Event: on May 12, 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 356).
Comments
Model:
1) Chongqing Changan Automobile Company Limited(000625) announced four versions of dark blue sl03. The new car includes two versions: pure electric and plug-in hybrid. The plug-in hybrid model is equipped with a 1.5T displacement engine, with a maximum power of 70kw and a motor power of 160kW / 60kW. The motor power of pure electric vehicle type lithium iron phosphate version is 160kW, and the motor power of ternary lithium version is 190kw. Among them, the range of the pure electric version can reach up to 700 + kilometers, the range of the extended version can reach more than 1200 kilometers when it is full of oil and power, and the fuel consumption is as low as 4.5 liters for 100 kilometers of power loss.
2) Baic Bluepark New Energy Technology Co.Ltd(600733) Magna announced two versions of alpha S. alpha s, which is positioned as a medium and large car, continues the family design language of Jihu brand. The car improves the sense of science and technology with a minimalist design style through the addition of a large screen. The model provides three endurance versions of 525km, 603km and 708km. The layout of single motor and front and rear dual motors makes the new car capable of breaking 100 in 4.3s in ejection mode, The price range is 251900344900 yuan. In the future, Jihu will also deliver the alpha Shi version supported by Huawei’s intelligent driving technology, which will become the world’s first mass-produced vehicle equipped with “Hi Huawei full stack intelligent vehicle solution”.
3) Baic Bluepark New Energy Technology Co.Ltd(600733) Magna announced two versions of alpha T. as an intelligent pure electric SUV, the new car is equipped with ternary lithium battery and has three endurance specifications of 480km, 600km and 653km. The minimalist design covers many configurations such as 360 degree panoramic image, Internet of vehicles and OTA upgrade. It is simple but not simple. The acceleration time of alpha t0-100 of two-wheel extreme fox is 8.4 seconds and that of four-wheel drive is 4.6 seconds.
4) Weilai released ES7, which is positioned as a medium and large pure electric SUV. The new car continues the design style of Weilai family as a whole, which is NT2 0 platform. In terms of power, Weilai ES7 adopts the front and rear dual motor 4WD layout. The maximum power of the front and rear motors are 180kW and 300kW respectively. The total power of the system is 480kw, the total peak torque reaches 850nm, and its zero hundred acceleration will be controlled within 4S.
5) Thales released QJ M7. The new car basically continues the design style of AITO QJ M5. The design of double waist line and hidden door handle has a strong sense of science and technology. In terms of power, the new car will be equipped with 1.5T four cylinder turbocharged range extender drive with a maximum power of 92kw. It is equipped with a driving motor with a rated power of 72kw and a peak power of 200kW. It is equipped with a 40.06kwh battery pack, which is provided by Contemporary Amperex Technology Co.Limited(300750) , The pure electric range can reach 150km under wltc working condition.
6) in addition, smart spirit 1, Nezha V, geometry e, z03, little ant, unbounded pro, Redding mango, EULA cat, Aeolus E70, arrizoe, scenery miniev, Min’an ET1, scenery g7ev, entrepreneur, Dihao l Raytheon hi · x, uni Kidd, Auchan z6idd, dream DHT, uni vidd and other models have also announced new configuration versions in this batch.
Parts:
1) battery type: among the 46 models announced in this batch, there are 20 models equipped with ternary lithium battery and 25 models equipped with lithium iron phosphate battery.
2) battery suppliers: among the models announced in this batch, Contemporary Amperex Technology Co.Limited(300750) (including Sichuan times and Jiangsu times) has 13 supporting models, mainly including geometry e, dark blue sl03, cross star v5ev, landscape g7ev, entrepreneur, ES7, uni Kidd, Auchan z6idd, Wenjie M7, little ant, Euler good cat, etc; Weirui electric vehicle technology (Ningbo) Co., Ltd. has 8 supporting models, including smart spirit 1, Dihao l Raytheon hi · x, etc; Beijing New Energy Automobile Co., Ltd. is equipped with 4 models, mainly including alpha s, alpha T, etc; Hefei Gotion High-Tech Co.Ltd(002074) power energy Co., Ltd. is equipped with 3 models, including xiaoant, Fengguang miniev, etc; Beehive Energy Technology Co., Ltd. (including beehive Nanjing) has 3 supporting models, including Nezha V, dream fulfillment DHT, etc.
3) motor suppliers: the overall pattern is scattered. Chongqing Chang’an New Energy Vehicle Technology Co., Ltd. is equipped with 8 models, including dark blue sl03, uni vidd, uni Kidd, Auchan z6idd, etc; Chery New Energy Automobile Co., Ltd. is equipped with 6 models, including small ant, unbounded pro, arrizoe, etc; Weirui electric vehicle technology (Ningbo) Co., Ltd. is equipped with 5 models, including smart spirit 1, etc Zhejiang Founder Motor Co.Ltd(002196) supporting 3 models, airev, Fengguang miniev and Min’an ET1; Beijing New Energy Automobile Co., Ltd. has two supporting models, alpha s and alpha t.
Investment suggestion: it is suggested to pay attention to the release of new models and configurations [ Byd Company Limited(002594) , Great Wall Motor Company Limited(601633) , Guangzhou Automobile Group Co.Ltd(601238) , Chongqing Changan Automobile Company Limited(000625) , Xiaopeng automobile, ideal automobile and Geely Automobile] which are expected to usher in the product cycle; 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) ].
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.
