Event: on January 7, 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 352).
Comments:
Model:
1) Byd Company Limited(002594) announced three versions of Han DMI, equipped with DMI hybrid system, with curb weight of 1870kg, 2050kg and 2200kg respectively. The battery type is lithium iron phosphate, and the battery manufacturer is ferdi battery. The version with a curb weight of 2200kg is expected to be a 4WD model. According to the announcement, it will be equipped with two motors with peak power of 160kW and 200kW respectively.
2) Byd Company Limited(002594) also announced two versions of Tang DMI. The curb weight is 2315kg and 2445kg respectively. The battery type is lithium iron phosphate, and the battery manufacturer is ferdi battery. Similarly, the version with a curb weight of 2445kg is expected to be a 4WD model, and the peak power of the two motors is consistent with that of Han DMI.
3) SAIC GM announced that Cadillac’s luxury pure electric medium and large SUV lyriq, with a wheelbase of 3094mm and a curb weight of 2535kg, adopts ternary lithium-ion battery. It is the first mass production model based on GM’s ultium aotneng electric vehicle platform, and the pre-sale price on the official website is 439700 yuan.
4) Dongfeng lantu announced its first large-scale luxury MPV dreamer. It is an additional hybrid model, built based on essa’s original intelligent electric architecture, and the battery is ternary lithium-ion battery.
6) Aichi announced its medium-sized pure electric sedan SUV U6. U6 is the second mass production model of Aichi, which has been scheduled, and the battery is ternary lithium-ion battery
7) in addition, Han EV, Byd Company Limited(002594) E9, ideal one, Weima W6, Great Wall Euler R1, SAIC Marvel R, skyline me5 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 10 models equipped with ternary lithium battery and 16 models equipped with lithium iron phosphate battery.
2) battery suppliers: among the models announced in this batch, there are 8 supporting models of ferdi battery (including subsidiaries), mainly including Han DMI, Tang DMI, Byd Company Limited(002594) E9, Han EV, etc; Contemporary Amperex Technology Co.Limited(300750) four supporting models, including Southeast ev400, Jiangling EV, Kaiwo C45 and ideal one; Honeycomb energy is equipped with 1, and the model is Euler R1; In addition, Ganfeng lithium battery and Gotion High-Tech Co.Ltd(002074) are equipped with one model respectively.
3) motor suppliers: among the models announced in this batch, the most supporting suppliers are Byd Company Limited(002594) and up to 10 models are configured. The main models are Han DMI, Tang DMI, Han EV, Dongfeng S50, Byd Company Limited(002594) E9, etc; Zhejiang Founder Motor Co.Ltd(002196) is equipped with Lingtu bear and Jiangling EV; Shanghai electric drive supporting Fengguang miniev; Shenzhen Inovance Technology Co.Ltd(300124) is equipped with Weima W6; Huayu Automotive Systems Company Limited(600741) is equipped with SAIC Marvel R; Vidis motor is equipped with great wall Euler R1.
Investment suggestions: it is recommended 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 recommended to pay attention to supporting parts suppliers that are expected to become hot new energy models [ Contemporary Amperex Technology Co.Limited(300750) (covered by the new power group), Gotion High-Tech Co.Ltd(002074) , 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
