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Tesla supply chain exposure

Publish Date: 2021.11.06

  On November 4, according to Tencent.com, a few days ago, some media compiled a list of domestic Tesla's supply chain, covering vehicle batteries, vehicle stamping molds, body sheet parts, interior trim, electronic equipment and other suppliers. Regarding this list, some netizens lamented that the current domestic Tesla, almost all of its components are Chinese except that the brand is American.


  Specifically, the domestic Tesla battery pack is provided by CATL as a whole. As for the positive and negative electrode materials and electrolyte, there are Shanshan Co., Ltd., Tianqi Lithium, Luoyang Copper, Yiwei Lithium, China Baoan, Provided by well-known domestic enterprises such as Xinzhoubang.


  The mold for the body part is provided by Tianqi Mould. The suppliers of seat and body stamping parts include Huayu Automobile, Huada Technology, and Weitang Industry.


  In the electric drive part, the motor supply companies include Zhongke Third Ring Road, Hengdian Dongci, GEM, Hebei Xuangong and other domestic enterprises.


  In short, almost all the main body parts of domestic Tesla are supplied by domestic automakers. This is exactly what Tesla said that the current localization rate has exceeded 90%.


  And it’s worth mentioning that many of the suppliers also supply our own brand cars, not just Tesla’s dedicated suppliers. This is one of the main reasons why our own brand new energy vehicles are developing so fast.

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