刘清诺贝丽斯中国董事总经理诺贝丽斯亚洲副总裁 · central government – 2017...

© 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

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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？

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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？

演示者

演示文稿备注

Beyond fuel efficiency, the automotive industry will undergo significant changes in the autonomous driving space – leading to a transition in mobility. We feel confident that aluminum will not only serve a purpose in this new stage of automotive transformation – but remain central to next generation vehicle design. We are only at the beginning of automotive transformation – and are excited to partner with our customers on what is still to come.

© 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

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© 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

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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

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© 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

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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

演示者

演示文稿备注

此外，美国国家科学院研究表明，基于铝合金的轻量化当结合动力总成的优化时，是最有效最经济的达成显著燃油效率改进的方法技术手段之一

© 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

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

演示者

演示文稿备注

EUROPE�Ohle, Germany�Goettingen, Germany �Luedenscheid, Germany�Nachterstedt, Germany�Bresso, Italy�Sierre, Switzerland ASIA�Changzhou, China NORTH AMERICA Global New Vehicle Supply�Ford F-150 | Ford Super Duty | Cadilliac CT 6 | Hyundai IONIQ | Volvo XX60 Jaguar XE | Jaguar XF | Land Rover | Discovery Sport | Mercedes C-Class �

© 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]

刘清诺贝丽斯中国董事总经理 诺贝丽斯亚洲副总裁 · central government – 2017...

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刘清诺贝丽斯中国董事总经理诺贝丽斯亚洲副总裁 · central government – 2017...