On February 4th, the National Development and Reform Commission released the 2016 “Guidance Catalogue for Key Emerging Industries' Key Products and Services†(referred to as “Catalogueâ€). The “Catalogue†of the detailed study involved 8 auto parts products, including automotive electronics, new energy motors and control systems, new energy automotive electrical accessories, plug-in hybrid special-purpose engines, energy recovery systems, fuel cells and materials, Auto parts remanufacturing and 3D printing. Nantong Dongfang fitness equipment Co., Ltd , https://www.dongfangfitness.com
Among them, some emerging industries have attracted an upsurge of investment inside and outside the industry. Nowadays, under the guidance of the Catalogue, these important auto parts and components will certainly attract more investment in industries and become the “tuyere†for the development of the auto parts industry in the future.
The key core technologies of automotive electronic automotive electronic systems include electronic control units, control and software technologies, and electronically controlled actuators. Among them, the investment in the field of automotive electronics chips can be described in full swing in recent years. The relevant agencies predict that the demand for China's automotive electronics chip industry will continue to grow. By 2021, the demand scale of the automotive electronics chip industry will reach approximately RMB 50 billion.
Under the Blue Ocean, domestic chip makers have also stepped up their technological upgrading efforts and sought to replace imported cores with "China Core." Last year, an enterprise in Suzhou autonomously developed core chips for DC high-power charging piles for new energy vehicles, breaking the monopoly of foreign countries, and the core chips of charging piles for new energy vehicles were first realized domestically. Today, the "Catalogue" can be said to add a firewood to the automotive electronics in full swing.
Brake energy recovery system Brake energy recovery is one of the important technologies for electric vehicles and hybrid vehicles. Affected by different vehicle conditions and other factors, it can generally achieve energy recovery of 10% to 20%. Therefore, more and more new energy vehicles use brake energy recovery systems. The braking energy recovery involves various aspects such as the vehicle electronic control, power battery, and drive motor, and the technology is relatively complex.
In recent years, domestic independent component companies have made breakthroughs in this core technology. For example, Asia Pacific has successfully developed a new energy vehicle braking energy recovery system integrating braking energy recovery control and ABS. Wuhan Yuanfeng also cooperates with domestic automobile companies. Universities and colleges have jointly developed hydraulic ABS based on brake energy recovery systems. With the development trend of circular economy and new energy vehicles, the energy recovery system is about to usher in a period of rapid development.
The new energy motor and control system motor and control system are important core components of new energy vehicles, and its technology level directly affects the development of the new energy automotive industry. Compared with new energy car batteries, the independent research and development level of the motor and control system is weak, but with the vigorous development of domestic new energy vehicles, this core technology has also made great progress.
In 2016, Huichuan Technology cooperated with Brusa Switzerland to develop core components such as reducer, HSM hybrid synchronous motor and passenger car motor controller. Recently, Founder Motors and Yuchai have cooperated on the core components of energy-saving and new energy vehicles. Jointly develop a new generation of new energy commercial vehicle drive systems. With the gradual improvement of the domestic motor and electronic control system industry chain, the localization rate is continuously increasing, and the market growth rate is expected to exceed the growth rate of the new energy vehicle vehicle market.
Fuel Cells and Materials At present, in addition to the development of pure electric vehicles, new technologies based on hydrogen fuel and methanol fuel have also become the focus of vehicle manufacturers and component companies. In 2017, China's subsidy policy for fuel cell vehicles also prompted fuel cells and materials to become investment hotspots. General Motors and Honda Motors announced the formation of a joint venture to develop and mass produce a new generation of fuel cell systems and hydrogen storage technology.
Domestic parts and vehicle manufacturers have begun to set up this new industry. For example, Dulwich New Materials and American Hybrid Power Co., Ltd. signed an agreement last year to jointly develop and promote hydrogen fuel cell technology; Nanjing Jinlong and Canadian New Energy Vehicle Fuel Cell R&D Enterprises jointly develop new technologies for autonomous energy production of hydrogen fuel cells for new energy vehicles.
The new energy automotive electrical accessories mentioned in the “Catalogue†of New Energy Automotive Electrical Accessories include electric brake vacuum pumps, electric air compressors, electric power steering systems, electric air conditioning and thermal management systems. Among them, the new energy automotive air-conditioning compressor technology continues to improve, driven by the vehicle, air-conditioning compressor market growth is broad, not only the traditional auto air-conditioning manufacturers continue to expand the territory, outsiders are also actively enter, such as Gree will join hands Zhuhai Yinlong march Automotive air conditioning manufacturing.
At the same time, the technology of the electric power steering system is becoming more and more mature, and the level of products of independent companies can be compared with foreign capitals. The data shows that by 2020, the EPS market penetration rate in China will reach 65%, and the market penetration rate of EHPS (electronic hydraulic power steering system) is expected to reach 15%. This is the investment hot spot for future new energy auto parts.
Auto Parts Remanufacturing Auto parts remanufacturing covers engines and their accessories, transmission systems, brake systems and other components. In Europe and the United States, auto parts remanufacturing has formed a complete system in terms of technology, processing, and sales, and the recycling rate of auto parts is high. China's auto parts remanufacturing started relatively late and is a new industry.
Driven by relevant policies, especially in 2016, the “Recycling and Remanufacturing of Disused Automobiles Five Assembly†policy was approved, and auto parts remanufacturing will usher in rapid development in 2017. Although China's current remanufacturing of auto parts is relatively small, focusing on engines, generators and other products, it has been diversified and focused, the quality of remanufacturing and market systems have gradually improved, and progress and industrialization of remanufacturing research and application have been achieved. Initial results.
Plug-in hybrid engine The plug-in hybrid engine system mainly includes Atkinson cycle engine and dedicated engine. "Made in China 2025" proposed the development of a "high-performance plug-in hybrid powertrain and extended-range engine." Atkinson cycle engine is mainly used in hybrid models, such as Toyota Prius, Corolla and other mixed version, Lexus CT200, RX450h mixed version, Honda Accord mixed version.
China's development in the hybrid powertrain system is relatively weak. Due to the problem of continued mileage, experts believe that the market for dedicated engines with increasing program size has broad prospects. The core technologies for the integration of high-efficiency engines and generators will be studied to form independent development and supporting capabilities for the extended range systems. Is the focus of development. At present, domestic companies such as Weichai, Yunnei Power, and Dongan Power are all engaged in the research and development of related products and technologies.
As a rapid prototyping technology, 3D printing 3D printing is not uncommon in the field of automotive parts, but large-scale adoption is still rare. The Ministry of Science and Technology of China has included 3D printing in the National High-Tech Research and Development Technology (863 Program) and established the world's first 3D printing industry alliance.
Traditional vehicles consist of tens of thousands of parts, and the world’s first 3D printing vehicle, Urbee2, has approximately 50 parts, which greatly simplifies the automotive production process. For a variety of reasons, 3D printing technology will have a profound and lasting impact on the auto parts industry.
Recently, the University of Nottingham, UK, has developed 3D-printed automotive parts that improve fuel efficiency. Although mass-produced 3D printed parts and components are still in the exploratory stage due to a variety of factors, such as printing materials and printing technology, related auto parts companies should also pay attention to this advanced technology in a timely manner and do it for future large-scale applications. Good technical preparation.
April 20, 2023