Aluminum for lightweight and new energy vehicles

Aluminum for lightweight and new energy vehicles

Aluminum and its alloys are currently one of the most widely used and affordable materials, global aluminum production began to surpass copper in 1956, and has since been the first non-ferrous metal, the current amount of aluminum is second only to steel, becoming the second largest metal for human applications. Throughout the history of material development, the reason why a material is widely used, performance and cost are indispensable. Compared with steel, aluminum alloys have high cost, low density and light weight, so they are widely used in aluminum and lightweight markets for new energy vehicles. Compared with copper, although aluminum has relatively poor electrical and thermal conductivity, it is also used in some electrical and thermal conductivity fields due to obvious cost advantages.

Elasticity of demand: heat-free alloys> battery foils> automotive sheets> extruded >thermite > electrode foils

From the perspective of demand elasticity, the track with the second acceleration outbreak with industrial optimization and upgrading is also worth paying attention to, and the track with the higher the proportion of new energy or light weight is better. In summary:

(1) First of all, the explosive demand for the integration of die-casting has stood out, and integrated die-casting is expected to become an important innovation that changes the ecology of the new energy automobile industry. Through the breakthrough of material technology and the improvement of the tonnage of the die-casting machine, the products can be cast from the rear floor to the whole body, and even the subframe, and oil vehicles and new energy vehicles are expected to release huge potential space;

(2) Secondly, automotive plates and battery foils account for a relatively high proportion of lightweight or new energy, so the elasticity of demand is relatively rich;

(3) Finally, extruding automotive profiles, aluminum heat transfer materials and electrode foils, due to the huge stock of oil vehicle market or consumer electronics base, the elasticity of new energy support on overall demand is relatively limited, and the future of aluminum for new energy vehicles will also be affected.