© 2017 Novelis
铝车身助力新能源汽车轻量化
刘 清 诺贝丽斯中国 董事总经理诺贝丽斯亚洲 副总裁
© 2017 Novelis
AGENDA
2
1 WHAT’S NEXT FOR AUTO LIGHTWEIGHT汽车轻量化材料选用的下一步趋势是什么?
2
3
DUAL-CREDIT SCHEME TO DRIVE EV MARKET双积分将推动中国新能源汽车市场迅速发展
CHINA MARKET TREND AND EV LIGHTWEIGHTING中国车身用铝发展与电动汽车轻量化
4 ABOUT NOVELIS关于诺贝丽斯
© 2017 Novelis
下一步发展趋势是什么?What’s Next?
“We see more change in the next five years than there’s been in the last 50.”- Dan Ammann, president of General Motors
Car Ownership Ride Sharing
Lightweight materials are needed to fuel this revolution
.
Electric Vehicles Driverless Cars
WHAT’S NEXT?下一步发展趋势是什么?
© 2017 Novelis
OEM WILLINGNESS TO PAY PER MPG OF EFFICIENCY WILL DEPEND ON ITS PATH TO REGULATORY COMPLIANCE汽车厂家为提高燃油效率所付出的成本取决于其选择的达到燃油法规的路径
© 2017 Novelis
ALUMINUM HAS SIGNIFICANT POTENTIAL DUE TO RELATIVE COST COMPETITIVENESS铝材由于其成本优势,在轻量化选材中具有显著优势
© 2017 Novelis
LIGHT WEIGHTING MATERIALS HAVE VARYING IMPLEMENTATION HURDLES不同轻量化材料有不同的大规模商业化应用障碍
© 2017 Novelis
AGENDA
7
1 WHAT’S NEXT FOR AUTO LIGHTWEIGHT汽车轻量化材料选用的下一步趋势是什么?
2
3
DUAL-CREDIT SCHEME TO DRIVE EV MARKET双积分将推动中国新能源汽车市场迅速发展
CHINA MARKET TREND AND EV LIGHTWEIGHTING中国车身用铝发展与电动汽车轻量化
4 ABOUT NOVELIS关于诺贝丽斯
© 2017 Novelis
CHINA NEV MARKET HAS GROWN RAPIDLY中国新能源汽车近几年来高速发展
99,00088,200
30,5003,2902,713
14,24311,241
5,65553,500
2012
12,552
1,311
290,700
2014
516,000
378,900
2016
84,000
2017
+113.6%
417,000
2015
17,533
20132011
8,368
128,000
666,000
794,000
PHEV ProductionEV ProductionSource: MIIT, CAAM
China NEVs Productionunits
Policy, especially subsidy, has driven China NEV market to grow rapidly in the past few years
© 2017 Novelis
HOWEVER, SUBSIDY WILL BE REDUCED STEP BY STEP但补贴将逐步削减直至取消
Central government – 2017 & 2018 is 80% of 2016, and 2019 & 2020 is 60% of 2016 (except for FCEV)
Local government subsidy should be no more than 50% of that from central government Total subsidy from central and local governments will be no more than 60% of the vehicle sales
price
© 2017 Novelis
DUAL-CREDIT SCHEME双积分政策正式实施
10
CAFC NEV
Pass(Actual <= Target)
Pass(Actual >= Target)
Positive CAFC credits
Positive NEV credits
Fail(Actual > Target)
Negative CAFC credits
Fail(Actual < Target)
Negative NEV credits
Save up for next three years
Transfer positive credits to affiliated
companies
Withdraw own positive
CAFC credits
Get positive creditsfrom affiliated
companies
Expire in next year
Trade in market freely
Purchase excess NEV
credits from others
Purchase excess NEV
credits from others
Excess NEV credits can offset negative CAFC credits
Positive CAFC credits cannot offset negative NEV credits
© 2017 Novelis
CHINA CAFC中国油耗标准日益严苛
Phase I
2016.01- 2020.122012.07- 2015.12
2008.01- 2012.07:Newly Certified Vehicle2009.01- 2012.07:Vehicles in production
2005.07- 2008.01:Newly Certified Vehicle2006.07- 2009.01:Vehicles in production
Phase II Phase III Phase V
6.006.40
6.707.027.12
7.337.53
7.717.977.887.998.118.16
5.0
5.5
6.0
6.5
7.0
7.5
8.0
8.5
9.0
9.5
National Average CAFC (L/100 km)
2007 2016T2015201420132012
5.50
2017T 2020T
5.00
2018T 2019T2008 2009 201120102006
Source: MIIT, Innovation Center for Energy and Transportation
Real CAFC Target CAFC
37 of 99 OEMs failed to meet CAFC target in 2017
© 2017 Novelis
Note: Only for light vehicles; Source: IHS October 2017
0
1,000
2,000
3,000
4,000
5,000
6,000
2016 202220212020201920182017 202520242023
Subsidies
NEV credits- 10% in 2019 & 12% in 2020
Phase V CAFC – 4L/100km in 2025
NEV credits - to be released
Phase IV CAFC – 5L/100km in 2020
NEV share of auto
total (%)1.3 1.9 3.0 5.1 7.4 9.1 11.0 12.5 14.0 15.2
DUAL-CREDIT SYSTEM WILL DRIVE EV MARKET补贴之后,双积分政策将成为电动汽车发展的主要驱动因素
12
China NEV Production Outlookthousand units
© 2017 Novelis
HOW CAN OEMS MEET BOTH TARGETS?汽车生产商如何同时满足油耗与新能源积分
13
Focus on product portfolio, and increase EV and PHEV production
Increase Range of EV and PHEV
Reduce Fuel Consumption
Reduce Complete Vehicles mass
MEET BOTH CAFC AND NEV TARGETS
© 2017 Novelis
AGENDA
14
1 WHAT’S NEXT FOR AUTO LIGHTWEIGHT汽车轻量化材料选用的下一步趋势是什么?
2
3
DUAL-CREDIT SCHEME TO DRIVE EV MARKET双积分将推动中国新能源汽车市场迅速发展
CHINA MARKET TREND AND EV LIGHTWEIGHTING中国车身用铝发展与电动汽车轻量化
4 ABOUT NOVELIS关于诺贝丽斯
© 2017 Novelis
PIONEERS OF CHINA DEMAND – 5 YEARS AGO中国汽车车身用铝先锋
OEMs tend to convert hoods to aluminum first, followed by fenders and then other closures like the doors, boots and roofs.
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FAW-Volkswagen Shanghai General MotorAudi A6
Chevrolet New Malibu
Cadillac XTS
© 2017 Novelis
CHINA’S AIV – TODAY AND TOMORROW中国全铝车身发展
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Shanghai General Motor JaguarCadillac CT6 XFL
First AIV in China Mixed material construction body-in-
white made up of 62% aluminum Same final weight as smaller CTS 600 feet of advanced structural
adhesives
Features a body-in-white made of 75% aluminum, the highest aluminum content achieved by an automaker to date in the China.
It applies Novelis premium alloys, Novelis Advanz™, throughout the majority of the body-in-white.
© 2017 Novelis
CHINESE BRAND ARE CATCHING UP部分自主品牌开始应用铝板 – 从引擎盖开始
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SAIC Auto Great WallRoewe 950 WEY VV7
• Use aluminum in hood only • Use aluminum in hood only
© 2017 Novelis
LIGHTWEIGHT MEANS MORE TO EV使用铝板进行车身减重对于电动汽车来说尤为重要
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PHEV sedan. Adopted Novelis’ lightweight
aluminum for the hood and tailgate. The lighter weight reduces the
demand on the vehicle’s battery power and fuel, contributing to its class-leading fuel economy of 22.4 km/L (4.5L/km).
Full-size 7-seat electric vehicle. ES8 has an all-aluminum body to
minimize weight and optimize performance.
It applies Novelis premium alloys, Novelis Advanz™.
NIO Hyundai MotorES8 IONIQ
© 2017 Novelis
ALUMINUM IS THE COST-EFFECTIVE WAY TO IMPROVE FUEL CONSUMPTION基于使用铝材的减重实现了成本效益和燃油效率提升
19
0123456789
$0
$200
$400
$600
$800
$1,000
$1,200
每升
公里
数改
进M
PG Im
prov
emen
t
成本
Cos
t / M
PG
2011年美国国家科学院燃油经济性技术评估报告
Cost / MPG
MPG Improvement
Source: US Aluminum Association
© 2017 Novelis
WHY LIGHTWEIGHT IN EVEV为何需要轻量化?
Source: Aluminum In Transportation
Vehicle Mass (kg)
Wh/
mile
500 700 900 1100 1300 1500 1700 1900100
150
200
250
300
350
每公里能量消耗与整车重量关系图
© 2017 Novelis
COST IS NOT A ISSUE电动汽车全铝车身- 成本并非问题
Source: European Aluminum Association
成本更低 ($/unit)重量更轻 (kg)
207213
1,140
铝车身电动汽车
车身电池系统
总重量
钢制车身电动汽车
232
1,327
375
重量更大 (kg)
846
总成本减少
-474
电池成本降低
减重成本
-1,320
Assumptions: 1. Metal and battery unit prices are subjected to current market price.2. The additional joining cost to use aluminum = $376/vehicle.3. Range = 200km, for both Al EV and Steel EV
车身重量———————— 187kg电池组数量—————— 14成本 ———————$474/vehicle
© 2017 Novelis
AGENDA
22
1 WHAT’S NEXT FOR AUTO LIGHTWEIGHT汽车轻量化材料选用的下一步趋势是什么?
2
3
DUAL-CREDIT SCHEME TO DRIVE EV MARKET双积分将推动中国新能源汽车市场迅速发展
CHINA MARKET TREND AND EV LIGHTWEIGHTING中国车身用铝发展与电动汽车轻量化
4 ABOUT NOVELIS关于诺贝丽斯
© 2017 Novelis
Novelis Experience & Expertise
Novelis aluminum can be found in more than 180
vehicle models
World’s largest supplier ofautomotive aluminum
sheet, with 50% market share
Increased capacity by 250% in the past three years globally and six fold in
China and North America
40 Years of automotive experience
134 automotive-specific patents
#1 Producerof flat-rolled aluminum
NOVELIS EXPERIENCE & EXPERTISE诺贝丽斯的经验和专长
© 2017 Novelis
Unmatched Automotive Global Footprint
RollingRecycling
Automotive Finishing
NORTH AMERICA
RollingRecycling
Casting EquipmentLaser Cutting
Automotive Finishing
EUROPE
We are strategically located where automotive aluminum demand is
the greatest—North America, Europe and Asia.
Automotive FinishingRollingRecycling
ASIA
UNMATCHED AUTOMOTIVE GLOBAL FOOTPRINT无与伦比的全球足迹服务各大主要汽车市场
© 2017 Novelis
Our Product Portfolio
Our product portfolio consists of the latest advances in product development, including:
Series alloys have excellent strength-
to-weight ratio, formability properties, and
full recycling compatibility
5xxx
Series alloysare versatile,
heat-treatable, highly
formable, weldable
6xxx
Series alloys with high-energy
management characteristics for increased crash performance and
superior in-service strength
7xxx
Our proprietary process that
simultaneously casts multiple alloy
layersinto a single
aluminum rolling ingot
Fusion
OUR PRODUCT PORTFOLIO我们的产品
© 2017 Novelis
NOVELIS IN CHINA诺贝丽斯在中国
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Novelis China Headquarter, Shanghai 诺贝丽斯中国总部,上海
Novelis Auto Plant, Changzhou诺贝丽斯常州 - 中国第一个汽车专用“轻量化铝板”生产线
James Liu 刘清
Tel:+86-21-6035 5122Email: [email protected]
© 2017 Novelis 27
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