Panoramic carding of the industrial chain of new energy vehicles: there is still a gap between the "three-electricity technology" and the international top technology level
The upstream mainly provides raw materials and parts for the vehicle manufacturing in the middle reaches. The raw materials include lithium, cobalt and other mineral resources. Positive electrode material, negative electrode material, electrolyte, diaphragm, etc. * * * Together form a battery cell and a battery pack; Power battery, drive motor and electronic control are the core components of the whole vehicle. The middle reaches are the whole vehicle manufacturing of new energy vehicles, which are subdivided into passenger cars, commercial vehicles and special vehicles according to their functions. Downstream includes charging service and after-sales service. Charging services include charging equipment, power exchange equipment, battery recycling, etc. Aftermarket services include auto finance, auto insurance, auto rental, used car trading, auto repair and maintenance, auto disassembly and recycling, etc.
The upstream component "three-electric system" is the core part that distinguishes new energy vehicles from traditional fuel vehicles, accounting for about 50% of the total vehicle cost. In recent years, China has increased its support for new energy vehicles, relying on domestic policy dividends, and the new energy vehicle industry has flourished. At present, China's installed capacity and supporting supply of new energy vehicles rank first in the world, with strong overall strength. However, the core technology of "Three Power Systems" still lags far behind the international top technology level. For example, in terms of improving the energy density and production technology of batteries, the battery 2 170 jointly developed by Tesla and Panasonic is far ahead. Its energy density is higher than that of the NCM8 1 1 battery produced by Contemporary Anpu Technology Co., Ltd., a leading enterprise of lithium batteries for new energy vehicles in China, with less key materials and fewer parts. In addition, the core nickel ternary material in the battery is mainly imported at present. At present, China still lacks relevant mature manufacturing technology, and China, a high-end wet separator with high energy density, cannot be self-sufficient for the time being.
The upstream "three power systems" play an important role in the production process of new energy vehicles. As the core of "Three Electricity Systems", "Three Electricity Technologies" will face great opportunities and challenges. At present, China's outstanding enterprises producing "three power systems" include Contemporary Ampere Technology Co., Ltd., BYD, Guo Xuan Hi-Tech, Li Shen, Bike, Xinwangda and Dayang Electric.
Regional heat map of the industrial chain of new energy vehicles: Fujian will build the whole industrial chain of new energy vehicles and boost Fujian's automobile industry to "overtake in corners"
According to public information, the regional distribution heat map of excellent new energy automobile enterprises is as follows. It can be seen that the key enterprises in China's new energy automobile industry chain are concentrated in Beijing, Guangdong, Shanghai, Zhejiang, Jiangsu and other regions.
Although there are not as many outstanding enterprises of new energy vehicles in Fujian as in the above areas, Fujian Contemporary Anpu Technology Co., Ltd. is the backbone enterprise in the industrial chain of new energy vehicles in China. Battery is the most expensive component in the whole vehicle manufacturing of new energy vehicles, accounting for about 40%. Judging from the installed capacity of China power lithium battery industry in 20 19, Contemporary Amp Technology Co., Ltd. accounts for 5 1.0 1%, which is the largest enterprise in China at present, and the largest power battery shipment in the world. It is also the only world-class leading power battery enterprise in China that can directly compete with international battery giants such as Panasonic, LG Chem and Samsung SDI. Huang Kui, Party Secretary and Chairman of Fujian Automobile Industry Group, suggested to further promote the integrated development of Fujian Automobile Industry Group and Contemporary Ampere Technology Co., Ltd. New Energy Technology Co., Ltd., cooperate in product research and development, market development and other related fields, give full play to the leading role, integrate Fujian new energy automobile industry chain through mergers and acquisitions, and boost Fujian automobile industry to "overtake in corners".
-For more data and analysis, please refer to Forward-looking Industry Research Institute's China New Energy Automobile Industry Market Prospect and Investment Strategic Planning Analysis Report.