[Joint Release] December 2023 New Energy Vehicle Three-electric System Insight Report
Release time:
2024-01-31
China's new energy vehicle market trends
New energy vehicle production, January-December year-on-year growth of 30.3, the growth rate is higher than the overall automotive market 4.9 growth.
In December 2023, SUVs accounted for 48.0 percent, an increase of 11 percentage points over the same period; cars and MPVs accounted for 44.5 percent and 3.1 percent; buses and trucks accounted for 2.3 percent and 2.2 percent, respectively.
Power battery-overall trend of installed capacity
The final assembly of new energy vehicles reached 359.3GWh throughout the year.
Power Battery-Market Supporting Structure
From January to December, the total installed capacity of ternary lithium reached 35.79 percent.
Supporting situation of power battery-cell enterprises
The competition of electric core enterprises is fierce, and cost control has become the core competitiveness.
Drive motor-matching situation of the enterprise
In December, Top10 motor supporting enterprises had a total of 725000 sets, up 53.9 percent year-on-year.
Some enterprises first model sales accounted for too high.
Drive motor controller-enterprise supporting situation
The performance of the head enterprises is stable, and the supporting volume of some enterprises fluctuates greatly.
Four electronic control enterprises supporting models are more scattered.
Next Generation Electric Drive Technology: Axial Flux Motor
Axial flux motors are expected to accelerate distributed drive landing.
The difference in the direction of the magnetic flux relative to the motor shaft is the biggest difference between the two motors.
Large-scale loading is possible only after the technical difficulties are overcome.
There is still room for technical optimization.
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Changzhou Jitai Auto Parts Co., Ltd.
Suzhou Jutianhe New Energy Technology Co., Ltd.
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