Analysis of the development direction of the domestic electrical industry

Recently, the "China's Motor Industry Development Strategy Study (2013)" was released in Beijing. Based on a study of the status quo of the development of the world's motor industry, the related policies of the Chinese motor industry, and market operations, the report provides an in-depth analysis of the development status of the motor industry chain. The development trend of China's motor industry in the next few years will provide decision-making reference for local governments and enterprises to deploy motors and upstream and downstream industries.

A wide range of motor products, a wide range of applications

A wide range of motor products can be divided into a variety of motors based on different models, specifications, power, shaft extensions, insulation, encoders, speed switches, thermal elements, heating bands and other parameters. In order to simply divide the motor products, on the one hand, in accordance with industry practice, the motor is divided into large-scale motors, small and medium-sized motors and micro-motors; on the other hand, according to the specificity of the motor, the motor is divided into ordinary standard motors and special special-purpose motors.

Motor main application areas

The application of the motor is very extensive, covering all aspects of production and life, different motors should appear with different functional requirements. Machines, rolling mills, blowers, printing machines, water pumps, pumping units, cranes, conveyors, production lines and other equipment are used on a large number of electric motors; elevators and escalators in high-rise buildings are driven by electric motors; hotel automatic doors and revolving doors are also driven by electric motors; Motors are driven by motors; heart motors, X-ray machines, CTs, dental surgery tools, dialysis machines, ventilators, electric wheelchairs, and so on in medical equipment are also inseparable from motors.

High-efficiency and energy-saving motors have become the consensus of the global motor industry. In the context of reducing energy consumption globally, highly efficient and energy-saving motors have become the consensus of the global motor industry. Countries such as the United States, Canada, Mexico, Brazil, Australia and New Zealand have successively formulated the energy efficiency standards and energy efficiency labeling systems for electric motors, and clearly defined the timetable, implementation method and implementation scope for motor energy conservation and efficiency improvement. For example, the United States has established the NEMAP premium ultra-high energy efficiency standard based on the EPACT standard, the European Union's EU-CEMEP standard, the Australian AS/NS1359.5-2000 and the Chinese GB18613-2012 standard.

In terms of energy conservation in the motor system, China has successively introduced some guiding policies, especially since 2008, speeding up the elimination of inefficient motors and dragging equipment, and strengthening the promotion of highly efficient and energy-saving motors; May 2009, the Ministry of Finance and the State The Development and Reform Commission has included efficient and ultra-high-efficiency motor applications in the Huimin project; in 2009 and 2012, the Ministry of Industry and Information Technology also issued two batches of “catalogues of obsolete high-energy backward mechanical and electrical equipment (products)”; in May 2010, the The ministry and the National Development and Reform Commission have incorporated high-efficiency motors into the scope of implementation of energy-saving products and Huimin projects; “12th Five-Year Plan for Industrial Energy Conservation” and “12th Five-Year Plan for Energy-saving and Environmental Protection Industry Development” have included the energy saving of motor systems as a key energy-saving indicator. The large-scale project proposes the promotion of highly efficient energy-saving motor technologies and equipment such as rare earth permanent magnet coreless motors and motor-used copper rotor technology.

The development of new energy vehicles drives the rapid growth of drive motors

In 2011, the growth rate of new energy vehicle ownership was 59.58%. Under the stimulation of policies such as “Energy-saving and new energy automobile industry development plan (2012-2020)”, the market of China's new energy automobile industry was expected to be good, driving the rapid growth of the drive motor market. increase. At present, the domestic passenger car drive motor system is represented by the CSR era and Tianyuan Motor, with about a dozen of them. Among them, the hybrid bus is currently the main electric bus product, while the drive motor system used on the pure electric bus has higher power requirements and fewer manufacturers.

China's Motor Industry Investment Opportunities and Development Suggestions

(1) High-efficiency and energy-saving motors are the inevitable direction for the development of the motor industry Energy-saving and emission reduction is a key part of the work of the Chinese government in recent years. Among them, industrial energy conservation is the most important task of energy conservation and emission reduction. The most important content of industrial energy conservation, the state has introduced some policies to implement energy-saving emission reduction work.

"The 12th Five-Year Plan for Industrial Energy Conservation" and "The 12th Five-Year Plan for Energy-saving and Environmental Protection Industry Development" listed the energy conservation of the motor system as the nine key energy-saving projects, and clearly demonstrated the promotion of rare earth permanent magnet ironless motors and motors. Using cast copper rotor technology and other highly efficient energy-saving motor technology and equipment. The “Implementation Regulations for the Promotion of High-Efficiency Motors for Energy-saving Products Benefiting the People” released in 2010 improved the promotion of energy-saving motors and detailed the scope of financial subsidies. The "Energy Efficiency Limitation and Energy Efficiency Ratings for Small and Medium-sized Three-phase Asynchronous Motors (GB18613-2012)" standard issued in September 2012 improved the energy efficiency index for all levels of motors and eliminated the efficiency requirement of the motor at 75% of rated output power. The vigorous promotion at the policy level and the huge space for market growth have brought a lot of investment opportunities to the energy conservation and environmental protection materials and energy-saving motors of the motor.

(2) High-efficiency and energy-saving motors will drive the industrial chain to achieve rapid development The high-energy-efficient motor industry chain upstream is copper, aluminum, silicon steel, permanent magnet materials, and other raw material suppliers, and downstream is the channel distributors and high-efficiency motor application manufacturers. The huge market demand will allow the upstream and downstream of the industrial chain to make certain adjustments around “motor efficiency and energy saving”, and the upstream supply structure will be adjusted. Enterprises with advantages in the production of high-efficiency motor raw materials and components will gain more. Market share and higher yield. With the mass production of high-efficiency motors, the supply will be enlarged, the cost and price will be relatively reduced, and the downstream manufacturers will also adopt high-efficiency motors to upgrade the existing products.

(3) Local governments should step up the formulation of industrial plans and strengthen the construction of supporting industries. Local governments should plan the development of the motor industry from a forward-looking and strategic perspective. In combination with the basic local conditions, they should make in-depth analysis of the status quo, development advantages, and inadequacies of the industry and carefully formulate them. The motor industry development plan implements industrial development safeguard measures. The industrial development plan starts from the perspective of energy conservation and consumption reduction and industrial chain optimization to promote the development of the motor industry in the direction of high efficiency and energy conservation. The local government should also establish a sense of service for the enterprise, promote the long-term sustainable development of the enterprise, strengthen the supporting capacity of the industry, and provide land, financing, and fiscal and taxation policy support for motor companies to reduce operating costs and optimize the operating environment.