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中国の電気自動車 (EV) 用エアコン産業の分析

China Electric Vehicle Air-conditioner Industry Report, 2017-2021

発行 ResearchInChina 商品コード 346554
出版日 ページ情報 英文 100 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 China Electric Vehicle Air-conditioner Industry Report, 2017-2021
出版日: 2017年03月28日 ページ情報: 英文 100 Pages
概要

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
  • 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.
  • 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

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目次
Product Code: ZJF100

With exemption of purchase tax and full launching of preferential policies including central and local fiscal subsidies, NEV sales witness explosive growth. As a standard configuration of a car, air-conditioning system also experiences strong development with China's demand for EV air-conditioners reporting 516,300 units in 2016 as per one air-conditioner for a car, a year-on-year surge of 40.7%.

Affected by the “subsidy fraud” scandal, China's EV output and sales will suffer a decline in growth rate but still maintain a higher pace over the next couple years, creating an estimated demand of 1.1524 million air-conditioners in 2021, a CAGR of 17.4% during 2016-2021.

The market of air-conditioners for large and medium-sized buses is highly concentrated with major players including Songz Automobile Air Conditioning, Zhengzhou Kelin Motor Vehicle Air Conditioning, etc. Songz serves carmakers including BYD, Nanjing Golden Dragon Bus, Ankai Bus, and Zhongtong Bus, while Kelin mainly provides EV air-conditioners for its parent company Yutong Bus.

The market of air-conditioners for electric passenger cars is lowly concentrated with key market participants including Nanjing Aotecar New Energy Technology, Denso (Toyota Industries), Sanden Huayu Automotive Air-Conditioning, Xiezhong International, Valeo, and Hanon Systems. Foreign-funded companies are still technologically superior. As the first company launching electric air-conditioners in the world, Denso has applied its products to EVs and HEVs made by Toyota and other companies with compressors coming primarily from Toyota Industries. Sanden Huayu Automotive Air-Conditioning adopts “battery, motor, and electronic control” technology for electric compressors which have already been used in auto models like BAIC E150 EV, SAIC Rowe, and Riich M1. Nanjing Aotecar New Energy Technology provides mainly scroll compressors and aims at electric heat pump (EHP) air-conditioning compressor. Moreover, the company acquired Air International and Mudanjiang Foton Automotive Air Conditioner in recent two years, not only enriching product line but also realizing technology complementarity.

Passenger car air-conditioners are mostly sold to carmakers as standard configuration with characteristics of fierce competition, relative scattering, and lower profits; by contrast, bus air-conditioners are directly supplied to public transport and automobile transportation companies with stronger customer stickiness and gross margin of up to 40%.

‘China Electric Vehicle Air-conditioner Industry Report, 2017-2021’ highlights the following:

  • Overview of China's EV air-conditioner industry (definition, classification, main policies, etc.);
  • China's EV industry (output & sales, competitive landscape, etc. of various types of EVs);
  • Overview of China's EV air-conditioner industry (market size, demand, supply model, etc.);
  • Chinese EV air-conditioner market segments (passenger car, bus, and special-purpose vehicle markets) (electric air-conditioner demand, market size, competitive landscape, supply relationship, and industry forecast);
  • 8 manufacturers of air-conditioners for electric passenger cars (Sanden, Toyota Industries, Hanon Systems, Valeo, HUAYU Automotive Systems, Xiezhong International, Nanjing Aotecar New Energy Technology, Hefei Carnot Automotive Air Conditioning) and 6 manufacturers of air-conditioners for electric buses (Songz Automobile Air Conditioning, Zhengzhou Kelin Motor Vehicle Air Conditioning, Guangzhou Jingyi Automobile Air Conditioner, Suzhou New Tongchuang Auto Air-Conditioning, Hunan Vaqoung Electric, and Taichang Bus Air Conditioner) (profile, financial position, main products, R&D, production bases, technical characteristics, etc.)

Table of Contents

1. Overview of Automobile Electric 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 Car
    • 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
    • 4.1.1. Demand
    • 4.1.2. Market Size
    • 4.1.3. Competitive Pattern and Supply Relationship
  • 4.2. Passenger Vehicle / Special Vehicle Electric Air-conditioner
    • 4.2.1. Demand
    • 4.2.2. Market Size
    • 4.2.3. Market Structure
    • 4.2.4. Competitive Pattern and Supply Relationship

5. Electric Passenger Vehicle Air-conditioner Companies

  • 5.1. Sanden Holdings Corporation
    • 5.1.1. Profile
    • 5.1.2. Revenue
    • 5.1.3. Income Analysis
    • 5.1.4. Main Compressors
    • 5.1.5. Compressor Sales
    • 5.1.6. Business in China
  • 5.2. Toyota Industries Corporation (Denso)
    • 5.2.1. Profile
    • 5.2.2. Revenue
    • 5.2.3. Income Analysis
    • 5.2.4. Main Compressors
    • 5.2.5. Sales
    • 5.2.6. Capacity Distribution
    • 5.2.7. TD Automotive Compressor Kunshan Co., Ltd. (TACK)
    • 5.2.8. Yantai Shougang TD Automotive Compressor Co., Ltd. (YST)
  • 5.3. Hanon Systems (HVCC)
    • 5.3.1. Profile
    • 5.3.2. Revenue
    • 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
    • 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.
    • 5.5.1. Profile
    • 5.5.2. Operation
    • 5.5.3. Electric Air-conditioner Business
    • 5.5.4. Operation of Major Subsidiaries
    • 5.5.5. Sales Network
  • 5.6. Nanjing Aotecar New Energy Technology Co., Ltd.
    • 5.6.1. Profile
    • 5.6.2. Operation
    • 5.6.3. Revenue Structure
    • 5.6.4. Motor Compressors
    • 5.6.5. Acquisition of Air International
    • 5.6.6. Acquisition of Mudanjiang Foton Automotive Air Conditioner Co., Ltd.
  • 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. Agreement with PSA Group
  • 5.8. Hefei Carnot Automotive Air Conditioning Co., Ltd.
    • 5.8.1. Profile
    • 5.8.2. Operation
    • 5.8.3. Electric Air-conditioner Business

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
    • 6.1.6. New Energy Vehicle Air-conditioner Fundraising Plan
  • 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. (JYAC)
    • 6.3.1. Profile
    • 6.3.2. Main Products
    • 6.3.3. Production Capacity
  • 6.4. Suzhou New Tongchuang Auto Air-Conditioning Co., Ltd. (NTCAC)
    • 6.4.1. Profile
    • 6.4.2. Main Products
  • 6.5. Hunan Vaqoung Electric Co., Ltd.
    • 6.5.1. Profile
    • 6.5.2. Main Products
    • 6.5.3. Production Base and Sales Network
  • 6.6. Taichang Bus Air Conditioner Co., Ltd.
    • 6.6.1. Profile
    • 6.6.2. 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
  • Schematic Diagram for EV Air Conditioning System Structure
  • 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, 2012-2021E
  • Output of Electric Passenger Cars in China, 2012-2016
  • Top 20 Brands by Sales Volume of Electric Passenger Cars, 2016
  • Output of Special Electric Vehicles in China, 2012-2016
  • Monthly Output of New Energy Buses in China, 2015-2016
  • Top 20 New Energy Bus Manufacturers in China by Output, 2016
  • Demand for Electric Air-conditioners in China, 2012-2021E
  • Market Size of Electric Air-conditioners in China, 2012-2021E
  • Sales Models of Auto Air-conditioners
  • Demand for Electric Bus Air-conditioners in China, 2012-2021E
  • Market Size of Electric Bus Air-conditioners in China, 2012-2021E
  • Demand for Air-conditioners from Electric Passenger Cars and Special Vehicles in China, 2012-2021E
  • Market Size of Air-conditioners for Electric Passenger Cars and Special Vehicles in China, 2012-2021E
  • Market Structure of Electric Air-conditioners for New Energy Vehicles by Air-conditioner Type, 2016
  • Sanden's Development History in China
  • Revenue and Net Income of Sanden, FY2010-FY2017
  • Revenue Structure of Sanden by Product, FY2011-FY2017
  • Revenue Structure of Sanden by Region, FY2012-FY2016
  • Sanden's Major Electric and Hybrid Electric Compressor Series
  • Compressor Sales Volume of Sanden, FY2013-FY2017
  • Sanden's Compressor Sales Volume by Region, FY2016-H1 FY2017
  • Business Distribution of Sanden in China
  • Revenue of Sanden in China, FY 2014-FY2016
  • Revenue and Net Income of Toyota Industries Corporation, FY2010-FY2017
  • Main Product Revenue of Toyota Industries Corporation, FY2011-FY2017
  • Electric Compressor of Toyota Industries Corporation
  • Models and Main Parameters of Toyota Industries Corporation's Main Electric Compressors
  • Air Conditioning Compressor (by Type) Sales Volume of Toyota Industries Corporation, FY2015-FY2017
  • Air Conditioning Compressor Sales Volume of Toyota Industries Corporation Worldwide, FY 2015-FY2017
  • Air Conditioning Compressor Sales Volume of Toyota Industries Corporation, 2012-2021E
  • Distribution of Toyota Industries Corporation's Air Conditioning Compressor Producing Areas
  • Air Conditioning Compressor Capacity Distribution of Toyota Industries Corporation Worldwide, FY2012- FY2017
  • Revenue and Net Income of Hanon Systems, 2009-2016
  • Revenue Structure of Hanon Systems by Region, 2015-2016
  • Revenue Structure of Hanon Systems by Customer, 2015-2016
  • Capacity and Real Output of Hanon Systems' Main Products, 2015
  • 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-conditioning Compressor Suppliers
  • Revenue and Net Income of Valeo, 2009-2016
  • Revenue Structure of Valeo by Business, 2013-2016
  • Revenue Structure of Valeo by Region, 2015-2016
  • Valeo's Orderbook, 2005-2016
  • Valeo's Orders by Region, 2016
  • Battery Thermal Management Solution of Valeo
  • An Air Conditioning Loop of Valeo
  • Profile of Valeo Compressor Changchun
  • Profile of Huada Automotive Air Conditioning (Hunan)
  • Profile of Sanden Huayu
  • Revenue of Sanden Huayu, 2012-2016
  • Sales Volume of Air Conditioning Compressor of Sanden Huayu, 2012-2016
  • 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
  • Revenue and Net Income of Aotecar, 2013-2016
  • Revenue of Aotecar by Business, 2014-2016
  • Revenue of Aotecar by Region, 2014-2016
  • Characteristics of Aotecar's Electric Compressors
  • Output, Sales Volume and Inventory of Aotecar's Auto Air Conditioning Compressors and Systems, 2014-2015
  • Characteristics of Main Compressors of Mudanjiang Foton
  • Supply Relationship of Major Auto Air-conditioning Compressor Suppliers of Mudanjiang Foton
  • Revenue and Net Income of Xiezhong International, 2010-2016
  • Revenue of Xiezhong International, 2013-2016
  • Profile of Hefei Carnot Automotive Air Conditioning
  • Financial Indicators of Hefei Carnot Automotive Air Conditioning, 2014-2016
  • Electric Air-conditioners of Hefei Carnot Automotive Air Conditioning
  • Workforce of Songz, 2010-2015
  • Revenue and Net Income of Songz, 2010-2016
  • Revenue of Songz by Product, 2014-2016
  • Revenue Structure of Songz by Region, 2010-2016
  • Gross Margin of Songz, 2009-2016
  • Sales Volume of New Energy Bus Air-conditioners of Songz, 2013-2016
  • Capacity and Output of Songz's Main Air Conditioning Products, 2013-2015
  • Fundraising Projects of Songz, 2017
  • Profile of Zhengzhou Kelin
  • Revenue and Net Income of Zhengzhou Kelin, 2013-2016
  • Main Electric Air-conditioners of Zhengzhou Kelin
  • Profile of Guangzhou Jingyi Automobile Air Conditioning
  • 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 (AC/DC Type)
  • KRBPH Series Electric Air-conditioners
  • KRBPB-D Series Electric Air-conditioners (AC/DC Type and DC-Type)
  • Profile of New Tongchuang
  • Technical Parameters of New Tongchuang's Roof-top Pure Electric Air-conditioners
  • Profile of Vaqoung Electric
  • Main Electric Auto Air-conditioners of Vaqoung
  • Sales Network of Vaqoung
  • Profile of Taichang Bus Air Conditioner
  • Main Performance Parameters of Taichang Bus Air Conditioner's TCD06GZ
  • TCD08ZB of Taichang Bus Air Conditioner
  • TCD12W of Taichang Bus Air Conditioner
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