The charm of integrated die casting lies in the fact that complete auto parts can be produced through a one-time large-scale die casting process, which reduces costs, improves performance, and has a profound impact on the automotive aftermarket.
The potential of integrated die-casting is a subversive revolution from all vehicles, including fuel vehicles and new energy vehicles, with a high proportion of value and a large market capacity
There are even ** reports that this technology has reduced Tesla's cost by 40%, good guys, this cost reduction is directly a god!No wonder domestic manufacturers quickly followed up, and related companies were all red, and a bunch of people who knew how to make money were full!
At present, there are a number of automobiles in the domestic market that have used integrated die-casting technology, and it is currently the rapid landing period of the industry.
As a global technology giant, Huawei has also begun to get involved in the field of integrated die casting, which may be a new opportunity.
Latest catalysts:
1) The M9 will have an integrated die-cast aluminum body.
On December 26, 2023, the AITO M9 will be released soon, thanks to the integrated die-cast aluminum body using a 9,000-ton press, the interior layout of the new car is more flexible, and the three rows are flat floors, with the help of seats with electric slide rails, to achieve a variety of layouts of 3 4 5 6 seats.
After the use of one-piece large-scale die-castings, the aluminum alloy content of the M9 body exceeds 80%, the weight of the body is greatly reduced, and the corrosion resistance and torsional strength are better. ”
As a manufacturer, Sailis Automobile introduced that the model will integrate 222 parts into 10 integrated die-casting parts, and the number of parts will be reduced by 95%: The number of connection points will be reduced by 1,440, a decrease of 70%.
2) On December 25, 2023, Nezha Automobile revealed that by 2025, the company will realize the integrated die-casting layout of all model platforms.
3) On December 23, LK Group and Chery Automobile jointly held the "World's First Double Injection Molding Process and Technology Signing Ceremony of Over 10,000 Tons" in Wuhu, Anhui Province, revealing the technical principles and advancement of the double injection process and equipment.
In the integrated die-casting industry chain, the core is heat-free aluminum alloy, super-large die-casting machine and other links. They are sorted out as follows:
1) Upstream raw material - heat-free aluminum alloy
Tesla's solution direction is the research and development of new materials, Tesla in 2015 from Apple poached the top material expert Charles Kuehmann (Charles Kuehmann), Kuiman is a doctor of materials science and engineering from Northwestern University, Kuiman's famous work in Apple is the integrated aluminum alloy body of the Mac computer, the team has developed a heat-free high-strength aluminum alloy material, suitable for die-casting large parts.
Upstream raw materials have extremely high technical barriers and a huge continuous demand.
Heat-free aluminum alloy companies mainly include Lizhong Group, Guangdong Hongtu, Shuai Yichi, Alcoa, and Tesla.
At present, the well-deserved leader in China is Lizhong Group, which has broken the foreign product monopoly and technical barriers in this field
2) Die-casting machine
At present, the only A-share listed company that has mastered this type of heavy-duty die-casting machine is Yizumi.
Due to the high unit price of die casting machines, there are high barriers to entry. The future may be a four-cornered pattern. LK (supplied to Tesla), Yizumi, Haitian and Buhler (No. 1 in the world).
3) Cast parts
There are many listed companies in this field, and the competition is fierce, and the more representative companies are Guangdong Hongtu, Wencan shares, and Rayhoo mold.
In the integrated industrial chain, who are the more authentic companies?Here's an example:
For example, Guangdong Hongtu, one of the few die-casting leaders in China with self-developed heat-free alloy materials, is the world's leading in integrated die-casting molding technology, and has successfully rolled off the production line of the largest domestic large-scale 6800t super-large integrated aluminum alloy die-casting structural parts.
For example, Wencan Co., Ltd., a leading supplier of high-end aluminum alloy die castings, has successfully matched Tesla, Weilai, Mercedes-Benz, Xiaopeng, etc.
For another example, Tuopu Group, Zhongjun, the company has mastered a number of core processes and technologies for lightweight chassis production, including high vacuum die-casting technology, local extrusion die-casting technology, multi-stage injection real-time feedback control technology, etc., and has more than 50 patents related to automobile chassis.
In terms of molds, Heli Technology, the company is mainly engaged in the research and development, design, manufacturing and sales of automotive casting molds, hot stamping dies and aluminum alloy parts.
Lizhong Group, belonging to 20cm, has a certain high elasticity, the company is a leading enterprise in the casting aluminum alloy material industry.
Wait a minute. Breakdown carding:
From the perspective of manufacturers with a new layout of aluminum alloys, combined with the mass production progress, Rayhoo Mould has achieved mass production of two lines in 2022, and the progress ranks first;
Dolly Technology has been put into trial operation of Tesla and Ideal Core in the fourth quarter of 2022, and the progress ranks second.