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Aima Technology Group Co., Ltd.
603529 · XSHG · Auto Manufacturers · China
Aima Technology Group Co., Ltd. is a leading company in the production and distribution of electric two-wheeled vehicles. The company specializes in developing versatile and environmentally friendly electric bicycles and scooters, tailored to address the growing demand for sustainable urban transportation solutions. Through its diverse portfolio, Aima Technology Group caters to a wide array of consumer needs, ranging from daily commuting to recreational riding, thereby contributing significantly to the enhancement of green mobility options. With its headquarters based in China, the group leverages advanced manufacturing techniques and cutting-edge research and development to maintain its competitive edge in the electric mobility space. Aima's commitment to quality and innovation has positioned it prominently within the industry, offering its products across domestic and international markets. Within the financial markets, Aima Technology Group Co., Ltd. plays a pivotal role by supporting the transition towards sustainable energy models, appealing to investors interested in green and technology-driven growth sectors.
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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.