Hon Hai’s entry into Tesla’s supply chain Yisheng-KY benefits greatly | Anue tycoon-Taiwan stock news

Electric car maker Tesla (TSLA-US) plans to build a new factory in Mexico, and in order to build a local supply chain, it is reported that Hon Hai (2317-TW) cooperation, and to meet the needs of customers, Hon Hai also continued to expand the production capacity of local automotive electronics. Group member Yisheng-KY(5243-TW) are also expected to benefit simultaneously.

It is reported that Hon Hai will supply Tesla’s automotive electronic components and modules in Mexico. Although Hon Hai has never commented on a single customer or product, it has previously announced a capital increase of nearly US$103 million (approx.New Taiwan dollar 3.2 billion), the estimate is for the pre-work of the relevant layout.

And Yisheng, a member of the Hongjiajun, is Tesla’s supply chain itself, and also has a factory in Mexico, producing battery mechanism components, battery bracket components, battery back covers, rear trunk plastic parts, tailgate interiors and other components. With the blessing of Tesla’s expansion of its factory in Mexico and Hon Hai’s entry into Tesla’s supply chain, Yisheng is expected to be the biggest beneficiary.

In addition to Yisheng, other members of the Hongjiajun such as the wiring harness factory Guangyu (2328-TW), the glass factory Zhengda (3149-TW) and Fuding (3413-TW) etc. In the future, Hon Hai is expected to further expand cooperation with Tesla, and the operation will also increase the imagination space.

According to comprehensive foreign reports, Tesla’s new electric car assembly plant is planned to be located in Santa Catarina (Santa Catarina) in Monterrey, Nuevo Leon, Mexico, and will be announced as soon as this week.

Liu Yangwei, chairman of Hon Hai, once said that Tesla is a branded car company, and Hon Hai is a commissioned design and manufacturing service company (CDMS) in the automotive industry. car order.


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