China's new energy auto industry is under Lincheng. Are domestic auto companies ready?

In the past few weeks, what should and shouldn't have happened in the auto industry has come.

First, the U.S. government’s unilateralist trade protectionism escalation toward China will impose full sanctions on China’s aviation, automobile, high-end electronic components, machinery, and other important areas; then it will face US trade frictions and technical blockades. The Chinese government Counterattack, on the one hand, impose tariffs on products originating from the United States, such as cars and soybeans, and on the other hand, announce major measures for China's opening up, especially the timetable for the removal of foreign investment restrictions in the auto industry, and determine the auto industry after a five-year transitional period. All restrictions will be cancelled.

U.S. unilateral trade protection and technical blockade have motivated the decision-making of self-reliance among companies in key sectors in the country. This is particularly true for the new energy auto industry that is taking on the task of boosting China into a car powerhouse. While countering the trade war provoked by the United States, the NDRC stated that it will cancel the restriction on foreign-invested shares in new energy vehicles this year. More opportunities will be born in a more open market. Of course, competition will also be fiercer.

China's new energy automobile industry under the city

In the “High-End Automotive Technology Forum”, the tenth anniversary of the company's advanced electric vehicle, Wang Binggang, head of the National New Energy Automotive Innovation Project Expert Group, pointed out that in 2018, the foreign capital ratio of new energy vehicles will be abolished, and joint ventures and foreign-funded enterprises will enter the country. In the field of new energy vehicles and components, this will pose severe challenges to China's new energy automotive and component industries that are not yet robust enough. Specifically, facing the new situation of further opening up, China's domestic new energy auto industry will welcome challenges from Volkswagen, Daimler, BMW, Toyota, Nissan and other car companies; the battery will be affected by LG, Samsung, and Panasonic. The impact; the motor will be Japan, Germany and other companies to market.

Wang Binggang, Director of Technical Committee of Technical Innovation Strategic Alliance for Electric Vehicle Industry

From 1999, the 14 ministries and commissions of the country jointly launched the Air Purification-Cleaning Car Initiative. By 2016, the promotion of new energy vehicles throughout the country will advance toward the market. The achievements of the new energy automobile industry in China are obvious to all. As of the end of 2017, China’s new energy vehicles Production and sales volume are nearly 800,000, ranking the world's largest producer and seller of new energy vehicles for the third consecutive year. General Secretary Xi Jinping once emphasized that the development of new energy vehicles is the only way for China to move from a large automobile country to a powerful automobile country. At present, the development of new energy vehicles in China is leaps and bounds, but in the face of more open international competition, the domestic new energy automobile industry The corporate nerves in the chain are more tense.

In the global motor industry share of the share of the sub-enterprises, Japanese companies have absolute market share of the right to speak, of which Toyota's market share accounted for 68%, while China's self-produced BYD's share of only 2%, other domestic motors The survival space of enterprises, especially third-party motor manufacturers, is even smaller.

Department of Automotive Engineering, Tsinghua University, Professor of State Key Laboratory of Automotive Safety and Energy Shuai Shijin

Not only will the market share be challenged by foreign companies, but in some key areas, there is still a large gap between the technological level of China and foreign companies. In the high-end forum on new energy automobile technology, Professor Shuai Shijin, the State Key Laboratory of Automotive Safety and Energy, Tsinghua University introduced the technical status of the special-purpose hybrid engine. He pointed out that the domestic hybrid engine is generally simple to use in traditional gasoline engines. Technical upgrade, compression ratio of around 10.0, no high compression ratio (≥12.0) hybrid gasoline engine, the effective thermal efficiency level is comparable to traditional machines, generally around 35%, and there is a big gap compared to the world-class level .

Squid stimulation stimulates domestic new energy companies without fear of global competition

The practice of reform and opening up in the past 40 years has proven that only on the basis of certain development can we fully stimulate market vitality. Only openness can force innovation, and only openness can gather resources at home and abroad.

In the process of the development of new energy vehicles in China, the current bottleneck is over-reliance on policy support, so that few domestic companies from China are elated in the international market. However, after the liberalization of foreign-capital shares and the stimulation of US trade protectionism, all companies in the up and down industry chain of Chinese new energy vehicles will inevitably accelerate independent innovation and research and development. The overall strength of the auto market is pushing up. As Cui Dongshu, secretary-general of the CLUCC, said, this is a good thing.

Fortunately, we have found that more and more companies are joining international leading companies. At the high-end forum for new energy automotive technology, Cai Wei, founder and CTO of Jingjin Electric, introduced that in domestic high-density drive motors, Seiki Electric and FAW Group have developed prototypes and products with power densities of 3.8 to 4.6 kW/kg. , The maximum speed of 13k ~ 14krpm, and to achieve the integration of electric drive integration, technical indicators have reached the international advanced level.

Jing Jin Electric founder and CTO Dr. Cai Wei

In the technological trend, wheel hub motors are recognized as applications with bright prospects. Although the industry's technology maturity for wheel hub motors and the recognition of vehicle manufacturers are still controversial, Cai Wei pointed out that in terms of wheel hub motors, units have also made breakthroughs, such as the China Automotive Engineering Research Institute and Tongji University. 25kW passenger wheel hub motor assembly, using modular stator core and ultra-short end winding technology, torque density reached 20Nm/kg. Another motor company, Hubei Tate Electromechanical developed a direct drive hub motor for commercial vehicles. The maximum torque is 6000Nm, the peak power is 182kW, the motor quality is 500kg, and the torque density is 13.6Nm/kg.

Whether it is in the field of pure electric vehicles, hybrid vehicles, fuel cells, or smart grid-connected vehicles, local Chinese companies have made breakthroughs and are constantly closing the distance from international advanced technologies, and even catch up.

Open market actively participates in international competition

The 2018 year is the key year for the development of new energy vehicles in China, and coincides with the 10th anniversary of the establishment of Jingjin Electric Technology Co., Ltd. As a leading manufacturer of drive motors in China, it has experienced China's new energy automotive industry from small to large, along with professional technologies and innovations. Electric has successfully promoted China's new energy automotive electric drive products to industrialization and internationalization. To a series of innovative products: the world's largest permanent magnet synchronous electric vehicle motor, the world's first integrated power distribution dual-motor system, China's first direct oil-cooled hybrid motor system and so on.

The founder, chairman and chief engineer of powertrain of Jingjin Electric Company

National Thousand Talents Program and Professor-level Senior Engineer Yu Ping

In Shanghai and Shijiazhuang Zhengding, Jingjin Electric successively built an advanced R&D and industrialization base with an annual output of 200,000 sets and an annual output of 500,000 sets of motors and drive assemblies. It is equipped with an automatic production line with independent intellectual property rights and established in Detroit, USA. Subsidiaries provide a platform for cutting-edge technology research and development and international market expansion.

At present, Jingjin Electric's motors and electric drive systems participate in international competition and export to Europe and the United States. Its rare earth permanent magnet motor technology has achieved export, while in the domestic market, Jinjin Electric has gained products including Geely Automobile, Future Cars and Singularity Motors, Xiaopeng car's favor, its motor also drives the United States Google Waymo smart driving car.

Affected by Sino-US trade warfare, Jingjin Electric is bound to be affected in the import of key raw materials and products exported to the United States; on the other hand, with the cancellation of the foreign capital ratio limit of new energy vehicles, China Electric-driven enterprises will face Markets such as Japan and Germany are offensive, but Dr. Cai Wei said that the company is not afraid of challenges, but hopes that more ethnic enterprises will develop and realize their actions, participate in global competition, and demonstrate the strength China has created.

Dong Yang, executive vice chairman of China Automotive Industry Association

In the face of how the new energy automobile industry in China is facing international competition, Director Wang Binggang also gave some thoughts and suggestions to ethnic enterprises, including Jingjin Electric. He said that in the face of international competition, Chinese new energy auto companies should strengthen their independent research and development capabilities. Improve product quality, reduce costs, establish independent industry chain clusters, cultivate common key component industries, reform service systems, study market strategies, and implement a global strategy. On the day of the 10th anniversary celebration of the Advanced Electric Drive, Dong Yang, executive vice president of the China Association of Automobile Manufacturers, said that in the face of an increasingly open market environment, local companies need to learn in the open, actively supply international companies, and enhance their own strength; In addition, Chinese companies must actively participate in international standards, learn international standards, and verify international standards, improve international standards, and make up for the shortcomings and shortcomings of international standards.

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