GAC GROUP(SH:601238) DT新材料·2025-06-14 14:25Core Viewpoint - The rapid development of the electric vehicle market has led to increased consumer demands for range, performance, and efficiency, necessitating the development of new motor technologies to overcome the limitations of traditional motors [1][4]. Group 1: New Motor Technology - Amorphous materials can effectively reduce iron loss in motors, enhancing efficiency [1]. - Carbon fiber materials enable lightweight and compact motor designs while meeting high-speed operation requirements [1]. - The development of amorphous-carbon fiber motors can significantly improve motor performance and energy efficiency, thereby enhancing the range of electric vehicles [1]. Group 2: GAC's Technological Advancements - GAC's Quark electric drive technology features high efficiency, high power density, high-speed capabilities, and high integration, leading the industry [2]. - GAC has achieved a global first with its patented technology for mass-producing amorphous iron cores, enabling scalable production of amorphous motors [4]. - The Quark electric drive 2.0 has achieved a power density increase from 6 kW/kg to 13 kW/kg, with a maximum efficiency of 98.5% and a reduction in vehicle energy consumption by 4%, allowing for a range increase of 30-50 km under unchanged battery capacity [4]. Group 3: Industry Recognition and Future Plans - The Quark electric drive 2.0 received the "Energy Efficiency Star" certification with an efficiency of 94.7% and the "Premium High-Quality Electric Drive" certification, showcasing GAC's innovation strength [5]. - The Quark electric drive 2.0 will first be installed in the GAC Haopu HL, potentially achieving a maximum range of 800 km for C-class SUVs [6]. - GAC is actively involved in the development of industry standards for electric vehicle motors, having established numerous core patents and leading the formulation of standards for amorphous drive motor technology [7][8].