List of concept stocks of new energy logistics vehicles
1, Xugong Machinery (000425), E300 is a new generation pure electric truck of Xugong. The electric drive rear axle adopts the integrated drive mode of rear axle motor, which improves the transmission efficiency by 10% compared with the traditional mode. The overall design adopts integrated battery pack design and electronic control unit, which is small in size, increases the layout space of the whole vehicle and reduces the weight by about 259kg. The battery is arranged in the middle of the longitudinal beam, which improves the integrity of the vehicle chassis. The chassis harness is concise and tidy, and the product is equipped with a complete fault diagnosis vehicle control system. The hardware design of the controller adopts safety measures such as dual MCU system architecture, secondary power management, dual redundant acquisition of torque and key signals, and self-diagnosis protection of output circuits.
2.* * America (002340), the company's new energy battery material business is the most promising sector in the market. In recent years, the company has made great efforts to build a whole life cycle value chain of "battery recycling-raw material recycling-material recycling-battery pack recycling-new energy automobile service", and has built a new energy green chain through cooperation with battery factories and car factories such as Samsung and Dongfeng. With Jiangsu Kailike and Wuxi * * America as the center, the power material industry chain of "Kailike-Xingyou-Wuxi * * America" will be built; Taking Jingmen as the center, we will build the world's largest ternary precursor raw material base. At present, the company's cobaltosic oxide production capacity has exceeded 1 10,000 tons, ternary precursor production capacity is about 20,000 tons (including ncm precursor production capacity 1 0.5 million tons and nca precursor production capacity of 5,000 tons), and ternary cathode material production capacity110,000 tons. In the future, with the production capacity under construction, the company's new energy battery material production capacity will continue to expand. The company has also set up a battery pack development and production business centered on Wuhan, which will quickly build a power battery pack capacity of 3gwh.
3. Chuanhua Zhilian (0020 10), a subsidiary of Chuanhua Logistics, signed a joint venture contract with Dongfeng Motor (600006). Both parties intend to establish Changsha Chuanhua Green Huilian Logistics Co., Ltd. with a registered capital of 20 million yuan, of which Chuanhua Huilian contributed150,000 yuan. The invested project company will use the resources of both parties to operate customized new energy logistics vehicles to provide customers with high-quality green transportation services.
4. Dongfeng Motor (600006), Chuanhua Huilian, a subsidiary of Chuanhua Zhilian Company, and Chuanhua Huilian, a subsidiary of Chuanhua Logistics, signed a joint venture contract with Dongfeng Motor. Both parties intend to jointly establish Changsha Chuanhua Green Huilian Logistics Co., Ltd. with a registered capital of 20 million yuan, of which Chuanhua Huilian contributed150,000 yuan, accounting for 75%, and Dongfeng Motor contributed 5 million yuan. The invested project company will use the resources of both parties to operate customized new energy logistics vehicles to provide customers with high-quality green transportation services.
5. Wanma Co., Ltd. (002276), Wanma Co., Ltd. continued to exert its strength in the field of new energy and cut into logistics vehicle services. In the first half of 20 17, Wanma Co., Ltd. invested in 174 new energy development projects, and the scale of outlets continued to increase, and the scale of single site was also optimized. Among the built charging stations, Beijing charging station has the highest utilization rate and the overall charging capacity is in the forefront; Shanghai logistics vehicle charging station has been rapidly promoted, and some charging stations have been put into operation; In Hangzhou, Wanma New Energy Investment has established cooperation with Beijing Haidian Guotou, Huaxia Travel, Shanghai Electric School Bus, Hangzhou Caocao Special Car and other eco-formats. For example, with the expansion of Cao Cao's special car business, the company simultaneously laid out corresponding outlets.
6. Zhongtong Bus (000957) is the regional leader of electric logistics vehicles. The market is worried that due to the slowdown of the new energy bus market, the company's performance is difficult to sustain growth. The company will explore the Shandong electric logistics vehicle market and form a regional leading edge. 17 years will exceed the market's fear of zero growth or negative growth. The company began to lay out logistics vehicles in the third quarter of 20 15. At present, * * announced models are 1 1, forming a double product line layout of "canoe" and "Wen Lan" on pure electric logistics vehicles.
7. Invik (002837) pays close attention to the thermal management business in the field of new energy vehicles. 20 17 Annual Report During the reporting period, the company started the research and development of DC inverter compressors for new energy logistics vehicles and passenger cars. At the same time, the company has high-efficiency refrigerator products aimed at new energy refrigeration/freezing vehicles.
8. Li Nuo Co., Ltd. (6036 1 1) is mainly engaged in the research, development, production and sales of light and small handling vehicles and electric storage vehicles, and its main business belongs to the industrial vehicle industry. Industrial vehicles are an important branch of construction machinery and important equipment in the logistics industry. They are mechanical products that are transported, stored and loaded and unloaded by internal combustion engines, batteries or manpower.
9. Founder Motor (002 196), the company signed a framework cooperation agreement with Wanxiang Electric Vehicle Co., Ltd., and both parties will jointly develop the electric vehicle motor project. The company also set up the Automobile Motor Division, which is mainly engaged in the research and development and production of new energy electric vehicle motors. 2065438+In July 2005, the company invested10000-1200,000 yuan to acquire the 5 1% equity of Zhejiang Keli. The acquired company will enter the new energy parts market, improve the power system integration ability of the company's new energy vehicles, realize the integration of sales networks and * * * in different fields, and promote the development of the company's new energy vehicle business.
10, ST Xinhai (002089), the company's shareholding company, Shaanxi Tong Jia, overcame many unfavorable factors to seize the great opportunity for the development of new energy pure electric logistics vehicles, and its sales volume of new energy pure electric logistics vehicles ranked among the best in the new energy special vehicle industry. In 20 17, the sales figures confirmed by Tong Jia in Shaanxi province in the annual financial statements were 13 and 7 14.
1 1, Blue Ocean Hua Teng (300484), the company's electric vehicle motor controller products are directly sold by the company, and are widely used in new energy buses, special purpose vehicle manufacturers and parts manufacturers represented by pure electric logistics vehicles in China;
12, Ketai Power Supply (300 153), the company takes new energy and vehicle "operation+charging" as the core target, and its subsidiary Jietai New Energy has established cooperative relations with express delivery companies such as SF Express, EMS, Dayun, Su You, Best Express, Debon and third-party distribution enterprises, and has 500 surplus operating vehicles. Starting from 20 17, the company plans to raise 8120,000 yuan and put it into the operation of new energy logistics vehicles in 2.5 years. It is planned to put about 1 1000 ordinary logistics vehicles and conditional chain logistics vehicles, and build about 5,500 charging piles.
13, *ST Kang Sheng (0024 18), CIIC entrusted by the company completed the production of all kinds of pure electric road vehicles, pure electric buses, pure electric logistics vehicles and natural gas buses, with a cumulative production of 74,465,438+0 vehicles and a sales volume of about 3.682 billion yuan.