22
2024
-
02
The battle for the new energy vehicle market continues, and high-speed motors have become a new focus.
From 2020 when various new energy car companies compete for high density of power batteries to now pursue high speed of motors, the new energy car circle is falling into the strange circle of "high speed" competition for motors.
With the highest speed of 20000rpm as the watershed, the motors carried by new energy vehicles have released motors with the highest speed exceeding 20000rpm in the last six months, including polar krypton, Huawei Intelligence, Xiaomi Automobile, E'an and many other new energy vehicle companies.
In terms of technology, the motor speed is higher, which means that the motor power density is higher and the motor efficiency will be improved. As far as the common gearboxes and motors on the market are concerned, the improvement of motor efficiency will bring faster speed per unit time and lower energy consumption for new energy vehicles.
However, corresponding to the advantages, high-speed motors are more likely to cause physical damage and high heat dissipation due to their large centrifugal force, which has a certain impact on the service life of the motor and vehicle safety. Therefore, new energy vehicle companies, including Tesla, often choose to use new material sheaths to make high-speed motors, which also means that the cost of high-speed motors is higher. At the same time, the pursuit of smaller and more powerful motors will also bring higher process production costs.
Taking M25 electric drive as an example, E'an said that the motor volume of the electric drive is 1/2 of the mainstream products, with a power density of 12kW/kg. However, in response to the cost of the motor, Ean General Manager Gu Huinan did not give clear data, but said that the production line, carbon emissions, gearbox efficiency, electricity costs and other aspects of efficiency improvement or cost reduction, can be balanced with the cost of the motor.
Although there is no accurate financial data in the industry, the application of high-speed motors will inevitably push up production costs. Therefore, the handling method of most car companies can be summarized as "wool comes from sheep", that is, to increase the price of corresponding models. For example, the selling price of Zhiji LS6 and Zhijie S7 with the highest rotating speed exceeding 20000rpm are both around 300000 yuan. The dealer price of Tesla 2023 Model S Plaid with machine winding carbon fiber sheath has exceeded 820000, and the krypton 001 FR model with high-performance motor starts at 769000 yuan.
Guolian Securities Research Report pointed out that by 2025, the domestic drive motor market space will reach 36.138 billion billion yuan. With the continuous innovation of motor technology, it brings opportunities for industry development. Electric vehicle motors at home and abroad are mainly developing towards "high power density, low cost, high integration, high efficiency" and so on. The new motor technology will increase the value of a single motor while achieving a single motor power increase.
At the same time, the scale effect of the drive motor is gradually released. The drive motor industry is a capital-intensive industry, production relies on automation lines, fixed investment is large, and the corresponding investment per 100000 sets of production capacity is about 69 million yuan; and the development cost of each motor is not low, and the development cost accounts for about 10% of the total cost.
In recent years, the new energy market has paid more and more attention to electric drive. Entering 2024, there are still new companies in the motor industry. In January, Xinzhong Group announced that it plans to build a digital factory for stator and rotor assemblies of new energy vehicles in Wuhan, with an annual output of 2 million sets of stator and rotor assemblies of new energy vehicles, so as to provide supporting services for new energy vehicle enterprises in Wuhan and its surrounding areas. According to Oriental Wealth data, there are currently 24 A- share main board motor listed companies, and the company with the highest total market value is Jiangte Motor, about 15 billion yuan.
Previous Page
Previous Page
Contact us by mail
Email us for more product information
Concerned about the public.
Contact Us
Address: Niujiao Group, Baiyun Village, Yisuhe Town, Xiangtan County, Xiangtan City, Hunan Province
Tel: +86-0731-52310667
Website: www.xtjnmotor.com