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市場調査レポート

中国の電気自動車 (EV) 用エアコン産業の分析 (2015〜2018年)

China EV Air-conditioner Industry Report, 2015-2018

発行 ResearchInChina 商品コード 346554
出版日 ページ情報 英文 85 Pages
納期: 即日から翌営業日
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中国の電気自動車 (EV) 用エアコン産業の分析 (2015〜2018年) China EV Air-conditioner Industry Report, 2015-2018
出版日: 2015年12月09日 ページ情報: 英文 85 Pages
概要

政府による各種の支援策 (購入時の優遇制度など) やインフラの段階的整備に伴い、新型エネルギー車市場は急速・持続的に成長していくと見られています。中国政府の推計によれば、中国系メーカー製の新型エネルギー車の販売台数は、2020年には100万台、2025年には300万台に達すると予測されています。電気自動車 (EV) 用エアコンや電動パワーステアリングといった関連産業もまた、その恩恵を受けて成長を遂げると思われます。特に、EV用エアコンはEVの中で最もエネルギー集約的な部品であり、航続距離に対する影響度は25〜35%にも達します。2015年のEV用エアコンの市場規模は3.2億7600万米ドル (前年比92.56%増) に達する見通しです。車種別に見ると、電気バス向けエアコンの方が単価が高いため、市場シェアも高くなっています。電気乗用車向けエアコンも今後急速に成長する見込みです。

当レポートでは、中国における電気自動車 (EV) 用エアコンの市場について分析し、製品の概要やEV市場全体の構造・動向、EV用エアコンの市場規模の実績値と予測値、車種別 (乗用車・バス) の詳細動向、主要企業のプロファイル・業績などについて調査・推計しております。

第1章 電気自動車 (EV) 用エアコンの概要

  • 定義
  • 分類
  • 監督官庁
  • 産業政策

第2章 電気自動車産業

  • 市場概況
  • 市場規模
  • 電気自動車 (EV) 市場の内訳
    • 電気乗用車
    • 電気スポーツカー
    • 電気バス

第3章 EV用エアコン市場

  • 総需要量
  • 市場規模
  • 販売モデル

第4章 市場区分

  • 電気バス用エアコンの市場
    • 需要
    • 市場規模
    • 競争パターンおよび部品供給関係性
  • 乗用車/特殊車両用エアコンの市場

第5章 電気乗用車用エアコンの企業

  • サンデン
    • プロファイル
    • 収益状況
    • 所得分析
    • 主なコンプレッサー製品
    • コンプレッサーの売上高
  • 豊田自動織機 (デンソー)
  • Hanon Systems (HVCC)
  • Valeo
  • Sanden Huayu Automotive Air-Conditioning Co., Ltd. (SSB)
  • Nanjing Aotecar New Energy Technology Co., Ltd.
  • Xiezhong International Holdings Limited
  • Hefei Carnot Automotive Air Conditioning Co., Ltd.
  • Mudanjiang Foton Automotive Air Conditioner Co., Ltd.

第6章 電気バス用エアコンの企業

  • Songz Automobile Air Conditioning Co., Ltd.
    • プロファイr
    • 経営状況
    • 収益構造
    • 祖利益率
    • EV用エアコン事業
  • Zhengzhou Kelin Motor Vehicle Air Conditioning Co., Ltd.,
  • Guangzhou Jingyi Automobile Air Conditioning Co., Ltd.
  • Suzhou New Tongchuang Auto Air-Conditioning Co., Ltd

図表一覧

目次
Product Code: ZJF080

As preferential policies like purchase tax exemption are phased in, and with gradual improvements in infrastructure, new energy automobile market is going through rapid yet sustained growth. According to Made in China 2025 released in May 2015 by the State Council, the sales volume of China-branded new energy vehicles will reach 1 million units by 2020 and 3 million units by 2025. In the years ahead, therefore, Chinese new energy vehicles will continue to maintain the momentum of rapid growth, and electric air-conditioners, electric power steering, and other related supporting industries will also be upgraded.

Electric air-conditioners are the most energy-intensive parts in new energy vehicles except motors, whose impact on driving range could reach as much as 25%-35%. An estimate shows that in 2015 the market size of new energy automotive air conditioners in China will be very likely to hit RMB3.276 billion, up 92.56% from a year earlier. The electric bus air-conditioners are far higher in unit price than passenger vehicle air-conditioners, and thus dominate the market, while electric passenger vehicle air-conditioners have shown greater market space as the market demand expands rapidly.

Features of Electric Passenger Vehicle / Electric Bus Air-conditioner Market in China

                             Source: China EV Air-conditioner Industry Report, 2015-2018 by ResearchInChina

Songz, China's largest producer of electric bus air-conditioner, sold about 4,100 new energy bus air-conditioners in 2014, which generated revenue of RMB224.29 million. In H1 2015, the company continued to increase investment in new energy buses, and has produced and delivered more than 2,500 new energy bus air-conditioners, up over 35% from a year before. In terms of industry input, Songz in October 2014 raised funds of RMB1 billion via non-public stock offerings to conduct operating activities in new energy automotive air-conditioners, including technical R&D, capacity expansion, market development, talent introduction, and service network construction.

As one of the major electric passenger vehicle air-conditioning compressor manufacturers in China, Aotecar registers an over 60% share in motor compressor market. Since the development of motor compressors in 2005, Aotecar has established strategic cooperative relations with a broad array of companies like BAIC, Chery, Zotye, Changan, BYD, Geely, FAW Haima, King Long, and Foton. In January 2015, Aotecar was wholly acquired by Jiangsu Kingfield Garments Co., Ltd.; subsequently, Kingfield raised funds of about RMB1.207 billion via non-public stock offerings and purchased Air International Group. The acquisition would bring benefits to the both parties in resource integration and competitiveness improvement in EV air-conditioners.

The report mainly focuses on the following:

  • Overview of China's EV air-conditioner industry, including product's definition, classification, and main policies, etc.;
  • Status quo of China's EV industry, including output and sales volume of electric vehicles of various types, competition pattern, etc.;
  • Overview of China's EV air-conditioner industry, including market size, demand, supply model, etc.;
  • China's EV air-conditioner market segments, including demand, market size, competition pattern, supply relationship and forecasts of electric air-conditioners for passenger vehicle, bus and special vehicle markets;
  • Nine electric passenger vehicle air-conditioner manufacturers-Sanden, Toyota Industries Corporation, Halla Visteon, Valeo, Huayu, Xiezhong International, Aotecar, Hefei Carnot, and Mudanjiang Foton, and four electric bus air-conditioner manufacturers-Songz, Zhengzhou Kelin, Guangzhou Jingyi, and New Tongchuang, including profile, financial conditions, featured products, R&D, production bases, technical characteristics, etc.

Table of Contents

1. Overview of EV Air-conditioner

  • 1.1. Definition
  • 1.2. Classification
  • 1.3. Industry Supervision
  • 1.4. Industry Policy

2. EV Industry

  • 2.1. Market Overview
  • 2.2. Market Size
  • 2.3. EV Market Segments
    • 2.3.1. Electric Passenger Vehicle
    • 2.3.2. Special Electric Vehicle
    • 2.3.3. Electric Bus

3. EV Air-conditioner Market

  • 3.1. Total Demand
  • 3.2. Market Size
  • 3.3. Sales Model

4. Market Segments

  • 4.1. Electric Bus Air-conditioner Market
    • 4.1.1. Demand
    • 4.1.2. Market Size
    • 4.1.3. Competition Pattern and Supply Relationship
  • 4.2. Passenger Vehicle / Special Vehicles Air-conditioner Market
    • 4.2.1. Demand
    • 4.2.2. Market Size
    • 4.2.3. Market Structure
    • 4.2.4. Competition Pattern and Supply Relationship

5. Electric Passenger Vehicle Air-conditioner Companies

  • 5.1. Sanden Corporation
    • 5.1.1. Profile
    • 5.1.2. Revenue Situation
    • 5.1.3. Income Analysis
    • 5.1.4. Main Compressor Products
    • 5.1.5. Compressor Sales
  • 5.2. Toyota Industries Corporation (Denso)
    • 5.2.1. Profile
    • 5.2.2. Revenue Situation
    • 5.2.3. Income Analysis
    • 5.2.4. Main Compressor Products
    • 5.2.5. Sales
    • 5.2.6. TD Automotive Compressor Kunshan Co., Ltd. (TACK)
    • 5.2.7. Yantai Shougang DENSO Co., Ltd. (YSD)
  • 5.3. Hanon Systems (HVCC)
    • 5.3.1. Profile
    • 5.3.2. Revenue Situation
    • 5.3.3. Income Analysis
    • 5.3.4. Capacity and Output
    • 5.3.5. EV Thermal Management System
    • 5.3.6. Hanon Systems' Main Organizations in China
    • 5.3.7. Halla Visteon Climate Control (Dalian) Co., Ltd.
  • 5.4. Valeo
    • 5.4.1. Profile
    • 5.4.2. Revenue Situation
    • 5.4.3. Income Analysis
    • 5.4.4. Order Analysis
    • 5.4.5. Thermal Solution for EV
    • 5.4.6. Valeo Compressor (Changchun) Co., Ltd.
    • 5.4.7. Huada Automotive Air Conditioner (Hunan) Co., Ltd.
  • 5.5. Sanden Huayu Automotive Air-Conditioning Co., Ltd. (SSB)
    • 5.5.1. Profile
    • 5.5.2. Operation
    • 5.5.3. Major Customers and Suppliers
    • 5.5.4. Electric Air-conditioner Business
    • 5.5.5. Operation of Major Subsidiaries
    • 5.5.6. Sales Network
  • 5.6. Nanjing Aotecar New Energy Technology Co., Ltd.
    • 5.6.1. Profile
    • 5.6.2. Operation
    • 5.6.3. Electric Air-conditioner Business
    • 5.6.4. Motor Compressor Products
  • 5.7. Xiezhong International Holdings Limited
    • 5.7.1. Profile
    • 5.7.2. Operation
    • 5.7.3. Revenue Structure
    • 5.7.4. Electric Air-conditioner Business
    • 5.7.5. M&A
  • 5.8. Hefei Carnot Automotive Air Conditioning Co., Ltd.
    • 5.8.1. Profile
    • 5.8.2. Operation
    • 5.8.3. Electric Air-conditioner Business
  • 5.9. Mudanjiang Foton Automotive Air Conditioner Co., Ltd.
    • 5.9.1. Profile
    • 5.9.2. Main Compressor Products
    • 5.9.3. Supply Relationship

6. Electric Bus Air-conditioner Companies

  • 6.1. Songz Automobile Air Conditioning Co., Ltd.
    • 6.1.1. Profile
    • 6.1.2. Operation
    • 6.1.3. Revenue Structure
    • 6.1.4. Gross Margin
    • 6.1.5. Electric Air-conditioner Business
  • 6.2. Zhengzhou Kelin Motor Vehicle Air Conditioning Co., Ltd.,
    • 6.2.1. Profile
    • 6.2.2. Operation
    • 6.2.3. Electric Air-conditioner Business
  • 6.3. Guangzhou Jingyi Automobile Air Conditioning Co., Ltd.
    • 6.3.1. Profile
    • 6.3.2. Main Products
    • 6.3.3. Production Capacity
  • 6.4. Suzhou New Tongchuang Auto Air-Conditioning Co., Ltd
    • 6.4.1. Profile
    • 6.4.2. Main Products

Selected Charts:

  • Comparison of Traditional Auto Air-conditioning System and EV air-conditioning System
  • Difference between EV Air-conditioning System and Traditional Auto Air-conditioning System
  • Structure Schematic Diagram for EV Air-conditioning System
  • Performance Comparison of Compressor Drive Schemes
  • Classification of EV Air-conditioners
  • Policies on Auto Air-conditioner Industry in Recent Years
  • Output of Electric Vehicles in China, 2012-2020E
  • Output of Electric Vehicles in China by Market Segment, 2012-2018E
  • Output and Sales Volume of Electric Passenger Vehicles in China, 2011-2015
  • Output of Special Electric Vehicles in China, 2012-2015
  • Monthly Output of New Energy Buses in China, 2014-2015
  • Output of Electric Buses in China, 2012-2018E
  • Demand for Electric Air-conditioners in China, 2012-2018E
  • Market Size of Electric Air-conditioners in China, 2012-2018E
  • Sales Model of Auto Air-conditioners
  • Demand for Electric Bus Air-conditioners in China, 2012-2018E
  • Market Size of Electric Bus Air-conditioners in China, 2012-2018E
  • Demand for Electric Passenger and Special Vehicles in China, 2012-2018E
  • Market Size of Electric Passenger and Special Vehicles in China, 2012-2018E
  • Market Structure of Electric Air-conditioners for New Energy Vehicles by Air-conditioner Type, 2015
  • Sanden's Development History in China
  • Operating Revenue and Net Income of Sanden, FY2010-FY2016E
  • Revenue Structure of Sanden by Product, FY2011-FY2016E
  • Revenue Structure of Sanden by Region, FY2012-FY2015
  • Sanden's Major Electric and Hybrid Electric Compressor Series
  • Compressor Sales Volume of Sanden, FY2013-FY2016E
  • Sanden's Compressor Sales Volume by Region, FY2015-FY2016E
  • Operating Revenue and Net Income of Toyota Industries Corporation, FY2010-FY2016E
  • Main Product Revenue of Toyota Industries Corporation, FY2011-FY2016E
  • Motor Compressor of Toyota Industries Corporation
  • Air Conditioning Compressor Sales Volume of Toyota Industries Corporation, FY1981-FY2015
  • Toyota Industries Corporation's Air Conditioning Compressor Sales Volume and Its Major Customers Worldwide, FY2015
  • Operating Revenue and Net Income of Hanon Systems, 2009-2015
  • Revenue Structure of Hanon Systems by Region, 2011-2014
  • Capacity and Output of Hanon Systems' Main Products, 2014
  • Hanon Systems' Climate Control System for EV/HEV
  • Major R&D Institutions of Hanon Systems in China
  • Major Subsidiaries of Hanon Systems in China
  • Supply Relationship of Visteon's Auto Air-condition Compressor Suppliers
  • Operating Revenue and Net Income of Valeo, 2009-2015 (EUR mln)
  • Revenue Structure of Valeo by Business, 2013-2015 (EUR mln)
  • Revenue Structure of Valeo by Region, 2012-2015 (EUR mln)
  • Number of Valeo's Orders, 2005-2015 (EUR bn)
  • Number of Valeo's Orders by Region, 2014-2015
  • Battery Thermal Management Solution of Valeo
  • An Air-conditioning Loop of Valeo
  • Equity Structure of Sanden Huayu
  • Revenue and Net Income of Sanden Huayu, 2012-2015
  • Sanden Huayu's Top 5 Customers, 2012-2015
  • Sanden Huayu's Top 5 Raw Material Suppliers, 2012-2015
  • Sales Volume of Air Conditioning Compressor of Sanden Huayu, 2012-2015
  • Parameters of Sanden Huayu's Air Conditioning Compressors
  • Major Subsidiaries of Sanden Huayu
  • Overseas Sales Network of Sanden Huayu
  • Domestic Sales Network of Sanden Huayu
  • Characteristics of Aotecar's Motor Compressor Products
  • Revenue and Net Income of Xiezhong International, 2010-2015 (RMB mln)
  • Revenue of Xiezhong International, 2013-2015
  • Financial Indicators of Hefei Carnot, 2014-2015
  • Electric Air-conditioner Products of Hefei Carnot
  • Characteristics of Main Compressor Products of Mudanjiang Foton
  • Supply Relationship of Major Auto Air-conditioning Compressor Suppliers of Mudanjiang Foton
  • Number of Employees of Songz, 2010-2014
  • Revenue and Net Income of Songz, 2009-2015
  • Revenue and Gross Margin of Songz by Product, 2014-2015
  • Revenue Structure of Songz by Region, 2010-2015 (RMB mln)
  • Gross Margin of Songz, 2009-2015
  • Sales Volume of New Energy Bus Air-conditioners of Songz, 2013-2015
  • Operating Revenue and Net Income of Zhengzhou Kelin, 2013-2015 (RMB mln)
  • Main Electric Air-conditioners of Zhengzhou Kelin
  • Technical Parameters of Split-type Electric Air-conditioners for Minibuses
  • Technical Parameters of KRBPB Series Electric Air-conditioners (AC-Type)
  • KRBPE Series Electric Air-conditioners (DC-Type)
  • KRBPB-D Series Electric Air-conditioners (AC/DC Type and DC-Type)
  • Technical Parameters of New Tongchuang's Roof-top Pure Electric Air-conditioners
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