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Dongfeng Automobile Co., Ltd.
600006 · XSHG · Auto Manufacturers · China
Dongfeng Automobile Co., Ltd. is a key player in the automotive industry, primarily engaged in the production and distribution of motor vehicles and components. The company specializes in manufacturing a wide range of vehicles, including commercial trucks, passenger cars, and special-purpose vehicles, serving both domestic and international markets. As part of the Dongfeng Motor Group, one of China's largest automotive conglomerates, Dongfeng Automobile Co., Ltd. leverages robust research and development capabilities, contributing to China’s growing automotive sector. The company is also involved in the production of auto parts and engine components, supporting a broad network of manufacturing and supply chains. Operating within a critical sector of the economy, Dongfeng plays a significant role in supporting infrastructure, commerce, and the transportation industry, underscoring its importance in the domestic market and its ambitions on the global stage.
Industry
Auto Manufacturers
Consumer Cyclical sector · China
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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.