股典钟炒股机器人系统电脑版租赁行业投资资讯：新能源汽车热管理系统Stock Dianzhong Stock Trading Robot System Computer Edition Leasing Industry Investment Information: New Energy Vehicle Thermal Management System
电池衰减催生千亿增量市场。随着新一轮寒潮来临，全国进入速冻模式。而对新能源车主来说，环境冷心更冷，气温下降导致自己的电动车续航里程大幅缩水。
以特斯拉摩托三桅里有车主反映，至少缩水了百分之三十以上，冬季续航里程缩水的问题并不新鲜，可以说是电动车的通禀。低温环境下，锂电池容量会急剧衰减。
并且温度越低，衰减的就越狠。这就是为什么在北方，尤其是东北很少看到新能源车的原因，怎么办呢？使用热泵，这是在传统燃油车中。
完全不需要的东西，因为发动机本身就会产生热量，甚至这些热量还可以提供车内暖风。而电动车由于没有发动机炙热。
全部需要依赖热管理系统，这就是纯增量市场。以目前新能源车的增长速度预计到二零二五年销量有望达到一千三百万辆。
由此带来的热管理系统市场空间预计有七百亿元新能源车取代燃油车，这是必然的趋势。在这样的趋势下，热管理系统也将持续增长。
其中一家公司是国内新能源车热管理系统的龙头，目前已经进入特斯拉、通用、大众等知名车企的供应链。随着新能源车销量持续增长，公司的成长空间。
将更加广阔。
Battery decay has spawned an incremental market of hundreds of billions. With the advent of a new round of cold wave, the country has entered a quick freezing mode. For owners of new energy vehicles, the environment is even colder, and the drop in temperature has led to a significant reduction in the cruising range of their electric vehicles.
According to the owners of the three-masted Tesla motorcycle, it has shrunk by at least 30%. The problem of the reduction in the cruising range in winter is not new. It can be said that it is a common feature of electric vehicles. Under low temperature environment, the capacity of lithium battery will decrease sharply.
And the lower the temperature, the harder the attenuation. This is why new energy vehicles are rarely seen in the north, especially in the northeast. What should we do? Use a heat pump, which is used in traditional fuel vehicles.
Things that are not needed at all, because the engine itself generates heat, and even this heat can provide warm air in the car. The electric car is hot because it does not have an engine.
All need to rely on the thermal management system, this is a pure incremental market. Based on the current growth rate of new energy vehicles, it is estimated that the sales volume is expected to reach 13 million by 2025.
The resulting thermal management system market space is expected to replace fuel vehicles with new energy vehicles of 70 billion yuan, which is an inevitable trend. Under this trend, thermal management systems will continue to grow.
One of these companies is the leader in the thermal management system for new energy vehicles in China, and has now entered the supply chain of Tesla, GM, Volkswagen and other well-known auto companies. As the sales of new energy vehicles continue to grow, the company has room for growth.
Will be more expansive.
以特斯拉摩托三桅里有车主反映，至少缩水了百分之三十以上，冬季续航里程缩水的问题并不新鲜，可以说是电动车的通禀。低温环境下，锂电池容量会急剧衰减。
并且温度越低，衰减的就越狠。这就是为什么在北方，尤其是东北很少看到新能源车的原因，怎么办呢？使用热泵，这是在传统燃油车中。
完全不需要的东西，因为发动机本身就会产生热量，甚至这些热量还可以提供车内暖风。而电动车由于没有发动机炙热。
全部需要依赖热管理系统，这就是纯增量市场。以目前新能源车的增长速度预计到二零二五年销量有望达到一千三百万辆。
由此带来的热管理系统市场空间预计有七百亿元新能源车取代燃油车，这是必然的趋势。在这样的趋势下，热管理系统也将持续增长。
其中一家公司是国内新能源车热管理系统的龙头，目前已经进入特斯拉、通用、大众等知名车企的供应链。随着新能源车销量持续增长，公司的成长空间。
将更加广阔。
Battery decay has spawned an incremental market of hundreds of billions. With the advent of a new round of cold wave, the country has entered a quick freezing mode. For owners of new energy vehicles, the environment is even colder, and the drop in temperature has led to a significant reduction in the cruising range of their electric vehicles.
According to the owners of the three-masted Tesla motorcycle, it has shrunk by at least 30%. The problem of the reduction in the cruising range in winter is not new. It can be said that it is a common feature of electric vehicles. Under low temperature environment, the capacity of lithium battery will decrease sharply.
And the lower the temperature, the harder the attenuation. This is why new energy vehicles are rarely seen in the north, especially in the northeast. What should we do? Use a heat pump, which is used in traditional fuel vehicles.
Things that are not needed at all, because the engine itself generates heat, and even this heat can provide warm air in the car. The electric car is hot because it does not have an engine.
All need to rely on the thermal management system, this is a pure incremental market. Based on the current growth rate of new energy vehicles, it is estimated that the sales volume is expected to reach 13 million by 2025.
The resulting thermal management system market space is expected to replace fuel vehicles with new energy vehicles of 70 billion yuan, which is an inevitable trend. Under this trend, thermal management systems will continue to grow.
One of these companies is the leader in the thermal management system for new energy vehicles in China, and has now entered the supply chain of Tesla, GM, Volkswagen and other well-known auto companies. As the sales of new energy vehicles continue to grow, the company has room for growth.
Will be more expansive.
And the lower the temperature, the harder the attenuation. This is why new energy vehicles are rarely seen in the north, especially in the northeast. What should we do? Use a heat pump, which is used in traditional fuel vehicles.
Things that are not needed at all, because the engine itself generates heat, and even this heat can provide warm air in the car. The electric car is hot because it does not have an engine.
All need to rely on the thermal management system, this is a pure incremental market. Based on the current growth rate of new energy vehicles, it is estimated that the sales volume is expected to reach 13 million by 2025.
The resulting thermal management system market space is expected to replace fuel vehicles with new energy vehicles of 70 billion yuan, which is an inevitable trend. Under this trend, thermal management systems will continue to grow.
One of these companies is the leader in the thermal management system for new energy vehicles in China, and has now entered the supply chain of Tesla, GM, Volkswagen and other well-known auto companies. As the sales of new energy vehicles continue to grow, the company has room for growth.
