The core technology level of new energy auto parts needs to be improved

The core technology level of new energy auto parts needs to be improved

Since the financial crisis, whether in China or abroad, in the automotive industry, the promotion of new energy vehicles has been filled with our eyes and ears. This phenomenon can be seen at various auto shows. Car companies to promote their new energy vehicles are not only powerful, but some models are close to mass production. However, when the R&D of new energy vehicles is in the status quo, experts have expressed concern that in the core component technology of new energy vehicles, China's auto industry needs to be improved, which may be the bottleneck of the development of new energy vehicles.

The most important components of new energy electric vehicles are power batteries, electric motors and energy conversion control systems. The power batteries need to achieve high performance such as fast charging and safety, which is the highest technical threshold and the most profitable part. Therefore, professionals believe that the development bottleneck of new energy vehicles is mainly on power batteries. At present, hybrid power should be the mainstay, and the marketization of electric vehicles still needs time to cultivate.

Experts pointed out that batteries are very important for new energy vehicles, so the development of new energy vehicles is inseparable from the technical content of batteries. In terms of battery requirements, it must have high specific energy, high specific power, fast charging and deep discharge performance, and the cost should be as low as possible and the service life should be as long as possible. In this respect, China has fallen behind in the development of new energy vehicle batteries compared to international new energy vehicles that have been in development for decades.

Some people think that on new energy vehicles, we are on the same starting line as foreign countries, but it is not. Foreign countries have a long history of research and development of new energy vehicles and have obvious advantages. It is understood that Japan's lithium battery suppliers have already taken a big advantage in the market, and have begun to develop uniform battery specifications, safety standards and charging methods; the United States has been developing new energy vehicles for decades. In order to not rely on foreign lithium batteries, the United States has increased support for lithium battery manufacturers, and has spent $25 billion to promote the development of domestic lithium battery manufacturing; European automotive companies in green energy-saving and hydrogen-powered vehicles The development advantages of the aspect are more obvious.

Under such a realistic situation, the Chinese auto industry cannot be careless in the development and promotion of new energy vehicles. Experts believe that our development of new energy vehicles must not be satisfied with the assembly by purchasing advanced foreign parts, but to research and improve the core technology of parts. There is a process for the development of new energy vehicles. The bigger problem at present is the cost and core technology. The relatively high cost and the lack of core technology have affected the development of new energy vehicles. It is a problem that we have to face in front of us. .

Of course, at present, some car companies in China have made great achievements in the research and development of key components, but even these companies admit that their current advantages in many parts of new energy are not established, and there are still long The road is going.

It is understood that BYD, SAIC and other car companies have made certain achievements in the development of new energy vehicles, and have their own development direction, they have made progress in battery management capabilities, battery industry chain and electric drive gearbox development, and look forward to Forming its own vehicle integration, including electric air conditioning for new energy vehicles, electric steering, and improvements in new technologies such as ABS. Experts believe that these layouts will solve the difficulties of new energy vehicles in parts such as battery management systems, motors, motor drive control.

Although there are bottlenecks in development, China has a bright future in the new energy auto parts market. Roland Berger, an international management consulting firm, recently released a research report on the prospects of global new energy vehicles, and first mentioned the development prospects of global hybrid and electric vehicle parts. The report mentioned that the total value of China's electric drive assembly parts market will exceed 10 billion euros in 2020.

According to Roland-Beg experts, Chinese companies have an advantage in the development of new energy vehicles in the future, especially in the field of core components including batteries. According to expert analysis, this is because Chinese companies have the advantages of raw material cost, manufacturing equipment and labor cost, which will provide China with a foundation for the leap-forward development of electric vehicles. According to Roland Berger's forecast, Western Europe will become the main market by 2020. The annual sales volume of electric vehicles and plug-in hybrid vehicles will exceed 3 million units, and China will reach 1.58 million units, ranking second.

The research report shows that with the growth of electric vehicles and plug-in hybrid vehicles, the related parts industry will also expand rapidly. In 2020, the global hybrid and electric vehicle parts market, which is dominated by the United States, Japan, Western Europe and China, will grow rapidly. From different market segments, the total market value of Western Europe is expected to exceed 22 billion euros by 2020; between 2011 and 2020, the best estimate of the US market will increase from 2.4 billion euros to 16.5 billion euros; The Japanese market will also grow significantly, rising from 800 million euros to 3.8 billion euros without exports.

What is striking is that by 2020, the total value of China's electric drive assembly parts market will exceed 10 billion euros. Among them, the total market capitalization of the market in 2011, 2014 and 2017 is 600 million, 2.4 billion and 5.6 billion euros respectively. The median estimated market value will also reach 6.5 billion euros in 2020, even if it is conservatively estimated to reach 24 One hundred million euros.

According to reports, among all the components related to plug-in hybrid vehicles and electric vehicles, in 2020, batteries account for the largest share of the global parts market, and the market size will be between 9.6 billion euros and 297 euros. Experts believe that Chinese suppliers have huge cost advantages compared to suppliers in Japan, South Korea, North America and Europe. Therefore, the difference in quality standards, life and price of batteries in the future will become smaller and smaller.

The current situation is that most Western suppliers currently purchase expensive lithium-ion battery production equipment from the United States or Japan. Because lithium ion products have very high quality requirements, they have no other choice. Chinese producers have already used locally developed production equipment in non-essential production processes because China's labor costs are relatively low, and labor is used to replace some of the machine's production links. Experts believe that the demand for electric vehicle batteries will become the main source of future lithium production growth, and it is expected to have a compound annual growth rate of 70% by 2020.

Note: The components of the electric drive assembly include power electronics systems related to plug-in hybrid and pure electric vehicles, batteries and motors, and generators, gearboxes and other components.

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