Second, the competition pattern of the motor industry
The motor supply is different from the rest of the new energy industry chain. The vehicle itself will also have internal supply. In 2016, the third-party supply of motor and the internal supply of the vehicle accounted for 56.24% and 43.76% respectively.
According to the statistics of the whole vehicle and third-party statistics, the top three in the industry market share are the whole vehicle enterprises, namely BYD, Beiqi and Yutong buses, with market share of 25.12%, 9.28 and 4.81% respectively. BYD ranks first in the market share of drive motors for passenger cars and commercial vehicles, with market share of 32% and 19% respectively. The share of BAIC New Energy and Shanghai Electric Drive market share is also relatively high, ranking 13% and 7% respectively in the industry second and third. The market share of Yutong and Zhongtong in the bus field is 18% and 7% respectively ranked second and third in the industry, and the top three in the special-purpose vehicle industry are Nanjing Yuebo Power, Beiqi New Energy, Shenzhen Minfu Woergy, corresponding market share. They are 19%, 9% and 7% respectively. If it is based solely on third-party motor manufacturers, the top three industries are Juyi Automation, United Electronics and Precision Electric, based on third-party production, with corresponding market shares of 8.93%, 8.28% and 7.50% respectively.
Third, the development trend and competition pattern of the electronic control industry
The market space of the electronic control can be roughly referred to the market space of the motor industry. The cost ratio of the two is small in the overall cost of new energy vehicles. According to our calculation, the market space of the electronic control industry in 2017 is about 7.56 billion yuan, and the market space in 2020 is about 18.70 billion. Yuan, the composite growth rate of 2017-2020 is about 35.2%.
From the total number of passenger cars, buses and special vehicles, BYD, BAIC New Energy and United Automotive Electronics accounted for 25%, 9% and 7% respectively, ranking the top three in China.
In terms of subdivision, BYD's market share in the passenger car and bus industry is 32% and 19% respectively, which are the first in the segment. BAIC New Energy and United Electronics mainly share in the passenger car market. High, 13% and 11% respectively, belonging to the second and third sub-sectors. In terms of models, Yutong, Zhongtong and Beiqi Futian have a higher market share in commercial vehicles. The electronic control rate of Lanhai Huateng, Beiqi New Energy, Nanjing Yuebo Power and Shenzhen Minfuwo can be used in the special vehicle field. high.
