理想TOP2·2025-07-14 15:44Core Viewpoint - The company emphasizes the strategic decision to source rear motors from multiple suppliers, including HW Digital Energy, to ensure supply security and maintain competitive quality and cost [10][12][15]. Group 1: Supplier Strategy - The rear motor for the L series is a conventional 200kw drive motor, with ample market supply and competition among suppliers [10][11]. - The company collaborates with three suppliers—HW Digital Energy, BorgWarner, and United Electronics—allowing for interchangeable parts across different models [11][15]. - The decision to have multiple suppliers is to mitigate risks associated with supply chain disruptions and quality issues [12][13]. Group 2: Technical Capabilities - The most challenging component is the front five-in-one motor, which the company has developed in-house [16][21]. - The rear motor technology does not pose significant challenges, allowing the company to utilize external suppliers without compromising on quality [14][15]. Group 3: Competitive Landscape - The company does not fear supply chain issues from HW, as the two entities operate independently within their respective business segments [17][21]. - The relationship between HW Digital Energy and the company's vehicle production is likened to independent operations within a larger corporate structure, similar to how different divisions of SAIC operate [22][24]. Group 4: Industry Collaboration - The company advocates for collaboration within the Chinese new energy vehicle sector, emphasizing the importance of collective efforts to enhance the industry for the benefit of consumers and the nation [26].