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我国新能源汽车渗透率正加速提升

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所属报告：

均胜电子-中小盘首次覆盖报告：安全业务为基构筑全能型智能汽车零部件供应商-211002（24页）.pdf

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政策驱动叠加市场需求，新能源汽车渗透率有望持续快速提升，BMS 等电控器件充分受益汽车电动化趋势，市场空间稳步扩张。在“双碳”政策和市场需求的双轮驱动下，我国新能源汽车渗透率正迎来加速提升。2021 年 8 月，我国新能源乘用车批发销售量为 30.4 万辆，渗透率开始突破 20%。电动汽车的电池是整车成本中占比最大的部分之一，电池的性能和寿命与电池管理系统密不可分。BMS（Battery management system，电池管理系统）主要用于对汽车电池进行在线检测和实时监控，为整车提供动力电池电压、电流、温度、电荷状态及绝缘状态等信息，同时实时判断电池的运行状态及电池组离散性，若出现故障，能及时向整车发送故障信号并报警。开发 BMS 需要对电池的性能有深刻的理解，同时对系统算法的要求较高。该领域市场需求随电动汽车市场同步扩大，Market watch 预计到 2025 年市场规模将达到128 亿美元。同时由于电车需要将充电、电池电源等进行多种电压变换和交直流转换，也带来了庞大的功率设备的需求。其中，OBC（On board charger，车载充电器）通常将日常的 AC220V 交流电转化成电动车所需的高压直流电。双向 OBC 还可以支持将电池中的直流电转化成 220V 交流电输出的功能。据一览众咨询预测，2023 年我国 OBC 市场规模将达到 57.9 亿元。DC/DC 通常为汽车上的电流转换装置，将动力电池的高压电流转换成低压电流，为车上的其他低压设备如空调等供电。据一览众咨询预测，我国 DC/DC 市场在 2022 年将达到 60 亿以上的市场规模。

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