On December 15, LK Technology (00558) and Nezha Automobile held a signing ceremony for strategic cooperation in super-large integrated die-casting equipment and technology. This is the first cooperation between the company and Nezha Automobile, and the two sides have carried out all-round in-depth strategic cooperation on the joint development of ultra-large die-casting equipment of more than 20,000 tons, the establishment of die-casting demonstration bases and the establishment of die-casting research institutes, so as to jointly promote the development of automobile manufacturing and die-casting industry.
According to the cooperation agreement, Nezha Automobile will purchase a number of die-casting machine equipment from LK Technology, and the 20,000T ultra-large intelligent die-casting unit of this cooperation will once again break through innovation, and will plan to realize the integrated die-casting molding of the entire body chassis of B-class cars and larger models, once again subverting the body chassis manufacturing process of new energy vehicles. Nezha Automobile revealed that by 2025, the company will realize the integrated die-casting layout of all model platforms.
LK Technology has given too many surprises to the market, from 12,000t to 16,000t, and then to 20,000t, the product iteration cycle has been continuously shortened, and it has disappeared in the ultra-large die-casting machine. Based on the optimism about the development of the company and the industry, investors strategically invested in shares to share the company's development achievements, and in September and November this year, the company successively obtained a total of 18Strategic investment of 800 million yuan.
In fact, the integrated die-casting process uses a super-large die-casting machine to manufacture related structural parts, and the tonnage of the super-large die-casting machine is increased from 6,000t to 16,000t, so that the integrated die-casting application scenario gradually expands from the front and rear bottom plates at the beginning to the middle bottom plate, battery tray and other structural parts. The integrated die-casting can cover more and more comprehensive models, LK will launch 20,000 tons and above ultra-large die-casting machine, to achieve coverage of B-class cars and larger-size models, is expected to gradually achieve A0-D class full range of sedans and SUVs full coverage.
In the future, the integrated die-casting market has a broad space, which is mainly reflected in the total market space and scene value space. In terms of total volume, the continuous increase in the penetration rate of new energy vehicles has brought dynamic scale growthIn terms of scenarios, on the one hand, more models are covered, and at the same time, fierce competition and the sinking market are moving down, and the die-casting machine technology is improved, more low-end models will also be applicable, on the other hand, the body and chassis structural parts can become integrated die-casting scenarios.
Judging from the research reports of major investment banks, the global penetration rate of new energy vehicles is expected to reach 50% in 2030, and the research institute EVTark predicts that the global new energy sales will reach 47.8 million by 2030. At present, China's new energy vehicles account for more than 60% of the global market share, to achieve its own brand of corner overtaking, but the market is mainly distributed in the first and second tier cities, with the advancement of technology and the popularization of charging infrastructure in lower-tier cities, as well as the promotion of national policies, new energy vehicles are expected to accelerate the penetration of new energy vehicles in the second and third tier cities, and it is expected that the domestic penetration rate is expected to be higher than the global level in the future.
The rapid development of new energy vehicles has driven the growth of integrated die-casting, and the integrated die-casting scenario covers more models and components, which is also expected to greatly increase the value of a single vehicle. According to the GF ** research report, the value of integrated die-casting bicycles will reach 2140,000 yuan-2360,000 yuan, the investment bank mainly considers the value of the front and rear floors, but the value of the scene shows a dynamic increase, and the actual value of the bicycle is expected to be much higher than the investment bank's estimate. If EVTark's estimated sales data are used, the global market size of integrated die casting will exceed one trillion yuan in 2030.
The comprehensive strategic cooperation between LK Technology and Nezha Automobile, in which the 20,000t die-casting machine is of great significance to the industry, with more advanced casting technology and stronger template structure, creating more possibilities for the integrated die-casting of automobile chassis. In order to meet future capacity needs, the company has built a second casting plant with an annual output of 100,000 tons in Chizhou, Anhui Province, and currently has five die-casting equipment production bases around the world, and a new production base in Hangzhou Bay will be put into operation soon to meet the incremental demand of customers for ultra-large die-casting machines.
The era of ultra-large die-casting machines has come, LK Technology has industry-leading technology accumulation and project experience, as well as competitive advantages in brand, chain and delivery, and looks forward to better order performance in the future.
*: Straight Flush Finance Sina Finance.
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