) (including Liuzhou GuoXuan Battery Co., Ltd. and Hefei Gotion High-Tech Co.Ltd(002074) power energy Co., Ltd.) is a supporting model for Hongguang miniev Farasis Energy (Gan Zhou) Co.Ltd(688567) is a model matching aion y.
3) motor suppliers: the overall pattern is relatively scattered. Ningbo Shuanglin supporting 5 models, including Hongguang miniev, waxy corn, etc; Valeo has 5 supporting models, including Volvo xc40, etc Zhejiang Founder Motor Co.Ltd(002196) supporting 3 models, including Hongguang miniev and Xiaopeng P7 Byd Company Limited(002594) supporting 6 models of seals and frigates; United Electronic supporting 2 Euler punk cats; Freddy power is equipped with 2 Dongfeng Fengshen E70; Huawei supports avita 11; Grebo supporting Dihao geometry E Huayu Automotive Systems Company Limited(600741) supporting Audi Q4 e-tron; Zhuzhou CRRC supporting Nezha V Pro Zhuhai Enpower Electric Co.Ltd(300681) supporting Sihao e10x.
Investment suggestion: it is suggested to pay attention to the release of new models and configurations, which is expected to usher in the product cycle [ Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) , Xiaopeng automobile, ideal automobile, Geely Automobile, Guangzhou Automobile Group Co.Ltd(601238) , Chongqing Changan Automobile Company Limited(000625) ]; 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), Zhuhai Enpower Electric Co.Ltd(300681) , Zhejiang Founder Motor Co.Ltd(002196) , Huayu Automotive Systems Company Limited(600741) ].
Risk tip: the prosperity of the automobile industry is less than expected, the promotion and sales of new models are less than expected, and the penetration of new energy vehicles is less than expected.
