企业竞争图谱：2024年集成母排 头豹词条报告系列

Investment Rating - The report does not explicitly state an investment rating for the integrated busbar industry Core Insights - The integrated busbar (CCS) industry is experiencing rapid growth driven by the expansion of the Chinese electric vehicle market, with domestic manufacturers like Xidian New Energy, Yilian Technology, and Bolian Technology emerging as key players [1][10] - The market size of the integrated busbar industry is projected to grow from 44.01 billion RMB in 2021 to 118.69 billion RMB in 2023, with a compound annual growth rate (CAGR) of 64.22% [25] - The industry is characterized by a high degree of customization, with products needing to be tailored to specific operational conditions and system requirements [9] Summary by Sections Industry Definition - Integrated busbars (Cells Contact System) consist of signal acquisition components (FPC, PCB, FFC), plastic structural parts, and copper-aluminum busbars, forming part of the BMS system [2] Industry Classification - The integrated busbar industry can be classified based on different technical routes, including plastic bracket solutions, vacuum forming solutions, and hot pressing solutions, each with distinct characteristics [3][4][5] Industry Features - The integrated busbar industry has clear advantages over traditional wire harness busbars, including better sealing, ease of installation, high integration, and safety features [6][7] Development History - The integrated busbar industry in China has evolved from early R&D stages to large-scale production, with significant advancements in technology and production capabilities [10][12] Industry Chain Analysis - The industry chain consists of upstream raw material suppliers, midstream manufacturers, and downstream customers in the electric vehicle sector, with a notable growth effect observed across the chain [14][13] Market Size and Growth - The market size is expected to continue expanding, driven by the increasing penetration of integrated and lightweight solutions in automotive applications, with projections indicating a growth to 311.68 billion RMB by 2028 [25][27] Competitive Landscape - The competitive landscape is characterized by a concentration of market share among leading manufacturers, with strong customer loyalty and technological capabilities enhancing their market positions [31][32][33]