新能源汽車的(de)“雙積分”政策(ce)的(de)長效機制的(de)作用(yong)正在(zai)逐步顯現，在(zai)這一(yi)機制推動下(xia)中國的(de)新能源(yuan)汽車(che)市場(chang)進(jin)入到新一(yi)輪的(de)增長期，電(dian)池、電(dian)機、電(dian)控等零部件(jian)的(de)市場(chang)跟隨(sui)汽車(che)市場(chang)的(de)擴(kuo)增也得(de)到進(jin)一(yi)步增長。 

　　汽車制造商紛紛加入電池市場 

　　實際上新能源汽車的(de)成本(ben)主要(yao)集(ji)中在(zai)核心(xin)零(ling)部件上，電池(chi)占總成本(ben)的(de)四(si)成，電控與電機最多占到三成，并且電池(chi)是(shi)需要(yao)周(zhou)期性更(geng)換的(de)，由(you)此可預見，零(ling)部件的(de)發展直接與新能源汽車技術的(de)提升和成本(ben)的(de)控制乃至整車的(de)發展掛鉤(gou)。 

　　因此(ci)，各大車廠絕對(dui)不會錯過(guo)零(ling)部件市場的(de)發展機會，紛(fen)紛(fen)積極布(bu)局動力(li)電池(chi)市場。 

　　就在(zai)半月(yue)前，寶馬在(zai)中(zhong)(zhong)(zhong)國(guo)(guo)的(de)動力電池(chi)(chi)工廠即將開業，如此一來(lai)寶馬即將成為中(zhong)(zhong)(zhong)國(guo)(guo)首家建(jian)立(li)高壓(ya)電池(chi)(chi)生產線(xian)的(de)豪(hao)華車(che)制(zhi)造商(shang)。這一高壓(ya)電池(chi)(chi)中(zhong)(zhong)(zhong)心正式投產后，將為全新一代(dai)寶馬530LeiPerformance提供動力電池(chi)(chi)系(xi)統。該項(xiang)目占地6480平方米，總投資約3.24億元可(ke)生產3.3萬套/年的(de)高壓(ya)電池(chi)(chi)組，電芯依然是由寧德時代(dai)提供。 

　　在(zai)(zai)(zai)(zai)四(si)個月前，戴姆勒與北(bei)汽(qi)簽署了(le)新的(de)框架協(xie)議，深化其在(zai)(zai)(zai)(zai)合(he)資企業北(bei)京奔(ben)馳(chi)汽(qi)車(che)有限公司的(de)合(he)作，履行雙方在(zai)(zai)(zai)(zai)電(dian)(dian)動(dong)(dong)汽(qi)車(che)領域發展的(de)承諾。在(zai)(zai)(zai)(zai)新的(de)框架協(xie)議中，雙方將共同投(tou)資50億元(yuan)在(zai)(zai)(zai)(zai)北(bei)京奔(ben)馳(chi)建立純(chun)電(dian)(dian)動(dong)(dong)車(che)生產(chan)基地及動(dong)(dong)力電(dian)(dian)池(chi)工廠(chang)，生產(chan)梅賽德(de)斯-奔(ben)馳(chi)品(pin)牌(pai)的(de)純(chun)電(dian)(dian)動(dong)(dong)車(che)產(chan)品(pin)。在(zai)(zai)(zai)(zai)此(ci)基礎上，同時開展動(dong)(dong)力電(dian)(dian)池(chi)的(de)本土生產(chan)和研發，并采用國產(chan)電(dian)(dian)芯，最終于2020年在(zai)(zai)(zai)(zai)北(bei)京奔(ben)馳(chi)投(tou)產(chan)純(chun)電(dian)(dian)動(dong)(dong)車(che)型。 

　　國內(nei)汽(qi)(qi)車企(qi)業自然不會落下這個(ge)市(shi)場機遇，今年(nian)5月，上汽(qi)(qi)集團通(tong)過全(quan)資(zi)(zi)子(zi)公司(si)(si)上海汽(qi)(qi)車集團投資(zi)(zi)管理(li)有限公司(si)(si)與寧(ning)德時(shi)代合(he)資(zi)(zi)成立兩家企(qi)業：時(shi)代上汽(qi)(qi)動力電(dian)池有限公司(si)(si)和上汽(qi)(qi)時(shi)代動力電(dian)池系統有限公司(si)(si)。8月，比亞迪(di)宣(xuan)布(bu)聯手國軒高科布(bu)局三元正(zheng)極材料(liao)。9月，長城(cheng)汽(qi)(qi)車收購澳鋰礦股(gu)權，北(bei)京(jing)汽(qi)(qi)車也(ye)與孚能(neng)科技(北(bei)京(jing))新(xin)能(neng)源(yuan)(yuan)動力電(dian)池項目戰略合(he)作協議,試(shi)圖為新(xin)能(neng)源(yuan)(yuan)鋪(pu)路…… 

　　近(jin)日(ri)東風汽車公司黨委(wei)常委(wei)、副總經理劉衛東透(tou)露,近(jin)期(qi)，東風汽車持股(gu)了寧德時(shi)代，計(ji)劃籌建新電池公司，和整車相(xiang)匹配的部分，必須自己做。 

　　國際知名(ming)汽(qi)車(che)品(pin)牌來華投(tou)(tou)資汽(qi)車(che)的消息也(ye)不絕于耳，通用(yong)正式(shi)宣布(bu)，今后將投(tou)(tou)資17.2億(yi)元人民幣在(zai)(zai)上海(hai)金(jin)橋(qiao)建(jian)設一座鋰電(dian)(dian)池組裝廠。到(dao)(dao)2025年，別克、雪佛蘭和凱迪拉(la)克三(san)大品(pin)牌旗下在(zai)(zai)華將近所(suo)有車(che)型都將采用(yong)不同程(cheng)度的電(dian)(dian)氣化技術，涵(han)蓋從輕混合動(dong)力(li)到(dao)(dao)純電(dian)(dian)動(dong)全套解決方案。 

　　大(da)眾將在(zai)華建造(zao)動(dong)力電(dian)池工(gong)廠的(de)消息是從今(jin)年9月份(fen)的(de)法蘭克福車展中(zhong)傳出來的(de)，目前為止大(da)眾官方尚(shang)未宣布具體規劃(hua)和(he)合作對象。 

　　大眾汽(qi)車全(quan)球(qiu)CEO穆倫宣布投(tou)資到(dao)電動車電池的(de)500億歐元，是用于在(zai)中(zhong)國、歐洲和北美尋找(zhao)、發展長期戰(zhan)略性伙伴。如(ru)今大眾共有300多個(ge)車型(xing)，按計(ji)劃到(dao)2030年全(quan)部車型(xing)都將有電動版(ban)。 

　　電機與電控市場 

　　除(chu)了電(dian)(dian)池市場(chang)，電(dian)(dian)機與(yu)電(dian)(dian)控(kong)市場(chang)也是(shi)又一大潛(qian)力(li)無限的領域。通常一輛新能(neng)(neng)源(yuan)(yuan)汽車搭載電(dian)(dian)機與(yu)電(dian)(dian)控(kong)各一個，相(xiang)關機構(gou)根據未(wei)來新能(neng)(neng)源(yuan)(yuan)汽車銷量及結構(gou)測算(suan)，2017年驅(qu)動總(zong)(zong)成(電(dian)(dian)機+電(dian)(dian)控(kong))市場(chang)規(gui)模將達(da)到(dao)125億(yi)元(yuan)左右，未(wei)來三年新能(neng)(neng)源(yuan)(yuan)汽車驅(qu)動總(zong)(zong)成市場(chang)將達(da)35%，到(dao)2020年市場(chang)規(gui)模超300億(yi)元(yuan)。 

　　電(dian)(dian)動(dong)汽(qi)(qi)車的電(dian)(dian)機(ji)(ji)(ji)有三種(zhong)主要形式(shi)：異步(bu)電(dian)(dian)動(dong)機(ji)(ji)(ji)、開關磁阻電(dian)(dian)動(dong)機(ji)(ji)(ji)和(he)永(yong)(yong)磁同步(bu)電(dian)(dian)動(dong)機(ji)(ji)(ji)。新(xin)能源乘用車永(yong)(yong)磁同步(bu)電(dian)(dian)機(ji)(ji)(ji)優(you)勢明顯。以(yi)豐田汽(qi)(qi)車和(he)本(ben)田汽(qi)(qi)車為代表的國際化(hua)制造(zao)商以(yi)及國內一汽(qi)(qi)、東風、長安(an)、奇瑞等廠商均在其新(xin)能源汽(qi)(qi)車中采用了永(yong)(yong)磁電(dian)(dian)機(ji)(ji)(ji)方案。 

　　獨立電(dian)(dian)(dian)(dian)(dian)(dian)機(ji)(ji)(ji)(ji)電(dian)(dian)(dian)(dian)(dian)(dian)控(kong)生(sheng)(sheng)產(chan)(chan)(chan)商已搶占新(xin)(xin)能(neng)源(yuan)驅動(dong)總成市場。當前(qian)，全球電(dian)(dian)(dian)(dian)(dian)(dian)驅動(dong)市場中獨立電(dian)(dian)(dian)(dian)(dian)(dian)機(ji)(ji)(ji)(ji)電(dian)(dian)(dian)(dian)(dian)(dian)控(kong)生(sheng)(sheng)產(chan)(chan)(chan)商已占據(ju)半壁(bi)江山。在國(guo)內市場，除了(le)比亞迪、北(bei)汽(qi)新(xin)(xin)能(neng)源(yuan)等(deng)具有(you)整(zheng)車(che)制(zhi)造能(neng)力的(de)(de)新(xin)(xin)能(neng)源(yuan)車(che)企(qi)(qi)外(wai)，還有(you)14家(jia)擁有(you)新(xin)(xin)能(neng)源(yuan)乘用車(che)生(sheng)(sheng)產(chan)(chan)(chan)資質的(de)(de)廠(chang)家(jia)無(wu)整(zheng)車(che)生(sheng)(sheng)產(chan)(chan)(chan)經驗(yan)，這(zhe)便成就(jiu)了(le)國(guo)內獨立的(de)(de)第三方電(dian)(dian)(dian)(dian)(dian)(dian)機(ji)(ji)(ji)(ji)電(dian)(dian)(dian)(dian)(dian)(dian)控(kong)企(qi)(qi)業，如大洋電(dian)(dian)(dian)(dian)(dian)(dian)機(ji)(ji)(ji)(ji)(上海(hai)電(dian)(dian)(dian)(dian)(dian)(dian)驅動(dong))、深圳(zhen)大地和、正海(hai)磁(ci)材(上海(hai)大郡)等(deng)專門生(sheng)(sheng)產(chan)(chan)(chan)新(xin)(xin)能(neng)源(yuan)驅動(dong)電(dian)(dian)(dian)(dian)(dian)(dian)機(ji)(ji)(ji)(ji)系(xi)統(tong)(tong)的(de)(de)廠(chang)商，也包括基于(yu)其他電(dian)(dian)(dian)(dian)(dian)(dian)子電(dian)(dian)(dian)(dian)(dian)(dian)器技術積累，目前(qian)只生(sheng)(sheng)產(chan)(chan)(chan)電(dian)(dian)(dian)(dian)(dian)(dian)控(kong)系(xi)統(tong)(tong)的(de)(de)廠(chang)商，如匯川技術、藍海(hai)華騰，及只生(sheng)(sheng)產(chan)(chan)(chan)電(dian)(dian)(dian)(dian)(dian)(dian)機(ji)(ji)(ji)(ji)、外(wai)購(gou)電(dian)(dian)(dian)(dian)(dian)(dian)控(kong)的(de)(de)生(sheng)(sheng)產(chan)(chan)(chan)商，如北(bei)京精進、方正電(dian)(dian)(dian)(dian)(dian)(dian)機(ji)(ji)(ji)(ji)等(deng)。 

　　今(jin)年(nian)上半年(nian)，電機(ji)市場受(shou)與原材(cai)料(liao)等影響受(shou)益有所下(xia)(xia)降。其中(zhong)，上海(hai)電驅動實現營(ying)業收(shou)入為20867.77萬元(yuan)，實現凈利(li)潤為-844.72萬元(yuan);正海(hai)磁材(cai)新(xin)能源汽車電機(ji)驅動系(xi)統營(ying)業收(shou)入1.17億元(yuan)，同比減(jian)少(shao)(shao)60.03%;臥龍電氣凈利(li)潤減(jian)少(shao)(shao)9.33%。盈利(li)主要(yao)下(xia)(xia)降的原因是，電機(ji)原材(cai)料(liao)的成(cheng)本上升，比如永磁體的價格已(yi)經(jing)上漲了50%。 

　　但(dan)(dan)是專(zhuan)業人(ren)(ren)士分析，雖(sui)然上半(ban)年電機(ji)市場整(zheng)體的(de)(de)(de)發(fa)展(zhan)(zhan)(zhan)不盡如(ru)人(ren)(ren)意，但(dan)(dan)在全球汽車電動(dong)化(hua)發(fa)展(zhan)(zhan)(zhan)的(de)(de)(de)浪潮下，電機(ji)企業對未來的(de)(de)(de)發(fa)展(zhan)(zhan)(zhan)仍然比(bi)較樂觀(guan)。部分電機(ji)企業認為，隨著(zhu)上半(ban)年騙(pian)補(bu)核查(cha)陰(yin)霾(mai)的(de)(de)(de)逐步散去，以及政策趨(qu)于穩定，新能(neng)源汽車景氣度在下半(ban)年有(you)望迎來復蘇(su)，新能(neng)源電機(ji)也將得到持續發(fa)展(zhan)(zhan)(zhan)。