The curtain of aluminum alloy lightweight materials opened. With the continuous advancement of the "dual carbon" goal, the demand for energy conservation and environmental protection in the automotive industry has become increasingly urgent, and various countries have reached a consensus on automotive energy conservation and emission and environmental protection. China is in line with developed countries in the world in terms of carbon dioxide emission targets. By continuously raising the exhaust emission standards of fuel vehicles, increasing the target of lightweight and weight reduction, and accelerating the decline of subsidies for new energy vehicles, China is forcing the development of lightweight vehicles. Aluminum alloy has advantages in performance, density and price, and is currently an ideal lightweight material. With the gradual prominence of the lightweight advantages of aluminum alloys, the amount of bicycles used in automobiles has continued to increase. According to IAI data, the current consumption of aluminum for fuel vehicles and new energy vehicles is 145 and 173kg/vehicle, respectively.

The one-piece die-casting molding process accelerates the outbreak. Tesla's rear bottom plate was the first to adopt a one-piece die-casting process. This technology replaces the traditional method of stamping + welding for car body manufacturing. About 70 parts are die-casted into 2 large die-casting parts at one time through a high-pressure die-casting machine, and the number of connection points is reduced from 700-800 to about 50, which can save 40% of the cost. %. In addition, the implementation of the integrated die-casting process simplifies the welding, assembly and other links in the manufacturing process. The implementation of the integrated die-casting process can reduce the unit investment of OEMs by 55% and the workshop area by 35%. Benefiting from the advent of super-large die-casting machines, the current OEMs and major component manufacturers are accelerating the deployment of super-large die-casting machines. Large-scale die-casting machines accelerate the layout and superimpose the cost advantage of the integrated die-casting process, which will accelerate the explosion of the integrated die-casting process in the automotive industry chain.

Die-casting materials may become core barriers. The maturity of the integrated die-casting process will bring about a rapid growth in the demand for heat-free alloy materials. Heat treatment-free alloys do not need to undergo high-temperature solution treatment and artificial aging. Alloys with high strength and toughness can be obtained only by natural aging, which overcomes the fact that traditional heat-treated alloys are prone to deformation of the thin-walled parts of castings and high cost. It is not suitable for large-scale Disadvantages of die casting machine, etc. At present, there are very few material technology companies and they are mainly concentrated overseas. Domestic Lizhong Group has mature technology. Compared with the equipment and process links, the material end may become the core barrier of the outbreak of integrated die casting.

The market space for heat-treated alloys is huge. Considering the maintenance and insurance costs of vulnerable parts, the amount of heat-free alloy is assumed in different scenarios. The pessimistic assumption is that it is only used on the front, middle and rear floors of the body, and the estimated bicycle consumption is 90kg; the neutral assumption can be used on the front, middle and rear bottom plates of the body and the core structure frame of the body, and the estimated bicycle consumption is 218kg; the optimistic assumption is that if the roof and radiator are also It can be used, and the estimated consumption per vehicle is 230kg. Assuming that there are 30 million new energy vehicles in the world, the corresponding penetration rate is 43%. ) Under the pessimistic/neutral/optimistic assumptions of heat-free alloys, the market space is about 1593/5030/537.2 billion yuan.