Reporter Feng Yuyao.
On December 25th, the concept of integrated die-casting strengthened, Wencan shares, Xusheng Group, National Machinery Automobile, Rayhoo Mold, Guangdong Hongtu, Lizhong Group, Minglida and many others followed up.
On the news side, AITO Automobile recently announced the safety configuration information of the M9 model, using the integrated die-casting of the 9000-ton press;Nezha Automobile recently officially announced that it is working with LK Group to jointly develop an integrated die-casting machine of more than 20,000 tonsChery Automobile recently announced that it has jointly developed the world's first double injection molding process of over 10,000 tons with LK Group.
From the perspective of the industry, compared with the traditional welding process, integrated die casting eliminates many stamping and welding steps between components. Under the trend of automobile lightweight, integrated die-casting can not only reduce the number of parts of the car, but also greatly reduce the weight, which is an important way to reduce fuel consumption and improve battery life.
Integrated die casting is able to bring together parts that would otherwise be dispersed separately by means of extra-large tonnage die casting equipment. At present, integrated die-casting is evolving to 10,000 tons.
The continuous breakthrough of car companies in the integrated die-casting technology is an important milestone in the technological upgrading of China's automobile manufacturing industry. Yu Fenghui, a specially invited researcher at China's financial think tank, told the reporter that in the future, the integrated die-casting technology will also develop in the direction of larger tonnage, higher precision and more intelligence to meet the production needs of new energy vehicles and intelligent vehicles.
In the future, the design trend of new energy vehicles is integration and modularization, and large-scale integrated die-casting technology will use advanced manufacturing technology to pay more attention to environmental protection and the optimization of die-casting process. Jufeng Investment Advisory Senior Investment Consultant Luo Qiming told reporters.
In the past two years, domestic car companies have competed to deploy integrated die-casting technology. Up to now, some car companies have used integrated die-casting technology on some models. For example, the M9 is equipped with die-cast parts such as a large one-piece die-cast rear body, and 222 parts have been integrated into 10 integrated die-cast parts, reducing the number of parts by 95%. At the same time, the number of connection points has been reduced by 1,440, a decrease of 70%, resulting in higher integration, higher reliability (stiffness), and lighter weight.
According to Caixin and other relevant institutions, the scale of China's integrated die-casting market will reach 38.9 billion yuan in 2025. From the perspective of the industrial chain, the upstream is mainly material manufacturers and equipment manufacturers, the midstream is die-casting enterprises, such as Tuopu Group, Wencan Co., Ltd., Guangdong Hongtu, iKedi, etc., and the downstream is mainly automobile OEMs.
In Yu Fenghui's view, with the accelerated penetration of integrated die-casting technology, the subdivision track in the industrial chain will usher in development opportunities in the future. For example, die-casting equipment manufacturers will benefit from the expansion of production capacity by new OEMs and the technological upgrading of existing OEMs to achieve business growth.