analysis of the current status and prospects of the incremental market for thermal management systems in new energy vehicles-凯发真人

the thermal management system of new energy vehicles is a key factor in determining the range and battery life of the entire vehicle. it is an incremental market from scratch, with an additional value of 4200 yuan per vehicle. compared to traditional automotive thermal management, the changes in new energy thermal management systems are mainly reflected in the following two aspects:

1. the management object extends from the cockpit to fields such as batteries, motor control, etc;

2. it extends its function from simple cooling to insulation and heating.

therefore, in terms of components, electronic water pumps, electric compressors, electronic expansion valves or four-way valves, cooling plates, and heating systems (heat pumps or ptc systems) have been added, resulting in a pure increase of 4200 yuan per vehicle.

assuming that by 2030, china can achieve a production of 10 million new energy passenger vehicles, it can create an additional market space of 42 billion yuan in new energy thermal management components.

at present, the thermal management system of new energy vehicles still relies mainly on traditional cooling methods, and pure thermal management systems have not yet been truly applied. according to our statistics on the heat dissipation methods of mainstream passenger car models in china, we found that a large number of mass-produced models mainly rely on cooling and cooling, and mainly use air cooling and liquid cooling with lower efficiency and cost. the technology with heat pump systems or heating functions that truly differ from traditional vehicle thermal management has not yet begun to be applied.

for example, most mass-produced models abroad (tesla, bmw i3) use liquid cooling solutions, while domestically listed electric vehicle manufacturers such as baic, zotye, geely, etc. still use air-cooled battery packs for their models, and both parties have not yet incorporated heating solutions into their thermal management systems.

the participants of the three types of new energy thermal management systems are on the same starting line, and domestic thermal management components are expected to break through. the participating manufacturers of thermal management system components are mainly divided into three categories:

1. traditional foreign thermal management component suppliers, traditional domestic thermal management suppliers, and emerging thermal management suppliers. technically speaking, traditional foreign thermal management suppliers have an advantage, but in terms of cost and response speed, traditional and emerging domestic thermal management suppliers have an advantage. some traditional domestic thermal management component suppliers have gained recognition from international customers for their technology in a certain sub component field, such as sanhua intelligent control's electronic expansion valve, evaporator, and four-way valve, which have been supplied to tesla and entered the supply systems of byd, geely, and others;

2. the evaporator of yinlun group has been supplied to gac's independent and joint venture ford, and has entered the supply system of volkswagen in germany; songzhi co., ltd. has provided integrated thermal management systems for jianghuai volkswagen;

3. autojia supplies electric compressors to independent brands such as chery. considering china's leading position in global sales of new energy and the advantage of domestic component suppliers in technological iteration, there is hope for breakthroughs in technology in the future.