The website of the Ministry of Science and Technology recently released the "Key Implementation Plan for New Energy Vehicles of the National Key Research and Development Plan" (draft for comments). It is proposed that the transformation strategy of pure electric drive technology for new energy vehicles should be implemented, and the technology level of driving motor should be maintained internationally advanced. In addition, in order to promote energy conservation and emission reduction, the Ministry of Industry and Information Technology will implement special funds or use existing funding channels to subsidize energy-saving transformation of motor systems, and support a number of demonstration projects. Analysts pointed out that with the policy of warm air assistance, the market demand for high-efficiency motors will gradually release, increasing year by year. According to estimates, the demand for high-efficiency motors and related equipment is close to 100 billion yuan, and the motor industry deserves investors'attention.
Policy Warm Wind Power
On February 16, the website of the Ministry of Science and Technology released the "Key Implementation Plan for New Energy Vehicles of the National Key Research and Development Plan" (draft for comments). The plan proposes to implement the "Energy Conservation and New Energy Vehicle Industry Development Plan (2012-2020)"; implement the "pure electric drive" technology transformation strategy of new energy vehicles; improve the "three vertical and three horizontal" technology system of electric vehicles and the new energy vehicle research and development system, upgrade the new energy vehicle power system technology platform; seize the new round of new energy vehicles brought about by new energy, new materials and information technology. Opportunities for technological change, advanced research and development of next generation technology; by 2020, to establish a sound electric vehicle power system technology system and industrial chain. Provide technical support for the realization of new energy vehicle ownership of 5 million vehicles by 2020.
The specific objectives of the scheme show that the technology level of driving motor keeps international advanced, the ratio of motor driving controller to power in 2020 is twice as high as that in 2014, and catches up with the international advanced level; the level of electrification, lightweight, intellectualization and networking of pure electric vehicles is improved in an all-round way, and the technology level of small electric cars reaches the international advanced level and the market promotion reaches the international leading level.
Industry insiders pointed out that new energy automotive motor technology requirements are higher, permanent magnet synchronous motor has the most advantages. Driving motor is one of the three core components of new energy vehicle. Compared with traditional industrial motor, new energy vehicle driving motor has higher technical requirements. Policy warm air continues to blow to the motor industry, which constitutes a support for the industry.
Wide Market Space of Electrical Machinery Industry
In order to promote energy conservation and emission reduction, the Ministry of Industry and Information Technology will implement special funds or make use of existing funding channels to subsidize energy-saving transformation of motor systems and support a number of demonstration projects. On December 1, 2014, the Ministry of Industry and Information Technology, the Chinese Academy of Engineering and the Guangdong Provincial People's Government jointly convened the 2014 National Conference on Energy Efficiency Improvement of Electrical Machinery in Dongguan, Guangdong Province. At the meeting, Vice Minister of Industry and Information Technology Su Bo pointed out that the plan of improving motor energy efficiency should be regarded as one of the important tasks in the field of industrial energy conservation and emission reduction in the next three years, fully aware of the complexity and arduousness of the implementation of this work, and be ready to bite the hard bone and fight a protracted war.
It is reported that the large use of inefficient motors causes a huge waste of electricity. For every percentage point increase in motor energy efficiency in the industrial field, about 26 billion kilowatt-hours of electricity can be saved annually. By promoting efficient motors, eliminating inefficient motors, remanufacturing inefficient motors efficiently, and matching and energy-saving transformation of the motor system according to its load characteristics and operating conditions, the efficiency of the motor system can be improved by 5 to 8 percentage points as a whole, and the annual energy saving can be achieved from 130 billion to 230 billion kWh, equivalent to the power generation of two or three Three Gorges power stations.
Industry insiders believe that with the Ministry of Industry and Information Technology subsidizing energy-saving transformation of motor systems nationwide, the market demand for high-efficiency motors will gradually release, increasing year by year. According to the clear plan of the Ministry of Industry and Information Technology, 170 million kilowatts of high-efficiency motors will be promoted in the next three years and 100 million kilowatts of energy-saving technical renovation of motor systems will be implemented. Based on this, the demand for high-efficiency motors and related equipment is estimated to be close to 100 billion yuan.
From the industrial point of view, the main high-efficiency motor enterprises will naturally benefit directly from this plan, while the suppliers of key supporting materials upstream of high-efficiency motor will also benefit a lot, such as insulating materials, silicon steel sheets, transistors, etc.