'Dual credit policy' | Implementation, automotive aluminum market will usher in the golden period of development

The "Measures for the concurrent management of the average fuel consumption of passenger vehicle companies and new energy vehicles points" starting from April 1 this year have been formally implemented. According to the requirements of the fourth-phase standard for the fuel consumption of passenger vehicles, the Chinese passenger vehicle The new vehicle fuel consumption target is to drop to about 5L/100km in 2020. In response to energy-saving pressures, auto companies have stepped up their efforts to develop new energy vehicles, and are striving to reduce weight and fuel consumption. The aluminum alloy market for lightweight vehicles will also usher in development. The golden period provided new development opportunities for domestic aluminum processing companies such as Mingtai.

Aluminum alloy material has the advantages of good weight reduction effect, good safety, etc. It has become an excellent choice for automotive lightweight. Therefore, the domestic automotive aluminum demand has increased, and the investment value of aluminum industry chain has increased. At present, the average aluminum consumption of Chinese automobiles is about For 110Kg/vehicle, significantly lower than the current level of about 150Kg/vehicle in Europe and the United States, there is a huge room for improvement. In 2016, domestic automotive aluminum will be about 3 million tons, and it is expected to reach 6.5 million tons in 2020, with an average annual growth rate of more than 20%. According to the “Energy-saving and New Energy Vehicle Technology Roadmap” released last year, the amount of aluminum used in motorcycles will exceed 350kg by 2030. With the support of the new policy, the transformation and upgrading of new energy vehicles will be promoted. Both automobile enterprises and aluminum enterprises will increase. Great research and investment in new energy and lightweight technologies, and vigorously promote the development of automotive aluminum market.

According to Ming Tai Aluminum's report on aluminum technology for lightweight automotive applications, it is pointed out that aluminum for light weight use of new energy vehicles is mainly in two aspects: On the one hand is aluminum for bodywork, 5182, 6016 aluminum alloy materials are widely used in automotive lightweight Inside and outside panels, outside panels, reinforcements and other places. The biggest advantage of aluminum alloys is lightness, its density is 2.7 tons per cubic meter, and the density of steel is about 7.8 tons per cubic meter. The biggest benefit after reducing the weight of the car is to reduce the Fuel consumption. The body of the vehicle adopting aluminum alloy material extends the cruising range of the battery to a certain degree; in addition, it will be more flexible and convenient in the later installation configuration. Secondly, the strength of aluminum alloy is no less than that of high-quality steel, and Strong anti-corrosive properties. Aluminum is more active. After contact with oxygen in the air, it quickly forms a dense layer of aluminum oxide on the surface. This layer of aluminum oxide prevents aluminum from being corroded. On the other hand, Lithium-ion battery aluminum foil, 8021 soft-packed lithium-alloy aluminum-plastic film, aluminum-foil-packed batteries, When a short-circuit accident occurs, it is generally blown open, with high safety, more suitable for passenger vehicle assembly. In terms of weight, soft package The weight of the battery is 40% lighter than a steel cylinder lithium battery of the same capacity, and 20% lighter than an aluminum lithium battery with a square shell. The product is thinner and lighter, which can reduce the weight of the vehicle and extend the mileage of the battery.

According to market analysts, fuel consumption emissions and electric vehicle life to promote the development of lightweight vehicles, Chinese brands for automotive aluminum demand has ushered in the outbreak. Or in the near future, 'all aluminum body' is no longer a luxury Synonym for the brand.

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