钢铁行业跟踪：新工艺助推低成本国产材料在电池包壳体的应用-降本46%

Investment Rating - The industry investment rating is "Positive" [4] Core Insights - The application of high-strength steel battery enclosures in electric vehicles is expected to significantly reduce costs, with a new manufacturing process already in place [1][10] - The use of vacuum hot stamping technology for domestic high-strength steel can lower the material cost of battery enclosures by approximately 1,052 CNY per vehicle, representing a reduction of about 46% compared to the currently widely used aluminum alloy battery enclosures [2][17] - The new production technology can enhance the application of domestic hot-formed steel in battery enclosures, potentially optimizing costs for new energy vehicles [22] Summary by Sections 1. Vacuum Hot Stamping Production Line - The production capability for domestic aluminum-silicon coated high-strength steel battery enclosures has been established, indicating a trend towards cost reduction in the industry [10] 2. Cost Advantages of Domestic Hot-Formed High-Strength Steel - The current material cost for aluminum alloy battery enclosures is approximately 2,311 CNY per vehicle, while the cost for aluminum-silicon coated high-strength steel is around 1,477 CNY per vehicle, and for domestic uncoated high-strength steel, it is about 1,259 CNY per vehicle [12][14][15] - The cost savings from using domestic uncoated high-strength steel compared to aluminum alloy is about 1,052 CNY per vehicle, with a reduction rate of approximately 46% [17] 3. Patent Advantages - Utilizing domestic uncoated high-strength steel can help avoid potential patent disputes that may arise from using foreign-coated materials, thus reducing legal risks for domestic automakers [3][21] 4. Conclusion - The new vacuum hot stamping technology is expected to promote the use of domestic hot-formed steel in battery enclosures, which could lead to further cost optimization for new energy vehicles [22]