Posted 2025-05-16 00:00:00 +0000 UTC
Recently, Shanghai Super factory entered the trial production stage, and Tesla Model 3 will officially appear on November 11. Analysts believe that the changes brought by domestic Tesla are profound, or affect the restructuring of the entire Tesla industrial chain. Guotai Junan analysts believe that cobalt, manganese, nickel, lithium and graphite in upstream raw materials and connectors in the middle and downstream will generate greater demand momentum. Chinese charging equipment manufacturers, operators and integrators are also expected to further improve their participation, and the whole power battery industry chain will benefit.
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