原创 突发！国产激光雷达第一厂商疑似成为特斯拉供应商？！

据传感器专家网获悉，当地时间10月19日《路透社》报道，墨西哥新莱昂州州长Samuel Garcia周三在上海访问期间称，特斯拉的两家中国供应商（原文：Two Chinese suppliers for Tesla）将在墨西哥北部新莱昂州投资近10亿美元，特斯拉自身正计划在该州建厂。新莱昂州的一名代表透露，这两家计划在当地投资的（特斯拉中国供应商）分别是宁波拓普集团和禾赛科技，前者计划出资7亿美元，后者计划出资2.6亿美元。

值得一提的是，禾赛科技是中国及全球领先的激光雷达厂商，据Yole最新的《2023年全球车载激光雷达市场与技术报告》显示，禾赛科技的激光雷达产品出货量位居全球第一，占据最大市场份额。

今年3月，特斯拉宣布将在新莱昂州建立一个大型工厂，该州目前已经有相关供应商，墨西哥官员称这是一项超过50亿美元的投资。Garcia在特斯拉上海工厂拍摄的一段视频中说，宁波拓普集团希望今年年底在新莱昂州开始生产。

两家公司没有立即回应置评请求。

宁波拓普集团主要开发减震产品和其他汽车零部件，而禾赛科技则为自动驾驶汽车和机器人等应用领域制造激光雷达传感器。

新莱昂州官员说，预计宁波拓普集团将创造约10000个就业机会，禾赛将创造多达4000个就业机会。

目前，特斯拉尚未在新莱昂州动工建设，开始生产的时间表也尚未明确。特斯拉位于德克萨斯州奥斯汀的工厂距离美墨边境仅数小时车程。

“我们非常高兴，因为一切似乎都表明新莱昂州的工厂将是奥斯汀工厂的两倍。”Garcia说道，并指出特斯拉已经从新莱昂州采购电池、软件、计算机和其他零部件。

内容来源：https://www.reuters.com/business/autos-transportation/chinese-suppliers-invest-mexican-state-where-tesla-planning-factory-state-2023-10-18/

原文：

MEXICO CITY, Oct 18 (Reuters) - Two Chinese suppliers for Tesla will invest nearly a billion dollars in the northern Mexican state of Nuevo Leon where the automaker is planning a new factory, Nuevo Leon Governor Samuel Garcia said during a trip to Shanghai on Wednesday.

The planned investments include $700 million from Ningbo Tuopu Group (601689.SS) and $260 million from Hesai Technology , a Nuevo Leon representative said.

Tesla announced in March it would build a large plant in the state, where it already has suppliers, in what Mexican officials described as a more than $5 billion investment. Speaking in a video filmed at Tesla's Shanghai factory, Garcia said Ningbo Tuopu Group was looking to begin production by the end of the year in Nuevo Leon.

The companies did not immediately respond to requests for comment.

Ningbo Tuopu Group develops shock absorption products and other auto parts, while Hesai Technology makes lidar light sensors for applications like autonomous vehicles and robots.

Ningbo is expected to create some 10,000 jobs, and Hesai, up to 4,000, Nuevo Leon officials said.

Tesla has not yet begun construction in Nuevo Leon, and its timeline for starting production is unclear. Its factory in Austin, Texas, is several hours away just north of the U.S.-Mexico border.

"We're very happy because everything seems to indicate that the Nuevo Leon site will be twice as big, at least, as the one in Austin," Garcia said, noting that Tesla already sources batteries, software, computers and other parts from Nuevo Leon.