How is the localisation process of new energy auto parts? The localisation process of new energy vehicle parts is accelerating, and significant progress has been made in technological breakthroughs, policy support and other aspects, but it also faces the challenge of being ‘strangled’ in high-end areas.
In the field of traditional fuel vehicles, the localisation process of low-end parts and components has been relatively mature, with the localisation rate of common parts such as body structure parts and general electronic parts exceeding 60%, and many domestic manufacturers have achieved large-scale production and supply, which provides a solid foundation for the development of the domestic automotive industry. In the field of new energy vehicles, the localisation process has been even more rapid, with major breakthroughs in core areas such as power batteries, motors and electronic controls.
Driven by market demand, the performance of domestic auto parts enterprises is bright. Such as Shuanglin shares 2025 quarter new energy electric drive system equipment continued to maintain high growth, net profit year-on-year increase of 105.49%.
In the field of power battery, the global market share of Ningde Times is as high as 37%, becoming the global leader; in terms of motor electric control, BYD, Huichuan Technology and other enterprises occupy a dominant position. Domestic enterprises have successfully broken many monopolies of foreign enterprises through reverse R&D and independent innovation.
Auto parts enterprises actively promote cross-industry technology integration and expand business areas. For example, Tide ploughs into the field of high-end precision bearings, and successfully expands its business to emerging industries such as robotics and aircraft, achieving a revenue growth of 23.1%.
What about the localisation process of new energy auto parts? Despite significant progress in the localisation of new energy vehicle parts, key areas such as high-end chips and silicon carbide power devices are still monopolised by international giants such as Infineon and ON Semiconductor. Domestic enterprises are facing huge technical challenges to break through the vehicle-grade reliability verification, and the increasing number of international patent disputes has brought a heavy burden to domestic enterprises.o enhance comfort.
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