市场洞察：新能源汽车线束，汽车中枢神经系统大解析

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the significant differences between new energy vehicle (NEV) wire harnesses and traditional automotive wire harnesses, particularly in voltage/current capacity, design requirements, and material selection [3][4] - The market for NEV wire harnesses is projected to grow substantially, with an estimated market size of approximately 644.4 billion yuan in 2024, up from 68.3 billion yuan in 2020 [22][23] - The report emphasizes the increasing technological advancements in high-voltage, lightweight, and intelligent wire harnesses, driven by the demand for higher performance in NEVs [13][14][15] Summary by Sections Definition and Classification - NEV wire harnesses are critical components of the vehicle's electrical system, differing from traditional harnesses in aspects such as voltage/current levels, design, and protective features [3][4] - They can be categorized into power harnesses, signal harnesses, sensor harnesses, charging harnesses, and auxiliary harnesses, as well as high-voltage and low-voltage types [7][8][9] Market Size and Value - The average value of a NEV wire harness is around 5,000 yuan per vehicle, compared to 2,500 to 4,500 yuan for traditional vehicles [21] - The report forecasts that by 2029, the market size for NEV wire harnesses in China will reach approximately 1,637 billion yuan [22] Competitive Landscape - The NEV wire harness industry is primarily dominated by foreign and joint venture companies, with a notable presence of domestic firms that are increasingly gaining strength and market share [26][27] - Major foreign players include Yazaki, Sumitomo Electric, and Lear, while domestic companies like Hu Guang and Tianhai Electric are making significant technological advancements [26][27][28]