1. Comparison of technical level and foreign level
The technical index of the drive motor has been almost the same as the international level. The power density of the motor can reach 2.68KW/KG, and the high-efficiency area of the motor system is further widened. The highest efficiency of the system is over 94%.
Technical challenges: There are still deficiencies in reliability and environmental adaptability assessments. The DC/AC and DC/DC power electronics assemblies are bulky.
The key power electronic components still need to be imported, and the cost accounts for nearly half of the controllers. At present, enterprises have begun to develop and try them out. The upstream industrial chain has not yet been fully formed, and the quality has not yet fully met the needs of the automotive industry.
2. The gap between the industrialization level and the foreign level
There are still some gaps in industrialization and foreign advanced levels. For example, the Prius, its annual production and sales scale is very large, and our degree of industrialization is different from them.
The professional process and manufacturing process technology for industrialization needs to be improved; special processing equipment and test equipment: most of the key production equipment and instruments in the field of drive motors are mainly imported, and domestic equipment manufacturers are mainly involved in the low-end market. Motor production line construction and quality management system.
3. According to the needs of the industry, the key areas need to be strengthened.
1) Common key technologies for common modularization, reducing the research and development costs of the industry.
2) Strengthen electromechanical coupling design and integrated integration to improve vehicle adaptability.
3) Strengthen key common technology research and establish effective technical indicators and evaluation systems.
4) Strengthen research and application of reliability, durability and environmental adaptability technologies.
5) Develop key equipment in conjunction with major national projects.
Question and answer communication
1. Competition pattern of new energy vehicle drive motor industry
There are not many companies that can truly develop synchronously with the entire vehicle. Drive motor companies must develop and produce, both to provide motors and controllers to OEMs, except for companies that are more mature in the field of electronic control, such as Yutong Bus.
The drive motor enterprises mainly include Shanghai Electric Drive, Dayang Electric, Shanghai Dajun, Jingjin (mainly external support, not much domestic support), and CSR Times electric vehicles. The CSR era electric vehicle was originally based on motor and controller. Its basic conditions are very good. Because it was born in the railway locomotive, its motor is now gradually equipped with the whole vehicle, and the external support is relatively small.
Huichuan technology, as a controller, it used to be an industrial inverter, and now it is going to the car.
In the past, there were also some listed companies that said that they would be involved in the drive of new energy vehicles, but there were very few domestic mainstream automakers, especially car companies.
2, Tesla wins in the car positioning
Tesla is a very cool car, it has two eye-catching eyes, one is four seconds and 100 kilometers acceleration, and the second is 480 kilometers driving range.
The acceleration time is very related to the motor power. Generally, the domestic new energy vehicle motor is below 50KW, and the Tesla is about 200KW. It is of course very fast to increase the power.
This driving range: Most of the batteries used in domestic electric cars are at 20 degrees. Tesla has three options. This 480-kilometer driving range is equipped with 85-degree electric power, and the battery belt is more. The driving range is of course farther.
The less the battery, the lighter the weight and the lower the energy consumption. Therefore, if the car is positioned for commuting, it does not need to bring so many batteries.
3. Changes in the cost of batteries and motors for new energy vehicles
The demand for technology is different, and the cost gap is large. In 2013, the cost of batteries and motors in the whole industry dropped greatly.
The driving motor is not the same as the car and the commercial vehicle. The production and sales of the car are large, and the cost is reduced after the scale goes up. The size of the new energy vehicle of the commercial vehicle enterprise is generally much smaller than that of the passenger car.
