Pre-editing: On February 4, 2017, the National Development and Reform Commission released the 2016 edition of the "Guiding Catalogue of Key Products and Services for Strategic Emerging Industries". A detailed study of the "Catalog" involved a total of 8 auto parts products, including automotive electronics, new energy motors and control systems, new energy vehicle electrical accessories, special plug-in hybrid engines, energy recovery systems, fuel cells and materials, Remanufacturing and 3D printing of auto parts.

Among them, some emerging industries have attracted an upsurge of investment both inside and outside the industry. Now, under the guidance of the "Catalog", these important auto parts are bound to attract more industrial investment and become the "outlet" for the development of the auto parts industry in the future.

vehicle electronics

The key core technologies of automotive electronic systems include electronic control units, control and software technology, and electronic control actuators. Among them, the investment in the field of automotive electronic chips can be described as a raging raging fire in recent years. Relevant agencies predict that the demand for my country's automotive electronic chip industry will continue to grow. By 2021, the demand for the automotive electronic chip industry will reach about 50 billion yuan.

Under the blue ocean, domestic chip manufacturers have also stepped up their technological upgrading efforts, striving to replace imported chips with "Chinese chips". Last year, a company in Suzhou independently developed a core chip for DC high-power charging piles for new energy vehicles, breaking the foreign monopoly. For the first time, the core chips for charging piles for new energy vehicles were made domestically. Today, the "Catalog" can be said to have added a handful of firewood to the trend of automotive electronics in full swing.

Brake energy recovery system

Braking energy recovery is one of the important technologies for electric vehicles and hybrid vehicles. Affected by factors such as different vehicle conditions, generally 10% to 20% energy recovery can be achieved. Therefore, more and more new energy vehicles adopt braking energy recovery systems. Braking energy recovery involves vehicle electronic control, power battery, drive motor and many other aspects, and the technology is relatively complicated.

In recent years, domestic independent component companies have made breakthroughs in this core technology. For example, Asia Pacific successfully developed a new energy vehicle brake energy recovery system that integrates brake energy recovery control and ABS. Wuhan Yuanfeng also cooperated with domestic automobile companies. , Colleges and universities cooperated to develop hydraulic ABS based on braking energy recovery system. Under the general trend of circular economy and new energy vehicles, energy recovery systems are about to usher in a period of rapid development.

New energy motor and control system

Motors and control systems are important core components of new energy vehicles, and their technical level directly affects the development of the new energy vehicle industry. Compared with new energy vehicle batteries, the level of independent research and development of motors and control systems is weak, but with the vigorous development of domestic new energy vehicles, this core technology has also made great progress.

In 2016, Inovance Technology cooperated with Swiss Brusa to develop core components such as reducers, HSM hybrid synchronous motors, and passenger car motor controllers; recently, Founder Motor and Yuchai Co., Ltd. have cooperated on energy-saving and new energy vehicle core components. Jointly develop a new generation of new energy commercial vehicle drive systems. With the gradual improvement of the domestic motor and electronic control system industry chain, the localization rate continues to increase, and the market growth rate is expected to exceed the growth rate of the new energy vehicle market.

Fuel cells and materials

At present, in addition to the development of pure electric vehicles, new technologies based on hydrogen fuel and methanol fuel have also become the focus of attention of automakers and component companies. In 2017, my country's subsidy policy for fuel cell vehicles also made fuel cells and materials a hot spot for investment. General Motors and Honda Motor announced the establishment of a joint venture to develop and mass-produce a new generation of fuel cell systems and hydrogen storage technology.

Domestic parts and vehicle companies have also begun to deploy this emerging industry. For example, Dulwich New Materials and American Hybrid Power Co., Ltd. signed an agreement last year to jointly develop and promote hydrogen fuel cell technology; Nanjing Jinlong and Canada’s new energy vehicle fuel cell research and development The enterprises jointly research and develop the independent manufacturing technology of hydrogen fuel cell for new energy vehicles.

New energy vehicle electrical accessories

The electrical accessories of new energy vehicles mentioned in the "Catalog" include electric brake vacuum pumps, electric air compressors, electric power steering systems, electric air conditioning and thermal management systems. Among them, the technology of air-conditioning compressors for new energy vehicles continues to improve. Driven by vehicles, the market for air-conditioning compressors has broad room for growth. Not only traditional automotive air-conditioning manufacturers continue to expand their territory, but outsiders are also actively entering. For example, Gree Electric will join hands with Zhuhai Yinlong to enter the market. Automotive air-conditioning manufacturing field.

At the same time, the technology of electric power steering system is becoming more and more mature, and the product level of independent enterprises can be comparable to that of foreign investment. Data shows that by 2020, my country's EPS market penetration rate will reach 65%, and EHPS market penetration rate is expected to reach 15%. These are all investment hotspots for new energy auto parts in the future.

Auto parts remanufacturing

Auto parts remanufacturing covers engine and its accessories, transmission system, brake system and other parts. In European and American countries, auto parts remanufacturing has formed a complete system in terms of technology, processing, and sales, and the recycling rate of auto parts is relatively high. my country's auto parts remanufacturing started late and is an emerging industry.

Under the promotion of related policies, especially the introduction of the policy of “recycling and remanufacturing of the five major assemblies of end-of-life automobiles” in 2016, auto parts remanufacturing will usher in rapid development in 2017. Although there are fewer types of auto parts remanufacturing in my country, focusing on products such as engines and generators, it has developed diversified and focused. The quality of remanufacturing and the market system have gradually improved, and the research and application of remanufacturing have made progress and industrialization. Initial results have been achieved.

plug-in hybrid engine

Plug-in hybrid engine system mainly covers Atkinson cycle engine, extended range engine, etc. "Made in China 2025" proposes to develop "high-performance plug-in hybrid powertrain and extended-range engine." Atkinson cycle engines are mainly used in hybrid vehicles, such as Toyota Prius, Corolla and other hybrid versions, Lexus CT200, RX450h hybrid version, Honda Accord hybrid version and so on.

my country's development of hybrid powertrain systems is relatively weak. Due to the mileage issue, relevant experts believe that the market for extended-range engines is broad. They will study the core technology of high-efficiency engine and generator integration to form independent development and supporting capabilities for extended-range systems. It is the focus of development. Currently, domestic companies such as Weichai, Yunnei Power, and Dongan Power are conducting research and development of related products and technologies.

3D printing

As a rapid prototyping technology, 3D printing is not uncommon in the field of auto parts, but large-scale adoption is still rare. The Ministry of Science and Technology of my country has included 3D printing in the "National High-Tech Research and Development Technology" and established the world's first 3D printing industry alliance.

Traditional cars consist of tens of thousands of parts, while the world’s first 3D printed car Urbee2 has about 50 parts, which greatly simplifies the car production process. For various reasons, 3D printing technology is bound to have a profound and lasting impact on the auto parts industry.

Recently, the University of Nottingham in the UK has developed 3D printed auto parts that can improve fuel efficiency. Although due to various factors such as printing materials and printing technology, mass-produced 3D printed parts are still in the exploratory stage, but relevant auto parts companies should also pay attention to this advanced technology in time for future large-scale applications. Good technical preparation.