Xiaomi has been "finalized" to hold a Xiaomi car debut conference in Beijing on the 28th, which will mainly describe the new car's appearance, interior design, performance control, intelligent cockpit and intelligent driving, etc., and the pre-sale price of the new car will also be announced. At the same time, Lei Jun has checked the PPT used on the scene many times and will give a speech in person.
Xiaomi's "price butcher" who is close to the people and takes the volume route, and the explosion of explosive models is also more beneficial to suppliers
For Xiaomi cars, the first car should be extremely cost-effective, and it should also make money if it loses money, become a hit, and become famous.
Citing the value of Xiaomi car supplier per vehicle calculated by the agency:
Xiaomi Auto Potential Supplier Update (FYI, due to Xiaomi's requirement for confidentiality, the ASP here has been obfuscated)
Tuopu Group: It is expected to be equipped with shock absorption, interior, lightweight chassis, air suspension system, etc., ASP1-1.5w.
Millison: It is expected to be equipped with three-electric die-castings, ASP 2k.
Molding Technology: It is expected to be equipped with bumpers, ASP 1k+.
Xingyuan Zhuo Magnesium: It is expected to be equipped with magnesium alloy motor housing, ASP 1k+. (The second vehicle will be installed from the start)
Yinlun Co., Ltd.: It is expected to be equipped with a thermal management front-end module, ASP 1k+.
The comparison found that in terms of the benefit degree of bicycle value/market value, Millison is still relatively low in the small cap
Millison: Good customers give high growth, and the prospect of integrated die-casting small faucets is promising
"Communication + automobile" two-wheel drive, high-quality customers. The company has been deeply involved in the aluminum alloy die-casting industry for more than 20 years, and has an industry-leading manufacturing level. Most of the company's customers are industry leaders, including Ericsson, Huawei, Tesla, BYD, Xiaomi, etc., with strong growth certainty. In the future, with the release of the company's built/planned production capacity, the company's performance growth can be expected.
The domestic aluminum alloy die-casting faucet helps the amount of aluminum used in bicycles to increase lightweight, and the integrated die-casting opens up new markets. The proportion of new energy vehicle revenue in the company's automobile business is increasing, and the company will have a larger market space and stronger profitability. The company first released the integrated die-casting, and at present, the company has supplied NIO and Mercedes-Benz in batches. In the future, the broad integrated die-casting market will bring high growth to the company.
There are also relatively small caps that are easy to hype:
Triple forging (001282): The company has entered the designated development project of Xiaomi auto parts
The smallest disk of Xiaomi car + motherboard is new, and recently 001239 Yongda shares have strengthened even the board, and the new + theme is also a plus
Huawei has made the first cooperative Cialis a ten-fold bull stock with a market value of 120 billion yuan
Xiaomi's first cooperative car company, BAIC, whether BAIC Blue Valley can also benefit from the rise, this is the first to pay attention to the attitude of big money
For example, Kaizhong shares, and Xiaomi's auto parts suppliers, are also trending stronger
Tongyi Aerospace: The smallest market capitalization of the authentic Xiaomi automobile supply chain on the Beijing Stock Exchange, cutting into Xiaomi is expected to create another Tongyi Aerospace!
The company's core business is polyurethane film, which is commonly known as invisible car clothing. The company has signed cooperation agreements with many new energy vehicles, which is a blue ocean market, and is expected to maintain 100% annual revenue growth;
Authentic Xiaomi car concept, in February this year, Tongyi Aerospace announced that its wholly-owned subsidiary, Shanghai Zitu, signed the "Product Annual Procurement Framework Contract" with Youlv Youpin, a company mainly engaged in automotive decoration products in the Xiaomi ecological chain, and agreed on the purchase intention of "invisible car clothing", with the expected annual intention to sell 80 million, with the upcoming listing of Xiaomi cars, Xiaomi orders are predicted to be about 1.5-180 million in 2024;
Tongyi Aerospace, 22-23 years of revenue is about 180 million, cut into the Xiaomi supply chain can almost recreate a Tongyi, so we should pay attention to this authentic Xiaomi supply chain.
What are the companies in Xiaomi's automotive industry chain?
Production OEM enterprise: BAIC Blue Valley
Limited by production capacity factors, it was rumored on the Internet that Xiaomi Auto began to contact BAIC Blue Valley and Brilliance Auto to negotiate cooperation on production and other matters. According to the person familiar with the matter, the cooperation between Xiaomi Auto and BAIC has been deepened. Of course, the cooperation model between Xiaomi and BAIC Blue Valley is certainly not like that of Huawei and Cialis, but even if it is only an OEM, BAIC Blue Valley will benefit.
Power system related companies:
Xiaomi Auto was revealed to have decided to develop an extended-range electric vehicle, which adds an auxiliary power system that can provide additional power support for the car when the battery is low or needs to output more power, thereby improving power performance and alleviating users' range anxiety.
Xiaomi also has its own reasons for choosing extended-range electric vehicles, many of Xiaomi's users are in second- and third-tier cities, charging pile facilities are not perfect, and pure electric models are subject to certain restrictions. At present, the maximum range of pure electric models is around 900 km, while the range extender electric vehicle increases this figure to 1,400 km.
The concept of automotive power system will benefit, at present, Xiaomi has not announced specific cooperative enterprises, power system companies include Chervon Automobile, Demaishi, Enboer, Minglida, etc.
The rest of the cooperative enterprises in the industrial chain:
According to the replies of each company on the interactive platform, Xiaomi car concepts include: Aotejia, Pengling Co., Ltd., Jingquanhua, FAW Fuwei, Tuopu Group, Liance Technology, Molding Technology, Lucky Technology, Demaishi, Kaizhong Co., Ltd., and Shangluo Electronics
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