Investment Rating - The report does not provide a specific investment rating for the electric vehicle battery tray industry Core Insights - The electric vehicle battery tray, also known as battery box or battery holder, is a crucial component of the power system in electric vehicles, ensuring safety and structural integrity [3][4] - The industry is experiencing rapid growth driven by the increasing demand for electric vehicles and advancements in battery integration technologies [10][11] - The market size of the electric vehicle battery tray industry has grown from 5.493 billion RMB in 2021 to 16.529 billion RMB in 2023, with a compound annual growth rate (CAGR) of 73.47% [39] - The industry is expected to continue expanding, with projections indicating a market size of 58.437 billion RMB by 2028, reflecting a CAGR of 24.67% from 2024 to 2028 [39] Industry Definition - The electric vehicle battery tray is a key component that supports the battery system, requiring high strength and precision to balance weight and safety [3][4] - The industry is categorized based on battery structure, materials used, and welding methods [6][7] Industry Characteristics - The electric vehicle battery tray industry develops in tandem with the electric vehicle sector, with significant growth in production and sales [10][11] - Aluminum alloy is the primary material used for battery trays due to its lightweight and high strength [12] - There is a trend towards lightweight and integrated designs in battery tray development [10][15] Industry Development History - The industry has evolved from using steel trays to aluminum alloy trays, reflecting a shift towards lightweight materials [16][18] - Recent advancements include the adoption of CTP (cell-to-pack) and CTC (cell-to-chassis) technologies, which enhance integration efficiency [19] Industry Chain Analysis - The upstream supply chain includes raw materials such as aluminum ingots and steel, which are critical for battery tray production [21][26] - The midstream consists of battery tray manufacturing, where leading companies are gaining competitive advantages through scale and technology [23][30] - The downstream market primarily involves battery manufacturers and vehicle manufacturers, with increasing demand for innovative battery tray solutions [31][33] Market Size and Growth - The electric vehicle battery tray market is projected to grow significantly, driven by the rapid expansion of the electric vehicle market in China, which accounted for over 60% of global sales in 2023 [40] - The cumulative production of power batteries reached 616.3 GWh in 2023, indicating robust growth in the battery sector that supports the battery tray market [31][40]
企业竞争图谱：2024年新能源汽车电池托盘 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-09-02 13:32