Integrated die castingIt is a new type of manufacturing process that greatly improves production efficiency and automotive performance by integrating multiple individual die castings into a large, efficient, and productivity-enhancing die casting.
Policy promotion + "mileage anxiety" promotes the rapid development of lightweight, and the aluminum alloy market space is broad. In the face of the reality of energy conservation and emission reduction policies and new energy vehicle mileage anxiety, lightweight has become an important technical direction, and aluminum alloy materials have become the preferred choice for lightweight with their cost-effective advantages, and the market space is expected to reach 136.2 billion yuan in 2025, with a compound growth rate of 17 from 2020 to 20251%。
Xusheng Group (603305).
Company Highlights: Committed to the field of new energy vehicles and automobile lightweight, Tesla, Weilai's first-class business.
China's leading manufacturer of precision aluminum alloy and copper alloy die castings has successfully developed a series of products suitable for integrated die casting. As the demand for integrated die casting grows in the automotive industry, the market share is expected to increase further.
Guangdong Hongtu (002101).
Company Highlights: A rare die-casting leader of self-developed heat-free alloy materials in China, and the world's leading integrated die-casting molding technology.
One of the leading enterprises in the domestic die-casting industry, it has successfully developed a series of large-scale and complex aluminum alloy die-casting parts suitable for integrated die-casting. With the growing demand for integrated die casting in the automotive industry, Guangdong Hongtu's market position is expected to be further consolidated.
SINOMACH (600335).
Company Highlights: The first comprehensive service provider of automobiles, with the background of central enterprises.
As an automotive sales and aftermarket service provider, it is expected to benefit from the improved performance and productivity of automobiles brought by integrated die casting. Through cooperation and investment, the integrated die-casting industry chain provides investors with more investment opportunities.
Rayhoo Mould (002997).
Company Highlights: Cover molds, aluminum plate molds and aluminum body welding are among the top in China.
China's leading R&D and manufacturer of automotive molds has successfully developed a series of large-scale and complex molds suitable for integrated die casting. With the wide application of integrated die casting, the market share is expected to further increase.
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Yizumi (300415).
Company highlights: a high-tech enterprise in the R&D, production and sales of special machinery and equipment for "molding".
Enterprises focusing on the manufacture of precision mechanical parts have successfully developed a series of high-precision die castings suitable for integrated die casting. With the growing demand for high-precision die castings in the automotive industry, the market share is expected to increase further.
Lizhong Group (300428).
Company Highlights: One of the largest master alloy manufacturers in China, and some of the technical indicators of some products are at the international advanced level.
One of the leading manufacturers of aluminum alloy wheels in China, it has successfully developed a series of aluminum alloy wheels suitable for integrated die casting. With the growing demand for integrated die casting in the automotive industry, Lizhong Group's market share is expected to further increase.
Personal opinion, for reference only.