The rapid development of new energy vehicles has brought a lot of investment tracks. Among them, the inverter track of new energy vehicles is also worthy of attention. The performance of the inverter is directly related to the power output performance of the motor and the endurance of new energy vehicles. Once the inverter fails, it will affect the power output, or lead to the complete shutdown of the power system, Therefore, inverter is very important for new energy vehicles. This paper will answer the following questions: (1) how to distribute the industrial chain of the inverter industry of new energy vehicles? Which companies in the industrial chain deserve attention? (2) What is the development trend of inverter for new energy vehicles? (3) How will the market scale of inverter for new energy vehicles develop?
How to distribute the inverter industry chain of new energy vehicles? Which companies in the industrial chain deserve attention?
The upstream of the new energy vehicle industry chain is mainly raw material suppliers, and IGBT, capacitor and inductor are the core electronic components; Midstream is an inverter manufacturer, with international suppliers as the core, and Chinese suppliers develop slowly; The downstream is connected with each automobile factory.
The core components in the upstream of the industrial chain are mainly 1GBT, capacitor and inductor It is suggested to pay attention to the domestic substitution progress of 1GBT. The main participants of Chinese IGBT include Starpower Semiconductor Ltd(603290) , Wuxi Nce Power Co.Ltd(605111) , Hangzhou Silan Microelectronics Co.Ltd(600460) , etc; In terms of capacitance, we pay attention to film capacitors with better performance. The leader of film capacitors in China is Xiamen Faratronic Co.Ltd(600563) ; Inductance is the core material of inverter, and the metal soft magnetic powder core material that better matches the new energy vehicle will become the development trend. It is suggested to pay attention to Shenzhen Click Technology Co.Ltd(002782) , Poco Holding Co.Ltd(300811) , etc.
The inverter manufacturer is in the middle of the industrial chain, and the inverter business of CEC, an international supplier, develops best It accounts for about 1 / 3 of the global market share, and Byd Company Limited(002594) , Shenzhen Inovance Technology Co.Ltd(300124) , Weiran power, Sungrow Power Supply Co.Ltd(300274) and other Chinese suppliers have performed well.
What is the development trend of inverter for new energy vehicles?
Endurance and charging are the focus of the new energy vehicle industry. At present, the mainstream voltage of passenger cars is about Shenzhen Jt Automation Equipment Co.Ltd(300400) v / but the strong endurance and fast charging performance of new energy vehicles drive vehicle enterprises to pursue higher voltage models, and motor inverter is particularly important for 800V and above electric high-voltage platforms. In order to cope with the development of new energy vehicles, the design of inverter will also develop from 650V to higher 750V and 1200V. Therefore, silicon carbide inverter with better performance will quickly become a new favorite in the market.
How will the market scale of inverter for new energy vehicles develop?
The market scale of inverter for Shanxi Guoxin Energy Corporation Limited(600617) automobile is closely related to the sales volume of new energy vehicles and the unit price of inverter. Although the unit price of inverter will be maintained at about 40005000 yuan, the rapid development of new energy vehicles still makes the market scale of inverter increase year by year Toubao Research Institute predicts that the market scale of Shanxi Guoxin Energy Corporation Limited(600617) automobile inverter will reach 50.02 billion yuan in the middle of 2026.
