Driven by good opportunities and national policies, component companies have paid great attention to the development of new energy vehicle core motor technology, and also attracted the influx of capital from all parties. Then, at present, how is the layout of domestic new energy automobile motor enterprises, can it fly through the development of new energy vehicles?
Policy promotes capital competition
"From the current development trend of new energy vehicles, although the volume is small, there is a large incremental space in the future." Li Chengzhong, secretary of the board of directors of Yunyi Electric, said. According to the national new energy vehicle capacity planning, the number of new energy vehicles will reach 5 million in 2020, and it is still possible at present. China's new energy vehicle motor system accounts for nearly 15% of the total vehicle cost, and the market space is huge. According to an agency's calculation, it is estimated that by 2020, the demand for new energy vehicle motor drive systems will reach 50 billion yuan to 100 billion yuan.
Due to the rapid growth of new energy vehicle production and sales, the demand for electric motors and electronic control systems is experiencing explosive growth, and industrial capital is competing.
Li Chengzhong said: "The new energy vehicle is a project supported by the state. We have long-term planning in the field of new energy vehicles." Yunyi Electric is a leading enterprise in the field of automotive rectifiers and regulators, and is deeply cultivating the OEM/AM market for medium and high-end passenger vehicles. . The acquisition of Shanghai Lixin has the core technology capability of permanent magnet synchronous motor and controller, and supplies mainstream bus manufacturers such as Jinlong and Hagrid. The technology is mature and the customers are stable. The new energy vehicle motor and control system industrialization project has become Yunyi Electric's new layout channel.
The demand for new energy vehicles and the gradual maturity of key technologies have enabled the new energy vehicle motor system market to usher in rapid development. Enterprises with relevant technological advantages will have a rapid increase in market share.
Relevant persons of the China Association of Automobile Manufacturers said: "The field of new energy vehicle motors is currently mainly driven by Dayang Electric, Jingjin Electric, Shanghai Dajun and Shanghai Electric Drive which was acquired last year."
It is reported that these enterprises have a relatively early layout in the new energy motor market. From now on, the development trend of Jingjin Electric is better. Zhou Qingzhe said: "The domestic market is growing rapidly. Last year, it sold 30,000 sets of new energy vehicle motors." At present, the production, sales volume and export volume of precision electric drive motors are the highest in China's new energy vehicle motor field and have become One of the leading independent drive motor suppliers worldwide. According to industry sources, it is relatively early to make new energy motors. The technology originates from foreign countries. Before the export business, it is more well-known in the industry.
The parts industry believes that the new energy vehicle motor and control system is the core component of the new energy vehicle, not every enterprise can enter, the product needs strict verification and long-term running-in. From the report of listed companies last year, the new energy motor business grew rapidly, but it is still difficult to compete with Jingjin Electric, Dayang Electric and Shanghai Dajun.
High quality motor is in short supply
In recent years, industrial capital is pursuing the new energy automobile motor market, will there be excess capacity? Zhou Qingzhe said: "Not only will there be no overcapacity, but high-quality new energy motors will be in short supply."
In addition to the difficulty in meeting the needs of new energy auto companies, Li Chengzhong also said that production technology and management also need to be improved. Because many companies entering the field of new energy vehicles are not doing auto parts, it will take some time for them to directly cut into the automotive field. Another point is that the competition in the new energy vehicle market has not yet been fully cultivated, and the supporting parts enterprises have invested more, and the market cultivation will take time.
