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新能源车滑板底盘专家
能源基金会·2024-12-26 05:16

Summary of Conference Call Records Company and Industry Involved - The discussion revolves around an automotive company focusing on electric vehicle (EV) platforms, specifically a new "skateboard" chassis design that integrates various components for electric vehicles [1][2][3][4][5][6][7][8][9][10]. Core Points and Arguments 1. Launch Timeline and Sales Expectations - The first vehicle based on the new small car platform is expected to launch in the seventh quarter of next year, with a sales target of approximately 100,000 units annually [1][2]. 2. Impact on Traditional Manufacturers - The introduction of this new platform is anticipated to significantly impact traditional automotive manufacturers, particularly in terms of cost and technology adaptation [1][2]. 3. Collaboration with Other Manufacturers - The company is open to collaborating with other manufacturers, such as Neta, to leverage their supply chains for component procurement, especially if it leads to lower costs [1][2][3]. 4. Production Experience - The company has produced around 100 prototype vehicles internally, which will be used to demonstrate technology to potential clients, despite not being available for sale yet [1][2]. 5. Cost Structure and Component Pricing - The cost of the skateboard chassis is heavily influenced by the battery, which accounts for approximately 60-70% of the total cost. The company aims to maintain a competitive pricing strategy while ensuring quality [1][2][3][4]. 6. Design and Development Fees - If the design is sold to other manufacturers, the company will charge for development costs, ensuring that labor and material costs are covered [3][4][5]. 7. Market Share Goals - The company aims to capture 10-20% of the market share with its skateboard chassis, which is designed to be modular and adaptable for various vehicle types [6][8][9]. 8. Energy Management and Efficiency - The skateboard chassis is designed to improve energy efficiency, with a target energy consumption of approximately 11.5 kWh per 100 km, which is competitive in the market [8][9][10]. 9. Safety and Maintenance Considerations - The new design emphasizes safety and ease of maintenance, allowing for components like the energy storage unit to be easily replaced or serviced [10]. 10. Future Integration with Battery Swapping - The company is considering integrating battery swapping technology with the skateboard chassis, which could enhance the vehicle's usability and reduce downtime [8][9][10]. Other Important but Possibly Overlooked Content - The company is exploring various materials for the chassis, including steel and aluminum, which will affect the overall cost and weight of the vehicles [7][9]. - There is a focus on using self-developed components, such as an 800V motor, which is expected to enhance performance and efficiency [9][10]. - The company is also addressing concerns about high integration costs for clients by ensuring that maintenance and repair processes are manageable and cost-effective [10].