$特斯拉(TSLA)_老虎社区_美港股上老虎

祖依游柚_
2021-01-03

$特斯拉(TSLA)$$蔚来(NIO)$$理想汽车(LI)$

（A股：材料辅助公司）

电池：宁德时代

正极材料：当升科技、杉杉股份

负极材料：璞泰来、贝特瑞

隔膜：恩捷股份、星源材质

电解液：新宙邦、天赐材料

电池连接件：科达利

保护壳：旭升股份

热管理：三花智控、银轮股份

中控屏幕组：长信科技

高精地图：四维图新

人车交互、安全气囊、方向盘元件：均胜电子

底盘结构件、NVH：拓普集团

铝合金：爱柯迪、文灿股份

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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老图了，差不多1年前看见。这份资料的完整版很多错漏，而且BOM和车企、供应链的成本控制有关系，随着时间推移不断下降。现在已经没有参考价值。
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一颗倔强的韭菜牙
·2021-01-03
这个有用，马克
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駟儿
·2021-01-04
厉害
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