Dear Secretary, your company mentioned in the meeting that the value of the company's new energy vehicle high-voltage connector is 1,000-3,000 yuan per unit, but the company also mentioned that the supply to Tesla is 200 yuan per unit. Why is there such a big discrepancy?

2025-01-13 04:20
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Record: Dear investor, thank you for your attention. Regarding your question, we will answer you as follows: 1. Regarding the supply of 200 yuan per unit to Tesla, due to confidentiality and other terms with customers, Record did not disclose all customer information, and Record did not publicly disclose its cooperation with Tesla. 2. Regarding your question about the value data of high-voltage connectors for new energy vehicles, Record was not proposed by Record. It should be a data estimate of the use of high-voltage connectors for single vehicles that can be obtained from industry and network public information. Due to the differences in the division of products and data accuracy by each publishing entity, it can only be used for reference. Please refer to official data for accurate data. 3. Regarding the value of high-voltage connectors for new energy vehicles, it is 1,000-3,000 yuan per vehicle. It is generally believed that due to the differences in the types and quantities of high-voltage connectors used in different models, this value is the approximate range of the total value of high-voltage connectors used for single vehicles. It refers to the sum of the value of products supplied by multiple high-voltage connector suppliers per vehicle, which is not inconsistent with the supply value of 200 yuan or other amounts for a certain model or customer of Record. I hope the above content can help you solve your doubts, and I also hope that we can help everyone better understand new energy vehicle connector products. Thanks!