Stable economy picking big beams 丨 key industry observation: "house" and "gain" of new energy vehicles

Zhejiang News Client reporter Zheng Yali Wang Yuhong

Standing at the wind of the new energy vehicle industry, Pinghu is particularly lively.

Drive in Pinghu, and you can see Japan's East Test (Zhejiang) Co., Ltd., Japanese Electric Motor Motor (Zhejiang) Co., Ltd., Nedoki Richz Electronics (Zhejiang) Co., Ltd., Natec Fortune -driven System (Pinghu) Co., Ltd. and other leading enterprises in the global new energy vehicle field. A competitive new energy vehicle industry cluster has been formed locally. Among them, the core part of the industrial cluster is the production of electric drive, which is called the "heart" of new energy vehicles.

In Nitfu's production workshop, a Taipower drive product has been offline, and its production capacity has been pulled to the largest. "We want to make up the list affected by the epidemic in the first half of the year!" Fang Liming, general manager of the company, told reporters that the company's monthly output has increased from 4,000 to 8,000 units.

“长三角地区分布着吉利、理想、蔚来等车企，方便我们根据客户需求及时更新调整。”方黎明说，明年公司与小鹏汽车合作的电驱产品也将进入量产，为公司赢得New increment.

Japan's Electricity Group is the "old friend" of Pinghu. At the end of June this year, the group's "throwing" list -Japanese electric vehicle motor motor vehicle -driven motor flagship factories project successfully settled in the Pinghu Economic Development Zone. Essence

"After the project is put into production, the production capacity of the local production of 1.1 million sets of electric drive systems will be increased to 2.6 million units, and the market capacity of nearly one -third of the country will contribute." Said Ma Yuefei, director of the Economic Development Office of the Pinghu Economic and Technological Development Zone. In the next 5 years, this number will reach 6 million units, and the national market share of Pinghu Electric Drives is expected to increase to 50%.

"The electric drive industry is the direction we have determined early in the morning." Said Tu Dongjun, chief engineer of Pinghu Economic and Information Bureau, said that the local space energy level is limited. It is impossible to "eat" the entire industry chain of new energy vehicles. Discarding, so choose to tear up the electric drive industry.

The resolute "She" at that time has now rewarded. The continuous strengthening of electric drive production shows the importance of "heart" and draws a complete new energy vehicle core component industry chain for Pinghu.

Fang Liming was quite touched by this. Today, when the transmission connection parts need to be driven, we can say hello to the company next door and get the goods in 3 days. In the past, it was limited by R & D technology. This product could only be imported from South Korea, and it took 3 months to first.

"We hope to form a technological linkage with local enterprises in Pinghu, achieve domestic equivalent substitution on more core components, and cultivate a localized solid industrial chain." Fang Liming said.

The electrical control system and electrical drive system produced by Zhejiang Yisong Power System Co., Ltd. are "good brothers" upstream and downstream, and they also focus on Pinghu.

When visiting Yisong's warehouse, the reporter found that the product had reached the 4th floor. Qi Yongwu, the company's quality director, explained with a smile that the company's development was too fast, and the place was getting more and not enough. Indeed, despite the impact of the epidemic in the first half of the year, Yishan achieved a output value of 230 million yuan, which is equivalent to the output value of last year.

Recently, Qi Yongwu and his colleagues are busy developing an electronic control system for Geely, which will achieve mass production in the second half of the year. At that time, the company's second phase of 9,800 square meters and 400,000 sets of capacity can be completed and put into operation. In his opinion, "everything is developing."

As of now, more than 20 companies in Pinghu have established long -term cooperative relations with new energy electric drive companies such as Japan's Electricity Group and Nitro -Fufu. The localized collaboration system for the supply chain is very complete, and the cluster effect is becoming more prominent.

With a complete core component industry chain, the arrival of Great Wall Motors seems to be an inevitable. On June 10 this year, the first new energy vehicle of the Great Wall Motor Pinghu Branch was officially launched. The "Pinghu" vehicle made more people start paying attention to this new energy vehicle industry cluster.

From the core parts of new energy vehicles to the manufacture of the vehicle, from the improvement of the point, Pinghu is planning a new layout.

Last year, Great Wall Motor brought a Great Wall Motor Pinghu R & D Center project with a total investment of 6.2 billion yuan. Wait for the well -known technical service forces in the Yangtze River Delta region to accelerate the construction of the world's leading intelligent connected car OTA security big data cloud platform ...

"We will not pursue everything in order to pursue the development of Pinghu New Energy Vehicle Industry. Only by learning can we shape the most competitive core advantages." Tu Dongjun said.

This kind of wisdom with "gesture" has made this high -energy automotive industry ecosystem achieve a change in butterfly from small to large in Pinghu, becoming the power that cannot be ignored in the territory of China's new energy vehicle. Right now, there are 272 local light vehicles and component manufacturers, with an annual output value of nearly 30 billion yuan, of which 26 supporting enterprises are the first -level supporting enterprises. The annual car production capacity is more than 5 million units, and the production capacity of new energy vehicles is more than 1 million units.

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