一体化压铸浪潮将至，造车新势力、传统车企纷纷布局，未来预期如何？

格隆汇2022-07-18

今日继续上演“飙车”行情，在汽车相关股中，汽车一体化压铸分支继续走高，截止发稿，宜安科技、今飞凯达、春兴精工、思进智能、瑞鹄模具等多股涨停，文灿股份、永茂泰、福然德涨超6%，广东鸿图、泉峰汽车等纷纷跟涨。马斯克所推崇的汽车一体化压铸在A股市场上迎来风口，多家券商发布近日研报看好一体化压铸对成本的压降效果，认为这一由特斯拉引领的技术将引领国内造车新势力跟进，预期这一技术革新的浪潮将至。什么是汽车...

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What is the future expectation?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300328":0.9,"300415":0.9,"300428":0.9,"600006":0.9,"603305":0.9,"603348":0.9,"603982":0.9,"605208":0.9,"IDRA":1,"002101":0.9,"XPEV":0.9,"TSLA":0.9,"SORL":0.9,"NIO":0.9,"00175":0.9,"002547":0.9,"002863":0.9,"003025":0.9,"00558":0.9,"09868":0.9,"02015":0.9,"AA":0.64,"09866":0.6,"NIO.SI":0.6,"EVS.SI":0.6},"content_text":"今日继续上演“飙车”行情，在汽车相关股中，汽车一体化压铸分支继续走高，截止发稿，宜安科技、今飞凯达、春兴精工、思进智能、瑞鹄模具等多股涨停，文灿股份、永茂泰、福然德涨超6%，广东鸿图、泉峰汽车等纷纷跟涨。马斯克所推崇的汽车一体化压铸在A股市场上迎来风口，多家券商发布近日研报看好一体化压铸对成本的压降效果，认为这一由特斯拉引领的技术将引领国内造车新势力跟进，预期这一技术革新的浪潮将至。什么是汽车一体化压铸？有何优势？汽车一体化压铸最早是由特斯拉于2019年提出，成功把原本需要七十几个零部件焊接而成的后底板，简化成了一到两个一次性冲压成型的压铸件。简单来讲，这项技术可以让车身轻量化、节省成本、提高效率、缩短供应链，整车的制造时间和运输时间缩短，减少人工结合机器，提升制造规模，当然优势还有很多~最关键的是在节省成本和提高车辆生产效率，大大缩短开发周期，除了节省成本，一体化压铸技术的最终目的是提升生产效率，据《汽车商业评论》中理想汽车CEO李想曾表示：“特斯拉的主要目的，是提高产能，而且是原地起飞的那种”。浙商证券表示，一体化压铸板块是一个从0 到1 的增量千亿赛道。一体化压铸包括四个重要环节——材料、模具、设备、制造。从市场空间上看，制造环节的空间最大，同时今年四个环节里制造环节边际变化最大。而在制造环节上，因为一体化车身本质上是更大、集成度更高的车身件，在大型铝压铸车身件上有丰富积淀的公司先发优势、能力领先。有机构认为，考虑新技术导入车型的开发周期，预计从2023年开始一体化压铸的市场空间将迎来快速提升。据天风证券测算，国内一体化压铸的市场空间到2025年预计将达272亿规模，2022-2025年的CAGR高达221%。造车新势力集体布局特斯拉成功应用在Model Y量产的一体化压铸，引得蔚来、小鹏等纷纷跟进。据悉，蔚来携核心供应商文灿股份已试件成功一体化压铸后底板，新车型ET5将采用一体化压铸工艺；小鹏将于2023 年在全新纯电平台上规模使用大型一体化压铸技术。大众汽车也要开始引入一体压铸技术建设全新工厂，用于生产首批Trinity纯电动车。此外，众多车企也开始了一体压铸的布局。一体化压铸产业链公司详解国泰君安研报指出，一体化压铸产业链主要由上游免热处理铝合金材料供应商及大型压铸机供应商、中游第三方压铸厂、下游整车厂组成：上游：材料供应商目前市场上拥有免加热合金材料技术的厂商较少，市场集中度较高，主要供应份额由美国铝业与德国莱茵菲尔德占据，国内厂商正努力寻求国产替代，主要参与者包括立中集团、华人运通与上海交大、湖北新金洋、广东鸿图等。上游：设备供应商国内压铸机供应商快速响应一体化压铸技术，纷纷发布大型压铸机产品，订单份额优于海外厂商，主要包括力劲集团（IDRA）、海天金属、伊之密等。海外压铸机大厂相对保守，布局进度落后，仅瑞典布勒拥有大型压铸机产品。中游：压铸零部件厂国内压铸零部件厂商纷纷抢占一体化结构件市场高地，包括文灿股份、拓普集团、爱柯迪、旭升股份、广东鸿图、美利信、泉峰汽车、瑞立集团、华朔科技等在内的诸多厂商均已开启相关产线搭建或规划。下游：整车厂 除特斯拉外，蔚来、小鹏、理想、高合、沃尔沃、华为小康、大众等车\n企已开启一体化压铸布局，吉利、一汽、东风、小米等有望随后跟进，\n行业变革趋势已现。据力劲集团披露，2022 年公司将向六家中国车企交\n付适用于一体化压铸的大型压铸机，国内前瞻布局一体化压铸势头正酣。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2252340273"}