Electric vehicles are regarded as the main trend in the future. Not only electronic factories have laid out related business opportunities, but also large manufacturers such as Sinosteel (2002-TW), Huaxin (1605-TW), etc. are also actively rushing in, especially focusing on key raw materials such as batteries and motors, not only to meet the wave of electric vehicles, but also to reduce the impact of traditional products’ business cycle, and to extend this foundation to more applications in the future.
According to industry analysts, although traditional production cannot seize the business opportunities of diversified automotive electronic equipment, by deploying the most critical upstream raw materials such as batteries and motors, customers will rely on related manufacturers as much as electronic factories, or even higher.
In addition, by entering the field of electric vehicles and establishing relevant technical and scale thresholds, large traditional manufacturers will become a new driving force for operation under the trend of electric vehicles in the future, which can also reduce the impact of traditional products on the fluctuation of raw materials.
Taking domestic players as an example, the steel leader Sinosteel (2002-TW) has been deploying super energy-efficient electromagnetic steel sheets for electric vehicle motors for more than ten years. The most well-known is the cooperation with electric vehicle leader Tesla, which has not only entered European and American brand car factories;1723-TW) also lay out the interphase carbon microspheres as the negative electrode material of the battery.
Stainless steel manufacturer Huaxin (1605-TW) recently announced an investment of US$380 million in Indonesia, more thanNew Taiwan Dollar 11 billion yuan to invest in the production capacity of matte nickel, a key raw material for batteries. In addition to expanding the layout of electric vehicles, it also locks in the application in the field of energy storage.
Cement factory Taiwan Cement (1101-TW) has been deploying batteries for many years, and even spent 10 billion yuan to build the first super battery factory in Kaohsiung, focusing on high-end markets such as supercars; it also expanded charging piles and other applications by investing in NHOA, Feihong, etc., to build a complete set of electric vehicle power. solution.
