Summary of views
In recent years, with the vigorous development of new energy vehicle industry, the development of related parts industry and supporting facilities has gradually attracted attention. With the continuous and rapid development and progress of the electrical system of new energy vehicles, the requirements for its internal electrical connecting parts are also gradually improved. As the “blood vessel” of new energy vehicles, high-voltage connector is one of the core components in the high-voltage system of vehicles. With the rapid popularization and development of China Shanxi Guoxin Energy Corporation Limited(600617) automobile, the downstream demand of high-voltage connector has been continuously increased, driving the continuous large-scale production of high-voltage connector.
This paper mainly focuses on the current market situation of high-voltage connector of new energy vehicles, understands the current situation of high-voltage connector related technology and industrial chain, and analyzes the industry pattern and advantages and disadvantages of high-voltage connector of new energy vehicles.
Viewpoint refining
What aspects can reflect the core technology of high voltage connector?
The core technology of high-voltage connector is reflected in its current carrying capacity, temperature rise, plug-in life, protection grade (condensation, electromagnetic interference, etc.), anti vibration and impact, etc. there are dozens of parts, which is one of the more high-end parts under the automobile high-voltage structure. High voltage connector has many parts and complex structure, and different application scenarios correspond to a variety of products. The plastic / metal shell high-voltage connector is a kind of high-voltage connector whose main shell is mainly engineering plastic / metal alloy. It is mainly used in electric passenger vehicles / electric buses, logistics vehicles and commercial vehicles
What are the better high-voltage connector enterprises in the industry?
At present, the high-voltage connectors used by joint venture brands and traditional vehicles are mainly from Tyco, Yazaki, Sumitomo electrician, Amphenol and other international enterprises, and Chinese enterprises account for a relatively high proportion of independent brands. The overall market share of Chinese high-voltage connector enterprises is lower than that of international enterprises, but there is little difference in mature product technology. In the first half of 2021, high-voltage connector manufacturers with relatively high revenue include Luxshare Precision Industry Co.Ltd(002475) , Avic Jonhon Optronic Technology Co.Ltd(002179) , Shenzhen Everwin Precision Technology Co.Ltd(300115) , Shenzhen Deren Electronic Co.Ltd(002055) , Guizhou Space Appliance Co.Ltd(002025) , Shenglan Technology Co.Ltd(300843) , Zhejiang Yonggui Electric Equipment Co.Ltd(300351) , etc. In the field of commercial vehicles, the market share of international manufacturers is low, and the market share of Chinese enterprises is relatively high. The high-voltage connector industry has a high degree of concentration and intensified industry competition. At this stage, the market share of international manufacturers is high. China’s high-voltage connector industry started late, but it is gradually enhancing its product advantages and expanding its market share with the advantages of flexible response and being close to customers
What are the favorable factors for the development of high voltage connectors?
At this stage, China’s high-voltage connector related enterprises benefit from China’s national policy support and the advantage of being close to customers. They continue to benefit from agile development, serial R & D with downstream customers and cost. International enterprises begin to gradually shift their manufacturing focus to China and other developing countries. At the same time, the Chinese government has issued relevant policies to promote the industrial cluster and high-quality development of new energy auto parts. A good development environment will help to improve the technical level and product core competitiveness of the high-voltage connector industry. The iteration of new energy vehicle system puts forward higher requirements for connectors. While the demand continues to rise, it also promotes the continuous innovation and progress of high-voltage connector technology
