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Recently, Luo Tao, General Manager of HRC Automotive Company, stated in an interview with reporters that based on customer orders, it is estimated that the number of carbon fiber body cars produced in China next year is expected to reach over 10000. And by 2025, this number is expected to break through. Conservatively speaking, it must be measured in tens of thousands of units.
According to Luo Tao, the current share of HRC in the Chinese carbon fiber body market has reached 70%.
The rapid development of new energy vehicles has driven an explosive growth in the demand for lightweight materials among automotive companies. Due to the large self weight of lithium batteries, compared to traditional fuel vehicles, the weight of electric vehicles has significantly increased. However, the increase in weight limits the vehicle's range, and car companies need to reduce the weight of other components to reduce the body weight.
On the other hand, the high-end process of Chinese independent brands is accelerating, and the demand for high-end raw materials such as carbon fiber is also increasing.
According to Luo Tao, currently, luxury brands such as BYD's Look Up, Geely's Geely Krypton, and GAC Aian's Haobo have all reached cooperation with HRC. Some of the cooperation models have already been mass-produced, such as the Haobo SSR, and others are about to be mass-produced, such as the Look Up U9.
In addition, Luo Tao also revealed that HRC is currently collaborating with mainstream domestic battery manufacturers to research battery collision prevention systems. Due to the high strength and corrosion resistance of carbon fiber, if successfully developed, the safety of power batteries will be greatly improved. The cost increase of the entire battery pack can be controlled within 2%.
In the traditional sense, the cost of automotive components will significantly decrease with the increase of scale, and the cost of carbon fiber will also decrease with the increase of quantity. However, the main reason for this is the decrease in shared expenses. The significant decrease is mainly due to technological and process innovation, such as our thermoplastic process, which can reduce the cost of the entire process manufacturing by 70%. And the proportion of process manufacturing in the total cost is as high as 70% -80%, "Luo Tao added.
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