Why pay attention to the air suspension track now?
The price of air suspension is gradually dropping Although the value of a set of air suspension system supplied by international well-known manufacturers is about 1 Shenzhen Zhongheng Huafa Co.Ltd(000020) 000 yuan, the price of a set of air suspension system after localization is about 8 Xiandai Investment Co.Ltd(000900) 0 yuan, reducing the cost by about 30%.
In 2017, Chinese regulations put forward requirements for some commercial vehicles to be equipped with air suspension for the first time. Thanks to the mandatory installation requirements of the regulations, air suspension is expected to be further popularized in the field of commercial vehicles in China The permeability is expected to be further improved.
Which enterprises in the air suspension industry chain deserve attention?
Anhui Zhongding Sealing Parts Co.Ltd(000887) : acquire AMK, an internationally renowned supplier of air suspension, and then grasp the core technology of air supply unit. From 2020 to 2021, it successively obtained fixed points for new models of many Chinese head brand main engine manufacturers such as Weilai and Dongfeng lantu, with abundant orders.
Shanghai Baolong Automotive Corporation(603197) : master the core technology of air spring. In 2020, its air spring and vibration reduction business contributed more than 410 million yuan. In 2021, with the production of roll fixed-point projects and the breakthrough of new customers, the air suspension business is expected to become an important revenue growth pole.
Ningbo Tuopu Group Co.Ltd(601689) : deep binding Tesla Actively develop thermal management and air suspension business, and establish the first air suspension K plant in November 2021, which can achieve an annual output of 2 million air suspensions and meet the configuration of 500000 vehicles per year
Kong Hui automobile: unlisted, the first supplier of electronic control suspension (ECS) system for passenger cars in China The annual production capacity of air spring is planned to be 15 sets, and it has obtained the ECS system or air spring fixed-point qualification of 16 models of 4 mainstream automobile enterprises such as lantu.
What is the market size of air suspension in 2026?
According to the calculation of toubao Research Institute, the market scale of new energy vehicle air suspension in 2026 is about 100 million yuan.
