In the context of reducing energy consumption globally, the promotion of high-efficiency motors has become the consensus of the development of the global motor industry. According to the data, through the improvement of energy efficiency, the overall efficiency of the motor system can be improved by 5-8 percentage points. It can save 130-230 billion kWh of electricity every year, which is equivalent to the power generation of 2-3 Three Gorges Power Stations. Therefore, as a leading industry in energy conservation and environmental protection, new energy, new energy vehicles, and high-end equipment manufacturing, the main development direction of the motor industry in the future must be high efficiency and energy conservation.

      At present, various developed countries in the world have successively issued relevant regulations and standards for energy-saving and high-efficiency motors. According to the statistics of the US Energy Administration, according to the average estimate, the service life of the motor can be improved for decades by upgrading the efficiency of the motor. The cost calculation is more reasonable, especially for motors that require high-load operation for a long time, it is more necessary to replace high-efficiency motors.

      my country is one of the major countries in motor manufacturing. If our motor products are to enter the world market, the energy efficiency level of motor products must meet the technical requirements of the international market. High-level product energy efficiency standards are of great significance to the transformation and upgrading of the industry, which is conducive to guiding and promoting motor manufacturers to actively carry out technological innovation, and is more conducive to promoting the improvement of the overall technical capabilities of the motor industry.

      China's motor industry market capacity

      With the widespread use of energy-efficient motors in automobiles, agriculture, air conditioners, and washing machines, the global motor market has grown significantly. According to statistics, the size of the global motor market in 2019 was US$122 billion. The global motor market will reach US$150.5 billion in 2020, and the compound growth rate from 2021 to 2028 is expected to remain at a rate of 6.4%. Sales in 2028 will reach $232.5 billion.

      Motors are the terminal power-consuming equipment with the largest power consumption. According to statistics, the total power consumption of motors accounts for about 64% of the whole society. Among them, the power consumption of motors in the industrial field accounts for about 80% of industrial power consumption. In recent years, the Ministry of Industry and Information Technology has made joint efforts with relevant parties to organize the implementation of motor energy efficiency improvement plans, actively promote the application of high-efficiency and energy-saving motor technologies and products, accelerate the improvement of the motor energy efficiency standard system, vigorously carry out industrial energy conservation supervision, and promote the acceleration of low-efficiency motors. phase out, and promote the significant improvement of the energy efficiency level of my country's electric motors. At present, the market share of high-efficiency motors in my country has increased by about 20 percentage points compared with 2013.

      According to statistics, the average number of motors owned by each family in developed countries is 80 to 130 units, while the average number of motors owned by households in big cities in my country is about 20 to 40 units, which is still far below the average level of developed countries. , The domestic motor industry still has a lot of room for development. With the rapid advancement of vehicle electrification, drive motors are the core components of new energy vehicles, and the market scale continues to expand. In 2019, my country's new energy vehicle drive motor market size is about 12 billion yuan.

      Data show that my country's new energy vehicle market has continued to show a substantial year-on-year increase in monthly sales since July 2020. In 2020, the production and sales volume will reach 1.366 million and 1.367 million respectively, a year-on-year increase of 7.5% and 10.9% respectively, and the production and sales volume will reach a record high. In the future, with the steady growth of new energy vehicle production and sales and the improvement of drive motor production technology, the drive motor market scale will maintain a steady growth trend.

     In recent years, the installed capacity of new energy vehicle drive motors in my country has been on the rise as a whole. In 2019, affected by the overall cold market of new energy vehicles, the installed capacity decreased slightly. According to the development trend after the impact of the epidemic, the drive motor supporting is still dominated by the passenger car market and permanent magnet synchronous motors.

      Competitive landscape of China's motor industry

      The motor industry has a large market capacity, and as an important driving source, it is widely used in different fields. There are a large number of motor enterprises in my country, but the high-end market of the industry is occupied by foreign developed countries. Most of the manufacturers in my country are concentrated in the field of micro-motors, and the market competition is relatively fierce. At present, China's motor industry is a labor-intensive and technology-intensive industry. The market concentration of large and medium-sized motors is relatively high, while that of small and medium-sized motors is relatively low, and the competition is fierce. There is a big differentiation within the motor industry. Listed companies and large state-owned enterprises have taken the lead in the development of the entire industry and gradually expanded their market share due to sufficient funds, large production capacity, and high brand awareness.

      However, a large number of small and medium-sized, homogenized motor manufacturers can only share the remaining market share, forming a "Matthew effect" in the industry, which promotes the industry concentration to increase, and some disadvantaged companies are eliminated.

      In general, domestic electric motor manufacturing enterprises are small in scale, and most of them focus on the production of low-end products. The competition among enterprises in the industry is fierce, and international leading enterprises have seized the domestic market by virtue of their advantages in technology and management. At present, China's local motor manufacturers can be divided into three types: new energy vehicle companies with motor and electronic control supply chains, companies specializing in the supply of auto parts or motor and electronic control products, and traditional motor companies.

      Development direction and prospect of China's motor industry

      Under the influence of a series of market factors, the profit margins of most motor companies in my country have been further compressed. Under the background of high cost and further strengthening of environmental protection supervision, high-efficiency and energy-saving motors are the inevitable direction of the development of the motor industry. In the "13th Five-Year Plan" for Industrial Energy Conservation and the "13th Five-Year Plan for Energy Conservation and Environmental Protection Industry Development Plan" previously released, the motor system energy saving is clearly listed in the nine key energy saving projects, and it is also clearly proposed to demonstrate and promote rare earth permanent magnet non-ferrous metals. High-efficiency and energy-saving motor technologies and equipment such as iron core motors and cast copper rotor technology for motors. As China is a major producer of electric motors, remanufacturing is an important part of industrial strength, and the energy saving and emission reduction of electric motor remanufacturing is of great significance. China's motor remanufacturing market has huge potential and obvious energy-saving effect, and will become an important field of China's remanufacturing.

       Analysis of pain points in China's motor industry

      The motor industry is a typical discrete manufacturing mode in my country. At present, more than 80% of the industry is multi-variety and small-batch production mode, and the actual supply chain scale exceeds 100 billion yuan. Historically, there were many systems in my country's motor industry, there were no data interfaces between systems, there were many isolated islands of information, and information sharing was difficult; in addition, the motor industry also had too single functions and heavy system integration workload, resulting in repeated investment problems. At present, the operation and maintenance of my country's motor industry is becoming more and more difficult, with high system maintenance costs, low returns and high risks. Overall, at present, the level of intelligence in the motor industry is not satisfactory, mainly in the following aspects: insufficient investment in high-end equipment and a large gap in the level of technology; lack of high-end talents and technical teams, and poor industry innovation capabilities; industry R&D platforms play a role. Insufficient, basic technology research is weak. Due to these potential reasons, the profitability of my country's motor industry enterprises is generally not strong, most of the manufacturing technologies are in the stage of Industry 2.0, and there are few digital workshops and intelligent logistics systems. In addition, there are still several pain points in my country's motor industry, mainly including: lack of lean production management concepts, low level of informatization, and lack of digital capabilities; product demand is personalized, motor manufacturing tends to be flexible production, but planning technology is backward; production equipment is backward, The level of mechanization and automation is low; the age structure of the labor force is unreasonable, and it tends to be aging; the overall quality of the labor force is low, and the labor cost remains high. The existence of these problems hinders the further development of the industry. In order to develop the industry to a higher level, it is necessary to sort out the motor industry as a whole, and break through all weak links, so as to promote the new development of the industry.