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Zotye Automobile Co. Ltd.
000980 · XSHE · Auto Manufacturers · China
Zotye Automobile Co. Ltd. is an automotive manufacturing company based in China, specializing in the production of passenger vehicles. As a significant player in the automotive sector, Zotye focuses on developing, producing, and selling a wide range of vehicles, including electric cars, compact cars, and sedans. The company's endeavors into electric vehicles align with global shifts towards sustainable transportation solutions, reflecting a broader industry trend geared towards reducing emissions and environmental impact. Zotye supplies both domestic and international markets, leveraging China's vast industrial infrastructure to scale production and accessibility. Its contribution to the automotive industry is pivotal, as it aligns with China's growing emphasis on innovation in vehicle technology and the promotion of new energy vehicles. Zotye's strategic positioning within this dynamic market underscores its influence and potential in shaping future automotive developments both within China and internationally.
Industry
Auto Manufacturers
Consumer Cyclical sector · China
Stories
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Key Metrics
This company does not currently pay dividends.
Valuation9
Coordination
Supply Chain
EV Battery Supply Chain
The EV battery supply chain is shaped by three structural constraints that interact to determine who can participate and at what scale: a single battery cell requires lithium, cobalt, nickel, manganese, and graphite — each sourced through its own constrained supply chain — meaning disruption to any one mineral cascades through cell production; gigafactory-scale manufacturing demands $2-5 billion in capital and two to three years to reach production quality, concentrating cell production among a small number of firms; and no single battery chemistry optimizes for energy density, safety, cost, and longevity simultaneously, forcing the system into parallel technology paths that fragment scale advantages.
Automotive Supply Chain
The automotive supply chain is shaped by three root constraints: just-in-time assembly dependency where parts must arrive in exact sequence to moving production lines, platform integration complexity where a single vehicle contains 20,000-30,000 parts sourced from hundreds of suppliers, and tooling commitment where retooling a production line requires years and billions of dollars in irreversible capital.