Event: on April 15, 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 355).
Comments
Model:
1) SAIC Feifan announced five versions of Feifan R7. The new car breaks the square shape of the traditional SUV and improves the aerodynamic performance with a silky streamline shape. It will provide a dual motor 4WD version with the front 150KW and the rear 250KW and a single motor version with 250KW. The five new versions all use ternary lithium batteries, and some versions support the power change function. The maximum peak torque of the new model reaches 700n · m, and the zero hundred acceleration easily breaks through 4S.
2) SAIC GM Wuling announced seven versions of airev, which is a new micro electric vehicle under Wuling, and its positioning will be higher than that of Wuling Hongguang miniev. The new car is equipped with a permanent magnet synchronous motor with a maximum power of 30kW and a maximum speed of 100km / h. all five versions will be equipped with lithium iron phosphate batteries, and CLTC’s endurance mileage can be 200km and 300km respectively.
3) Byd Company Limited(002594) announced song plusdm-i and Han ev. Song plusdm-i has a super hybrid system and is equipped with a 1.5L naturally aspirated four cylinder engine with a maximum power of 81kw (110HP) and a peak torque of 135nm. Front mounted single motor with maximum power of 132kw (180hp) and peak torque of 316nm. Han EV will provide single motor and dual motor versions. The peak power of single motor version is 180kW and the maximum power of dual motor version is 180 / 200kW respectively. As Byd Company Limited(002594) announced to stop the whole vehicle production of fuel vehicles this year, hybrid and pure electric vehicles will become an important weapon for many electric vehicle leaders such as Tesla.
4) gac-e’an announced the new version of e’an SPIO. The PIO version is a more economical version of e’an s, which is positioned as a vehicle in the travel market, equipped with lithium iron phosphate battery, with a peak power of 100kW.
5) GAC hechuang announced three versions of z03. The maximum power of the driving motor carried in the ordinary version is 135kW and the peak torque is 225nm; The maximum power of the driving motor equipped with the high-performance version is 160kW and the peak torque is 225nm. According to different models, CLTC has three range of 430km, 510km and 620km. The price range after subsidy is 132800178800 yuan.
6) zero running car announced zero running C11. The C11 shape is full of movement, the side design of the body is simple and the lines are smooth. The C11 performance version is equipped with self-developed front and rear double oil-cooled electric drives, with a maximum power of 400KW, a peak torque of 720n · m, and an official result of zero hundred acceleration of 4.5 seconds.
7) ideal car announced the ideal L9. The new model will adopt the second generation intelligent cockpit, equipped with dual 8155 vehicle specification chip, and realize the five screen linkage including dual screen, HUD, touchbar and the second row screen. L9 will also be equipped with ncm622 battery pack with a capacity of 44.5 kwh, CLTC’s endurance can reach 1200 km, and the price range is 45 Tianma Microelectronics Co.Ltd(000050) 0000 yuan according to different configurations.
8) in addition, tianqin electric house, Dongfeng Fengfeng miniev, Chang’an Nuo corn, Redding mango pro, Chery Kunpeng e +, Dongfeng Fengshen e70pro, yizhi Ev2, Dongfeng Fengshen E70, Henghe, Tianye fm3pro, lantu dreamer, Xinyuan x30lev, ideal L9, Volkswagen GTE, Beijing eu7fc and other vehicle models have also announced new configuration versions in this batch.
Parts:
1) battery type: among the 66 models announced in this batch, there are 26 models equipped with ternary lithium battery and 40 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 25 supporting models, mainly including Wuling airev, Dongfeng scenery miniev, Euler good cat, Chang’an Nuo corn, hechuang z03, Toyota bz4x, Feifan R7, Euler punk cat, ideal L9, Volkswagen GTE, etc; There are three supporting models of ferdi battery (including subsidiaries), including Byd Company Limited(002594) song plusdm-i, Dongfeng e380 and Byd Company Limited(002594) Han EV Gotion High-Tech Co.Ltd(002074) supporting 9 models, mainly including Wuling airev, Chang’an glutinous corn, Euler ballet cat, reading mango pro, Chery Kunpeng e +; China Innovation Airlines is equipped with 5 models, Wuling airev, ai’an SPIO and hechuang Z There are 4 Sunwoda Electronic Co.Ltd(300207) supporting models, including Dongfeng Fengshen e70pro, yizhi Ev2 and Dongfeng Fengshen E70.
3) motor suppliers: the overall pattern is scattered Zhejiang Founder Motor Co.Ltd(002196) supporting 9 models, including Wuling Hongguang miniev, Wuling airev and Yanling S3; 8 types of united power, including Xinyuan x30lev, hechuang z03, Chang’an Ruihang em80 and Chang’an Ruihang em60; There are 5 types of United Automotive Electronics, including Euler punk cat, Feifan R7, Euler ballet cat and Euler good cat Huayu Automotive Systems Company Limited(600741) Electric System Co., Ltd. is equipped with 5 models, all of which are flying R7; Ningbo Shuanglin has 5 supporting models, namely Chang’an waxy corn and Wuling airev; Hepu power is equipped with two models, Xiaopeng P5 and Lingbao box.
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.
