The development trend of China's new energy automobile motor industry in 2016

2021-06-15 cetl 254

In 2015, my country's new energy vehicle production reached 340,000, a year-on-year increase of 330%. According to the "Energy-saving and New Energy Vehicle Industry Development Plan (2012-2020)" issued by the State Council, by 2020, the production capacity of pure electric vehicles and plug-in hybrid vehicles will reach 2 million, and the cumulative number of vehicles will exceed 5 million. The rapid development of new energy vehicles will inevitably promote the demand for electric vehicle parts, and the motor and control system, as the core of the electric vehicle drive system, will usher in a huge room for development.

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In the field of electric vehicles, motors and control systems are the core components of power system integration. They are composed of motors and their controllers. The controllers are mainly composed of IGBT power modules, automotive film capacitors, printed circuit boards (PCBs), and micro-control units ( MCU) and other electronic components are integrated, and various subsystems are integrated and coordinated to control electric vehicles.

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电动汽车电控系统构成与关键模块

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At present, the core technology of the electronic control system has not yet been localized and is monopolized by foreign countries. For example, IGBT power modules are mainly provided by suppliers that produce inverters for electric vehicles such as Toyota Industries, Mitsubishi, and Meidensha. Therefore, there is a certain technological development and production in China. Capable companies will usher in huge development opportunities and accelerate the process of import substitution.

国内企业掀起新能源汽车驱动电机系统业务布局热潮

企业
时间
新能源汽车电机电控业务布局
卧龙电气
2015.7
与上海大郡合资设立新能源电机合资公司
大洋电机
2015.6
35亿元收购上海电驱动100%股权,达到横向整合目的
信质电机
2015.7
收购美国 RMS 公司 40%股权,掌握美国最先进新能源驱动电机电控技术
正海磁材
2014.1
发行股份及现金购买上海大郡81.5%股权
方正电机
2015.6
发行股份并配套募集资金收购上海海

 According to the development of new energy vehicles in my country in the next five years, combined with the value of tens of thousands of yuan per vehicle motor and control system, the electric vehicle drive motor system will reach a market capacity of nearly 100 billion. In recent years, domestic companies have set off an upsurge in the layout of electric vehicle drive motor systems in order to obtain rapid growth in revenue.
 In recent years, the demand for low-speed electric vehicles in the second and third-tier cities and towns has increased. Local governments have successively introduced low-speed electric vehicle management measures to allow low-speed electric vehicles on the road. According to statistics, the national low-speed electric vehicle sales exceeded 700,000 in 2014, and it is estimated to reach 1.5 million in 2015. The rapid growth of low-speed electric vehicles has spawned market demand for electric motor control systems and helped auto parts companies to expand their new energy vehicle business from low-end to high-end.