Xiaomi Auto officially released： A-share hammer suppliers have exceeded 70.

On the afternoon of December 28th, Xiaomi Auto held a technical conference with the theme of "Technology Leaping, Man and Vehicle Integration". Lei Jun, founder, chairman and CEO of the group, previously said, "This time, only technology will be issued, and no products will be issued."

Since 2021, the car-making business that "gambles" on Lei Jun’s lifelong reputation is about to shine from ideal to reality after 1000 days of deep cultivation. During the car-making period, Lei Jun also compared more than 150 friendly car models. Then, what black technologies will Xiaomi car be listed soon? And which suppliers jointly support the technical base? On the basis of the press conference, Xiaomi automobile suppliers listed on A-shares may bring us some answers.

There are more than 70 A-share suppliers.

In 2023, China’s automobile industry experienced ups and downs. Under the extreme price war of new energy automobile enterprises, fuel vehicles were in a dilemma of attack and defense. Not only that, some new automobile-making forces also fell behind in the competition because they could not keep up with the market pace. The industry predicts that the competition in the automobile industry will be more intense in 2024.

In this context, the market is inevitably more worried about Xiaomi, which has been officially announced for three years and has not yet launched a production car. However, Xiaomi’s past successful experience has made the market look forward to it.

On November 15th, Xiaomi SU7 Max pure electric car and SU7 pure electric car officially landed in the 377th batch of "Announcement of Road Motor Vehicle Manufacturers and Products" issued by the Ministry of Industry and Information Technology, which means that Xiaomi Automobile is not far from listing. According to market news, Xiaomi Automobile plans to load 300 vehicles in December, and make full preparations for batch delivery next year.

However, in addition to the information disclosed by the Ministry of Industry and Information Technology, Xiaomi Automobile has not disclosed more product information at present, and the technical conference held on December 28 will undoubtedly become the closest contact between the market and Xiaomi Automobile before mass production delivery.

Lei Jun also introduced a series of leading technologies of Xiaomi SU7 at this conference. Such as ultra-high-speed motor (V8s speed reaches the highest speed of 27200rpm in the world), 871V high-voltage platform, CTB integrated battery pack (volume efficiency reaches the highest 77.8% in the world), the first battery cell inversion technology (self-built battery pack factory), high-efficiency dual-mode heat pump, three-heat source step-by-step heating technology, millet super die-casting technology (9100T: millet Titan alloy, 72-in-1 integrated die-casting floor, three-stage rear). Automatic driving (zoom BEV, super-resolution occupancy network, urban navigation NOA, valet/mechanical parking, end-to-end perception and decision-making integrated model), intelligent cockpit, platform architecture, etc.

As the saying goes, "one hero and three gangs", Xiaomi Automobile still needs the support of supply chain enterprises in the above innovative technologies. So, which suppliers have become the core base of Xiaomi Automobile’s black technology? A-share listed companies are the representatives of leading domestic enterprises. According to incomplete statistics, at present, there are more than 70 millet suppliers in A-shares. In addition to nearly 50 companies that have been disclosed before, nearly 30 concept stocks have been hammered recently.

This part of the new enterprises mainly include:、、、、、、、、、、、、、、、、、、、, Sinomach, Hausen,、、Wait.

Among the new concept stocks, there are smart cockpit suppliers such as Desai Siwei, and chassis supporting enterprises such as Jinrong Tianyu. However, Lei Jun said that Xiaomi SU7 is currently in the trial production and climbing stage, and it will take several months for it to be officially listed. Affected by this, Xiaomi automobile suppliers are still in the stage of small batch supply as a whole. Jingwei Hengrun said that it is expected to achieve mass production as early as 2023.

"The whole ecology of people, cars and homes" is officially closed.

In addition to the 73 A-share listed companies and 2 Hong Kong-stock listed companies that have been hammered as above, according to incomplete statistics,、、、、TCL、、35 A-share concept stocks may have also entered the supply chain of Xiaomi Automobile, and the supply situation remains to be further disclosed by enterprises.

but、、、、、、、、、, Xinsong、、、、、(rights protection),、Although the concept stocks that have attracted much attention have not participated in the supply of Xiaomi cars at present, there may be some variables in the future as the mass production of Xiaomi cars approaches.

In addition, Xiaomi also made a lot of investment layout before the official announcement of building a car. Among them, in the weakest automobile chip field in China, Xiaomi has participated in the creation of shares, Shanghai Xuanjie Technology, Jieping Semiconductor, Feikun Semiconductor, Shenzhen Core Energy, Microcapacity Technology, Kangzhi Integrated Circuit, Qixin Micro Semiconductor, Jingwei Qi Li, Zhanxin Electronics, Shanghai Hangxin,Intelligent, Yuntu Semiconductor, Core Bitmicro,, Mingqi Sensing, Weizhao Semiconductor, Huajing Sensing, Sirui Technology, Changjing Technology, Jingshi Intelligent,、, core technology,Semi-conductive, must be easy to micro, Angruiwei, smart micro,, Nanxin Semiconductor, Huaying Microelectronics, Voda Semiconductor,、A large number of enterprises, such as Zhuhai Core Test.

In the field of power battery materials, Xiaomi is also Ruilong Technology, Xinchen New Materials, Tianmu Pioneer, Sodium Energy, Farnlet, Weilan New Energy, Honeycomb Energy,, Zhongchuang Singapore Airlines,、Shareholders of companies such as Weilan New Energy are expected to become new suppliers in the future with the maturity of solid-state battery technology, although the new cars to be listed soon do not use the products of investment companies.

In addition, with the gradual realization of the electric layout of the car, intelligence has been accelerated. Lei Jun said that Xiaomi Automobile will enter the first camp in 2024, and the market is also full of interest in the intelligent driving ability of Xiaomi’s new car. It is understood that the intelligent driving multi-sensor fusion scheme of Xiaomi Automobile is provided by Continental Core Intelligent Driving, a subsidiary of Continental Group, and its geometric partners are also equipped with intelligent driving schemes. In addition, Xiaomi also invested in industrial chain companies such as sagitar Juchuang, Zhuifeng Automobile, Sain Leading, Aitek, Lice Technology, Zejing Electronics, Zongmu Technology, Botai Car Network, Beixing Photon, Momenta Magic Gate Tower, and Zhixing.

In view of the demand for automotive electrification and intelligent incremental devices, Xiaomi has also invested in industrial chain enterprises such as Yingzhi Thermal Management Company, Tongyu Automobile, Jiong Yi Electronics, Kelbo, Zhilv Technology, Haizhibo Electronics, Linding Optics, Weimar Automobile, Energy Chain Group, Aoyix, Xpeng Motors, Xinan Digital, Konghui Automobile and Shendong Technology, covering thermal management, intelligent braking system, charging service and so on.

It is not difficult to see from the above introduction that the layout of Xiaomi Automobile has covered the fields of vehicle manufacturing, automobile chips, materials and autonomous driving. On December 27, Lei Jun issued a document saying that the R&D team of Xiaomi Automobile has reached more than 3,400 people. Intelligent electric vehicles are the integration of automobile industry and consumer electronics, and the technical accumulation and experience in consumer electronics also help the strength of Xiaomi Automobile. With the upcoming release of Xiaomi Automobile, Xiaomi’s "all-ecological environment of people and cars" is officially closed.

Jiweiwang