Corrosion-resistant aluminium cov ntaub ntawv sawv cev rau cov khoom siv tseem ceeb uas tau tsav los ntawm qhov kev thov rau kev tsim lub teeb yuag thiab txuas ntxiv kev pab cuam lub neej hauv tsheb tshiab (NEVs). Nrog rau acceleration ntawm lub ntiaj teb no tsheb electrification thiab txhim kho cov qauv kev ua tau zoo ntawm lub tsheb, lawv daim ntawv thov prospects yog characterized los ntawmKev loj hlob siab, dav nkag mus, thiab kev siv thev naus laus zis sai, nrog rau qhov chaw lag luam thiab kev lag luam ciam teb nthuav dav ib txhij.
Ib. Kev lag luam muaj zog loj hlob Momentum nrog kev loj hlob ua ntej hauv Segmented Tracks
Los ntawm cov ntaub ntawv kev lag luam, cov ntaub ntawv aluminium corrosion-resistant tau nkag mus rau lub voj voog loj hlob hauv NEV sector, nrog kev loj hlob zoo dua li cov khoom siv tsheb:
Kev ua lag luam thoob ntiaj teb rau NEV tshwj xeeb aluminium alloys tau kwv yees kom ua tiav qhov kev loj hlob txhua xyoo (CAGR) ntawm12.5%Los ntawm 2026 txog 2034, tshwj xeeb tshaj yog siab dua qhov kev loj hlob ntawm cov khoom siv txhuas siv hauv cov tsheb siv roj. Raws li ib qho tseem ceeb daim ntawv thov scenario rau corrosion-resistant txhuas, lub ntiaj teb no kev ua lag luam rau lub hwj chim roj teeb txhuas vaj tse mus txog kwv yees li USD 897 lab nyob rau hauv 2025 thiab xav tias yuav tshaj USD 3.1 billion los ntawm 2034, nrog ib tug CAGR siab npaum li cas.14.7%, ua rau nws yog ib qho kev loj hlob sai tshaj plaws segmented lem.
Nyob rau theem tsheb, lub ntiaj teb tsheb aluminium alloy kev lag luam tau mus txog $ 35 nphom hauv 2025 thiab yuav loj hlob mus rau $ 63.8 nphom los ntawm 2034 ntawm CAGR ntawm 6.7%, nrog NEVs ua lub hauv paus loj hlob cav. Cov cheeb tsam Asia-Pacific (tswj los ntawm Tuam Tshoj) suav txog 40% ntawm cov khoom lag luam thoob ntiaj teb thiab yog lub ntiaj teb kev tsim khoom thiab kev lag luam loj tshaj plaws.
Rau automotive aluminium ntawv, 5xxx thiab 6xxx series corrosion-resistant aluminium alloys yog cov ntaub ntawv tseem ceeb. Lub ntiaj teb no kev ua lag luam rau tsheb aluminium alloy nplooj ntawv mus txog kwv yees li $ 51.882 billion nyob rau hauv 2025, thiab kev nkag mus ntawm NEVs txuas ntxiv tsav qhov kev thov nce qib rau corrosion-resistant nplooj ntawv.
2. Kev nkag mus tsis tu ncua hauv Core Application Scenarios nrog Clear Incremental Space
1. Fais fab roj teeb Systems: Los ntawm Standard Configuration mus rau High-Performance Upgrade
Cov roj teeb fais fab sawv cev rau qhov loj tshaj plaws daim ntawv thov scenario rau corrosion-resistant aluminium cov ntaub ntawv, qhov twg anti-corrosion kev ua tau zoo ncaj qha txiav txim siab txog kev nyab xeeb thiab kev pab lub neej ntawm cov roj teeb pob:
Cov kev daws teeb meem tseem ceeb tam sim no: Aluminium-magnesium alloys xws li 5052 thiab 5754, nrog rau kev tiv thaiv corrosion, ua ke nrog cov txheej txheem sib xyaw ntawm anodizing + electrophoresis / ceramics, tuaj yeem dhau ntau tshaj 1000 teev ntawm cov tshuaj ntsev nruab nrab. Lawv tiv thaiv electrolyte yaig, txoj kev ntsev tshuaj tsuag thiab deicing tus neeg saib xyuas corrosion, thiab tam sim no nyob ntau dua 65% ntawm lub hwj chim roj teeb vaj tsev ua lag luam.
Kev txhim kho thev naus laus zis ntxiv: Rau qhov kev ua haujlwm zoo dua ntawm cov roj teeb nickel thiab cov roj teeb ib nrab ntawm lub xeev, cov kev kho tshiab saum npoo av xws li ceramic hloov coatings thiab parylene coatings tuaj yeem txhim kho corrosion tsis kam los ntawm 200% -400%, txhawb kev txuas ntxiv ntawm cov roj teeb pob tsim lub neej ntawm 10 xyoo txog 15 xyoo. Lub caij no, cov txheej txheem tiv thaiv corrosion ntawm cov phab ntsa sab hauv tuaj yeem daws qhov teeb meem ntawm xoob aluminium-lithium alloy corrosion tshwm sim los ntawm lithium ion embedding rau hauv aluminium matrix, yoog rau cov roj teeb uas muaj zog dua.
Long-term kev loj hlob logic: CTP (Cell to Pack) / CTC (Cell to Chassis) roj teeb technologies tshem tawm cov vaj tse modules, uas ib txhij tsa cov kev cai rau cov qauv muaj zog thiab corrosion tsis kam ntawm cov roj teeb pob qis. Tag nrho kev tiv thaiv corrosion thov rau qhov loj-loj integrated tuag-cam khwb cia txhuas cov ntaub ntawv qis yuav raug tso tawm mus ntxiv.
2. Lub Cev thiab Chassis Structures: Los ntawm High-End mus rau Mainstream Nqe Range Popularization
Lub teeb yuag tus nqi ntawm aluminium alloy lub cev tau mus txog kev pom zoo kev lag luam, thiab kev tiv thaiv corrosion yog qhov tseem ceeb lav rau lawv txoj kev ntseeg siab tag nrho:
6061 thiab 6063 series aluminium alloy lub cev panels thiab extruded profile thav duab, ua ke nrog ntau txheej txheej los tiv thaiv corrosion ntawmchromate-free conversion film + dej-raws li epoxy primer + topcoat, tuaj yeem ua tiav lub tsheb huab cua tiv thaiv lub neej ntawm ntau dua 15 xyoo, yoog mus rau qhov chaw ua haujlwm huab cua xws li cov ntug dej hiav txwv siab ntsev thiab cov tshuaj deicing nyob rau sab qaum teb.
Tam sim no, txhuas cov ntsiab lus nyob rau hauv high-end platforms ntawm ua NEV manufacturers tau mus txog ntau tshaj 40%. Raws li tus nqi ntawm cov txheej txheem tiv thaiv corrosion txo qis, kev tiv thaiv kev daws teeb meem rau txhuas lub cev thiab chassis tau nkag mus rau hauv cov qauv tseem ceeb ntawm tus nqi ntawm 150,000-250,000 RMB, nrog rau qhov pom tseeb ntawm kev hloov cov qauv hlau qub.
Cov txheej txheem thev naus laus zis tseem ceeb: Galvanic corrosion tiv thaiv thev naus laus zis (cov txheej txheem rwb thaiv tsev, cov txheej txheem hloov pauv) rau kev sib txuas ntawm cov hlau sib txawv yog maj mam loj hlob, daws qhov teeb meem ntawm kev nrawm nrawm ntawm aluminium-steel thiab aluminium-tooj liab txuas cov ntsiab lus, ntxiv nthuav dav daim ntawv thov ntawm txhuas cov ntaub ntawv hauv chassis thiab hluav taws xob tsav accessories.
3. Thermal Management and Electrical Auxiliary Systems: Sustained Expansion of Implicit Rigid Demand
Cov kev khiav hauj lwm tshwj xeeb ntawm cov kua txias, high-voltage hluav taws xob tsav thiab lwm yam tshuab ua rau corrosion-resistant txhuas qhov kev xaiv irreplaceable:
Cheebtsam xws li cov kua dej txias, cov kav dej txias, cov chaw nres nkoj them nyiaj thiab cov khoom siv hluav taws xob siab tau raug rau cov dej txias, qhov chaw nyob sab nraum zoov thiab ntsev tsuag ib puag ncig ntev. Corrosion-resistant aluminium alloys nrog anodizing lossis passivation kev kho mob tuaj yeem sib npaug thermal conductivity thiab tiv thaiv corrosion lub neej, thiab tam sim no yog cov ntsiab lus tseem ceeb rau NEV thermal tswj systems.
Nrog rau qhov nrov ntawm 800V high-voltage platforms, qhov kev thov ua ke rau kev tiv thaiv corrosion thiab rwb thaiv tsev ntawm cov hluav taws xob sib txuas thiab cov busbars yog nce, thiab daim ntawv thov ntim ntawm cov ntaub ntawv kho corrosion-resistant txhuas cov ntaub ntawv yuav loj tuaj.
3. Core Drivers ntawm kev loj hlob mus ntev
Muaj zog khi ntawm lub teeb yuag tsim thiab tsav ntau yam: Aluminium cov ntaub ntawv txo qhov hnyav los ntawm 30% -40% piv nrog cov hlau, ncaj qha txhim kho tsheb tsav ntau yam. Kev tiv thaiv corrosion yog qhov yuav tsum tau ua ua ntej kom ua kom muaj kev nyab xeeb ntawm cov txheej txheem thoob plaws hauv lub neej, thiab yog ib qho tseem ceeb ntawm kev nkag mus rau cov tuam txhab tsheb xaiv cov khoom siv.
Txhim kho cov qauv tsheb warranty: Lub ntsiab lus warranty rau lub hwj chim roj teeb pob tau raug tsa mus rau 8 xyoo / 150,000 mais, thiab qee lub npe muaj kev lav phib xaub rau lub neej, uas ua rau cov kev xav tau rau cov kev pab cuam corrosion-resistant lub neej ntawm txhuas cov ntaub ntawv thiab tsav cov kev txhim kho txuas ntxiv ntawm cov txheej txheem kho saum npoo.
Kev txhawb nqa los ntawm cov pa roj carbon tsawg thiab cov kev cai rov ua dua tshiab: Aluminium yog 100% recyclable, thiab cov pa roj carbon emissions ntawm recycled txhuas tsuas yog li ntawm 5% ntawm thawj txhuas. Ua ke nrog ib puag ncig tus phooj ywg chromate-free anti-corrosion txheej txheem, nws dlhos nrog cov pa roj carbon neutrality lub hom phiaj ntawm lub ntiaj teb no automotive kev lag luam, nrog meej txoj cai kev txhawb nqa.
4. Cov kev sib tw uas twb muaj lawm thiab cov lus qhia ua kom zoo
Tus nqi tsis muaj dab tsi: High-end corrosion-resistant coatings thiab tshwj xeeb aluminium alloys tseem muaj cov nqi siab dua li cov hlau zoo tib yam, uas txwv kev nkag mus ceev hauv cov qauv qis.
Txheej txheem adaptability: Cov txheej txheem tshiab xws li kev sib koom ua ke tuag-casting thiab laser welding muab cov kev cai tshiab rau kev kho mob ua ntej tiv thaiv corrosion thiab weld seam corrosion tiv thaiv, thiab kev txhawb nqa thev naus laus zis tseem tau rov ua dua thiab txhim kho.
Kev ua haujlwm sib txawv: Muaj qhov sib txawv loj hauv kev ua haujlwm hauv cheeb tsam xws li cov av noo siab thiab cov kua qaub nag nyob rau sab qab teb, cov neeg ua haujlwm deicing nyob rau sab qaum teb, thiab cov tshuaj tsuag ntsev hauv cov ntug dej hiav txwv, xav tau cov kev daws teeb meem los tiv thaiv corrosion ntau dua.
Zuag qhia tag nrho Outlook
Kev loj hlob mus sij hawm ntev ntawm corrosion-resistant aluminium cov ntaub ntawv hauv NEV sector yog qhov tseeb heev. Nyob rau hauv luv luv, lub hwj chim roj teeb vaj tse thiab lub cev qauv yuav nyob twj ywm hauv paus loj hlob ncej. Nyob rau hauv nruab nrab thiab ntev lub sij hawm, nrog rau cov evolution ntawm solid-state roj teeb thiab integrated lub cev technologies, daim ntawv thov scenarios thiab ib-tsheb siv ntawm corrosion-resistant txhuas cov ntaub ntawv yuav txuas ntxiv mus. Nrog rau kev txo tus nqi txuas ntxiv ntawm cov qauv hlau thiab cov thev naus laus zis kho saum npoo, nws kwv yees tias los ntawm 2030, kev siv ib lub tsheb ntawm cov khoom siv corrosion-resistant aluminium hauv NEVs yuav nce ntau dua 30% piv nrog 2025, dhau los ua ib qho kev cog lus qis tshaj plaws hauv kev lag luam txhuas.
