Tsav los ntawm lub zog tshiab tsheb (NEV) thiab kev lag luam automation sectors, kev ua lag luam rau armature ntau lawm kab muaj kev loj hlob sai. Kev lag luam loj rau qhov cuam tshuam winding / coil ntu hauv Suav teb tau kwv yees kwv yees li RMB 8.6-9.7 billion hauv 2024-2025 (nrog CAGR ntawm ~ 13%). Cov ncauj lus tseem ceeb suav nrog kev hloov pauv mus rau lub tiaj tus-wire technology, tag nrho automation, thiab siab precision, nrog rau kev tsim khoom muaj ntau nyob rau hauv cheeb tsam Yangtze River Delta thiab Pearl River Delta cheeb tsam.
Zuag qhia tag nrho Kev Lag Luam Loj: Hauv 2024, qhov ntsuas ntawm Tuam Tshoj txoj kev lag luam armature winding yog kwv yees li RMB 8.582 billion, ib xyoos - ntawm - xyoo nce ntawm 13%; Nws xav tias yuav dhau RMB 9.7 billion hauv 2025. Los ntawm 2025 txog 2030, tag nrho kev ua lag luam rau lub cev muaj zog armature coils tau kwv yees kom loj hlob los ntawm kwv yees li RMB 18.5 billion rau RMB 28 billion (CAGR ntawm 8.7%).
Cov neeg tsav tsheb: nce NEV nkag mus (muag ntim ntau tshaj 10 lab units hauv 2025), nce kev thov rau kev lag luam servos thiab neeg hlau, thiab lub zog- kev hloov kho kom zoo hauv cov khoom siv hauv tsev; Qhov tseem ceeb, qhov sib faib ntawm NEV tsav motors yuav tsum nce los ntawm 35% mus rau 48%.
Kev ua lag luam Segmentation: DC/flat-wire windings dominate lub lag luam (sau txog ~ 57%), thiab kev loj hlob tus nqi rau loj -scale motor windings tshaj qhov me me- thiab nruab nrab-sized sawv daws yuav; export tus nqi nyob rau hauv 2024 ranged los ntawm kwv yees li RMB 0.98 billion mus rau RMB 1.24 billion, nrog rau cov chaw loj xws li cov teb chaws Asia thiab Europe.
