As the second new energy automobile enterprise in the world with output exceeding 3 million vehicles after Tesla, BYD's landing project in Dongguan is undoubtedly a major breakthrough in the "three electricity" components of new energy vehicles in Dongguan, adding new advantages to Dongguan's vigorous development of new energy as a strategic emerging industry.
Under the background of more complicated and severe external environment, the new energy industry led by new energy vehicles continues to maintain a strong growth momentum. In the first three quarters, Dongguan's new energy industry maintained steady growth in terms of added value of industrial enterprises and investment in major projects. Among them, new energy vehicles and power batteries have made efforts, and the whole vehicle project has gradually landed. A number of listed companies and high-tech enterprises have changed their tracks, extending from consumer electronics to new energy, and adding new energy vehicles "three electricity" and core components. Dongguan's new energy industry ushered in a new round of development.
Gong, director of CCID South China Zhichuang Center, said that in recent years, China's new energy automobile industry has stepped out of a new road of overtaking the world, which largely benefited from the related advantages of China's manufacturing industry. At present, Dongguan is also focusing on the development of new energy industry, but its advantages in vehicle projects are not obvious. In the future, Dongguan should still focus on the fields of hydrogen energy vehicles and high-performance batteries, and combine its own manufacturing advantages to build it into an influential highland for new energy research and development and industrial manufacturing.
Dongguan new energy industry accelerates production expansion.
Since the beginning of the year, the penetration rate of new energy vehicles in China has continued to rise. In the first three quarters of this year, the sales volume of new energy passenger cars in China was 435 1 10,000, and the market penetration rate increased to 25.7%. Stimulated by factors such as policy, supply and demand, the new energy automobile industry is accelerating its development, launching fierce competition around the industry and constantly promoting industrial expansion.
Dongguan, a big manufacturing city, is also continuing to increase its new energy industry. Since the beginning of this year, with the landing of a number of new energy projects, such as Dongguan BYD New Energy Vehicle Key Parts Project and Dongguan Tangxia Dongyi New Energy Automobile Industry Project, Dongguan's industrial chain has been gradually strengthened and optimized.
As one of the key construction projects in Guangdong Province in 2022 and the key chain-supplementing project of strategic emerging industries in Dongguan, Dongguan Tangxia Dongyi new energy automobile industry project will continue to be built this year, making it a new energy automobile R&D and production center, parts R&D and manufacturing center, new energy automobile electronics and emerging industries manufacturing center in Dongguan. At present, more than 30 head car companies, such as BYD, FAW, GAC and Tucki, have signed contracts to settle in, initially realizing the agglomeration effect of the smart car industry.
As early as August this year, the online approval and supervision platform for investment projects in Guangdong Province publicized the specific contents of key components of BYD new energy vehicles in Dongguan. According to the announcement, the project specializes in research and development, design, manufacture, sales and service of new energy vehicle engines, with a total investment of 6.5 billion yuan and an estimated annual output value of 654.38+0.7 billion yuan. The project will start before June 4, 2024 and be completed before June 4, 2025. This project will provide great imagination for the development of new energy industry in Dongguan.
At the same time, Dongguan concentrated on signing 28 major new energy projects with a total investment of 654.38+0.67 billion yuan, including the intelligent networked automotive electronic technology industrial park project. Relevant information shows that the project is located in Hexi Industrial Reform Zone, Hongmei Town, a water town functional area. The project provides the whole chain of "negotiation-signing-landing-construction-production" and ecological quality service, and realizes the "delisting and construction" of the project. It will be built into a demonstration base for economic development with new energy smart cars.
In addition, in August, a number of new energy projects such as Hangsheng Intelligent Networked Automotive Electronics Project and New Energy Vehicle Electronic Testing Base also settled in Dongguan.
It is worth noting that on June 365438+1October 3 1, the high-end equipment production project in Tangxia Town, Dongguan City was publicized on the online approval and supervision platform of investment projects in Guangdong Province. The total investment of the project is about/kloc-0.37 billion yuan, covering an area of/kloc-0.02 million square meters, and the estimated annual output value is about/kloc-0.85 billion yuan. It mainly produces intelligent basic manufacturing equipment and major intelligent manufacturing complete sets of equipment for new energy and new energy vehicles, or will build a brand-new new energy vehicle production base and become an important engine for Dongguan to build new energy vehicles.
In June this year165438+1October, the expansion project of Dongguan Zhongxing Rui New Energy Automobile Electronic Precision Parts and Server Precision Structural Parts, a subsidiary of Xingrui Technology, was completed. In the future, Dongguan Zhongxing Ruixin Factory will serve as the South China manufacturing center and service center of Xingrui Technology, and strive to build a highly intelligent and specialized manufacturing factory for automotive electrical components/modules and 5G intelligent terminals, and continue to focus on new energy automotive electrical systems and intelligent terminals.
Explore the characteristic development path of new energy industry
According to industry insiders, China's new energy industry has basically formed power generation terminals based on photovoltaic and hydrogen energy, energy storage battery terminals based on hydrogen power and lithium battery, and application terminals based on new energy vehicles, and new energy vehicles have undoubtedly realized the multi-terminal aggregation of new energy industries, which is bound to become the main battlefield of new energy industry competition.
Relying on a solid industrial base, Dongguan started early in the field of "three electricity" of new energy vehicles, and now it has formed a development model driven by power batteries and consumer batteries, and listed companies and small and medium-sized enterprises grow together. The scale of the industry is constantly expanding, and the advantages of innovation are constantly emerging. Up to now, the output value of consumer electronic lithium batteries in Dongguan accounts for 15% of the whole country, and there are more than 1300 upstream and downstream enterprises in the industrial chain.
In terms of power batteries, Dongguan has developed two industrial chains of hydrogen power batteries and lithium power batteries, and the battery technology of lithium power batteries is the best. Dongguan, which ranks the top 40 in the number of battery technology patents in the world, occupies 7.
As a direct supplier of the battery industry "Whampoa Military Academy" ATL, Guangdong Dongbo Intelligent Equipment Co., Ltd. has become a leading enterprise of intelligent manufacturing equipment for lithium batteries in China. The relevant person in charge of the company said that since the beginning of this year, ATL and other lithium battery companies have announced new lithium battery investment and expansion projects, which has generated strong demand for lithium battery production equipment. Dong Bozhi will sprint on the power battery equipment track and is expected to achieve new performance growth points next year.
It is worth noting that since the beginning of this year, many listed companies, represented by Analysys Technology, Xinxiang Technology, Luxshare and Yi 'an Technology, have gradually increased their efforts to lay out the new energy industry chain, focusing on the "Three Electricity" field of new energy vehicles, further amplifying the inherent advantages of the new "Three Electricity" track in Dongguan.
According to public reports, relying on the rapid development of the new energy industry, Xinxiang Technology had strong customer demand in the first three quarters, new projects were gradually mass-produced and orders increased substantially. The company's new energy power battery box, precision stamping dies and metal parts for new energy vehicles, precision stamping dies and metal structural parts for energy storage and photovoltaic inverters have been steadily improved, and its operating income has increased year-on-year. In the third quarter, the company's profit was 84-94 million yuan, a year-on-year increase of1132.29%-1278.99%.
While the power battery is speeding up, Dongguan has also performed well in the fields of new energy automobile parts and intelligent networking systems this year. Taking Yuanfeng Technology as an example, as a technology company focusing on product technology development in the field of mobile travel, Yuanfeng Technology has reached mass production and fixed-point cooperation with nearly 20 smart car customers, including Li, mainly focusing on intelligent cockpit system, intelligent driving assistance system, intelligent access control and interconnection system.
It is worth noting that with the landing of key components of BYD's new energy vehicle project in Dongguan, BYD has also invested and established a new power company in Dongguan-Dongguan Fudi Power Co., Ltd., whose business scope includes research and development of auto parts, motor manufacturing, motor and its control system. It will provide important support for the strong chain repair of Dongguan's new energy automobile industry.
Gong said that in the current fierce competition of domestic new energy industry, Dongguan is bound to find a new track to form a dislocation advantage with other cities. Relying on the foundation of its own industrial system, Dongguan can continue to enlarge the advantages of the "three power" industrial chain, lay out ahead of schedule, and strive to embark on a road of national new energy industry characteristic development.