Find the list of Tesla's top suppliers
From September, 2065438 to September, 2009, Tang Wei Stamping won the contract for the development of some parts of Tesla, and entered the list of Tesla's first-class suppliers, mainly providing body-in-white structural parts, without involving the production of core technologies and core parts. Tang Wei Industry said that the future mass production time and quantity of this project are uncertain. It is expected that Tesla business will not have a significant impact on the company's main business in 2020.
2. Xu Sheng Limited by Share Ltd (603305. SH) is one of the earliest enterprises in China to develop aluminum parts for new energy vehicles. 20 13 began to cooperate with Tesla, from supplying individual parts to supplying core system parts such as transmission system, suspension system and battery system, and further assembling the parts into assemblies such as oil pumps. Xu Sheng Co., Ltd. cooperated with Tesla Shanghai Factory on new energy automobile parts such as power system housing, battery housing, body parts and chassis.
From 20 16 to the end of June 20 19, Xu Sheng's sales revenue to Tesla accounted for 56.6 1%, 56.46%, 6 1.5 1% and 52.09% of its main business income, respectively, and Tesla has become.
3. According to the announcement of Tianqi Film (0025 10). SZ), since 20 14, the company has provided mold development and manufacturing services for Tesla. 20 19 18, both parties signed a mold order of 28.2364 million yuan. Investors are very concerned about this and asked Tianqimo about the total orders and related models with Tesla in the past two years on the interactive platform. However, according to Tesla's confidentiality requirements, relevant information was not disclosed.
4. World Games Circuit (603920. SH) Mainly engaged in research and development, production and sales of various printed circuit boards (PCB). At present, the company mainly supplies Tesla through Jabil, an American listed company. According to the research of Caitong Securities, Shi Yun Circuit's revenue from Tesla is about 65.438+0.8 billion yuan, and its market share in Tesla is about 654.38+0.8%. Tesla is its main PCB supplier. According to the disclosure of World Game Circuit Company on the e-interactive platform, in 20 19, the company's indirect supply to Tesla accounted for about 20% of the car panel revenue.
5.20 18, Mining Resources in China (002738. SZ) Acquired 0/00% equity of Jiangxi Dongpeng New Materials Co., Ltd. (hereinafter referred to as "Dongpeng New Materials"). Dong Peng New Materials, one of the major manufacturers of lithium fluoride in China, entered Tesla for supply by supplying battery-grade lithium fluoride products to Morita Company.