大洋电机(002249) - 大洋电机调研活动信息

Company Overview - Zhongshan Broad-Ocean Motor Co Ltd (stock code: 002249) held an investor relations event on June 2, 2023, at Shanghai Edrive Co Ltd (EVBG) [1] - The event included a tour of EVBG's Jiading factory, showcasing product exhibition halls, production lines, and laboratories [1] - EVBG has participated in multiple national research projects and established simulation labs and environmental chambers to shorten product development cycles [1] Production Milestones - EVBG became the first independent third-party electric drive supplier globally to surpass 1 million units of pure electric vehicle installations [2] - The company achieved this milestone in 2022, marking a significant achievement in China's electric vehicle industry [2] Technology Development - EVBG implements a three-generation technology strategy: production, reserve, and R&D [2] - Key technological achievements include: - Third-generation MCU control platform with modular hardware and embedded software [2] - 800V high-voltage platform and silicon carbide electric controller technology [2] - Oil-cooled flat wire motor technology for deeply coupled electric drive systems [2] - High-quality NVH technology for electric drive systems [2] - EVBG obtained ISO26262 ASIL D functional safety certification in 2022 [2] Product Strategy - EVBG's new energy vehicle powertrain products are primarily customized due to varying customer requirements [2] - The company has developed power range-specific technology platforms to address standardization challenges [2] - Platform-based products enable modular design and mass production while reducing costs [2] Market Competition - Main competitors include Bosch, Continental, BorgWarner, Nidec, Inovance, United Automotive Electronic Systems, and others [3] - EVBG benefits from Broad-Ocean Motor Group's supply chain advantages in resource security and pricing [3] - The company's management team expresses confidence in future competition [3] Pricing and Market Trends - Powertrain product prices vary significantly based on vehicle type and performance specifications [3] - Industry prices range from thousands to tens of thousands of yuan [3] - The market is experiencing rapid technological iteration and increasing competition [3] Rare Earth Technology - Rare earth permanent magnet synchronous motors remain the mainstream technology with over 90% conversion efficiency [2] - Future trends may focus on reducing heavy rare earth usage while increasing light rare earth application [2] - EVBG continues to monitor and develop new technologies based on market demand [2]