The website of the Ministry of Science and Technology recently released the "National Key R & D Program New Energy Vehicle Key Special Implementation Plan (Draft for Comment)." The plan proposes to implement the transformation strategy of pure electric drive technology for new energy vehicles, and to maintain the international advanced level of drive motor technology. 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 the energy-saving transformation of motor systems and support a number of demonstration projects. Analysts pointed out that, along with the policy of warm wind power, efficient motor market demand will be gradually released, increasing year by year. It is estimated that the demand for high-efficiency motors and related equipment is close to 100 billion yuan, and the motor industry is worthy of investors' attention.

　　Policy warm air boost

On February 16, the website of the Ministry of Science and Technology released the "National Key R & D Plan New Energy Vehicle Key Special Implementation Plan (Draft for Comment)". The plan proposes to implement the "Energy-saving and New Energy Vehicle Industry Development Plan (2012-2020)"; implement the "pure electric drive" technology transformation strategy for new energy vehicles; improve the "three vertical and three horizontal" technology system for electric vehicles and the research and development of new energy vehicles System, upgrade the power system technology platform of new energy vehicles; seize the new round of technological change opportunities for new energy vehicles brought by new energy, new materials, and information technology, and develop the next generation technologies ahead; by 2020, establish a sound electric vehicle power system technology system and industrial chain. To provide technical support for the realization of new energy vehicle ownership to reach 5 million by 2020.

The specific objectives of the plan show that the technical level of the drive motor will remain internationally advanced, and the specific power of the motor drive controller will be doubled in 2020 compared with 2014, catching up with the international advanced level; the electrification, lightweight, intelligent and networked level of pure electric vehicles will be comprehensively improved, and the technical level of small electric cars will reach the international advanced level, and the market promotion will reach the international leading level.

Industry insiders pointed out that new energy vehicle motors have higher technical requirements, and permanent magnet synchronous motors have the most advantages. The drive motor is one of the three core components of new energy vehicles. Compared with traditional industrial motors, the drive motor of new energy vehicles has higher technical requirements. Policy warm air continues to blow to the motor industry, supporting the industry.

　　Motor industry market space is broad

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 the 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 held the 2014 National Motor Energy Efficiency Improvement Work Conference in Dongguan, Guangdong. Su Bo, vice minister of the Ministry of Industry and Information Technology, pointed out at the meeting that it is necessary to take the motor energy efficiency improvement plan as one of the important tasks in the field of industrial energy conservation and emission reduction in the next three years, fully understand the complexity and arduousness of implementing this work, and do a good job of gnawing hard bones and fighting for a protracted war.

According to reports, the massive use of inefficient motors has caused huge waste of electricity. Every one percentage point increase in motor energy efficiency in the industrial sector can save about 26 billion kilowatt-hours of electricity annually. Through the promotion of high-efficiency motors, the elimination of low-efficiency motors in use, the high-efficiency remanufacturing of low-efficiency motors, and the matching and energy-saving transformation of the motor system according to its load characteristics and operating conditions, the overall efficiency of the motor system can be improved by 5 to 8 percentage points, and the annual power saving can be 130 billion to 230 billion kilowatt-hours, which is equivalent to the power generation of two or three Three Gorges power stations.

Industry insiders believe that as the Ministry of Industry and Information Technology subsidizes the energy-saving transformation of motor systems across the country, the market demand for high-efficiency motors will be gradually released, increasing year by year. According to the clear plan of the Ministry of Industry and Information Technology, in the next three years, a total of 0.17 billion kilowatts of high-efficiency motors will be promoted and 0.1 billion kilowatts of energy-saving technological transformation of motor systems will be implemented. Based on this, it is estimated that the demand for high-efficiency motors and related equipment is close to 100 billion yuan.

From the industry, the main high-efficiency motor enterprises naturally directly benefit from this plan, and high-efficiency motor upstream key supporting material suppliers also benefit, such as insulation materials, silicon steel sheet, transistors and so on.