The high cost is still the most important factor restricting the development of electric vehicles. Recently, industry sources have revealed that apart from subsidies, electric vehicles have the same market price advantages as fuel vehicles and fuel vehicles. At that time, the price of the electric drive system assembly (motor + controller + reducer) needs to drop below 10,000 yuan. It is understood that there are already foreign companies that have achieved this goal, but there is still a big gap between the domestic electric drive system assembly price and the price of 10,000 yuan, and it still needs more than 25,000 yuan. A number of motor companies said that the current motor system for new energy vehicles has not yet achieved large-scale production, and the life cycle of the motor system is generally short, coupled with rising prices of motor raw materials and other reasons, the domestic motor companies still have a larger cost control problem. After 2018, there will be more and more foreign motor brands, car companies, etc. participating in the market competition, then the electric drive assembly market competition will become increasingly fierce. It can be predicted that once the subsidies are completely reduced, domestic electric drive assembly companies will face a huge "survival crisis." Electric drive assembly price should drop below 10,000 yuan An industry source stated that the price of powertrains for new energy vehicles is still relatively high, and the price of electric motor control needs to drop by more than half before it can be competitive in the market. At present, the price of motor systems on the market still needs 250 yuan/KW. “The price of electric drive assembly (motor + control + reducer) drops below 10,000 yuan, which is the next generation technology and product level in the world. Currently, foreign companies such as Bosch can achieve technology, and most domestic motor companies are not easy. This is done, but everyone is working hard in this direction.†According to industry insiders, only in this way can electric vehicles have the advantage of competing with traditional fuel vehicles, and motor companies will have future market competitiveness. Another industry expert who did not wish to be named stated that the subsidies for new energy vehicles are essentially the “differences†between the manufacturing costs of new energy powertrains and the manufacturing costs of traditional powertrains. Once the subsidies are completely reduced, the total battery and electric drive systems In order to continue to participate in market competition, we must have a price advantage. According to relevant data, in a new energy vehicle, the cost of motors and controllers is up to 25%, and the cost of power batteries is up to 45%. Therefore, in order to reduce the cost of new energy vehicles, it is necessary to “cut the knife†on batteries, motors, and electric controls. In general, in the future, the price of an electric drive assembly (with a power of about 130 kW) used in a Class B vehicle will fall below 10,000 yuan. At present, some foreign giants have already achieved it, but domestic motor companies are far from this goal. There is still a big gap. The price drops hard Communication with a number of high-level electrical enterprise executives revealed that there are still many difficulties in the decline of the motor systems for new energy vehicles in China at this stage. Most enterprises frankly stated that the price of a set of electric drive systems will drop to 10,000 yuan, and it will take until 2020 to produce large-scale production. First, at this stage, the volume of new energy vehicles is still relatively small, and it is difficult for the motor system to achieve large-scale production. “Taking a traditional car as an example, a vehicle model can achieve a quantity of tens of thousands of units per month. In this way, the price of the power system can be greatly reduced, but at present, fewer new energy vehicles have achieved sales of 10,000 vehicles.†Secondly, domestic new energy automobile policies and technical parameters are adjusted more frequently, resulting in a shorter life cycle of the motor system. An industry insider who did not want to be named said, “Our power system developed for traditional vehicles can be sold for at least 3 years, and there are more than 100,000 per year, and the price is naturally cheaper. However, the electric drive system developed for new energy vehicles last year With the introduction of a variety of products, due to technical upgrades, policy adjustments, and other reasons, the costs of investment in molds, R&D, etc. will not come back. This year has already stopped selling!†In addition, there is still a major difficulty that cannot be ignored. For a long time, the core components of motors and electronic controls are highly dependent on imports, and raw materials such as neodymium-iron-boron, silicon steel, and permanent magnets have continued to rise in price, which has limited the motor and electronic control to some extent. The ability to reduce costs. At this stage, the prices of raw materials such as silicon steel, copper, and permanent magnets have all increased, leading to a 10%-20% increase in the overall cost of raw materials for electric motors. The high-speed bearings, corona-resistant magnet wire materials, insulating materials, and high-performance silicon steel sheets that are required for motors are highly dependent on imports, which undoubtedly makes them worse. Regarding this, Cai Wei, Chief Engineer of Precision Electric Co., Ltd. bluntly stated, “The cost of component purchases alone is 2-3 times higher than that of overseas! Even if China’s electric control manufacturers try to reduce the price of products in other areas, the electric control of electric vehicles in China The cost of the system is still 1.2 to 1.8 times higher than in foreign countries." Finally, there are industry insiders who have analyzed that the current domestic electric vehicle drive system for new energy vehicles is a customized solution. If the quantity of a single vehicle model cannot be guaranteed, it will be difficult to balance costs. Mobile Crushing And Screening Plant
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