A few days ago, according to a securities research report, we combed the ultra-luxury supply chain of the world-famous pure electric vehicle manufacturer Tesla. We found that in the three systems of powertrain system, electric drive system and charging, There are 38 direct suppliers. There are 5 Japanese companies, all in lithium battery packs, covering lithium batteries, cathodes, anodes, electrolytes and separators; 21 Chinese companies have become direct suppliers; two in Taiwan; and two in the United States, including Tesla itself; One in Mexico and two in the European Union. Another 30 companies have appeared on the list of Tesla indirect suppliers.

Tesla System China Direct Supplier

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