Aluminum is optimistic about new energy automotive market

According to the bulk non-ferrous nets, new energy vehicles are a new branch of the automotive industry. New energy vehicles, unlike traditional cars, use batteries as their driving force to drive the car, which is constrained by the weight of the power battery and the mileage of the battery. The high pressure of automobile energy-saving and emission-reduction policies has made vehicle body lightweighting a top priority for car companies in vehicle design and material application.

According to the results of exchanges between Beijing Haohui and several new energy automakers, aluminum alloy market research institutes have shown that mature aluminum alloy materials are the first choice for new energy vehicle manufacturers. Therefore, relevant aluminum processing enterprises should seize the opportunity for the rapid development of new energy vehicles and make full use of aluminum materials in new energy vehicles.

Policies encourage the development of new energy vehicles

On March 5, 2015, Premier Li Keqiang of the State Council mentioned in his government work report at the Third Session of the Twelfth National People's Congress that it is necessary to promote new energy vehicles so as to facilitate the management of exhaust problems of motor vehicles.

On January 5, 2015, the Ministry of Industry and Information Technology released the newly revised “Limits on Fuel Consumption of Passenger Vehicles”. From 2015 to 2020, China's annual set fuel consumption standards were 6.9 liters, 6.7 liters, 6.4 liters, and 100 liters per 100 kilometers respectively. , 5.5 liters and 5 liters. This national mandatory standard will be implemented from January 1, 2016.

On March 18, 2015, the Ministry of Transport issued the "Implementation Opinions on Accelerating the Promotion and Application of New Energy Vehicles in the Transportation and Transportation Industry," stating that by 2020, the application of new energy vehicles in the transportation industry will begin to take shape in cities. The total volume of buses, taxis, and city logistics and distribution reached 300,000.

The “Made in China 2025” strategy identifies 10 industries, including: energy-saving and new energy vehicles.

The introduction and implementation of these industrial policies have laid a solid foundation for the rapid development of China's new energy vehicles.

Global Development of New Energy Vehicles

With the release and implementation of global automotive energy-saving and emission reduction policies, in recent years, global new energy vehicles have shown an explosive development trend.

According to the “China and Foreign Aluminum Processing Business Information” data, by 2014, the cumulative total sales volume of pure electric vehicles and hybrid vehicles in the world was 740,000 vehicles, of which 320,000 vehicles in 2014 accounted for 43.2%. The United States is the world’s largest producer and seller of new energy cars. In 2014, it sold 120,000 vehicles. Japan is the world’s largest producer and seller of hybrid cars. The development of European plug-in hybrid cars is also very rapid. It represents Volkswagen, BMW, Mercedes-Benz and Volvo.

In 2014, the production of new energy vehicles in China was 83,900, an increase of nearly 4 times year-on-year. Among them, 37,800 were pure-electric passenger cars, a three-fold increase year-on-year; the number of plug-in hybrid passenger cars was 16,700, an increase of nearly 22 times year-on-year; and the number of pure electric commercial vehicles was 15,700, an increase of nearly four times year-on-year. The number of plug-in hybrid commercial vehicles was 13,800, a year-on-year increase.

In the first quarter of 2015, China produced 27,271 new energy vehicles and sold 26,581 vehicles, which were 2.9 times and 2.8 times more than the same period of last year. Industry experts predict that in 2015 China's new energy vehicle production or sales will reach 200,000 vehicles.

According to research data from Beijing Yanhui, domestic new energy vehicles (including foreign-owned automobile enterprises in China) mainly include BYD, BAIC, Chang'an, SAIC, JAC, SAIC, FAW, Dongfeng, Jiangling, Zhongtai, Lifan, Geely and Chery. Ten.

SAIC Motor’s own brand, Roewe, will launch five new energy models in recent years. By 2020, SAIC’s new energy vehicles will reach an annual production target of 200,000 vehicles.

Changan Automobile will launch a new energy vehicle development strategy for the next 10 years and will develop 34 new energy models. Among them, there are 27 models of pure electric motors and 7 types of plug-in hybrids. By 2020, the cumulative sales target for Changan New Energy Automobiles will be 400,000. Formed four major new energy automobile production bases in Chongqing, Beijing, Baoding and Shenzhen.

BYD is a leader in new energy vehicles and passenger cars. It has successively established new energy vehicle manufacturing plants in nine cities including Nanjing, Changsha, Tianjin, Kunming, Xian, Shenzhen, and Huizhou.

Yutong Bus has sold 13,798 new energy buses in 2014 and has become the world's first car company with sales of more than 10,000 new energy buses. At present, Yutong New Energy Bus Production Line has covered a full range of 7 to 18 meters.

Li Longheng, director of Shenlong Automotive Materials Division, revealed that in 2015, Shenlong Motors will launch 3 new energy automobile projects, whether it be hybrid vehicles or not, when attending the 2015 (2nd) Lightweight Traffic Equipment-Aluminum Alloy Application Cooperation Summit. Purely electric models have their front cover material aluminized.

All-Al New Energy Bus Develops Rapidly

All aluminum new energy bus is a new bright spot in the automotive industry in China in the past two years. The application of aluminum alloy materials to urban buses and buses further embodies the concept of “cleanliness, green, and safety” in the city, highlighting the charm of aluminum alloy “energy saving and environmental protection”.

According to "China and foreign aluminum processing business information," the report: Suzhou Aojie New Energy Bus Co., Ltd. is a representative car company of domestic aluminum passenger cars, its production of passenger car body, passenger car floor, passenger car door, anti-collision beam, cargo room are Made of aluminum alloy material. The company's all-aluminium new energy buses have been mass-produced and put into operation on bus lines such as Shanghai Pudong Bus, Jiading Bus, and Zhuhai Bus. What is even more commendable is that the company promised to recycle all aluminum cars sold after the end of the vehicle operation cycle and fully reflect the value of aluminum metal recycling and recycling.

The all-aluminum pure electric passenger car manufactured by Shanghai Shenhua Bus Co., Ltd. in cooperation with Epson Motor Co., Ltd., debuted at the 2015 Shanghai Auto Show. The all-aluminum SLK6109 hybrid bus manufactured by Shanghai Shenlong Bus Co., Ltd. has entered the Shanghai Bus and Singapore Bus Markets and won the “Best Bus in China 2014” award. The all-aluminum pure electric buses manufactured by Xiamen Kinglong Wagons Co., Ltd. have been exported to the Netherlands and Norway. The Nanning Yuanzheng Aluminum Body New Energy Vehicle is under construction. Upon completion, it will form an annual production capacity of 20,000 full-aluminum bodywork new energy buses.

Aluminum is optimistic about new energy automotive market

As new energy vehicles are affected by battery weight and battery life, the vehicle body is more important than traditional automobiles. In lightweight automotive materials, the overall cost-effectiveness of aluminum alloy materials is higher than that of steel, magnesium, plastics and composite materials, regardless of the application technology. Operational safety and recycling use all have comparative advantages. The rapid development of aluminum vehicles at home and abroad is enough to prove this point.

The components of aluminum used in new energy vehicles include bodywork, wheels, chassis, bumpers, floors, power batteries and seats. The body consists of a body frame made of high-performance aluminum profiles and skins and doors made of high-precision aluminum plates; aluminum alloy wheels (cast aluminum or forged aluminum wheels); and the chassis includes high-strength large-section aluminum structural parts and aluminum alloy forgings. ; bumper beam bumpers made of profiles; new energy passenger car floor; lithium ion batteries and aluminum ion batteries. Lithium-ion batteries include positive electrode aluminum foil, aluminum battery case and battery aluminum tray (Europe and American battery trays are all made of aluminum alloy, domestic battery trays are made of aluminum alloy and stainless steel), and new energy passenger car seat systems.

The application of aluminum alloy materials in new energy vehicles will vary according to the concept of different car companies and the design of different models. All-aluminum body new energy vehicles will have large usage, and other new energy vehicles will use relatively less. Some auto parts purchase aluminum parts themselves, and some auto parts purchase parts made of aluminum and go directly to the assembly line.

It is worth mentioning that at present, China adopts a financial subsidy policy for new energy vehicles, and some foreign brand new energy automobile manufacturers plan to invest in China to build a new consumer car market in order to share this preferential policy and at the same time be optimistic about the large consumer market of China's new energy vehicles. Energy automotive factories, foreign brands of new energy vehicles with a large amount of aluminum, driven by material costs, will be part of the nearby procurement of aluminum or aluminum products produced in China.

It is understood that the United States Tesla plans to invest and build factories in China. Tesla China General Manager Zhu Xiaoyun recently stated that Tesla will begin localization operations in the near future and will purchase auto parts in China. This will be an opportunity for the relevant aluminum processing companies to enter the aluminum energy procurement chain for foreign investment in new energy vehicles.

In short, the amount of aluminum used in new energy vehicles is more than that of other automobiles. The rapid development of China's new energy vehicles will certainly promote the booming market for aluminum in the new energy vehicle segment. Related aluminum processing companies should pay attention to China's new energy automotive industry. The development, seize the opportunity, and cooperation with the car companies, develop high-performance, highly applicable aluminum or deep-processed aluminum parts to meet the application needs of new energy vehicles lightweight.