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新能源汽車熱管理系統：2023年
市場調查報告書
商品編碼
1396038

新能源汽車熱管理系統：2023年

New Energy Vehicle Thermal Management System Research Report, 2023
出版日期: | 出版商: ResearchInChina | 英文 480 Pages | 商品交期: 最快1-2個工作天內

價格
簡介目錄

新能源汽車熱管理從系統和整車角度協調車輛熱量和環境熱量的控制，讓各部件在最佳溫度範圍內運行，讓車輛高效協同工作，提高經濟性、動力性、節能環保。

新能源汽車的熱管理針對的是馬達、電池系統、座艙空調。

熱泵空調是加熱電池電動車最有效的解決方案。 消費者關心純電動車的續航裡程。 在電池技術沒有突破的情況下，熱泵的效率係數比PTC加熱高2-3倍，可增加續航裡程20%以上。

目前，熱泵空調主要安裝在中高階新能源客車（尤其是純電動車）上。 主要原因是新能源乘用車發展迅速，市場規模效應明顯，熱泵式空調每輛車身單價比PTC式高出2000至3000元，中高端空調價格較高。終端機型，利潤率高，可有效彌合差價。

2023年1月至9月，中國新能源乘用車共銷售591.2萬輛，其中約149.5萬輛（25.3%）標配熱泵空調。

2023年，標配熱泵空調的新車平均售價將從20萬~25萬元下降到15萬~20萬元。 正在帶量推廣的國產電動車中低價位車型均配備熱泵空調系統，熱泵普及率可望持續上升。 到2027年，我國新能源汽車熱泵空調滲透率預計將達到近60%。

本報告對新能源汽車熱管理系統進行了調查，總結了市場概況、技術發展趨勢、產業鏈趨勢以及進入市場的供應商概況。

目錄

第一章新能源汽車熱管理系統簡介及政策

  • 新能源汽車熱管理系統簡介
  • 相關政策
  • 新能源汽車熱管理系統發展趨勢

第二章新能源汽車熱管理市場現況及趨勢

  • 全球新能源汽車銷售預測
  • 中國新能源汽車保有量與保有量
  • 中國汽車熱管理系統市場規模
  • 新能源汽車熱管理系統成本
  • 新能源汽車熱管理系統競爭態勢
  • 熱管理系統企業技術特性比較
  • 新能源卡車熱管理系統
  • 新能源輕卡熱管理系統：電動壓縮機
  • 燃料電池商用車熱管理系統
  • 熱管理在其他領域的應用

第三章新能源汽車熱管理產業鏈分析

  • 新能源汽車熱管理產業鏈整合
  • 新能源汽車熱管理系統－PTC加熱器
  • 新能源汽車熱管理系統－熱泵空調
  • 新能源汽車熱泵空調系統-冷媒
  • 新能源汽車熱管理系統 - 電池熱管理系統
  • 新能源汽車熱管理系統-電動壓縮機
  • 新能源汽車熱管理系統-電子膨脹閥
  • 新能源汽車熱管理系統-電子水泵
  • 新能源汽車熱管理系統-電子風扇
  • 新能源汽車熱管理系統-管道
  • 新能源汽車熱管理系統-熱管理控制器
  • 新能源汽車熱管理系統－整合式熱泵閥

第四章新能源汽車熱管理系統供應商

  • Denso
  • MAHLE
  • Valeo
  • Hanon
  • Sanden Corporation
  • Continental
  • Aotecar
  • Yinlun Machinery
  • Sanhua Intelligent Controls
  • Songz Automobile Air Conditioning
  • HASCO
  • Tenglong Auto Parts
  • Feilong Auto Components
  • Kelai
  • Dun'an Artificial Environment
  • Midea Welling Car
  • Baling Technology
  • Huawei
  • Zhongding
  • Sensata Technology
  • UAES
  • Langxin Electric

第 5 章 OEM 熱管理系統解決方案

  • Tesla
  • BYD
  • Volkswagen
  • NIO
  • Li Auto
  • XPeng Motors
  • Neta Automobile
  • Leapmotor
  • GAC Aion
  • SAIC Motor Group
  • Geely Automobile
  • Audi
  • BMW
  • SAIC-GM
  • Hyundai Motor
  • Toyota Motor
  • Dongfeng Group
  • Xiaomi Automobile
  • 主要 OEM 熱管理系統解決方案概述
簡介目錄
Product Code: JAF036

Thermal management system research: the mass production of CO2 heat pumps, integrated controllers and other innovative products accelerates

Thermal management of new energy vehicles coordinates the control of vehicle heat and ambient heat from the perspective of the system and the entire vehicle, keeping each component working in the optimal temperature range to ensure efficient collaboration of the vehicle, thereby improving economy, power, energy conservation and environmental protection.

Thermal management of new energy vehicles covers motors, battery systems and cockpit air conditioning.

The installation rate of heat pump air conditioners for new energy passenger cars exceeds 20%, and heat pump air conditioners are penetrating into mid- to low-end models

Heat pump air conditioning is the most effective solution for heating battery-electric vehicles. Consumers have been anxious about the range of battery-electric vehicles. In the absence of breakthroughs in battery technology, the efficiency coefficient of a heat pump is 2-3 times higher than that of PTC heating, which can effectively extend the cruising range by more than 20%.

At present, heat pump air conditioners are primarily installed on mid-to-high-end new energy passenger cars (especially battery-electric passenger cars), mainly because: new energy passenger cars develop rapidly and the market scale effect is obvious; the content-per-car value of heat pump air conditioning systems is higher than that of PTC systems by RMB2,000-3,000, and mid-to-high-end models pose higher profit margins, which can effectively make up the difference.

From January to September 2023, a total of 5.912 million new energy passenger cars were sold in China, of which approximately 1.495 million units or 25.3% were equipped with heat pump air conditioners as standard.

In 2023, the average selling price of a new car with standard heat pump air conditioning dropped from RMB200,000~250,000 to RMB150,000~200,000. Mid- to low-end domestic electric models which are promoted for sales goals have been equipped with heat pump air conditioning systems, and the penetration rate of heat pumps is expected to continue to increase. By 2027, the penetration rate of heat pump air conditioning for new energy vehicles in China will be close to 60%.

By analyzing and comparing the thermal management systems of 18 major OEMs, ResearchInChina found that most OEMs develop thermal management system technical solutions of "multi-way valve + heat pump + waste heat recovery".

For example, Tesla's fourth-generation thermal management system consists of Octovalve + heat pump system + liquid cooling + waste heat recovery to achieve integrated vehicle thermal management. The thermal management system of BYD's e-Platform 3.0 includes Nonavalve + heat pump system + refrigerant direct cooling + waste heat recovery. Xpeng X-HP2.0 intelligent thermal management system contains a ten-way valve, a heat pump and automotive integrated thermal management. The automotive integrated thermal management technology of the Neta Haozhi Platform boasts a heat pump air conditioner, 3 sets of electronic water pumps and 2 sets of "4-way" valves. Xiaomi's 10-way valve thermal management system includes a 10-way valve, a heat pump air conditioner and 800V.

The steady growth of the thermal management system market for new energy vehicles directly propels the development of thermal management parts. In recent years, the number of players in the thermal management market for new energy vehicles has increased significantly, which has led to rising product capacity and intensified market competition. Amid the competition, many OEMs have successively released their latest technologies and products.

1. There will be a breakthrough in the development of R744 refrigerant for domestic new energy vehicle heat pumps

Heat pump air conditioning has replaced PTC to become the standard configuration of new energy vehicles. R134a is still the main refrigerant in domestic new energy vehicles.

At present, in the global market, R744 (carbon dioxide) is the best refrigerant. R744 has advantages like environmental protection, safety and good heating performance, but it requires high pressure, high-pressure and high-temperature resistance of compressors, pipelines and valves, pressure sensors which monitor the system pressure, so it poses more R&D and manufacturing costs.

In the future, CO2 heat pump systems using R744 will become the mainstream. Domestic vendors have begun to lay out the CO2 heat pump market:

  • 2. Automaker CO2 heat pump cooperation: automakers actively cooperate with upstream and downstream partners in the industrial chain to jointly make the CO2 heat pump thermal management system industry bigger and stronger and promote the development of automotive CO2 heat pump technology. In April 2023, the Technical Center of Dongfeng signed the CO2 Heat Pump Industry Chain Cooperation Agreement with its 17 partners. The technical center of Dongfeng will start the technical route of "CO2 direct heat pump+integrated design".
  • 3. Domestic parts vendors have laid out CO2 heat pumps. In the field of new energy vehicle parts, the products such as CO2 electronic expansion valves, CO2 stop valves/check valves/regulating valves produced by Sanhua Intelligent Controls were mass-produced and installed in 2022. In 2023, Shanghai Kelai Mechatronics Engineering Co., Ltd. Mass-produced CO2 high-pressure pipeline systems and installed them in vehicles. Welling developed a rotary electric compressor suitable for CO2.

PTC heaters have become the main solution for automotive heat pump air conditioning to cope with ultra-low temperature.

Because there is no engine in new energy vehicles, heaters are essential in the environment below -10℃. PTC heaters boast advantages like low cost, simple structure, fast heat output and little influence from external environment, but the disadvantage lies in relatively high energy consumption. At present, most mainstream models adopt the solution of heat pump +PTC. With the continuous breakthrough of battery technology, there will be an enormous market for PTC heating in the field of new energy vehicles in the future.

At present, mid-to-low-end new energy vehicles mainly use PTC heating, and a certain number of models with heat pump air-conditioning still use PTC as an auxiliary heating method. On average, a new energy passenger car uses two PTC heaters (a air-cooled heater and a water-cooled heater), with the content-per-car value of RMB800-1,500. We estimate that the market size of PTC heaters for new energy vehicles in China will hit about RMB11 billion in 2025.

For example, Tesla has added an additional PTC heater to the heat pump system of Model Y. This PTC heater uses the 12V voltage which is also seen in traditional fuel vehicles, and Model Y is also equipped with a separate 12V battery. The PTC heating system is powered by a single 12V battery, but its power is far less than the PTC heating power of traditional air conditioners. It can not only save electricity, but also effectively alleviate the low-temperature heating effect of heat pump air conditioning.

In addition to Tesla, BYD, NIO and HiPhi all add PTC heaters to their heat pump systems.

In addition to the solution of heat pump air conditioning plus PTC heating, the industry leverages high-voltage and high-power water heating electric heaters to cope with the impact of low temperatures on batteries in winter. Traditional new energy vehicle water heaters use PTC ceramic chip heating technology. Due to its material characteristics and complex production process, this technology usually has an upper limit of operating voltage, namely 750V, which cannot meet the 800V fast charging requirements of new energy vehicles. When applied to 800V high voltage conditions, it will incur obvious insulation problems, which will threaten to the safety of vehicles. At present, only a few domestic vendors can supply 800V PTC water heaters, with limited mass production and delivery.

Integrated development of thermal management controllers and automotive electronic and electrical architectures

By monitoring the equipment temperature in real time, thermal management controllers intelligently adjust the rotating speed and power of the heat dissipation equipment to ensure that the equipment is in the optimal temperature range, stable in operation and longer in service life. In addition, thermal management controllers have high precision and can quickly respond to temperature abnormalities in high-performance electronic equipment such as processors and graphics cards, thereby avoiding damage to equipment and data. With the centralization of automotive electronic and electrical architectures, thermal management controllers and domain controllers will be integrated into central integrated systems.

In the Audi e-tron thermal management system, the thermal management controller adopts CAN bus, while the PTC, EXV, ACCM, PT, four-way valve and stop valve use LIN.

Tesla has integrated the thermal management controller into the body controller to control the valve and electronic water pump.

In addition to air conditioning systems, refrigerant, PTC heaters, electronic water pumps and thermal management controllers, hot pipe system technology includes technology integration, battery thermal management, electric compressors, electronic expansion valves, pipe street lamps and other parts. Driven by the development of electrification and integration, these thermal management components will undergo technological iteration and reform.

Table of Contents

1 Introduction and Policy of New Energy Vehicle Thermal Management System

  • 1.1 Introduction of New Energy Vehicle Thermal Management System
    • 1.1.1 Definition
    • 1.1.2 Traditional/New Energy Vehicle Thermal Management System Structure
    • 1.1.3 Traditional/New Energy Vehicle Thermal Management System - Air Conditioning System
    • 1.1.4 Traditional/New Energy Vehicle Thermal Management System - Engine, Transmission and Auxiliary System Thermal Management
    • 1.1.5 Traditional/New Energy Vehicle Thermal Management System - Battery/Electric Motor/ Electric Control System Thermal Management
    • 1.1.6 New Energy Vehicle Thermal Management System--Major Components
    • 1.1.7 Industrial Chain Structure of Thermal Management System
  • 1.2 Related Policies
    • 1.2.1 Preferential Subsidy Policies for New Energy Vehicles in Major Countries around the World (1)
    • 1.2.2 Preferential Subsidy Policies for New Energy Vehicles in Major Countries around the World (2)
    • 1.2.3 Global New Energy Vehicle Incentives
    • 1.2.4 China's National Policy to Promote Long-term Benefits of New Energy Vehicle Market
    • 1.2.5 National New Energy Vehicle Thermal Management Safety Regulatory Policy
    • 1.2.6 New Energy Vehicle Thermal Management System Industry Standard - Air Conditioning System
    • 1.2.7 New Energy Vehicle Thermal Management System Industry Standard -Power Battery Thermal Management
  • 1.3 Development Trend of New Energy Vehicle Thermal Management System
    • 1.3.1 Development Trend of China's New Energy Vehicle Thermal Management System Market
    • 1.3.2 Characteristics that New Energy Vehicle Thermal Management System Products should meet
    • 1.3.3 Development of Core Technology of New Energy Vehicle Thermal Management System
    • 1.3.4 New Energy Vehicle Thermal Management System Systematic and Modular Development
    • 1.3.5 Automotive Thermal Management System - Architectural Upgrade
    • 1.3.6 Automotive Thermal Management System - Architectural Change

2 Current Situation and Trends of New Energy Vehicle Thermal Management Market

  • 2.1 Global New Energy Vehicle Sales Forecast
    • 2.1.1 Global New Energy Vehicle Policies and Incentives
    • 2.1.2 Global New Energy Vehicle Sales Forecast
    • 2.1.3 Global New Energy Vehicle Sales
    • 2.1.4 Global New Energy (EV + PHEV) Passenger Car Sales
    • 2.1.5 Global New Energy (EV + PHEV) Passenger Car Sales by Brand
    • 2.1.6 Global New Energy (EV + PHEV) Passenger Car Sales by Model
  • 2.2 China's New Energy Vehicle Dales/Ownership
    • 2.2.1 China Sales
    • 2.2.2 China Motor Vehicle/Car Ownership
    • 2.2.3 Car Ownership in China - Urban Distribution
    • 2.2.4 China's Overall Production and Sales of New Energy Vehicles
    • 2.2.5 China's New Energy Vehicle Production and Sales by Fuel Type
    • 2.2.6 China's New Energy Passenger Car Sales
    • 2.2.7 China's New Energy Commercial Vehicle Sales
    • 2.2.8 China New Energy Commercial Vehicle Sales by Category
  • 2.3 China Automotive Thermal Management System Market Size
    • 2.3.1 China New Energy Vehicle Thermal Management System Market Size
    • 2.3.2 China New Energy Vehicle Thermal Management System Penetration Rate
    • 2.3.3 Global and China New Energy Vehicle Thermal Management Market Size by Segment
  • 2.4 Cost of New Energy Vehicle Thermal Management System
    • 2.4.1 Cost Structure
    • 2.4.2 Per-car Value of New Energy Vehicle Thermal Management System is about 2-3 times Higher than that of traditional Car
  • 2.5 New Energy Vehicle Thermal Management System Competition Landscape
    • 2.5.1 Major Components of New Energy Vehicle Thermal Management System
    • 2.5.2 Mass Production of New Energy Vehicle Thermal Management System
    • 2.5.3 Main Products and Customers of New Energy Vehicle Thermal Management System Suppliers
  • 2.5.4 Technical Characteristics Comparison of Thermal Management System Enterprises
    • 2.5.5 Foreign Automotive Thermal Management Companies have settled in China
    • 2.5.6 Domestic New Energy Vehicle Thermal Management Enterprise Parts and Integrated Product Layout
  • 2.6 New Energy Truck Thermal Management System
    • 2.6.1 New Energy Light truck landed earlier than other types of New Energy Commercial Vehicles
    • 2.6.2 Development of Thermal Management Systems for Commercial Vehicles Lags behind Passenger Cars
    • 2.6.3 new energy light truck thermal management system
    • 2.6.4 Development Trend of New Energy Light Truck Thermal Management System Architecture
    • 2.6.5 New Energy Light Truck Thermal Management Typical Models (1)
    • 2.6.6 New Energy Light Truck Thermal Management Typical Models (2)
    • 2.6.7 Supplier List of New Energy Light Truck Thermal Management Parts
    • 2.6.8 New Energy Light Truck Vehicle Thermal Management System Case
  • 2.6.9New Energy Light Truck Vehicle Thermal Management System: Electric Compressor
    • 2.6.10 FAW Jiefang Hybrid Heavy Truck: Thermal Management Integrated System
  • 2.7 Thermal Management System for Fuel Cell Commercial Vehicles
    • 2.7.1 Core Components of Fuel Cell Thermal Management System
    • 2.7.2 Structure Diagram of Fuel Cell Thermal Management System
    • 2.7.3 FAW Jiefang Fuel Cell Truck: Thermal Management Integrated System
  • 2.8 Applications of Thermal Management in other Fields
    • 2.8.1 New Energy Vehicle Battery Thermal Management Dystem Overflows to Energy Storage Thermal Management industry (1)
    • 2.8.2 New Energy Vehicle Thermal Management System Overflows to 5G Base Station Industry
    • 2.8.3 New Energy Vehicle Thermal Management System Overflows to Data Center (IDC) industry

3 Analysis of New Energy Vehicle Thermal Management Industry Chain

  • 3.1 New Energy Vehicle Thermal Management Industry Chain Integration
    • 3.1.1 New Energy Vehicle Thermal Management System - Parts
    • 3.1.2 Thermal Management System - System Integration Architecture
    • 3.1.3 Thermal Management Systems System Integration: Core Supplier Business and Product Progress (1)
    • 3.1.4 Thermal Management Systems System Integration: Core Supplier Business and Product Progress (2)
    • 3.1.5 Thermal Management Systems System Integration: Core Supplier Business and Product Progress (3)
    • 3.1.6 Thermal Management Systems System Integration: Core Supplier Business and Product Progress (4)
  • 3.2 New Energy Vehicle Thermal Management System - PTC heater
    • 3.2.1 Development Trend of New Energy Vehicle PTC/Heat Pump Air Conditioner
    • 3.2.2 Air conditioning System of PTC air heater
    • 3.2.3 PTC Electric Heater
    • 3.2.4 PTC Heater Classification and Application
    • 3.2.5 Comparison of Typical PTC Heater Products
    • 3.2.6 Application Case of PTC Heater in Heat Pump Air Conditioning System (1)
    • 3.2.7 Application Case of PTC Heater in Heat Pump Air Conditioning System (2)
    • 3.2.8 Thermal Management Systems - PTC Heaters: Core Supplier Business and Product Progress
    • 3.2.9 Thermal Management Systems - 800V Heaters - Core Supplier Business and Product Progress
    • 3.2.10 800V Liquid Heater - Product Case
    • 3.2.11 PTC Heater Development Trend and Size forecast
  • 3.3 New Energy Vehicle Thermal Management System - Heat Pump Air Conditioner
    • 3.3.1 Working Principle
    • 3.3.2 Structure
    • 3.3.3 Parts
    • 3.3.4 Vehicle Assembly
    • 3.3.5 Model Installation
    • 3.3.6 Principle of Three-source Heat Pump System
    • 3.3.7 Development Trend and Scale Forecast
    • 3.3.8 Core Suppliers and Business Progress (1)
    • 3.3.9 Core Suppliers and Business Progress (2)
    • 3.3.10 Core Suppliers and Business Progress (3)
    • 3.3.11 Dolphin Car Heat Pump Air Conditioning System
    • 3.3.12 Heat Pump Air Conditioning System Case - Tesla Octovalve highly Integrated Eight-way valve Heat Pump System
    • 3.3.13 Heat Pump Air Conditioning System Case - Volkswagen MEB Platform Architecture
  • 3.4 New Energy Vehicle Heat Pump Air Conditioning System -Refrigerant
    • 3.4.1 Heat Pump Air Conditioning Refrigerants - Development Stage
    • 3.4.2 Heat Pump Air Conditioning Refrigerant - Environmental Performance
    • 3.4.3 Heat Pump Air Conditioning Refrigerant-Heat Material Performance/Heating Performance Comparison
    • 3.4.4 Heat Pump Air Conditioning Refrigerants - Cost Comparison
    • 3.4.5 CO2 Heat Pump Refrigerants - Core Components
    • 3.4.6 Thermal Management Systems - CO2 Refrigerant Components: Domestic Core Supplier Business and Product Progress
    • 3.4.7 Heat Pump Air Conditioning Refrigerant - Development Route
    • 3.4.8 Development of Heat Pump Air Conditioning Refrigerant-CO2 Technology Route
    • 3.4.9 Heat Pump Air Conditioning Refrigerant-CO2)Air Conditioning Pipeline Products Market Competition Landscape
    • 3.4.10 CO2 Refrigeration (R744) Technology Prospect (1)
    • 3.4.11 CO2 Refrigeration (R744) Technology Prospect (2)
    • 3.4.12 CO2 Refrigeration (R744) Technology Prospect (3)
    • 3.4.13 Heat Pump Air Conditioning Refrigerants - Development Opportunities
    • 3.4.14 Heat Pump Air Conditioning Refrigerants - Development Challenges
  • 3.5 New Energy Vehicle Thermal Management System - Battery Thermal Management System
    • 3.5.1 Power Battery Thermal Management System is the Core of New Energy Thermal Management System
    • 3.5.2 Power Battery Thermal Management System - Air Cooled
    • 3.5.3 Power Battery Thermal Management System - Air Cooled Main Models
    • 3.5.4 Power Battery Thermal Management System - Liquid Cooling
    • 3.5.5 Power Battery Thermal Management System - Liquid Cooled Main Models
    • 3.5.6 Power Battery Thermal Management System - Liquid Cooling VS Direct Cooling
    • 3.5.7 Power Battery Thermal Management System - Direct Cooling
    • 3.5.8 Power Battery Thermal Management System - Direct Cooling Main Models
    • 3.5.9 Battery Thermal Management System - PACK Cooling Method Summary
    • 3.5.10 Thermal Management Systems - Battery Thermal Management: Core Supplier Business and Product Progress (1)
    • 3.5.11 Thermal Management Systems - Battery Thermal Management: Core Supplier Business and Product Progress (2)
    • 3.5.12 Battery Thermal Management System Dissipation Architecture
    • 3.5.13 Battery Thermal Management Solutions at Low Temperature Condition
    • 3.5.14 Battery Thermal Management System is greatly Affected by Battery Material
  • 3.6 New Energy Vehicle Thermal Management System -Electric Compressor
    • 3.6.1 Development Status
    • 3.6.2 Electric Scroll Compressors: Structural Analysis
    • 3.6.3 Electric Scroll Compressors: Technical Evaluation Indicators
    • 3.6.4 Electric Scroll Compressors: How They Work
    • 3.6.5 New Energy Vehicle Electric Compressor - Market Size
    • 3.6.6 Electric Scroll Compressors: Competitive Market Analysis
    • 3.6.7 Electric Scroll Compressors: Core Suppliers and Business Progress (1)
    • 3.6.8 Electric Scroll Compressors: Core Suppliers and Business Progress (2)
    • 3.6.9 Electric Scroll Compressors: Core Suppliers and Business Progress (3)
    • 3.6.10 Emerging Electric Compressor Players
    • 3.6.11 Thermal Management System Electric Compressor - New Product Technology Route (1)
    • 3.6.12 Thermal Management System Electric Compressor - New Product Technology Route (2)
    • 3.6.13 Electric Compressor New Product Solution: Shanghai Aiweilan R744 Ultra-low Temperature Heat Pump Compressor (1)
    • 3.6.14 Electric Compressor New Product Solution: Shanghai Aiweilan R744 Ultra-low Temperature Heat Pump Compressor (2)
    • 3.6.15 MAHLE Thermal Management Solutions: High Pressure PTC Heaters, 800V 57cc Electric Compressors
  • 3.7 New Energy Vehicle Thermal Management System - Electronic Expansion Valve
    • 3.7.1 Product Structure
    • 3.7.2 Core Supplier Business and Product Progress (1)
    • 3.7.3 Core Supplier Business and Product Progress (2)
    • 3.7.4 Product Case
  • 3.8 New Energy Vehicle Thermal Management System- Electronic Water Pump
    • 3.8.1 New Energy Vehicle Electronic Pump
    • 3.8.2 Classification
    • 3.8.3 Structural Design
    • 3.8.4 Technical Parameters
    • 3.8.5 Market Size Forecast
    • 3.8.6 Core Supplier Business and Product Progress (1)
    • 3.8.7 Core Supplier Business and Product Progress (2)
    • 3.8.8 Core Supplier Business and Product Progress (3)
    • 3.8.9 Smart Water Pump Case
  • 3.9 New Energy Vehicle Thermal Management System- Electronic Fan
    • 3.9.1 Product Structure
    • 3.9.2 Competition Landscape
    • 3.9.3 Core Supplier Business and Product Progress (1)
    • 3.9.4 Core Supplier Business and Product Progress (2)
    • 3.9.5 Product Case
  • 3.10 New Energy Vehicle Thermal Management System- Pipeline
    • 3.10.1 Pipeline Development Status
    • 3.10.2 Material Classification
    • 3.10.3 Nylon Coolant Pipeline
    • 3.10.4 Cooling Water Pipe Materials
    • 3.10.5 Cooling Water Pipe Performance Comparison
    • 3.10.6 Core Supplier Business and Product Progress (1)
    • 3.10.7 Core Supplier Business and Product Progress (2)
    • 3.10.8 Core Supplier Business and Product Progress (3)
    • 3.10.9 New Product Technology Route
  • 3.11 New Energy Vehicle Thermal Management System-Thermal Management Controller
    • 3.11.1 new Energy Vehicle Thermal Management Controller
    • 3.11.2 New Energy Vehicle Thermal Management Controller - Pure Electric Vehicle
    • 3.11.3 New Energy Vehicle Thermal Management Controller - Plug-in Hybrid Electric Vehicle
    • 3.11.4 Function Module
    • 3.11.5 Hardware Requirements
    • 3.11.6 Integration under Zonal Framework
    • 3.11.7 MCU Circuit
    • 3.11.8 Thermal Management Control System Case
    • 3.11.9 Core Supplier Business and Product Advances
    • 3.11.10 Supplier Case
    • 3.11.11 Vehicle Case
    • 3.11.12 Development Trend
  • 3.12 New Energy Vehicle Thermal Management System-Heat Pump Integrated Valve
    • 3.12.1 Structure
    • 3.12.2 Four-way valve
  • 3.12.3
    • 3.12.4 Heat Pump Integrated Pumps: Core Supplier Business and Product Progress
    • 3.12.5 BYD Dolphin Thermal Management Integrated Valve
    • 3.12.6 Tesla Octovalve
    • 3.12.7 Commercial Vehicle Heat Pump Integrated Valve

4 New Energy Vehicle Thermal Management System Suppliers

  • 4.1 Denso
    • 4.1.1 Profile
    • 4.1.2 Automotive Thermal Management System Products (1)
    • 4.1.3 Automotive Thermal Management System Products (2)
    • 4.1.4 Automotive Thermal Management System Products (3)
    • 4.1.5 Automotive Thermal Management Solutions
    • 4.1.6 Heat Pump System
    • 4.1.7 Heat Pump System Technology
    • 4.1.8 Heat Pump System Assembly Case
    • 4.1.9 Heat Pump System Development Stage
  • 4.2 MAHLE
    • 4.2.1 Profile
    • 4.2.2 Main Business
    • 4.2.3 Automotive Thermal Management System
    • 4.2.4 MAHLE Integrated Thermal Management System
  • 4.2.5Passenger Car Thermal Management System: Refrigerant Circuit with Expansion Valve
    • 4.2.6 Engine cooling system
    • 4.2.7 Cooling System: Direct Booster Air Cooling Circuit
    • 4.2.8 Cooling System: Indirect Intercooler Circuit
    • 4.2.9 Cooling System: Indirect Booster Air Cooling Circuit - Exhaust Gas Recirculation Cooling
    • 4.2.10 Battery cooling system
    • 4.2.11 Battery cooling systems: Coolant and Refrigerant based Circuits
    • 4.2.12 Automotive Thermal Management Products: Air Conditioning Systems and Components
    • 4.2.13 Automotive Thermal Management Products: Engine Cooling Components, Modules
    • 4.2.14 Automotive Thermal Management Development
    • 4.2.15 Aftermarket Expansion of Thermal Management Product Line
    • 4.2.16 Global Layout
    • 4.2.17 China Layout
    • 4.2.18 Suzhou MAHLE: DTS (Direct) Thermal Management System
  • 4.3 Valeo
    • 4.3.1 Profile
    • 4.3.2 Automotive Thermal Management System Business
    • 4.3.3 Heat Pump Technology
    • 4.3.4 FlexHeaters
    • 4.3.5 Battery Thermal Management System
    • 4.3.6 Thermal management system under Fast Charging Conditions
    • 4.3.7 Main Customers of Automotive Thermal Management Systems
  • 4.4 Hanon
    • 4.4.1 Profile
    • 4.4.2 Heat Pump System
    • 4.4.3 Automotive Thermal Management Products: HVAC
    • 4.4.4 Automotive Thermal Management Products: Compressors
    • 4.4.5 Automotive Thermal Management Products: Other
    • 4.4.6 New Energy Vehicle Thermal Management System: Electric Vehicles/Hybrid Vehicles
    • 4.4.7 New Energy Vehicle Thermal Management System: Fuel Cell Vehicles
    • 4.4.8 Major Customers of Automotive Thermal Management Systems
    • 4.4.9 Global Layout of New Energy Vehicle Thermal Management System
  • 4.5 Sanden Corporation
    • 4.5.1 Profile
    • 4.5.2 Thermal Management System Trends
    • 4.5.3 Integrated Thermal Management System
    • 4.5.4 Battery Thermal Management System
    • 4.5.5 Heat Pump System
    • 4.5.6 Electric Compressor Product Iteration: Gen2-Gen4
    • 4.5.7 CO2 compressor
    • 4.5.8 Automotive Thermal Management System Other Parts
    • 4.5.9 Business Distribution
  • 4.6 Continental
    • 4.6.1 Classification of Thermal Management System
    • 4.6.2 System-level Optimization Strategy for Thermal Management System
    • 4.6.3 Thermal Management Technology
    • 4.6.4 New Energy Vehicle Thermal Management System Production Base
  • 4.7 Aotecar
    • 4.7.1 Profile
    • 4.7.2 Electric Vehicle Air Conditioning Compressor Products
    • 4.7.3 Electric Vehicle Air Conditioning Compressor Product Parameters
    • 4.7.4 Automotive Air Conditioning System
    • 4.7.5 Low-temperature Heat Pump System
    • 4.7.6 Thermal Management System Production and Sales Volume
    • 4.7.7 Major Customers of New Energy Vehicle Thermal Management System
  • 4.8 Yinlun Machinery
    • 4.8.1 Profile
    • 4.8.2 Automotive Thermal Management Business
    • 4.8.3 Automotive Thermal Management Products
    • 4.8.4 Classification of Thermal Management Products for New Energy Passenger Vehicles
    • 4.8.5 New Energy Passenger Car Engine Thermal Management System
    • 4.8.6 New Energy Passenger Car Battery Thermal Management
    • 4.8.7 New Energy Passenger Car Air Conditioning and Heat Pump System
    • 4.8.8 New Energy Passenger Car Electronic Water Pump Series
    • 4.8.9 Thermal Management System for New Energy Commercial Vehicles
    • 4.8.10 Emerging Thermal Management Area
    • 4.8.11 Production Projects and New Energy Projects
    • 4.8.12 Key Customers and New Orders
    • 4.8.13 Global Distribution
  • 4.9 Sanhua Intelligent Controls
    • 4.9.1 Profile
    • 4.9.2 New Energy Vehicle Thermal Management System Product Capacity, Output and Classification
    • 4.9.3 Automotive Electronic Expansion Valve
    • 4.9.4 Automotive Electronic Water Pump
    • 4.9.5 Automotive Thermal Management Other Products
    • 4.9.6 New Projects of Auto Parts
    • 4.9.7 Business Scope
  • 4.10 Songz Automobile Air Conditioning
    • 4.10.1 Profile
    • 4.10.2 Production and Sales of New Energy Vehicle Thermal Management Products
    • 4.10.3 Battery Thermal Management Products
    • 4.10.4 Heat Pump System
    • 4.10.5 Electric Compressor
    • 4.10.6 Commercial Vehicle, Energy Storage Battery Thermal Management System
    • 4.10.7 Commercial Vehicle, Energy Storage Battery Thermal Management System Products and Customers
    • 4.10.8 Products Related to Thermal Management Business Sector of Large and Medium-sized Buses
    • 4.10.9 Thermal Management Business Section Related Products
    • 4.10.10 New Energy Vehicle Thermal Management Business Operation Model
    • 4.10.11 Vehicle Partners
  • 4.11 HASCO
    • 4.11.1 Profile
    • 4.11.2 Thermal Management System
    • 4.11.3 New Energy Vehicle Thermal Management System Classification and Supply
    • 4.11.4 Air Conditioning Compressor Products
    • 4.11.5 Heat Pump Air Conditioning
    • 4.11.6 Electric Compressor Supporting Customers
    • 4.11.7 Electric Air Conditioning and Thermal Management System
    • 4.11.8 Electric Air Conditioning and Thermal Management System Products
    • 4.11.9 Main Customers of Electric Air Conditioning and Thermal Management Systems
    • 4.11.10 Electric Air Conditioning and Thermal Management System Company Layout
    • 4.11.11 Other Thermal Management System Parts
    • 4.11.12 Huayu Automotive - Other Thermal Management System Parts
  • 4.12 Tenglong Auto Parts
    • 4.12.1 Profile
    • 4.12.2 Automotive Thermal Management System Business Model
    • 4.12.3 Automotive Thermal Management System Product Production and Sales
    • 4.12.4 Automotive Thermal Management System Products
    • 4.12.5 Automotive Thermal Management System Project
    • 4.12.6 Key Customers
    • 4.12.7 R & D center, Production Base
  • 4.13 Feilong Auto Components
    • 4.13.1 Profile
    • 4.13.2 Production, Sales and Revenue of New Energy Thermal Management System
    • 4.13.3 Electronic Water Pump Products
    • 4.13.4 Thermal Management Integration Module
    • 4.13.5 New Energy Thermal Management System Order
    • 4.13.6 Automotive Thermal Management Project Planning
    • 4.13.7 Major Customers
  • 4.14 Kelai
    • 4.14.1 Profile
    • 4.14.2 New Energy Auto Parts Business
    • 4.14.3 Production, Sales and Capacity
    • 4.14.4 Cooling Water Pipe
    • 4.14.5 R744 High Pressure Air Conditioning Pipeline and Valve Parts
    • 4.14.6 Major Customers and Technologies
  • 4.15 Dun'an Artificial Environment
    • 4.15.1 Profile
    • 4.15.2 New Energy Vehicle Thermal Management Business
    • 4.15.3 New Energy Vehicle Thermal Management Products
    • 4.15.4 New Energy Vehicle Thermal Management Unit
    • 4.15.5 Large Diameter Electronic Expansion Valve
  • 4.16 Midea Welling Car
    • 4.16.1 Business Development Route
    • 4.16.2 Thermal Management System Products
    • 4.16.3 Thermal Management Integrated Module (Large Integration)
    • 4.16.4 A00 Electric Compressor (Innovative Rotor Type)
    • 4.16.5 800V Silicon Carbide (SiC) High Speed Electric Compressor
    • 4.16.6 R134a Scroll Electric Compressor, CO2 Refrigerant Electric Compressor
    • 4.16.7 Electronic Water Pump, Electronic Oil Pump
    • 4.16.8 Production Base and Customers
  • 4.17 Baling Technology
    • 4.17.1 Profile
    • 4.17.2 New Energy Vehicle Thermal Management System Products
    • 4.17.3 New Energy Vehicle Thermal Management System Capacity
    • 4.17.4 R & D Project of New Energy Vehicle Thermal Management System
    • 4.17.5 Major Customers of New Energy Vehicle Thermal Management System
  • 4.18 Huawei
    • 4.18.1 Smart Vehicle Thermal Management Solution TMS: Appearance Structure
    • 4.18.2 Smart Vehicle Thermal Management Solution TMS: Integrated Design
    • 4.18.3 Thermal Management Solution Patents
    • 4.18.4 Thermal Management Solution Design Ideas
  • 4.19 Zhongding
    • 4.19.1 Profile
    • 4.19.2 Pipeline Products of New Energy Thermal Management System
    • 4.19.3 Battery Cooling System Pipeline
    • 4.19.4 Sealing System
    • 4.19.5 Core Technology of Pipeline of New Energy Thermal Management System
    • 4.19.6 Global Distribution
  • 4.20 Sensata Technology
    • 4.20.1 Development in China
    • 4.20.2 New Energy Vehicle Products
    • 4.20.3 Temperature and Pressure Sensors
    • 4.20.4 R134a/1234yf Integrated Pressure and Temperature Sensor/R744 (CO2) Integrated Pressure and Temperature Sensor
    • 4.20.5 Automotive Electrical Safety Monitoring Equipment
  • 4.21 UAES
    • 4.21.1 New Energy Thermal Management System (1)
    • 4.21.2 New Energy Thermal Management System (2)
  • 4.22 Langxin Electric
    • 4.22.1 New Energy Thermal Management Customer
    • 4.22.2 Thermal Management System Products
    • 4.22.3 Thermal Management System Application Field
    • 4.22.4 Electronic Fan/Electronic Water Pump Business Competition Landscape

5 OEM Thermal Management System Solution

  • 5.1 Tesla
    • 5.1.1 Development Stage of Automotive Thermal Management System
    • 5.1.2 Thermal Management System Technical Route
    • 5.1.3 Thermal Management System are Becoming more and more Integrated
    • 5.1.4 Thermal Management System Structure
    • 5.1.5 Operating Mode of Thermal Management Heat Pump System
    • 5.1.6 4th Generation Thermal Management System Working Mode
    • 5.1.7 Model Y Eight-Way Valve Heat Pump Solution
    • 5.1.8 4th Generation Thermal Management System Model Summary
  • 5.2 BYD
    • 5.2.1 New Energy Vehicle Thermal Management
    • 5.2.2 Development Stage of Automotive Thermal Management System
    • 5.2.3 BYD E3.0 Wide Temperature Domain High Efficiency Heat Pump System
    • 5.2.4 New Energy Vehicle Thermal Management System: Low-temperature Heat Pump Technology
    • 5.2.5 New Energy Vehicle Thermal Management System: BMS Technology
    • 5.2.6 Battery Thermal Management System
    • 5.2.7 Han EV Thermal Management System
    • 5.2.8 Tang DM-i Thermal Management System
    • 5.2.9 Dolphin Thermal Management System
    • 5.2.10 SEAL Thermal Management System
    • 5.2.11 Yangwang U8, Equation Leopard 5 Vehicle Integrated Heat Pipe System
  • 5.3 Volkswagen
    • 5.3.1 Development Stage of Automotive Thermal Management System
    • 5.3.2 Heat Pump System
    • 5.3.3 Heat Pump System Composition: AC Compressor
    • 5.3.4 Heat Pump System Composition: Valve Unit Assembly
    • 5.3.5 Heat Pump System Composition: Control Mode
    • 5.3.6 Heat Pump System Composition: Working Mode
    • 5.3.7 Heat Pump System Composition: Operating Mode
    • 5.3.8 Volkswagen ID.4 X Heat Pump Air Conditioning
    • 5.3.9 Volkswagen ID.4 X Heat Pump Air Conditioning: Operating Mode
    • 5.3.10 Volkswagen iD3 Thermal Management System
    • 5.3.11 Volkswagen Golf GTE Golf Plug-in Hybrid Thermal Management System
  • 5.4 NIO
    • 5.4.1 Development Stage of Automotive Thermal Management System
    • 5.4.2 NIO ET7 Thermal Management System
    • 5.4.3 NIO ES6 Thermal Management System
    • 5.4.4 NIO ES8 Thermal Management System
    • 5.4.5 Thermal Management System Patent
  • 5.5 Li Auto
    • 5.5.1 Development Stage of Automotive Thermal Management System
    • 5.5.2 Li L9 Thermal Management System Suppliers
    • 5.5.3 Li ONE Thermal Management System Architecture
    • 5.5.4 Thermal Management System with 800V Wide Temperature Range
    • 5.5.5 Thermal Management System Design Ideas
    • 5.5.6 Thermal Management System Patents
  • 5.6 XPeng Motors
    • 5.6.1 Development Stage of Automotive Thermal Management System
    • 5.6.2 X-HP 2.0 Intelligent Thermal Management System
    • 5.6.3 X-HP Intelligent Thermal Management System
    • 5.6.4 P7i Vehicle Thermal Management Solution (Ten-way valve Integrated Heat Pump)
    • 5.6.5 P7 Vehicle Thermal Management Solution (PTC Electric Heating Solution)
    • 5.6.6 P7 Vehicle Thermal Management Solution (Main Component Supplier)
    • 5.6.7 Vehicle Thermal Management Technology Patent
  • 5.7 Neta Automobile
    • 5.7.1 Development Stage of Automotive Thermal Management System
    • 5.7.2 HozonEPT 2.0 Thermal Management System
    • 5.7.3 HozonEPT 3.0 Thermal Management System
    • 5.7.4 HozonEPT 4.0 Thermal Management System
    • 5.7.5 Tiangong Battery Thermal Management
    • 5.7.6 Haozhi Platform Integrated Thermal Management System Planning (Haozhi thermal control 1.0-3.0)
    • 5.7.7 Neta S Huawei Nine-way Valve Heat Pump
    • 5.7.8 Thermal Management System Patents
  • 5.8 Leapmotor
    • 5.8.1 Development Stage of Automotive Thermal Management System
    • 5.8.2 C11 Extended Range Vehicle Thermal Management Control System
    • 5.8.3 PITM Anticipated Intelligent Tthermal Management Technology
    • 5.8.4 MTC Chassis Integration Technology
    • 5.8.5 CTC Battery Chassis Integration Technology
    • 5.8.6 Intelligent Battery Intelligent Battery System
    • 5.8.7 Thermal Management System Related Patents
  • 5.9 GAC Aion
    • 5.9.1 Development Stage of Automotive Thermal Management System
    • 5.9.2 GAC AION LX Thermal Management System
    • 5.9.3 GAC AION S Thermal Management System
    • 5.9.4 GAC Aian-Magazine Battery 2.0 Thermal Management
  • 5.10 SAIC Motor Group
    • 5.10.1 Development Stage of Automotive Thermal Management System
    • 5.10.2 SAIC-Feifan F7 Battery Thermal Management System
    • 5.10.3 SAIC-MARVEL R Thermal Management System
    • 5.10.4 SAIC-Roewe RX5 eMAX Thermal Management System
    • 5.10.5 SAIC-SAIC Roewe Thermal Management System
  • 5.11 Geely Automobile
    • 5.11.1 Development Stage of Automotive Thermal Management System
    • 5.11.2 Geely-Lynk & Co ZERO Direct Heat Pump System
    • 5.11.3 Geely-Geometry C Thermal Management System
    • 5.11.4 Geely-Emgrand EV450 Thermal Management System
    • 5.11.5 Geely-Galaxy L7 Thermal Management System
    • 5.11.6 Geely - New Energy Thermal Management Strategy
  • 5.12 Audi
    • 5.12.1 Development Stage of Automotive Thermal Management System
    • 5.12.2 Winter Electric Vehicle Thermal Management System
    • 5.12.3 Audi Q4 e-tron Thermal Management System Structure
    • 5.12.4 Main Components of Audi-Q4 e-tron Thermal Management System
    • 5.12.5 Audi Q4 e-tron Thermal Management: Non-Heat Pump Systems
    • 5.12.6 Audi Q4 e-tron Thermal Management: Heat Pump Systems
    • 5.12.7 Audi e-tron Heat Pump Management System
    • 5.12.8 Audi e-tron Thermal Management Motor Cooling System
    • 5.12.9 Audi e-tron Thermal Management Battery Cooling System
    • 5.12.10 Audi e-tron Thermal Management System Working Mode
    • 5.12.11 Audi R8 e-tron Pure Electric Thermal Management System
  • 5.13 BMW
    • 5.13.1 Development Stage of Automotive Thermal Management System
    • 5.13.2 BMW-i4 EV Thermal Management System
    • 5.13.3 BMW-iX3 EV Thermal Management System
    • 5.13.4 BMW-i3 EV Thermal Management System
    • 5.13.5 BMW i3 EV Heat Pump Air Conditioning Main Components
    • 5.13.6 Working Mode of BMW-i3 EV heat pump air conditioner
    • 5.13.7 BMW 5 Series PHEV/3 Series PHEV Battery Pack Thermal Management System - Refrigerant Direct Cooling
    • 5.13.8 BMW X5/BMW i8 Battery Pack Thermal Management System-R134a Direct Cooling
  • 5.14 SAIC-GM
    • 5.14.1 Development Stage of Automotive Thermal Management System
    • 5.14.2 SAIC-GM-Ultium New Energy Vehicle Thermal Management System
    • 5.14.3 Battery Thermal Management System
  • 5.15 Hyundai Motor
    • 5.15.1 Development Stage of Automotive Thermal Management System
    • 5.15.2 Thermal Management Integrated Module
    • 5.15.3 Hyundai Kona (ENQINO) EV Thermal Management System
    • 5.15.4 Hyundai IONIQ 5N Thermal Management System
  • 5.16 Toyota Motor
    • 5.16.1 5-way Valve Vehicle Thermal Management System
    • 5.16.2 Battery Thermal Management System
  • 5.17 Dongfeng Group
    • 5.17.1 800V + Integrated Thermal Management System
  • 5.18 Xiaomi Automobile
    • 5.18.1 Ten-way valve Vehicle Thermal Management System
    • 5.18.2 Thermal Management System Layout
    • 5.18.3 Thermal Management System Patent
  • 5.19 Summary of Thermal Management System Solutions of Major OEMs
    • 5.19.1 List of Thermal Management System Solutions of Major OEMs (1)
    • 5.19.2 List of Thermal Management System Solutions of Major OEMs (2)
    • 5.19.3 List of Thermal Management System Solutions of Major OEMs (3)
    • 5.19.4 List of Thermal Management System Solutions of Major OEMs (4)
    • 5.19.5 List of Thermal Management System Suppliers for Key Models of OEMs-EV (1)
    • 5.19.6 List of Thermal Management System Suppliers for Key Models of OEMs-EV (2)
    • 5.19.7 List of Thermal Management System Suppliers for Key Models of OEMs-PHEV & REEV