E7A电机的功率为200kW，比Scenic等当前一代电机高出25%，并且由于搭载800V系统（为雷诺当前电 动汽车的两倍），可大幅缩短充电时间。其中，法雷奥使用新型铜线技术为定子，即电机中的固定部件 提供支持。 其中一位消息人士表示，在终结与法雷奥的合作后，雷诺决定从中国供应商处购买定子，并由意法半导 体为逆变器提供碳化硅模块，其他则由雷诺内部供应链完成。该电机将在法国克莱翁的雷诺工厂生产。 【文/观察者网 潘昱辰 编辑/高莘】据路透社11月10日报道，两位知情人士表示，法国雷诺汽车结束了 与法雷奥共同开发新型无稀土电机的E7A项目，转而寻找成本更低的中国零部件供应商进行合作。 两位消息人士都表示，雷诺此举是出于削减成本的需要，而中国供应商则提供了非常有竞争力的价格。 对此传言，雷诺电动汽车子公司Ampere的一位发言人表示"有可能与中国合作"，但称尚未做出决定。 法雷奥方面则拒绝置评。 此前于2023年底，雷诺曾表示正与法雷奥合作开发一种更强大、更紧凑的新型无稀土的电机E7A，并称 之为"法国制造的创新"。 雷诺汽车 路透社 另一方面，法雷奥仍在与德国供应商马勒合作开发自己的无磁iBEE电机，该电机将提供 ...

Core Viewpoint - The global automotive industry is facing significant challenges due to China's export controls on rare earth elements, which are critical for various automotive components, particularly in electric vehicles. This situation raises concerns about potential shortages and production halts in the automotive sector [1][6]. Group 1: Supply Chain Concerns - Automotive executives are worried that China's export restrictions could lead to shortages of essential components and factory shutdowns [1]. - China controls approximately 70% of global rare earth mining, 85% of refining capacity, and about 90% of rare earth metal alloys and magnet production [1]. - The new export control list from China includes elements like yttrium, holmium, and europium, which are also used in automotive manufacturing [2]. Group 2: Inventory and Production Challenges - Suppliers are experiencing tight inventory levels, with some reporting that their products are nearly sold out [2]. - Even if new orders are fulfilled before the export controls take effect, shipping delays could exacerbate supply issues, as it takes about 45 days to transport goods to Europe [5]. - The automotive industry is expected to stockpile rare earth materials before the November 8 deadline, but many companies have already depleted their inventories [6]. Group 3: Industry Adaptation and Innovation - Automakers are actively seeking to reduce their dependence on rare earth elements by developing electric motors with low to zero rare earth content [7]. - Companies like General Motors, ZF, and BorgWarner are working on new motor technologies, while BMW and Renault have already produced rare earth-free motors [7]. - Despite these efforts, industry experts indicate that it will take years for these new technologies to be fully implemented, and the plans to develop new rare earth mines and processing facilities outside China face significant challenges [7]. Group 4: Competitive Landscape - The U.S. government is reportedly more focused on the threat posed by China's control over rare earth supplies compared to Europe [7]. - Supply chain experts note that China is likely to continue undercutting competitors on price, making it difficult for automakers to justify the higher costs of rare earth-free components [7]. - The ongoing export controls from China are expected to persist, maintaining the country's dominance in the rare earth market [7].

Core Viewpoint - The development of electric drive technology is crucial for the strength of the new energy vehicle industry, with a focus on reducing the reliance on rare earth materials and ensuring price stability for these materials [1][5]. Group 1: Electric Drive Technology Trends - Most electric vehicles currently use centralized electric drive systems, but distributed electric drive systems are expected to become the future trend, although mass production is still limited [3]. - The integration of electric drive components is a long-term trend, evolving from separate components to integrated systems, with concepts of 12-in-1 and even 14-in-1 systems being proposed [3][4]. - The improvement of power density in electric motors can be achieved through increasing speed, voltage, and reducing standards, with significant efforts already made in China [4]. Group 2: Challenges and Opportunities - The reliance on rare earth materials for permanent magnet motors poses challenges due to price volatility, necessitating efforts to reduce the use of heavy rare earths [4][5]. - The automotive electrification and energy cleanliness are long-term national strategies, with strong key components being essential for the new energy vehicle industry [5]. - The expansion of the new energy vehicle industry is expected to drive advancements in other sectors, such as electric ships, multi-electric aircraft, flying cars, and electric agricultural machinery [5].