Behind the explosion of the ideal L9 is the rise of local suppliers

Because it deeply hit the pain point of "middle-aged dad", the ideal L9 was booked as a "popular model", and the number of pre-order users exceeded 30,000, thus pushing the market value of ideal ($37.2 billion) to surpass that of Weilai ($34.7 billion) again. ).

Li Xiang and Li Li will be excited about the big sale of the L9, and related parts suppliers will also be the direct beneficiaries, especially domestic related companies.

Localsuppliersare becominganinescapableexistence

On the occasion of the release of the Ideal L9, Gasgoo has compiled a set of supporting information on the core components of the new car. Compared with the Ideal ONE, the proportion of local suppliers in the core components of the Ideal L9 has increased significantly.

For example, the power battery in the drive system comes from CATL, and the extended-range electric power system comes from the joint venture between Ideal Auto and Xinchen Power; another example is the automatic driving domain controller in the intelligent driving system provided by Desay SV, and the automatic driving chip part From the horizon, other components such as car windows are also inseparable from the support of local companies.Chinese brand cars and local parts companies are becoming a mutually successful relationship.

Changan, Huawei and CATL jointly build Avita. Image source: CATL

It is well known in the industry that China is the largest auto industry country in the world, but a series of development difficulties such as the late start of local auto parts companies, hollow technology, and lack of talent reserves have become the pain points that restrict China's auto industry from being large but not strong.

But it is worth affirming that with the development of new energy,intelligent networkand autonomous vehicle technologies, "software-defined vehicles" is becoming an important development trend of the automobile industry.Barriers formed by traditional OEMs around crude oil technology and industrial ecology (such as internal combustion engines, gearboxes, etc.) are being broken one by one under the impact of a new round of technological revolution, providing development opportunities for local parts and components to "overtake on curves".

Take CATL, a supplier of products such as Ideal L9 power battery pack, battery cell, and battery management system (BMS), as an example.In recent years, with the vigorous development ofthe new energy vehicleindustry in China, in order to guide and standardize the development of the automotive power battery industry, the Ministry of Industry and Information Technology of the People's Republic of China formulated and released the "Regulations for the Automotive Power Battery Industry" in 2015, commonly known as "Power Battery White List", and this In the list, Japanese and South Korean batteries were excluded from the subsidy list, and local power battery companies represented by CATL were flourishing.