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byd's sales data once again hit a record high: in september, byd sold about 420,000 vehicles, including 417,600 passenger cars, a sales increase of 45.6%; from january to september, the cumulative sales of passenger cars reached 2.7364 million, of which, the car sales of dynasty and haiyang.com in september reached 401,600 units, a year-on-year increase of 46.7%. the sales of the two major sub-brands fangbao and denza also increased to a certain extent.

in september, byd's monthly sales surpassed volkswagen and ranked second in the world, second only to toyota.

behind the strong sales growth figures is a complete, stable, efficient and coordinated industrial chain. behind byd are many influential companies in new energy vehicles and related fields. these companies not only have in-depth technical cooperation with byd, but also jointly promote the development of the new energy vehicle industry in the market.

top five accounts receivable of 7 listed companies

the performance report for the first half of 2024 shows that wanxiang qianchao, cixing co., ltd., evergreen co., ltd., sunhai intelligent co., ltd., tailong co., ltd., quanfeng automobile, joy zhixing and other companies are byd’s suppliers. at the end of the period, byd’s accounts receivable the balance of accounts receivable ranks among the top five accounts receivable among the top five closing balances collected by debtors.

wanxiang qianchao is a new energy vehicle manufacturer that produces components and assemblies such as universal joints, drive shafts, constant velocity drive shafts, wheel hub units, bearings, brakes, automotive electronics, shock absorbers, fuel tanks and aftertreatment systems. parts supplier. the company provides long-term and stable supply to key users such as mercedes-benz, bmw, toyota, volkswagen, general motors, ford, faw, saic, byd, gac, and china national heavy duty truck.

quanfeng automotive's products cover all-in-one motor housings, electronic control housings, etc. the company cooperates with international leading tier 1 companies such as borgwarner, valeo, bosch, and continental, as well as oems such as tesla, byd, and great wall customers maintain good cooperative relationships all year round. popular models in the domestic market such as lideal, wenjie, zhijie, xiangjie, xiaomi, jikrypton, deep blue, tesla, byd, aian, etc. are all equipped with the company's new energy products.

list of 20 external suppliers

founder securities once conducted a summary study on byd’s core suppliers of new energy vehicles’ “self-supply + external supply”.

byd focuses on core technologies in the new energy field. since december 2019, it has successively established companies such as fudi battery, fudi vision, fudi technology, fudi power, and fudi precision, covering power batteries, automotive lighting, automotive electronics, r&d and manufacturing of components such as powertrains and automotive molds. at the same time, byd electronics is responsible for vehicle-mounted intelligent systems, and byd semiconductor is responsible for automotive semiconductors and intelligent vehicle-mounted products.

from 2019 to 2021, byd will convert its parts division into a subsidiary. each parts company will operate independently, not only supporting byd, but also supplying parts to other car companies. these companies will compete fairly with other external suppliers. .

in the "external supply" system, at least 20 listed companies have provided byd with everything from chassis to thermal management system suppliers, intelligent electronics, and body and interior and exterior decoration products, becoming the company's long-term partners.

chassis system supplier

the automobile chassis is used to support and carry the automobile engine and various other components and assemblies, forming the overall shape of the automobile, and receiving the power of the engine to allow the automobile to move and ensure its normal driving. it is mainly composed of the transmission system, driving system, and steering system. , the braking system consists of four parts.

1. bethel: bbw

bethel is mainly engaged in automobile chassis parts and body parts related ancillary products. equipped with brake-by-wire system (wcbs), advanced driver assistance system (adas), electronic parking system (epb), anti-lock braking system (abs), vehicle stability control system (esc), and electric tailgate system (plg) , as well as independent development and manufacturing capabilities of various types of disc brakes, integrated parking brakes (ipb), disc drum brakes (dih), lightweight cast aluminum steering knuckles, control arms and other products. bethel once stated on the interactive platform that byd is a customer of the company's disk drives, epb and other products.

2. keboda: chassis domain controller

keboda: provider of automotive intelligent and energy-saving component system solutions. there are currently five series and more than 100 varieties of products including led lighting control, motor control, energy management, vehicle electrical appliances and electronics. customers include high-quality customers such as volkswagen, bmw, mercedes-benz, ford, renault, nissan, and new domestic and foreign car manufacturing forces. the company is currently in a leading position in the domestic chassis controller and chassis domain controller markets, and has won product designations from many customers, including byd and leading domestic independent brands.

3. top group: lightweight components/suspension

the company is mainly engaged in the research and development, production and sales of rubber shock-absorbing products and sound insulation products in the field of automotive nvh (i.e. shock absorption, noise reduction and comfort control). it is committed to eliminating vibration and noise from automobile powertrains, road surfaces and air, and improving the comfort and smoothness of the vehicle. the company's main customers include geely automobile, saic-gm, chrysler, byd and other vehicle manufacturing companies.

4. wencan shares

wencan co., ltd. is mainly engaged in automotive aluminum alloy precision die castings. mainly engaged in the research and development, production and sales of automotive aluminum alloy precision die-casting parts. the products are mainly used in engine systems, transmission systems, chassis systems, braking systems, body structural parts and other automotive parts of mid-to-high-end automobiles. the company's main customers include mercedes-benz, volkswagen, tesla, cyrus, byd, geely and other well-known domestic and foreign oems.

5. wanfeng aowei: aluminum alloy wheels

wanfeng aowei is an international company with advanced manufacturing as its core. the company's business is divided into two sectors, namely, the lightweight automotive metal parts business with "aluminum alloy-magnesium alloy-high-strength steel" as the main line; and the professional general aircraft manufacturing business integrating independent research and development, design, manufacturing, and sales services. . in the lightweight automotive metal parts business, the company is a partner of byd, chery, thalys, volkswagen and other oems, providing byd with aluminum alloy wheel products.

thermal management system supplier

the automobile thermal management system is an indispensable and important part of automobile assembly, and it is huge and involves many parts.

1. aotejia: compressor

aotejia is a company that provides overall solutions for automotive thermal management. the company was established in 1999. after acquiring nanjing aotejia in 2015, it added automotive air conditioning compressor business. the current main business is automotive thermal management system technology development, product production and sales, which mainly includes automotive air conditioning compressors, automotive air conditioning systems, engine cooling, new energy vehicle battery thermal management and other businesses. the company's domestic customers basically include the existing major domestic automobile manufacturers.

2. yinlun co., ltd.: heat exchange module

yinlun co., ltd. is an enterprise that develops, manufactures and sells various heat exchangers and exhaust gas after-treatment products. the company was founded in 1999. its main products include: high and low temperature water tanks related to new energy vehicle thermal management, chiller (battery cryocooler), battery cooling plates, motor coolers, electronically controlled coolers, front-end cooling modules, ptc heaters, etc. , widely used in heat exchange and exhaust gas after-treatment fields such as automobiles, engineering machinery, agricultural machinery, compressors, wind power generation, trains and locomotives, ships, etc.

the company has established long-term and stable cooperative relationships with well-known domestic and foreign enterprises such as mercedes-benz, bmw, ford, general motors, geely, gac, great wall, byd, nio, faw, sinotruk, sany heavy industry, xugong, weichai, and yuchai.

3. lingyun co., ltd.: thermal management pipeline

lingyun co., ltd. is a listed company affiliated to china ordnance industry group. its main business is lightweight safety structural products, automobile pipelines and other products. the company was established in 1995. its leading products include high-strength, lightweight automotive safety and anti-collision systems, low-penetration, low-emission automotive nylon piping systems and rubber piping systems, automotive constant velocity universal joint front drive shafts, various types of municipal engineering pipelines and their fitting systems, etc. the company supplies thermoformed products to byd.

4. sanhua intelligent control: automotive air conditioning and thermal management system control components

sanhua intelligent control's business is mainly divided into refrigeration and air-conditioning electrical parts business and automobile parts business. the main products of the auto parts business include thermal expansion valves, electronic expansion valves, electronic water pumps, new energy vehicle thermal management integrated components, etc., which are widely used in new energy vehicles and traditional fuel vehicles. the company has become an important partner for customers such as mercedes-benz, bmw, byd, and weilai.

5. songzhi co., ltd.: battery thermal management

songzhi co., ltd. is a leading company in domestic automobile thermal management related products, engaged in the research, development, production and sales of thermal management related products in the fields of automobiles, rail transit and cold chain logistics.

in the field of vehicle thermal management systems, the company's products include automobile air-conditioning-related core components, automobile air-conditioning systems, vehicle battery thermal management-related components and systems, ats engine cooling systems and other products. covering the fields of large and medium-sized bus air conditioners, passenger car air conditioners, rail car air conditioners, refrigerated truck air conditioners, automotive air conditioner parts, and new energy vehicle air conditioners. provide battery thermal management products for byd large buses.

smart electronics/appliances supplier

1. desay sv: intelligent cockpit

desay sv focuses on the three major areas of smart cockpit, smart driving and smart network services, and continues to invest in and focus on electronic and integrated products and services. the core customer groups include mainstream foreign capital, domestic brands and leading new car-making forces. in 2021, the company broke through customers such as lotus, and obtained core platform project orders from many mainstream car companies, including byd auto. new project orders with sales exceeding 12 billion yuan increased by more than 80% year-on-year, breaking a record high. the order volume of intelligent driving products, large-screen cockpit products and intelligent cockpit domain controllers increased rapidly.

2. xinrui technology: high voltage “electronic control”

xinrui technology focuses on high-voltage "electronic control" solutions for new energy vehicles. in response to investors' questions in july, the company stated that xinrui technology's products are widely used in the field of new energy vehicles and have been recognized by many well-known oems including byd. after years of intensive cultivation, it has formed a complete customer base.

3. shangsheng electronics: car audio

shangsheng electronics is one of the world's leading manufacturers of audio products and systems for the automotive industry. mainly dedicated to the research, design and manufacturing of single audio components and car integrated sound systems from basic to high-end. it has r&d and design capabilities for acoustic products, system solutions and related algorithms. its products mainly cover car speaker systems, car amplifiers and avas, and can provide customers with comprehensive product solutions. shangsheng electronics has provided supporting products to new energy brands such as tesla and byd.

4. shenglan co., ltd.: electronic connectors

shenglan co., ltd. focuses on electronic connectors and precision components. connectors are electronic components that connect two components and transmit electrical and optical signals. they are widely used in consumer electronics, automobiles, industry and other fields. the company stated that it maintains good cooperative relationships with customers such as byd, luxshare precision, and foxconn.

5. suao sensing: automotive sensors

the company is a high-tech enterprise with the core business of r&d, production and sales of automotive parts, automotive intelligent products and various automotive sensors. its main products are sensors and accessories, fuel system accessories and automotive interior parts. suao sensing is one of byd's suppliers of automotive sensors and new energy components.

body/interior/interior suppliers

1.fuyao glass: automotive glass

the automotive glass company with the highest market share in the world, its products are supporting domestic and foreign automobile brands. it has become a qualified supplier for germany's audi, germany's volkswagen, south korea's hyundai, japan's suzuki, japan's mitsubishi, and the czech republic's tucson, and supplies in batches.

2. guangdong hongtu: alloy die castings

the leading enterprise in the domestic die-casting industry was established in 2000. its four major business segments are die-casting segment, interior and exterior decoration segment, special vehicle segment and investment segment. among them, the precision aluminum alloy die-casting business is its main business, focusing on the design and production of precision aluminum alloy die-castings. the products are mainly used in the automotive, communications and electromechanical industries. customers include japanese, american, european, chinese and other traditional high-quality automobile manufacturing companies, new car-making forces and cross-border high-tech giants.

3. huayang group: aluminum alloy die-casting parts, automotive electronics

huayang group was established in 1993. the group's business segments cover automotive electronics, precision die-casting, precision electronic components, and led lighting. in recent years, it has focused on automobile intelligence and low-carbonization (lightweight), and is committed to becoming a leading domestic and foreign supplier of automotive electronic products and component systems. the company has won designated projects from customers such as great wall, changan, byd, geely, gac, and baic. the company has supplied precision die-casting products for byd's newly launched qin l and seal 06.

4.quanfeng auto: auto parts

quanfeng automobile is mainly engaged in the research and development, production and sales of aluminum alloy and ferrous metal auto parts. the company was founded in 2012. in recent years, relying on innovative technologies such as aluminum alloy welding, lost core casting and precision ring gear manufacturing technology, it has developed motor housings, steering system components and electronic braking, parking and other systems. parts products. the products are mainly used in heat exchange systems, transmission systems, engine systems of mid-to-high-end automobiles, as well as motors and electric drive systems of new energy vehicles. the company supplies transmission valve plates to byd's subsidiary fudi power co., ltd. for terminal assembly dmi platforms, and is currently supplying them to customers in batches.

5.joyson electronics: automobile safety products

a global auto parts supplier, it is mainly committed to the r&d and manufacturing of intelligent driving systems, automotive safety systems, new energy vehicle power management systems, and high-end automotive functional parts assemblies. the company stated on the shanghai stock exchange e-interaction that it has business cooperation with byd qin l, seal 06, huawei qinjie, geely galaxy, and changan deep blue related brand models. joyson auto safety hefei's new industrial base is based on downstream customers such as byd, leapmotor, and chery. with the rapidly growing market demand, production capacity is ramping up and scheduled.

proofreading: zhu tianting