Carbon pottery "get on the car" into a air outlet?Domestic new energy vehicle companies closely followed Tesla, these listed companies have the layout

Jinbo announced on September 8 that the company received a fixed -point notice of BYD's development to develop and supply carbon pottery brake disk products for it. On June 6, Jinbo just announced that it was selected as a designated supplier by GAC Ean to develop and supply carbon pottery brakes for the latter.

And another carbon carbon composite material manufacturer Tian Yi Shangjia previously announced that the increase of raising funds will not exceed 2.319 billion yuan, for high -performance carbon ceramic brake plate industrialization construction projects, carbon carbon material products prefabricated intelligent weaving production lines Construction projects, etc. It is worth noting that the two companies, Jinbo and Tianyi Shangjia, have obtained intensive coverage of the institution this week.

It is reported that Tesla has taken the lead in using carbon pottery brakes on passenger cars. Safety accidents caused by braking failure are common. Recently, domestic car companies have also begun to promote the commercialization of carbon pottery brakes. According to incomplete statistics of the Financial Association, companies involved in this field are as follows:

In the middle of this year, Tesla provided a new carbon pottery brake system for its Model S Plaid models. The brake parts contained in this system include; carbon ceramic brake disk, brake caliper, brake pads, aluminum alloy (alloy steel) coincide, fastener bolt, etc. The four wheels are equipped with a carbon ceramic brake system The price is as high as 20,000 US dollars.

Zhongtai Securities Zeng Biao said in a research report released on August 25 that compared with carbon/carbon composite materials, the friction coefficient of carbon/pottery composite materials, no heat attenuation, less density, stable brakes, low wear rates Essence Due to the high cost of carbon pottery composite materials, it is mainly used in supercar brake disc. In the future, with the decline in prices, carbon ceramic compound materials are expected to be used in the braking system of mid -to -high -end models, aircraft, and high -speed rail.

China Merchants Securities believes that the carbon ceramic brake blue ocean market space is large, and the domestic competition pattern is good. In 2023, it is expected to become the first year of volume. At present, in the context of electrification, intelligence, and automotive product upgrades, the performance requirements of the brake system are gradually gradual requirements. Increasing, the carbon ceramic brake discs have obvious advantages and are expected to benefit.

In the research report released by Soochow Securities Zhouer Shuang and others on June 8th, the penetration rate of carbon ceramic brake pads began to increase rapidly in 2023. Assuming that the penetration rate of domestic/global carbon ceramic brake disc was 20%/18%in 2025, the corresponding domestic market space exceeded 14 billion yuan and the global market space exceeded 38 billion yuan.

The brake material is an important part of the car brake execution system, which is essential for driving safety and control experience. The carbon ceramic brake disc is divided into long fiber plates and short fiber plates, which can match customer needs of different grades.

At present, carbon pottery brakes are only applied in a few sports cars such as Ferrari and Lamborghini, and there are basically no new outfits in C -Class. Zhongtai Securities believes that in 2022 or the first year of carbon pottery brakes, the penetration rate reached 0.5%. In the future, the proportion of new energy vehicles gradually increased, predicting that the market size of the new C -Class car carbon ceramic brake disc in 2025 was the market size of the carbon ceramic brake disc in 2025 was the market size of the carbon ceramic brake disc. 3.704 billion yuan, the market size of the new energy commercial vehicle and the new vehicle and the new vehicle of the new energy commercial vehicle was 2.161 billion yuan.

my country's electric vehicle industry is in a period of rapid penetration rate, and the supply -side economy -funded car manufacturers are dominated. Domestic carbon pottery enterprises have a leading advantage in joint research and development, cost -effectiveness and OEM certification. They may follow the rapid development of the domestic electric vehicle industry Essence At present, domestic automobile carbon ceramic brakes are in its infancy, and companies such as Jinbo, Tianyi Shangjia, Limai Technology and other companies have a look -based layout in patent, car companies, and production capacity.

In the research report released by China Merchants Securities on June 19, the technology of domestic enterprises has continued to break through, and its costs have declined significantly. Models represented by new energy vehicles have successively used the technology of carbon pottery brake discs. In this segment, Jinbo shares and Tianyi Shangjia.

Specifically, Jinbo Co., Ltd. is the leading company in China. Since June, the company's announcement has successively became a designated supplier of GAC Euan and BYD carbon pottery brake tray. Jinbo has the production capacity of 100,000 sets of carbon ceramic brake trays an annual output, and can quickly expand its production capacity according to market demand; Tianyi Shangjia already has new energy vehicles, commercial vehicles and special vehicle carbon pottery brake trays prefabricated body Weaving, gas deposition, ceramic lymph and exudation and other preparation technical capabilities.

At present, the main materials of the brake discs have been used for decades, but the heat decline of the gray cast iron material is more serious, that is, with the increase in temperature, the friction will decrease, which will occur to the softer brakes and softened. In contrast, the lightweight, high temperature, and wear resistance of carbon ceramics are recognized as a new generation of brake materials. However, the disadvantage of carbon pottery brake is that the manufacturing cycle is long and the cost is high, which is much higher than the gray cast iron brake kit.

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