谁可能是小米YU7的供应商？

华尔街见闻12-12

小米汽车再掀车圈波澜！首款SUV车型YU7正式官宣，预计于2025年中上市。小米雄心勃勃，提前完成了10万辆的交付量后，将年度销量目标提高为12万辆。瑞银在12日发布的研报中预计，随着新车型YU7的加入和产能的提升，小米汽车在2025年的总销量有望翻一番，达到26万辆。而YU7的供应商阵容也逐步浮出水面。瑞银认为，拓普、福耀玻璃、敏实、华阳、耐世特、科博达等公司有望成为小米的合作伙伴，为YU7...

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href=https://wallstreetcn.com/articles/3736796><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米汽车再掀车圈波澜！首款SUV车型YU7正式官宣，预计于2025年中上市。\n小米雄心勃勃，提前完成了10万辆的交付量后，将年度销量目标提高为12万辆。瑞银在12日发布的研报中预计，随着新车型YU7的加入和产能的提升，小米汽车在2025年的总销量有望翻一番，达到26万辆。\n而YU7的供应商阵容也逐步浮出水面。瑞银认为，拓普、福耀玻璃、敏实、华阳、耐世特、科博达等公司有望成为小米的合作伙伴，为YU7...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3736796\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1303224171.USD","symbol_name":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) 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YU7?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"01810":1,"XIACY":0.6},"content_text":"小米汽车再掀车圈波澜！首款SUV车型YU7正式官宣，预计于2025年中上市。\n小米雄心勃勃，提前完成了10万辆的交付量后，将年度销量目标提高为12万辆。瑞银在12日发布的研报中预计，随着新车型YU7的加入和产能的提升，小米汽车在2025年的总销量有望翻一番，达到26万辆。\n而YU7的供应商阵容也逐步浮出水面。瑞银认为，拓普、福耀玻璃、敏实、华阳、耐世特、科博达等公司有望成为小米的合作伙伴，为YU7提供包括座椅、玻璃、外饰件、智能座舱、转向系统、自动变速箱等在内的核心零部件。\n其中，拓普可提供CPV（平均物料成本）价值高达5000-8000元的零部件，显示出小米对内饰品质的高度重视。\n\n图片来源：小米汽车官网\n小米汽车销量火爆，带动产业链增长\n小米SU7自去年4月上市以来，销量已突破11万台，成绩斐然。\n进入2024年第四季度，小米汽车已经开始冲刺。10月冲击交付破2万，11、12月的排产计划则均在2.2万辆以上。\n瑞银预计，随着新车型YU7的加入和产能的提升，小米汽车在2025年的总销量有望翻一番，达到26万辆。\n尽管整体汽车市场在政策刺激结束后可能出现需求放缓，但瑞银认为，瞄准中高端市场的品牌，如理想汽车、蔚来和小米，将继续保持强劲的增长势头，从而为供应商带来增长弹性。\n随着小米产能的不断扩大，供应商有望获得更多的订单，实现营收的快速增长。特别是在电池、电机、电子控制系统等核心零部件领域，供应商将迎来新的发展机遇。\n瑞银看好新兴电动车供应链，福耀、德赛西威、拓普成焦点\n报告显示，相较于传统的合资企业和海外供应商，瑞银更看好那些与新兴电动汽车品牌有紧密合作的企业。\n具体来看，福耀玻璃、德赛西威和拓普集团等企业成为了瑞银的重点关注对象。\n\n\n福耀玻璃：凭借其在全球市场，尤其是美国市场的强大产能，福耀玻璃在汽车玻璃领域占据了领先地位。福耀玻璃可提供CPV超过2000元的汽⻋玻璃。\n德赛西威：作为全球领先的智能汽车研发企业，德赛西威在智能座舱、智能驾驶等领域拥有深厚的技术积累，且海外订单持续增长。\n拓普集团：与理想汽车、华为等新兴科技公司建立了稳固的合作关系，在智能座舱、底盘系统等方面拥有核心竞争力。\n\n\n\n新兴电动汽车品牌在技术创新、市场响应速度等方面具有显著优势，其供应链也将受益于这一趋势。瑞银认为，福耀、德赛西威、拓普等企业凭借其在技术、市场等方面的优势，有望在这一快速发展的市场中占据有利地位。风险提示及免责条款\n\n 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