Recently, the world's automotive parts giant Bosch said that after the successful development of parallel-type strong hybrid technology, the company will increase investment in the research and development of pure electric vehicle powertrain technology. It is reported that in recent years, Bosch has invested nearly 400 million euros in the research and development of powertrain electrification. Bosch has established a very complete product line for the powertrain system of hybrid and electric vehicles.

Li Shengmao, a senior researcher at China Investment Advisors, pointed out that since Bosch, the world’s leading automotive parts manufacturer in Europe, and most European car companies have stuck to clean diesel technology in the field of new energy vehicles, it has long recognized hybrid power and purity. Electric technology will be the main direction for the development of new energy automobile industry in the future. It is out of this recognition that Bosch has entered the field of R&D and production of hybrid and pure electric vehicle components earlier, and has invested more resources.

The "2010-2015 China Electric Vehicle Industry Investment Analysis and Forecast Report" released recently by the China Investment Advisor shows that currently Bosch has been able to produce power electronic controllers and high-power high-torque motors for new energy vehicles, that is to say, in new energy sources. In addition to mature products in the field of vehicle-mounted power batteries, Bosch has strong competitiveness in the field of motors and electric control.

Li Shengmao pointed out that in fact, in the field of electrification of powertrains for new energy vehicles, nearly 400 million euros of R&D investment is invested each year, and the intensity is not too small. The reason Bosch has to continue to increase its investment in this field is mainly due to two reasons. First, pure electric vehicles have gradually become the main target of the new energy automotive industry. The purchase of relevant parts and components for pure electric vehicles by vehicle manufacturers continues to increase. It is inevitable that the company will increase production capacity and increase the R&D investment in related technologies. In addition, Bosch is also in urgent need of increasing the production capacity of key components of new energy vehicles to achieve economies of scale and reduce production costs.

Currently, Bosch has a strong R&D capability in the key components of new energy vehicles. Why does it not directly enter into the manufacturing of new energy vehicles? First of all, from the perspective of the cost structure of a new energy vehicle, the cost of key components is considered. It accounts for more than 80% of its weight, which is 10% higher than that of traditional automobiles. Therefore, the profit margin for the production of key components of new energy vehicles is very large. Second, having vehicle production capacity is just a necessary condition rather than a sufficient condition for companies to get involved in the vehicle manufacturing industry. Instead of diverting resources into this new area, it might as well be bigger and stronger in the key components of new energy vehicles.

Zhang Yanlin, research director of China Investment Consulting Co., Ltd., pointed out that most of the traditional auto manufacturers have the ability to integrate new energy vehicles. At present, most of the production of a new energy vehicle must be completed by key component manufacturers. At present, some domestic vehicle manufacturers are adopting their own integrated vehicle integration capabilities. They have taken the first mode of procurement of key components for new energy vehicles on domestic and foreign markets, and then integrated into a vehicle. On the one hand, these automakers have accelerated the pace of launching relevant models, and have also left large profits on key component manufacturers such as Bosch.

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