The Fast Development Of New Energy Automobile Industry In China

By Author: Guchen Industry
Total Articles: 9
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Since 2021, all links of the new energy automobile industry chain have been in full swing.

Recently, Foton Smart Blue New Energy successfully delivered 170 pure electric city distribution light trucks equipped with 1000 Nm motors of Jingjin electric classic SD365 platform to e-commerce logistics industry leader-JD Logistics, all of which were put into Beijing city distribution logistics operations. This time, JD Logistics directly purchased Futian Zhilan in batches, which is to implement the call of Beijing's oil-to-electricity policy. It is a high recognition of Futian Zhilan and a great recognition of the refined electric drive system.

The electric drive system is one of the key components of new energy vehicles, and the technical threshold is high. It is difficult for new entrants to pass the industry standard certification in the short term.

This year is the beginning of the "14th Five-Year Plan" period. Judging from the latest production and sales data of new energy vehicles, there is no doubt that new energy vehicles will maintain a high degree of prosperity.

A person from Jingjin Electric told ...
... reporters that many new energy vehicle companies and core component companies have increased their investment in capacity construction because they recognize the huge growth space of new energy vehicles. Jingjin Electric has also made strategic reserves for production capacity.

Capacity utilization will continue to increase

Entering 2021, the new energy automobile industry chain has started capacity expansion. Especially upstream power battery companies are constantly working overtime due to the surge in orders. Companies led by CATL have announced plans for expansion.

The latest data released by the China Automotive Power Battery Industry Innovation Alliance shows that in January this year, my country's power battery output totaled 12.0GWh, a year-on-year increase of 317.2%.

This year, both the upstream and downstream of the new energy automobile industry chain are expected to maintain a high degree of prosperity has become a consensus in the industry. In addition to the continuous expansion of power battery companies, as one of the key components of new energy vehicles, electric drive companies are also actively deploying.

From the perspective of the technological trend of electrification, after the energy density of power lithium batteries has gradually entered a bottleneck period, the importance of the motor drive system that determines the performance of the vehicle has become more and more important. Regardless of the electrification technology path adopted, the electric drive system is the top priority in the future automotive industry chain.

According to the latest plan of the "Energy-saving and New Energy Vehicle Technology Roadmap Version 2.0", the technical direction of "full electric drive" is proposed, and a new technical structure and industrial chain layout of China's auto industry will be built, which will help form China's auto industry development. The overall idea and layout.

Jingjin Electric provides customers with overall technical solutions for electric drive systems. It is one of the few new energy vehicle core component companies in my country that can continue to obtain mass production orders for electric drive system products from a world-renowned large-scale vehicle group.

Customs export data obtained by GGII shows that from January to November 2020, the export declaration volume of Jingjin Electric's electric drive system exceeds 32,000 units, which is 9 times the year-on-year increase, and almost all of them are exported to the United States.

Public information shows that among domestic car companies, Jingjin Electric's product advantages and market share advantages have also been revealed. At present, it has established cooperation and supply with most vehicle companies such as FAW Hongqi, SAIC, Xiaopeng, Geely, and Guangzhou Automobile. relationship.

"At present, the demand for new energy vehicles at home and abroad has clearly recovered, and Jingjin Electric's future capacity utilization rate will be raised to a reasonable level." A person from Jingjin Electric told reporters that reserve capacity is a common choice for the industry to meet the outbreak of demand, and stage adjustments will make capacity utilization. It is normal for the rate to fall short of expectations. As the number of orders increases, the company reserves raw materials in advance according to production orders, and reserves the raw materials and finished products for the after-sales warranty of the sold products.

It is understood that different products on the same platform of Jingjin Electric have certain differences in mechanical structure, electrical characteristics, control strategies, power output and other fields. Products purchased between different vehicle companies (especially passenger cars) cannot be directly replaced.

The above-mentioned people also said that in this context, Jingjin Electric needs to reserve a certain amount of reserve for production capacity to ensure its competitiveness when acquiring new customers and new projects and to deal with the scheduling pressure during the peak period of centralized delivery.

Market share is expected to continue to increase

The Chinese market is the world’s largest market for new energy vehicles. The electrification of passenger vehicles has accelerated the development of the industrial chain. Since 2015, China has maintained its international position as the world’s largest sales market for new energy vehicles. In 2019, major global auto companies have continued Announce the new energy vehicle strategy, further expand the scale of investment in the electrification strategy, and accelerate the deployment of electrification and intelligence.

2021 is the year of the launch of the "14th Five-Year Plan", and new energy vehicles will go well. According to the China Association of Automobile Manufacturers, new energy vehicles are expected to reach 1.8 million this year, an increase of 40% year-on-year.

In January this year, the domestic sales of new energy vehicles was 179,200, a year-on-year increase of 286.38%. Among them, the sales volume of pure electric vehicles was 150,600 units, a year-on-year increase of 350.20%.

my country's new energy automobile industry has ushered in a good start, and the market continues to pick up. For the electric drive system industry, global competition is about to be fully launched in the Chinese market. In the future, domestic electric drive system companies will inevitably face competition from international companies such as Bosch, Nidec, BorgWarner, and Denso.

The industry believes that as the development of the new energy automobile industry continues to mature, the proportion and direction of government subsidies will continue to change. After the end of the short-term impact of the financial subsidy policy on the industry, the demand for electric drive system products of vehicle companies will gradually return from the excessive pursuit of low cost to the pursuit of power, economy, comfort, safety, and intelligence.

In fact, in recent years, the introduction of new products of Jingjin Electric has remained stable, focusing on the global high and mid-end market, comprehensively covering the drive motor assembly, controller assembly, and transmission assembly, and constantly updating.

The first mass-produced motor of Jingjin Electric was supplied by Fisker's Karma electric car, and it soon expanded its business to the three major automobile companies in Detroit. According to the company's prospectus, during the three years from 2017 to 2019, Fiat Chrysler became its top five customers for three consecutive years. Its main motor products exported to the United States are matched with Chrysler Grand Jielong PHEV and Jeep Grand Commander PHEV. Jingjin Electric has also provided a 200-kilowatt "three-in-one" electric drive assembly, that is, an integrated electric control-motor-reducer assembly for key American customers. The company's global business is positioned in E-class and D-class high-end passenger vehicles, with distinctive features.

In recent years, Jingjin Electric has made rapid progress in electronic control. At present, its high-power silicon carbide controller is supplied by the German Volkswagen Commercial Vehicle Group, and the 200kW silicon-based controller is supplied by the three major US companies. It is the only independent enterprise in my country that supports large-scale European and American vehicle groups in terms of electronic control.

The automotive industry has a strict quality management system. Auto parts companies need to pass the corresponding system certification before they can enter. New entrants in the industry need to spend a long time and large capital costs before they can pass the corresponding system management and customer certification. .

A person from Jingjin Electric told reporters that on the basis of the existing successful mass-produced high and mid-end product project experience, the company continues to strive for replacement products for existing customers on the one hand, and on the other hand, it is also actively expanding domestic and foreign high and mid-end incremental customers.

Some analysts said that as the technological trend of electrification gradually spreads in my country and the world, the product advantages and market share advantages of Jingjin Electric will be further revealed.

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