Challenges and development of automotive materials enterprises under the
Under the "3060" double carbon goal, low-carbon development has become the core priority of the whole automobile industry. In the "roadmap 2.0 of energy saving and new energy vehicle technology" released in October last year, it is proposed that the carbon emission of the automobile industry will be 20% lower than the peak value and new energy vehicles will account for 50% of the total sales of new vehicles in 2035. Looking around the whole automobile industry chain, relatively speaking, the carbon emission in the production of raw materials and parts is even higher, and the pressure of suppliers is much higher than that of main engine manufacturers. Especially the material enterprises in the upper reaches will face more severe challenges.
Taking the aluminum industry as an example, aluminum is widely used in the automotive field because of its light weight, high strength, corrosion resistance, strong conductivity and other characteristics. For example, aluminum is basically used in all heat exchangers. However, from the production of primary aluminum to the completion of aluminum products, energy consumption is very large. It is understood that a ton of electrolytic aluminum consumes about 13000 kwh. Facing the increasingly tightening carbon emission policy, how will relevant suppliers respond? Recently, Gaishi automobile had an exchange on this topic with grangis, the world's leading supplier of rolled aluminum for brazed heat exchangers.
Statistics show that grangis was founded in 1896 and has a history of 125 years. In the global rolled aluminum market for brazed heat exchangers, it accounts for about 20% of the market share. Among them, cars account for 45% of the company's overall business, and basically one of every two cars is associated with grangis products. It can be said that it is a real large household of automotive aluminum materials. In addition, the division is also one of the early practitioners of low-carbon.
Challenges and development of automotive materials enterprises under the "double carbon" test
History of grangis (photo source: grangis)
Under the low-carbon trend, it is both a challenge and an opportunity for the aluminum industry
In the view of Mr. Xu Guotao, President of grangis Asia Pacific, the global attention to resource efficiency and sustainable development is both a challenge and an opportunity for both the aluminum industry and grangis. "Aluminum itself is light and recyclable. Therefore, the global concern for sustainability will promote the growth of demand for aluminum products. Especially in the field of heat exchanger, the recycling and sustainable characteristics of aluminum will become an important point of differentiated competition in the future." Xu Guotao pointed out.
In addition, with the increase of high-speed energy R & D, the demand for battery and new energy added by Geely, Geely's manager, said that this is also one of the opportunities for Geely
Challenges and development of automotive materials enterprises under the "double carbon" test
Despite the increase in demand, in order to meet the increasingly stringent carbon emission rules and the demand for technology upgrading of new energy vehicles, the above two grangis principals believe that there are still many pain points to be solved in China's aluminum industry.
Taking the aluminum industry as an example, aluminum is widely used in the automotive field because of its light weight, high strength, corrosion resistance, strong conductivity and other characteristics. For example, aluminum is basically used in all heat exchangers. However, from the production of primary aluminum to the completion of aluminum products, energy consumption is very large. It is understood that a ton of electrolytic aluminum consumes about 13000 kwh. Facing the increasingly tightening carbon emission policy, how will relevant suppliers respond? Recently, Gaishi automobile had an exchange on this topic with grangis, the world's leading supplier of rolled aluminum for brazed heat exchangers.
Statistics show that grangis was founded in 1896 and has a history of 125 years. In the global rolled aluminum market for brazed heat exchangers, it accounts for about 20% of the market share. Among them, cars account for 45% of the company's overall business, and basically one of every two cars is associated with grangis products. It can be said that it is a real large household of automotive aluminum materials. In addition, the division is also one of the early practitioners of low-carbon.
Challenges and development of automotive materials enterprises under the "double carbon" test
History of grangis (photo source: grangis)
Under the low-carbon trend, it is both a challenge and an opportunity for the aluminum industry
In the view of Mr. Xu Guotao, President of grangis Asia Pacific, the global attention to resource efficiency and sustainable development is both a challenge and an opportunity for both the aluminum industry and grangis. "Aluminum itself is light and recyclable. Therefore, the global concern for sustainability will promote the growth of demand for aluminum products. Especially in the field of heat exchanger, the recycling and sustainable characteristics of aluminum will become an important point of differentiated competition in the future." Xu Guotao pointed out.
In addition, with the increase of high-speed energy R & D, the demand for battery and new energy added by Geely, Geely's manager, said that this is also one of the opportunities for Geely
Challenges and development of automotive materials enterprises under the "double carbon" test
Despite the increase in demand, in order to meet the increasingly stringent carbon emission rules and the demand for technology upgrading of new energy vehicles, the above two grangis principals believe that there are still many pain points to be solved in China's aluminum industry.
