Detailed explanation of the new energy automobile industry chain

If the next 10 years, what is the development trend? Then Xiaobian can see that it is a new energy vehicle. After all, when the fuel truck is not allowed to sell, the new energy vehicle is the development trend. Automobile is a large industrial chain. The scale of the whole industry is very large. New energy vehicles have entered the stage of production. The relationship between supply and demand of upstream resources will remain tight for a long time. Lithium batteries will benefit first. With the increase of the number of charging piles, auto parts, Automotive electronics, automotive FPC, etc. will also benefit.

Detailed explanation of the new energy automobile industry chain

(1), lithium battery

Lithium ore, lithium carbonate, lithium hydroxide monohydrate and other upstream material resources, and lithium mine is the boss. The diaphragm is a key inner layer component in the structure of a lithium battery. The purpose is to separate the positive and negative electrodes of the battery, prevent the two poles from contacting and short-circuit, and let the electrolyte ions pass. This piece of gross profit margin is very high, can exceed 50%, lithium battery price increase diaphragm will also follow.

(2), motor and rare earth permanent magnet

The drive motor of the new energy vehicle can use four types of permanent magnet motor, DC motor, induction motor and switched reluctance motor. Among them, the comprehensive performance of permanent magnet synchronous motor is the most superior, so the demand for rare earth permanent magnets with the development of new energy vehicles It will also increase a lot.

(3), charging pile

In order to promote the new energy automobile industry, many places have increased efforts to build charging piles.

(4), automotive electronic accessories, automotive FPC
With the launch of new energy vehicles, auto parts and electronics companies are expected to benefit. Coupled with the development of smart cars and unmanned vehicles, many auto parts and electronics companies have the opportunity to come out with innovative capabilities.
1, automotive electronic accessories

High-voltage DC relay (Hongfa), thermal management (Sanhua Zhikong), film capacitor (Faraday), inductor (Shunluo Electronics) and automotive air conditioning system (Aotejia)


2, car FPC
Circuit board (Cassier Electronics), FPC soft board (Carbor Technology), automotive FPC (Carbor Technology) and automotive PCB (Cassier Electronics).

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