·New energy vehicle technology roadmap released light and intelligent into a development trend

The energy-saving and new energy vehicle technology roadmap conference was held in Shanghai on the 26th. The roadmap was commissioned by the National Manufacturing Powerhouse Construction Strategy Advisory Committee and the Ministry of Industry and Information Technology. More than 500 industry experts from the China Automotive Engineering Society organized a one-year study.

According to reports, this technology roadmap will plan the development of China's automotive industry technology in the next 15 years. The overall goal is that by 2030, the total carbon emissions of the automobile industry will reach a peak in advance in 2028, ahead of the “2030 peak” promise put forward by the state. The roadmap proposes that the new energy vehicles and intelligent networked vehicles will be the main breakthroughs, focusing on the optimization and upgrading of energy and power systems, and the level of intelligentization will be the main line. Through the support of common technologies such as advanced manufacturing and lightweighting, the overall development of the automotive industry will be low. Carbonization, information, intelligence and high quality.

In terms of the core power battery of new energy vehicles, the roadmap proposes to focus on the development of new system power batteries, significantly increasing energy density, significantly reducing costs, and realizing the scale application of new system power batteries. The roadmap puts new demands on monomer energy density and battery system cost. The main design and development of lithium battery products, Yiwei Lithium Energy (300014, shares it), is expected to form 1.5GWh lithium iron phosphate lithium-ion battery, 3.5GWh ternary lithium-ion battery capacity by the end of this year. In terms of lightweight technology, the roadmap proposes that by 2030, the amount of aluminum used in bicycles will exceed 350 kg, the use of magnesium alloys in bicycles will be 45 kg, and the use of carbon fibers will account for 5% of the weight of vehicles. Yunhai Metal (002182, shares it) as a leading magnesium alloy enterprise, its magnesium alloy production capacity of 170,000 tons. Magnesium alloys can significantly reduce the weight of the car, and the company's products have been applied to the parts of new energy vehicles.

In addition, in the field of intelligent networked cars and fuel cells, the roadmap also puts forward clear requirements. For intelligent networked vehicles, some autopilot applications, which are mainly based on autonomous environment perception and supplemented by network information services, have recently promoted intelligent technologies that can realize V2X collaborative control and fully automatic driving functions. At the end of September, the mobile communication standardization group 3GPP announced that it has completed the first version of the standard for the Internet of Vehicles (V2X), which will develop the trolley networking and autopilot industry chain. In terms of fuel cells, the scale of development will reach one million in 2030. At present, Wanan Technology (002590, stock bar) has laid out the industrial chain of ADAS (Advanced Driver Assistance System), and through its joint venture with Haldex, it has expanded its field of mechatronics with its EMB technology.

From the perspective of the current situation of the industry, as a national development strategy, new energy vehicles are faced with factors such as subsidies falling and fraudulent punishments. However, after standardization and rectification, the industry is expected to usher in rapid development. At the beginning of October, the State Council executive meeting decided that in principle, new traditional fuel vehicle manufacturers will no longer be approved. Germany is also gradually restricting the sales of fuel oil vehicles, indicating that new energy vehicles will be a development trend. The release of the energy-saving and new energy vehicle technology roadmap further clarifies the development process of new energy vehicles. With the implementation of policies such as subsidy adjustment and points system, related fields such as lithium battery, light weight and intelligent driving in the new energy automobile industry chain are expected to usher in rapid development opportunities.

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