Tesla leads the trend of body die-casting integration in the electric and intelligent era. The integrated die-casting technology combines stamping and welding in the traditional car-making process.Model 3 rear bottom plate70 Multiple parts are integrally die-cast asModel Y of2 A large piece, the production cost can be saved by about20%the welding pressure time is from2h shorten to90sAt the same time, it also has the advantages of improving the precision level, improving the recycling rate of raw materials and shortening the model development cycle.The model iteration of traditional cars is mainly based on hardware iteration, and the life cycle is generally5In 2009, in the era of electric intelligence, automobiles have become iterative new intelligent terminals, and the iteration cycle has been shortened to once a year.
Under the electric intelligence, brand product differentiation is crucial, and automotive products need to have the ability to continuously evolve.
The integrated die-casting can make the standardization of the hardware higher, the development cycle shorter, match the software update speed, and adapt to the characteristics of the electric intelligence era, which is the general trend.
Parts: Aluminum die-casting parts are developing towards large-scale and integrated development
Driven by the demand for lightweight, with the further improvement of the application technology of aluminum alloy materials, its application in the automotive field will gradually extend to the hood, fenders, doors, rear compartments, roofs, and the whole body. Large parts dominated by steel castings. From the perspective of manufacturing process, the car body part has developed from stamping and welding to integrated die-casting under the leadership of Tesla; the die-casting parts of parts mainly have three major processes: stamping, casting and forging. Driven by the demand for lightweight design, the key The parts are developing in the direction of high pressure die casting, large-scale and integration.
The aluminum die-casting industry has a broad space, and the industry chain welcomes opportunities for localization
It is assumed that in 2030, the applicable parts of integrated die-casting are the front, middle and rear bottom plates, battery pack, motor electronic control housing, sub-frame, door*4, and rear cover in a total of 9 parts. It is assumed that the penetration rate of integrated die-casting of new energy vehicles is 60%, and the penetration rate of integrated die-casting of traditional vehicles is 30%. Upstream aluminum: In 2016, the aluminum used in passenger vehicles was about 110kg, and it is expected to reach 242kg by 2030. The global aluminum market for passenger vehicles is expected to increase from 99.9 billion yuan in 2016 to 363 billion yuan. Large-scale die-casting machines: We estimate that the global demand for large-scale die-casting machines will be about 2,800 sets in 2030, and the overall market capacity will be about 224 billion yuan. Downstream parts: We estimate that in 2030, the global large-scale die-casting of auto parts will be about 340 million pieces, and the market size will be about 510-680 billion yuan.
It is recommended to pay attention to companies with early production capacity layout and technical reserves. The upstream recommends paying attention to automotive aluminum suppliers such as Asia Pacific Technology, Mingtai Aluminum, and Lizhong Group. The equipment side pays attention to die-casting machine leaders such as Yizumi. The downstream components are recommended to pay attention to Quan. Feng Auto, Aikedi, Wencan Co., Ltd., Xusheng Co., Ltd., Tuopu Group and other independent auto parts companies with forward-looking layout of large-scale die-casting equipment.