The future motor market will exceed 50 billion yuan

Recently, the Ministry of Science and Technology and the 863 Program’s Special Expert Group on Electric Vehicle Major Technologies inspected the Shanghai Electric Power Company, a leading motor company for new energy vehicles, and conducted research on the development of the industry. Due to the rapid sales of new energy vehicles , the price of upstream resources represented by lithium carbonate recently rose rapidly. Since 2015, the average price of lithium carbonate has risen by more than 100%, and the stock prices of leading companies in the lithium industry have set record highs.

The future motor market will exceed 50 billion yuan

According to the agency's calculation, due to the rapid growth in the production and sales of electric vehicles , the demand for motors and electronic control systems usher in explosive growth opportunities, and industrial capital is also competing to layout. According to the new energy vehicle scale in the policy plan, it is estimated that by 2020, the demand for motor drive systems will reach 50 billion to 100 billion yuan.

As one of the three core components of new energy vehicles, motor drive is the main executive structure of electric vehicles. Its driving characteristics determine the main performance indicators of the car. The motor drive system is mainly composed of a motor, a power converter, a controller, a detection sensor, and a power supply. Different from general industrial motors, drive motors used in automobiles should have characteristics such as wide speed range, large starting torque, high backup power, and high efficiency. In addition, high reliability, high temperature resistance and moisture resistance, simple structure, and cost are also required. Low, simple maintenance, suitable for large-scale production. In the future, the drive motor system for electric vehicles in China will develop in the direction of permanent magnetization, digitization, and integration.

In addition, on November 12th, the Ministry of Science and Technology released the first batch of national key R&D pilot projects in 2016, including the new energy vehicle industry. This special focus will focus on 6 innovation chains (technical directions) such as motor drive and power electronics, power battery and battery management, and deploy 38 key research tasks. In the power density multiplication technology of motor drive controllers, the assessment indicators are peak power density of motor controller ≥ 17kW/L, maximum efficiency ≥ 98.5%, matching motor rated power from 20kW to 60kW, functional safety meeting the requirements of ISO26262 ASCIL C level, The design life is 15 years or 400,000 kilometers; the loading application is 10,000 sets.

According to the national key research and development plan for key new energy vehicle implementation plans, by 2020 China needs to establish a complete electric vehicle power system technology system and industrial chain. In 2020, the number of new energy vehicles will reach 5 million. To break through the key technologies of new energy vehicles, to break the monopoly of foreign suppliers in the core components of new energy vehicles, enhance the competitiveness of China's own brand vehicles, and accelerate the research and development of new generation batteries, motors, and electronic control systems, will become the "13th Five-Year Plan" Focus on the direction of breakthrough.

At present, industrial capital has been rapidly laid out. Dayang Electric (12.41, 0.26, 2.14%) spent 3.5 billion yuan to acquire 100% equity of Shanghai Electric Drive, compared with 1057% of its net asset premium rate; Wanxiang Qianchao (22.05, 0.57, 2.65%) invested 110 million yuan to participate in the 10% equity of Tianjin Songzheng, which is calculated to increase the net asset appreciation ratio by 279%. Under the gradual maturity of demand for new energy vehicles and key technologies, the market demand for electric vehicle motor systems will usher in rapid development. With relevant companies with technological advantages, market share is expected to increase rapidly.

In terms of the company, Zhenghai Magnetic Materials (24.090, 1.48, 6.55%) is mainly engaged in the drive of NdFeB and new energy vehicles, and its Shanghai Grand County has entered a performance release period for its motor drive. The annual net profit will exceed 40 million. With more new orders, production capacity is expected to expand to 50,000 units and customers are well-known domestic manufacturers. Due to the significant increase in sales of NdFeB for electric vehicles and the acceleration of sales of drive motors, according to the company’s equity incentive plan, the 2015 net profit growth target of 60% is expected to be completed. Founder Motors (32.35, 2.01, 6.62%) specializes in micro-special motors. The company plans to increase the cash price of 1.345 billion yuan to acquire 100% equity of Shanghai Haining and Dewo Shi to enhance the company's business in new energy vehicles, such as drive motors and powertrains. With regard to competitiveness, the program has now been approved by the China Securities Regulatory Commission. After completion of the acquisition, the proportion of new energy vehicle motor business will reach 20%, and gross profit will be approximately 30%, which will become an important profit growth point of the company.

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