New Energy Automobile Industry Chain Strong Chain Complement Chain

Strong chain complementarity (related to new energy vehicle supply chain)

Strong chain: strengthening the advantages of supply chain, supplementing chain: making up the disadvantages of supply chain. The new energy-related industrial chain includes three parts: upstream materials, midstream components and downstream terminals.

Upstream raw materials: mainly battery materials, which are divided into four parts: electrolyte, positive electrode material, negative electrode material and separator. Their upstream resources are lithium, cobalt mineral resources and other metals.

Midstream components: mainly three core components: battery, motor, electronic control, and other components, such as thermal management, lightweight circuit system, etc. Among them, battery is the core, including battery core and battery management system BMS.

Downstream terminals: mainly vehicles, passenger cars and commercial vehicles. The latter includes passenger cars and special-purpose vehicles, charging facilities, charging piles and charging stations, and even automobile aftermarket services such as car rental, finance and recycling are derived.