With the increasing global emphasis on environmental protection and energy efficiency, the new energy vehicle market is experiencing unprecedented growth.
In order to meet consumer demand for higher performance and lower cost, the manufacturing technology of new energy vehicles is also constantly improving. Among them, integrated die-casting technology, as a key technology for lightweight and efficient manufacturing, is gradually becoming the focus of the industry.
As we all know, lightweight is an important means to improve the endurance and reduce energy consumption of new energy vehicles.
By using integrated die casting technology, automakers can significantly reduce the number of parts in the production process, thereby reducing body weight and improving fuel efficiency and performance. According to research, for every 10% drop in the weight of a car, the corresponding fuel consumption will also drop by 6-8%.
This means that the integrated die-casting technology not only helps to reduce carbon emissions in the production of vehicles, but also helps to reduce tailpipe emissions during the use phase.
From the demand side, China's requirements for vehicle emissions are becoming increasingly stringent, and consumers have also put forward higher requirements for the range and performance of new energy vehicles.
Against this backdrop, automakers need to constantly innovate to meet market demands. Many domestic car companies have begun to accelerate the application of lightweight technology, and integrated die-casting technology is the key to achieving this goal.
From the supply side, aluminum alloy, as a material with superior performance and low cost, has the potential for large-scale application in the short and medium term.
With the continuous breakthrough of aluminum alloy joining process, the scope of application of integrated die-casting technology is also expanding. From high-end models to the mid-range market, the application of this technology is promising.
In the investment market, Tesla, as a pioneer in integrated die-casting technology, has achieved remarkable success.
Domestic new energy vehicle manufacturers such as Xiaopeng and Li have also followed suit, actively deploying the R&D and production of integrated die-casting technology. This trend is expected to continue to drive the expansion of the integrated die casting market in the coming years.
So, for investors, how to seize the opportunity of integrated die casting?
During the weekend review, I selected a few high-quality companies with potential in the field of integrated die casting, and one of them is particularly noteworthy.
First of all, the company's wholly-owned subsidiary recently obtained the designated project of integrated body structural parts for two new production platforms of a leading new energy main engine factory in China, with a contract amount of about 2.3-2.6 billion yuan.
This shows that the company has strong strength and market share in the field of integrated die casting.
Secondly, the company's share price is around 56 yuan, and the market value is below 15 billion, which is relatively small and easy to rise.
In addition, the recent increase in the holdings of major funding institutions exceeded 5500 million, the main force has absorbed more than 80%, and the stock price has risen strongly along the five-day line and walked out of the first signal, poised to break through the previous high.
(Small envelope, 偲8, immediately revealed, not Pingloam district).