China's electric machinery will drive the demand of high efficiency electric machinery close to 100 billion yuan
Since the beginning of this year, electric vehicle fever has continued in the United States: in the context of Tesla's new share price, Prag energy has also followed suit, rising more than 330% in the year, followed by hydrogen fuel cell company Ballard Power Systems and fuel cell energy
The company has set a new high in stock price. Now, this wave is spreading to electric vehicle motor enterprises. On March 11, Beijing time, UQM, an American company that manufactures electric vehicle engines, rose 41.04%, and after hours trading showed that the stock continued to rise 16.72%.
Analysts said that over the past year, the mapping of the U.S. stock speculation boom on a shares has become more and more obvious, and it is not ruled out that the concept stocks related to auto motor business of a shares may also take the opportunity to attack. In addition, from the fundamental point of view, the national motor energy efficiency improvement plan
It is also pointed out that by 2015, the upgrading of China's motor products will drive the demand for high-efficiency motors and related equipment close to 100 billion yuan.
Tesla wave swept to the automotive electric field
At the beginning of the new year, in addition to the old stars apple, Google and other Internet giants, electric vehicle manufacturer Tesla is undoubtedly the biggest hot spot in the global market. In the context of Tesla's rising share price, the entire electric vehicle industry chain has set off a wave of speculation.
Since the beginning of this year, the stock price of plug has soared. On March 4, the share price once climbed to $7.09, a new high since November 2005. The cumulative increase in this year has also reached 331.61%. The strong rise of Prager energy led to the rise of hydrogen fuel cell companies. U.S. stocks bldp, fcel and hygs all hit 52 week highs.
Now this wave has spread to the electric vehicle motor enterprises. On March 11, Beijing time, the U.S. stock UQM technology company surged 41.04%, and the after hours trading of that day surged again by 16.72%. It is reported that the company's business includes: providing propulsion systems and generators; providing auxiliary components for electric, hybrid electric, plug-in hybrid electric and fuel cell electric vehicles. After decades of research and development work in energy-saving motors, generators and power electronic controllers, UQM technology has recently put these products into full production.
According to foreign media reports, Eric Ridenour, who has just served as president and CEO of UQM, said: "full production is a great achievement for UQM. Companies that use our high-quality, high-performance motors and controllers are also ready for mass production. " According to reports, UQM technology supplies high-efficiency motors, engines and power electronic controllers for automobile, aviation, military and other industries, and focuses on the development of alternative energy technology products, including power propulsion systems for electric vehicles, hybrid electric vehicles and fuel cell vehicles.
As early as 2010, as a world-famous alternative energy technology developer, UQM company announced that it would jointly develop powertrain system for pure electric vehicles and hybrid passenger vehicles with Borg Warner company, integrating UQM's power phase electric propulsion system into Borg Warner's 31-03e gear In order to provide coda company with a pure electric front wheel drive car. The peak power of UQM's power phase electric propulsion system can reach 100 kW and the continuous output power is 45 kW; its peak torque can reach 300 nm and the continuous output torque is 160 nm; the maximum diameter of this 46 kg system is only 280 mm. The motor can be widely used in passenger cars, including mini cars. The system also has the optimized four quadrant performance, dynamic torque, speed and voltage control features. The effective transmission rate within the power curve is more than 90%.
In contrast, at present, there is no real enterprise producing electric vehicle engines in China, and only a few companies are involved in electric vehicle business, such as Wanxiang Group.
Domestic high efficiency motor contains 100 billion market
In recent years, although China's research and development of high-efficiency motor basically keeps pace with the international level, and the technological progress is very optimistic, it is a pity that the ie3 motor produced in China is rarely used in China, and most of it is used for export. It is not difficult to see that there are still great challenges in the field of high efficiency motors in China.
As we all know, the electric power consumption of motor in the industrial field accounts for about 75% of the total industrial power consumption, so the energy saving of motor has become the key of industrial energy saving. With the dual pressure of energy conservation and environmental protection, energy-saving equipment represented by high-efficiency motor has attracted much attention in the market.
High efficiency motor refers to the general standard motor with high efficiency. The high efficiency motor adopts new motor design, new technology and new materials to improve the output efficiency by reducing the loss of electromagnetic energy, thermal energy and mechanical energy. Compared with the standard motor, the energy-saving effect of using high-efficiency motor is very obvious. Generally, the efficiency can be increased by 4% on average.
As early as 2008, China listed the energy saving of motor system as one of the top ten national energy saving projects, and in 2009, the application of high-efficiency and super efficient motor was included in the project of benefiting people. At the beginning of last year, the national motor energy efficiency improvement plan was issued. The plan mentioned that in 2015, China will achieve the upgrading of motor products, and 50% of low-voltage three-phase cage asynchronous motor products and 40% of high-voltage motor products will meet the energy efficiency standards of high-efficiency motor; It has promoted 170 million kilowatts of high-efficiency motors, eliminated 160 million kilowatts of low-efficiency motors in use, implemented 100 million kilowatts of energy-saving technical transformation of motor system, and eliminated 20 million kilowatts of high-efficiency motor remanufacturing. In other words, it is estimated that 80 billion kwh of electricity will be saved in 2015, which is equivalent to saving 26 million tons of standard coal and reducing 68 million tons of carbon dioxide. The Department of energy conservation and comprehensive utilization of the Ministry of industry and information technology announced that it will officially implement the motor energy efficiency improvement plan nationwide. The plan plans to use three years to improve the national motor energy efficiency and promote the transformation and upgrading of the motor industry. Among them, more than 30000 industrial enterprises with an annual power consumption of more than 10 million kwh will be the key implementation objects of the plan. It is estimated that the implementation of this plan will drive the demand for high-efficiency motors and related equipment close to 100 billion yuan. In the future, with the promotion of the energy efficiency improvement plan, the market demand for high-efficiency motors will gradually release and increase year by year.
China's motor export will increase gradually
At present, there are fewer and fewer enterprises engaged in traditional motor production in Europe, America and other developed countries. In this context, Chinese motor enterprises may become their importers. The proportion of high-efficiency motors in domestic stock is less than 5%, and the high-efficiency motors are mainly sold abroad. According to industry insiders, the application proportion of high efficiency motor in China is only 23% - 25%.
Although China has gradually become a big motor manufacturing country, and has mastered the production technology of high-efficiency and super efficient energy-saving motors, on the whole, the competitiveness of the motor manufacturing industry is still weak, with large motor consumption and low energy efficiency. Gao Dongsheng, deputy director of the Department of energy conservation and comprehensive utilization of the Ministry of industry and information technology, once said that at present, there is still a big gap between China's overall energy efficiency level and that of foreign countries. In particular, the energy efficiency of power consuming equipment such as motors and transformers is used in a large amount and has a wide application area. The annual electricity consumption through motors accounts for 64% of the total electricity consumption of the whole society, and the energy consumption of motors in the industrial field accounts for more than 70% of the total electricity consumption in the industrial field, The energy efficiency consumption of motor system is more different from that of foreign countries, about 15% - 20%.
According to the standard of GB 186132012, most of the motors produced and in use in China are grade 3 energy-efficient motors which are lower than the standard, and the average efficiency is 87%, while the efficiency of high-efficiency motors which have been implemented in developed countries has reached more than 91%. In addition, statistics from the Ministry of industry and information technology show that the proportion of high-efficiency motors in use in China is only about 5%. Some experts said that in the future, on the one hand, China should carry out in-depth research on energy-saving technology of motor and its system, such as research and development of high-efficiency and energy-saving motor, high-efficiency transmission system, reasonable matching of motor system, system integration scheme of energy-saving motor system, etc. On the other hand, it is necessary to formulate relevant standards of motor system energy saving, such as system energy saving transformation guidelines, motor system energy saving detection and evaluation standards in special fields, etc. In addition, it is necessary to establish energy-saving certification institutions of motor system, such as market access certification, energy-saving product certification, energy-saving certification of various efficient motor systems, etc.