According to incomplete statistics of Cailian, recently, listed companies such as Tongda Power, Jin Woo Science and Technology, Ji Tai and Xing Shuaier cooperated with BYD's drive motor related products in Interactive.
In addition, Tongda Electric issued an announcement yesterday, paying attention to the recent market hotspot "four-wheel independent wheel motor". The company mainly provides on-board intelligent software and hardware products and supporting services, and currently does not involve the production and sales of wheel-side motors.
Hua 'an Securities analyst Hu Yang 65438+1The research report released on October 5 pointed out that BYD launched luxury brands and high-end brands on the basis of Dynasty and Ocean brands, improved the brand matrix, and the market sales volume was expected. At this conference, four-wheel independent wheel-side motors were innovatively launched, and related motor electronic control companies and upstream SIC devices and module companies deserve attention.
Guan Yanxia predicted that the market scale of China electronic control will reach 3 123 billion yuan in 2025. China galaxy Securities pointed out that the industrial chain of China's new energy vehicle drive motor industry consists of upstream suppliers of permanent magnets, bearings and other parts, midstream manufacturers of new energy vehicle drive motors and downstream OEMs. Among them, midstream manufacturers include Dayang Electric, Huichuan Technology, Founder Electric, Precision Motor and BYD.
It is reported that the motor and motor controller are the driving systems of new energy vehicles, and the cost accounts for about 15-20%. According to the research report released by Dai Chang, an analyst of Industrial Securities, etc. on June 6th, 65438/KLOC-0, the mainstream drive system in the market is central drive, and the power output by the drive motor of new energy vehicles needs to be transmitted to the wheels through mechanical transmission devices such as transmission, clutch and transmission shaft to drive the vehicle. Both the wheel-side motor and the wheel-hub motor belong to distributed drive, but the difference is that the driving motor of the wheel-side motor is located outside the wheel, and its power is transmitted to the wheel through the wheel-side reducer.
The wheel motor integrates the "power, transmission and braking" system of the automobile into a set of motors, which are directly put into the wheel hub of the automobile. Because of its high efficiency, low energy consumption and low use cost, it is considered by many people in the industry as the future development trend.
According to public information, the following listed companies all have the relevant layout of wheel motors.
109, 65438+ Zhongxin Group said on the interactive platform that from the current known content, the company has the production capacity of stator and rotor (hub motor). The company has been maintaining close cooperation with BYD, and the company provides new energy stator, rotor core and some assembly business for it.
Wolong Electric Drive1October 6th, a leading industrial motor, said on the interactive platform that in terms of electric vehicles, the company's main products at present are middle drive motors, and it is also developing wheel motors and other drive devices together with joint venture partner ZF.
Su Jiaoke said on the interactive platform on August 19, 2022 that the high-power density wheel drive motor, integrated electric wheel and integrated distributed drive controller independently developed by its subsidiary Jiaoke Energy have formed a series of products, which are applied to all kinds of manned/unmanned special vehicles, and some models have passed the type test and mass production.
In addition, Founder Motor's current drive motor capacity is 6.5438+10,000 units, and the main passenger car business is developing smoothly. At present, it is mainly supplied to SAIC-GM-Wuling Baojun and Zotye, and some models of new customers Geely will be listed in the second half of the year. Hekangxinneng has technical reserves in the field of wheel-side motors.
It is worth noting that analysts pointed out that at present, the wheel-side motor is not widely used in the pure electric passenger car market because of its relatively high cost and immature technology, and its development is still in the early stage. With the promotion of BYD and other industry giants and the gradual maturity of related technologies, the future application prospects of wheel-side motors are promising.