According to the exchange results of the aluminum market research institute - Beijing Minhui and a number of new energy automakers, the mature aluminum alloy material is the first choice for new energy vehicles. Therefore, relevant aluminum processing enterprises should seize the opportunity of the rapid development of new energy vehicles and do the application development of aluminum materials in new energy vehicles.
Policy encourages the development of new energy vehicles
On March 5, 2015, Premier Li Keqiang mentioned in the government work report at the Third Session of the 12th National People's Congress that new energy vehicles should be promoted in order to solve the problem of motor vehicle exhaust.
On January 5, 2015, the Ministry of Industry and Information Technology released the newly revised “Liquid Vehicle Fuel Consumption Limit”. From 2015 to 2020, China’s annual fuel consumption standards are 6.9 liters, 6.7 liters, 6.4 liters, and 6 liters per 100 kilometers. , 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 Industry”, suggesting that by 2020, the application of new energy vehicles in the transportation industry will take shape in the city. The total number of buses, taxis and urban logistics and distribution has reached 300,000.
The “Made in China 2025” strategy identifies 10 major 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 new energy vehicles in China.
The status quo of global new energy vehicles
With the release and implementation of global automotive energy conservation and emission reduction policies, in recent years, global new energy vehicles have shown explosive development.
According to the "China and Foreign Aluminum Processing Business Information" data, as of 2014, the global total sales of pure electric vehicles and hybrid vehicles totaled 740,000 units; of which, in 2014, it was 320,000 units, accounting 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 European plug-in hybrid car is also developing very rapidly, representing the Volkswagen, BMW, Mercedes-Benz and Volvo.
In 2014, China's new energy vehicle production was 83,900 units, a year-on-year increase of nearly four times. Among them, pure electric passenger cars produced 37,800 units, a year-on-year increase of 3 times; plug-in hybrid passenger cars produced 16,700 units, an increase of nearly 22 times; pure electric commercial vehicles produced 15,700 units, an increase of nearly 4 times The plug-in hybrid commercial vehicle produced 13,800 units, a two-fold increase over the same period last year.
In the first quarter of 2015, China produced 27,271 new energy vehicles and sold 26,581 vehicles, up 2.9 times and 2.8 times respectively. Industry experts predict that the production and sales volume of new energy vehicles in China will reach 200,000 in 2015.
According to the survey data of Beijing Minhui, domestic new energy vehicles (including foreign-invested vehicles in China) mainly include BYD, Beiqi, Changan, SAIC, Jianghuai, SAIC, FAW, Dongfeng, Jiangling, Zotye, Lifan, Geely, Chery, etc. Ten homes.
SAIC’s own brand, Roewe, will push five new energy vehicles in recent years. By 2020, SAIC’s new energy vehicles will reach an annual output of 200,000 units.
Changan Automobile will launch a new energy vehicle development strategy for the next 10 years and will develop 34 new energy vehicles. Among them, 27 models of pure electric and 7 models of plug-in hybrid. By 2020, the cumulative sales target of Changan New Energy Vehicles will be 400,000 units. Formed four new energy vehicle production bases in Chongqing, Beijing, Baoding and Shenzhen.
BYD is a leading company in new energy cars and buses. It has established new energy vehicle manufacturing plants in nine cities including Nanjing, Changsha, Tianjin, Kunming, Xi'an, Shenzhen and Huizhou.
By 2014, Yutong Bus sold a total of 13,798 new energy buses, making it the world's first car manufacturer to sell more than 10,000 new energy buses. At present, Yutong New Energy Bus production line has covered a full range of models from 7 to 18 meters.
Li Mingheng, director of Shenlong Automotive Materials Division, said in the “2015 (Second) Traffic Equipment Lightweight-Aluminum Alloy Application Cooperation Summit” that in 2015, Shenlong Automobile will launch three new energy vehicle projects, whether it is a hybrid vehicle or Pure electric models have aluminized their front cover materials.
All-aluminum new energy bus has developed rapidly
The all-aluminum new energy bus is a new highlight in the automotive industry in China in the past two years. The application of aluminum alloy materials in urban bus passengers further embodies the concept of “clean, green and safe” in the city, highlighting the charm of “energy saving and environmental protection” of aluminum alloy.
According to the "China and Foreign Aluminum Processing Business Information" report: Suzhou Aojie New Energy Bus Co., Ltd. is the representative car enterprise of all-aluminum passenger cars in China. Its passenger car body, passenger car floor, passenger car door, anti-collision beam and cargo compartment are all Made of aluminum alloy material. The company's all-aluminum new energy passenger car has 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 promises to recycle all the all-aluminum vehicles sold, and after the end of the vehicle operation cycle, it will fully reflect the value of aluminum metal recycling.
The all-aluminum body pure electric bus manufactured by Shanghai Shenwo Bus Co., Ltd. and Aipu Vehicle Co., Ltd. made its debut at the 2015 Shanghai Auto Show. The all-aluminum body SLK6109 hybrid bus manufactured by Shanghai Shenlong Bus Co., Ltd. has entered the Shanghai bus and Singapore bus market and won the “Best Bus in 2014” award in China. The all-aluminum body pure electric bus manufactured by Xiamen Jinlong Wagon Co., Ltd. has been exported to the Netherlands and Norway in batches. The Nanning Yuanzheng all-aluminum body new energy vehicle is under construction. Upon completion, it will form an annual production capacity of 20,000 all-aluminum body new energy buses.
Aluminum is optimistic in the new energy vehicle application market
Due to the weight of the battery and the cruising range of the battery, the new energy vehicle is less important than the traditional automobile. In the lightweight materials of the automobile, the comprehensive cost performance of the aluminum alloy material is higher than that of steel, magnesium, plastic and composite materials, regardless of the application technology. Operational safety and recycling have a comparative advantage. The rapid development of all-aluminum vehicles at home and abroad is enough to prove this.
The aluminum components for new energy vehicles mainly include body, hub, chassis, anti-collision beam, floor, power battery and seat. The body consists of a body frame made of high-performance aluminum profiles and skins and doors made of high-precision aluminum sheets; aluminum alloy wheels (cast aluminum wheels or forged aluminum wheels); the chassis consists of high-strength large-section aluminum profiles and aluminum alloy forgings. ; anti-collision beam bumper made of profile; new energy passenger car floor; lithium-ion battery and aluminum ion battery. Lithium-ion batteries include battery positive aluminum foil, battery aluminum shell and battery aluminum tray (European battery trays are all made of aluminum alloy, domestic battery trays are made of aluminum alloy and stainless steel); new energy bus seat system.
The application of aluminum alloy materials in new energy vehicles is different due to different car enterprise concepts and different vehicle models. The all-aluminum body new energy vehicles will be used in large quantities, while other new energy vehicles will use less. Some cars purchase aluminum to process their own parts, and some car companies purchase aluminum parts and assemble them directly.
It is worth mentioning that at present, China has adopted a financial subsidy policy for new energy vehicles. Some foreign brand new energy vehicle manufacturers are optimistic about the consumption market of China's new energy vehicles in order to share this preferential policy, and plan to invest in China. Energy automobile factories, foreign brands, new energy vehicles with a large amount of aluminum, and material cost drivers, will be partially purchased from China's aluminum or aluminum parts.
It is understood that Tesla plans to invest and build factories in China. Tesla China General Manager Zhu Xiaotong said recently that Tesla will start local operation in the near future and will purchase auto parts in China. For the related aluminum processing enterprises, this will be an opportunity to enter the foreign energy new energy vehicle aluminum material procurement chain.
In short, new energy vehicles use more aluminum than other vehicles. The rapid development of China's new energy vehicles will certainly promote the popularity of aluminum in the new energy vehicle segment. Relevant aluminum processing enterprises should pay attention to China's new energy automobile industry. The development, seize the opportunity, and cooperate with the car companies to develop high-performance, adaptable aluminum or deep-processed aluminum parts to meet the light-weight application needs of new energy vehicles.