Auto structural spare parts industry changes under the rise of new energy vehicles

1. The rise of new energy vehicles and the growth of demand for core components
The rise of new energy vehicles is due to the continuous breakthroughs in the technology of core components such as batteries, motors, and electronic control systems. These core components are the key to the performance of new energy vehicles, and their performance improvement directly determines the key indicators of new energy vehicles such as cruising range, acceleration performance, and energy efficiency ratio. With the continuous expansion of the new energy vehicle market, the demand for core components has also shown explosive growth.

As the "heart" of new energy vehicles, the improvement of battery performance and the reduction of cost are the key to the popularization of new energy vehicles. In recent years, with the continuous advancement of lithium-ion battery technology, the energy density of batteries has been continuously improved, the cycle life has been continuously extended, and the cost has been continuously reduced. These changes have greatly improved the cruising range of new energy vehicles and promoted the rapid development of the new energy vehicle market. The demand for battery management systems (BMS) has also increased to ensure the safe and efficient operation of batteries.

Motors and electronic control systems are the power source of new energy vehicles. With the advancement of motor technology, key indicators such as acceleration performance and energy efficiency ratio of new energy vehicles have been significantly improved. The electronic control system is responsible for converting the direct current of the battery into the alternating current required to drive the motor, and accurately controlling the speed and torque of the motor to achieve smooth driving and efficient energy consumption of the car. The demand for motors and electronic control systems is also growing with the expansion of the new energy vehicle market.

2. The impact of the rise of new energy vehicles on the automotive structural parts industry
The rise of new energy vehicles has had a profound impact on the automotive structural parts industry, which is mainly reflected in the following aspects:
Promoting technological innovation and industrial upgrading
The rapid development of new energy vehicles has promoted technological innovation and industrial upgrading in the automotive structural parts industry. In order to meet the requirements of new energy vehicles for high performance, high safety and high reliability, parts companies continue to increase R&D investment to improve product technology content and added value. In the field of batteries, companies are committed to improving the energy density, cycle life and safety of batteries; in the field of motors, companies focus on improving the efficiency of motors, reducing noise and vibration, and other issues. These technological innovations not only improve the performance of new energy vehicles, but also promote the overall development of the automotive structural parts industry.
Promoting supply chain integration and optimization
The rise of new energy vehicles has promoted the integration and optimization of the Auto structural spare parts supply chain. Due to the large differences between the core components of new energy vehicles and traditional vehicles, parts companies need to rebuild the supply chain system. This includes finding new suppliers, establishing new partnerships, optimizing procurement processes, etc. In order to meet the high requirements of new energy vehicles for parts, parts companies also need to strengthen quality control and supply chain management to ensure that the quality, cost and delivery cycle of parts meet the needs of vehicle companies.

Promote industry reshuffle and changes in the competitive landscape
The rise of new energy vehicles has also promoted the reshuffle and changes in the competitive landscape of the automotive structural parts industry. On the one hand, the rapid development of the new energy vehicle market has attracted many new players to enter the market, including some start-ups and cross-border companies. The addition of these new players has intensified market competition and promoted the survival of the fittest in the industry. On the other hand, the high requirements of new energy vehicles for parts have also prompted traditional parts companies to accelerate the pace of transformation and upgrading. Some companies with technical strength and market competitiveness have gradually emerged and become important suppliers in the field of new energy vehicles.

Promote international cooperation and global development
The global development of new energy vehicles has also promoted international cooperation and global development in the automotive structural parts industry. With the continuous expansion of the new energy vehicle market, more and more parts companies have begun to deploy production bases and R&D centers around the world. This helps companies better serve global customers, reduce procurement costs, and improve the stability and flexibility of the supply chain. International cooperation also helps companies share resources, complement each other's strengths, and jointly promote the research and development and production of new energy vehicle technology.

3. Looking to the future
Looking to the future, with the continuous advancement of new energy vehicle technology and the continuous expansion of the market, the automotive structural parts industry will usher in more development opportunities and challenges. Companies need to continuously improve their own technical strength and innovation capabilities to meet the requirements of new energy vehicles for high performance, high safety, and high reliability; companies also need to strengthen supply chain management and quality control to ensure that the quality, cost, and delivery cycle of parts meet the needs of vehicle companies. Companies also need to actively respond to the impact of factors such as international trade frictions and geopolitical risks on the supply chain to ensure the stability and security of the supply chain.