2015-2018年中国电动汽车空调行业研究报告 >> 水清木华研究中心

随着免征购置税等优惠政策的全面落地，以及基础设施的逐步改善，新能源汽车市场正在持续快速增长。根据2015年5月国务院发布的《中国制造2025》，2020年中国自主品牌新能源汽车销量规划达到100万辆，2025年规划增至300万辆。由此判断，未来几年中国新能源汽车仍将保持快速增长态势，电动空调、电动转向等相关配套产业也将转型升级。

电动空调是新能源汽车中除电机以外能耗最高的部件，对续航里程的影响高达25%-35%。根据估算，2015年中国新能源汽车空调的市场规模有望达到32.76亿元，同比增长92.56%。其中电动客车空调单价远高于乘用车，占据了市场主导地位；而电动乘用车空调随着市场需求的快速增长表现出更大市场空间。

汽车空调行业_副本.png

松芝股份是中国最大的电动客车空调生产商，2014 年新能源客车空调销售约4,100台，实现销售收入22,429万元；2015上半年，公司继续加大在新能源客车方面的投入，已生产交付新能源客车空调超过2,500台，比2014年同期增长超过35%。在产业投入方面，松芝股份于2014年10月通过非公开发行股票的方式筹集资金10亿元，用于新能源汽车空调方面的技术研发、产能提升、市场拓展、人才引进及服务网络建设等各项经营活动。

奥特佳是中国主要的电动乘用车空调压缩机生产商，在电动压缩机市场的占有率在60%以上。奥特佳从2005年开始研发电动压缩机，已与北汽、奇瑞、众泰、长安、比亚迪、吉利、一汽海马、金龙、福田等企业建立战略合作关系。2015年1月，奥特佳被上市公司金飞达全资收购；随后于2015年9月，以非公开发行的方式募资12.07亿元左右，收购澳洲空调国际集团（简称“空调国际”）股权。此次收购有利于双方资源整合，加大在电动汽车空调领域的竞争力。

《2015-2018年中国电动汽车空调行业研究报告》主要进行了以下研究：
中国电动汽车空调产业整体概况，包括产品定义、分类及主要政策等；
中国电动汽车行业现况，包括各类别电动汽车产销、竞争格局等；
中国电动汽车空调行业概况，包括市场规模、需求量以及供应模式等；
中国电动汽车空调细分市场，包括乘用车、客车及专用车市场的电动空调需求、市场规模、竞争格局、配套关系以及行业预测；
三电、丰田自动织机、汉拿伟斯通、法雷奥、华域、协众国际、奥特佳、合肥卡诺以及牡丹江富通等在内的9家电动乘用车空调厂商以及松芝股份、科林空调、精益空调以及新同创在内的4家电动客车空调厂商分析，包括公司简介、财务状况、主打产品、研发状况、生产基地分布以及技术特点等。

As preferential policies like purchase tax exemption are phased in, and with gradual improvements in infrastructure, new energy automobile market is going through rapid yet sustained growth. According to Made in China 2025 released in May 2015 by the State Council, the sales volume of China-branded new energy vehicles will reach 1 million units by 2020 and 3 million units by 2025. In the years ahead, therefore, Chinese new energy vehicles will continue to maintain the momentum of rapid growth, and electric air-conditioners, electric power steering, and other related supporting industries will also be upgraded.

Electric air-conditioners are the most energy-intensive parts in new energy vehicles except motors, whose impact on driving range could reach as much as 25%-35%. An estimate shows that in 2015 the market size of new energy automotive air conditioners in China will be very likely to hit RMB3.276 billion, up 92.56% from a year earlier. The electric bus air-conditioners are far higher in unit price than passenger vehicle air-conditioners, and thus dominate the market, while electric passenger vehicle air-conditioners have shown greater market space as the market demand expands rapidly.

Features of Electric Passenger Vehicle / Electric Bus Air-conditioner Market in China

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Source: China EV Air-conditioner Industry Report, 2015-2018 by ResearchInChina

Songz, China's largest producer of electric bus air-conditioner, sold about 4,100 new energy bus air-conditioners in 2014, which generated revenue of RMB224.29 million. In H1 2015, the company continued to increase investment in new energy buses, and has produced and delivered more than 2,500 new energy bus air-conditioners, up over 35% from a year before. In terms of industry input, Songz in October 2014 raised funds of RMB1 billion via non-public stock offerings to conduct operating activities in new energy automotive air-conditioners, including technical R&D, capacity expansion, market development, talent introduction, and service network construction.

As one of the major electric passenger vehicle air-conditioning compressor manufacturers in China, Aotecar registers an over 60% share in motor compressor market. Since the development of motor compressors in 2005, Aotecar has established strategic cooperative relations with a broad array of companies like BAIC, Chery, Zotye, Changan, BYD, Geely, FAW Haima, King Long, and Foton. In January 2015, Aotecar was wholly acquired by Jiangsu Kingfield Garments Co., Ltd.; subsequently, Kingfield raised funds of about RMB1.207 billion via non-public stock offerings and purchased Air International Group. The acquisition would bring benefits to the both parties in resource integration and competitiveness improvement in EV air-conditioners.

The report mainly focuses on the following:
Overview of China’s EV air-conditioner industry, including product’s definition, classification, and main policies, etc.;
Status quo of China’s EV industry, including output and sales volume of electric vehicles of various types, competition pattern, etc.;
Overview of China’s EV air-conditioner industry, including market size, demand, supply model, etc.;
China’s EV air-conditioner market segments, including demand, market size, competition pattern, supply relationship and forecasts of electric air-conditioners for passenger vehicle, bus and special vehicle markets;
Nine electric passenger vehicle air-conditioner manufacturers—Sanden, Toyota Industries Corporation, Halla Visteon, Valeo, Huayu, Xiezhong International, Aotecar, Hefei Carnot, and Mudanjiang Foton, and four electric bus air-conditioner manufacturers—Songz, Zhengzhou Kelin, Guangzhou Jingyi, and New Tongchuang, including profile, financial conditions, featured products, R&D, production bases, technical characteristics, etc.

第一章汽车电动空调简介
1.1 定义
1.2 分类
1.3 行业监管
1.4 产业政策

第二章电动汽车行业分析
2.1 市场简述
2.2 市场规模
2.3 电动汽车细分市场分析
2.3.1 电动乘用车
2.3.2 电动专用车市场
2.3.3 电动客车市场

第三章电动汽车空调市场
3.1 需求总量
3.2 市场规模
3.3 销售模式

第四章细分市场分析
4.1 电动客车空调
4.1.1 需求量
4.1.2 市场规模
4.1.3 竞争格局及配套关系
4.2 乘用车/专用车电动空调
4.2.1 需求量
4.2.2 市场规模
4.2.3 市场结构
4.2.4 竞争格局及配套关系

第五章电动乘用车空调厂商分析
5.1 三电
5.1.1 公司简介
5.1.2 营收状况
5.1.3 收入分析
5.1.4 主要压缩机产品
5.1.5 三电压缩机销售情况
5.2丰田自动织机株式会社（Denso）
5.2.1 公司简介
5.2.2 营收状况
5.2.3 收入分析
5.2.4 主要压缩机产品
5.2.5 销售情况
5.2.6 丰田工业电装空调压缩机（昆山）有限公司
5.2.7 烟台首钢丰田工业空调压缩机有限公司 (YST)
5.3 Hanon Systems（HVCC）
5.3.1 公司简介
5.3.2 营收状况
5.3.3 收入分析
5.3.4 产能及产量
5.3.5 EV Thermal Management System
5.3.6 Hanon Systems在华主要机构
5.3.7 汉拿伟世通空调(大连)有限公司
5.4 法雷奥
5.4.1 公司简介
5.4.2 营收状况
5.4.3 收入分析
5.4.4 订单分析
5.4.5 Thermal solution for EV
5.4.6 法雷奥压缩机（长春）有限公司
5.4.7 华达汽车空调（湖南）有限公司
5.5 华域三电
5.5.1 公司简介
5.5.2 经营情况
5.5.3 主要客户及供应商
5.5.4 电动空调业务
5.5.5 主要子公司经营情况
5.5.6 销售网络
5.6 奥特佳
5.6.1 公司简介
5.6.2 经营情况
5.6.3 电动空调业务
5.6.4 电动压缩机产品
5.7 协众国际
5.7.1 公司简介
5.7.2 经营情况
5.7.3 收入结构
5.7.4 电动空调业务
5.7.5 并购情况
5.8 合肥卡诺
5.8.1 公司简介
5.8.2 经营情况
5.8.3 电动空调业务
5.9 牡丹江富通
5.9.1 公司简介
5.9.2 主要压缩机产品
5.9.3 配套情况

第六章电动客车汽车空调厂商分析
6.1 松芝股份
6.1.1 公司简介
6.1.2 经营情况
6.1.3 收入结构
6.1.4 毛利率
6.1.5 电动空调业务
6.2 科林空调
6.2.1 公司简介
6.2.2 经营情况
6.2.3 电动空调业务
6.3 精益汽车空调JYAC
6.3.1 公司简介
6.3.2 主要产品
6.3.3 生产能力
6.4 新同创NTCAC
6.4.1 公司简介
6.4.2 主要产品

1. Overview of EV Air-conditioner
1.1 Definition
1.2 Classification
1.3 Industry Supervision
1.4 Industry Policy

2. EV Industry
2.1 Market Overview
2.2 Market Size
2.3 EV Market Segments
2.3.1 Electric Passenger Vehicle
2.3.2 Special Electric Vehicle
2.3.3 Electric Bus

3. EV Air-conditioner Market
3.1 Total Demand
3.2 Market Size
3.3 Sales Model

4. Market Segments
4.1 Electric Bus Air-conditioner Market
4.1.1 Demand
4.1.2 Market Size
4.1.3 Competition Pattern and Supply Relationship
4.2 Passenger Vehicle / Special Vehicles Air-conditioner Market
4.2.1 Demand
4.2.2 Market Size
4.2.3 Market Structure
4.2.4 Competition Pattern and Supply Relationship

5. Electric Passenger Vehicle Air-conditioner Companies
5.1 Sanden Corporation
5.1.1 Profile
5.1.2 Revenue Situation
5.1.3 Income Analysis
5.1.4 Main Compressor Products
5.1.5 Compressor Sales
5.2 Toyota Industries Corporation (Denso)
5.2.1 Profile
5.2.2 Revenue Situation
5.2.3 Income Analysis
5.2.4 Main Compressor Products
5.2.5 Sales
5.2.6 TD Automotive Compressor Kunshan Co., Ltd. (TACK)
5.2.7 Yantai Shougang DENSO Co., Ltd. (YSD)
5.3 Hanon Systems (HVCC)
5.3.1 Profile
5.3.2 Revenue Situation
5.3.3 Income Analysis
5.3.4 Capacity and Output
5.3.5 EV Thermal Management System
5.3.6 Hanon Systems’ Main Organizations in China
5.3.7 Halla Visteon Climate Control (Dalian) Co., Ltd.
5.4 Valeo
5.4.1 Profile
5.4.2 Revenue Situation
5.4.3 Income Analysis
5.4.4 Order Analysis
5.4.5 Thermal Solution for EV
5.4.6 Valeo Compressor (Changchun) Co., Ltd.
5.4.7 Huada Automotive Air Conditioner (Hunan) Co., Ltd.
5.5 Sanden Huayu Automotive Air-Conditioning Co., Ltd. (SSB)
5.5.1 Profile
5.5.2 Operation
5.5.3 Major Customers and Suppliers
5.5.4 Electric Air-conditioner Business
5.5.5 Operation of Major Subsidiaries
5.5.6 Sales Network
5.6 Nanjing Aotecar New Energy Technology Co., Ltd.
5.6.1 Profile
5.6.2 Operation
5.6.3 Electric Air-conditioner Business
5.6.4 Motor Compressor Products
5.7 Xiezhong International Holdings Limited
5.7.1 Profile
5.7.2 Operation
5.7.3 Revenue Structure
5.7.4 Electric Air-conditioner Business
5.7.5 M&A
5.8 Hefei Carnot Automotive Air Conditioning Co., Ltd.
5.8.1 Profile
5.8.2 Operation
5.8.3 Electric Air-conditioner Business
5.9 Mudanjiang Foton Automotive Air Conditioner Co., Ltd.
5.9.1 Profile
5.9.2 Main Compressor Products
5.9.3 Supply Relationship

6. Electric Bus Air-conditioner Companies
6.1 Songz Automobile Air Conditioning Co., Ltd.
6.1.1 Profile
6.1.2 Operation
6.1.3 Revenue Structure
6.1.4 Gross Margin
6.1.5 Electric Air-conditioner Business
6.2 Zhengzhou Kelin Motor Vehicle Air Conditioning Co., Ltd.,
6.2.1 Profile
6.2.2 Operation
6.2.3 Electric Air-conditioner Business
6.3 Guangzhou Jingyi Automobile Air Conditioning Co., Ltd.
6.3.1 Profile
6.3.2 Main Products
6.3.3 Production Capacity
6.4 Suzhou New Tongchuang Auto Air-Conditioning Co., Ltd
6.4.1 Profile
6.4.2 Main Products

传统汽车空调与电动汽车空调系统对比
电动汽车空调系统与常规汽车空调系统差别
电动汽车空调系统构造示意图
压缩机驱动方案性能比较
电动汽车空调分类
近年来汽车空调相关行业政策一览
2012-2020年中国电动汽车产量
2012-2018年中国电动汽车各细分市场产量
2011-2015年中国电动乘用车产销量
2012-2015年中国电动专用车产量（辆）
2014-2015年中国新能源客车月度产量
2012-2018年中国电动客车产量
2012-2018年中国电动空调需求量（套）
2012-2018年中国电动空调市场规模（RMB mln）
汽车空调销售模式
2012-2018年中国电动客车空调需求量（套）
2012-2018年中国电动客车空调市场规模（RMB mln）
2012-2018年中国电动乘用车及专用车空调需求量
2012-2018年中国电动乘用车及专用车空调市场规模（RMB mln）
2015年中国新能源乘用车电动空调市场结构（分空调类型）
三电公司在华发展历程
2010-2016财年三电株式会社主营收入及净利润（十亿日元）
2011-2016财年三电主要产品收入结构
2012-2015财年三电主要地区收入结构
三电主要电动及混合动力压缩机系列
2013-2016财年三电压缩机销量（百万套）
2015-2016财年三电压缩机各地区销售量（万套）
2010-2016财年丰田自动织机株式会社主营收入及净利润（十亿日元）
2011-2016财年丰田自动织机主要产品收入（十亿日元）
丰田自动织机电动压缩机
1981-2015财年丰田自动织机各类空调压缩机销售量（百万台）
2015财年丰田自动织机全球各地空调压缩机销售量及主要客户（千台）
2009-2015年Hanon Systems主营收入及净利润（十亿韩元）
2011-2014年Hanon Systems主要地区收入结构（十亿韩元）
2014年Hanon Systems主要产品产能及实际产量（千件）
Hanon Systems’ Climate Control System for EV/HEV
Hanon Systems在华主要研发机构
Hanon Systems在华主要子公司
伟世通主要汽车空调压缩机供应商配套情况
2009-2015年法雷奥主营收入及净利润（百万欧元）
2013-2015年法雷奥主要业务收入结构（百万欧元）
2012-2015年法雷奥主要区域收入结构（百万欧元）
2005-2015年法雷奥订单获得量（十亿欧元）
2014-2015年法雷奥各区域订单获得分布
Battery Thermal Management Solution of Valeo
An Air-conditioning Loop of Valeo
华域三电股权结构
2012-2015年华域三电营业收入及毛利润
2012-2015年华域三电前五大客户
2012-2015年华域三电前五大原材料供应商
2012-2015年华域三电空调压缩机销量
华域三电电动空调压缩机参数
华域三电主要子公司
华域三电海外销售网络
华域三电国内销售网络
奥特佳电动压缩机产品特性
2010-2015年协众国际营业收入及净利润（RMB mln）
2013-2015年协众国际营业收入
2014-2015年合肥卡诺财务指标
合肥卡诺电动空调产品
牡丹江富通主要压缩机产品特性
牡丹江富通主要汽车空调压缩机供应商配套情况
2010-2014年松芝股份员工人数（RMB mln）
2009-2015年松芝股份营业收入及净利润
2014-2015年松芝股份各项产品收入及毛利率
2010-2015年松芝股份各地区收入结构（RMB mln）
2009-2015年松芝股份毛利率
2013-2015年松芝股份新能源客车空调销量
2013-2015年科林空调主营业务收入及净利润（RMB mln）
科林空调主要电动空调
分体式中巴电动空调系列技术参数
电车空调KRBPB系列（全交流型）技术参数
电车空调KRBPE系列（交直流型）
电车空调KRBPH系列
电车空调KRBPB-D系列（交直流型及全直流型）
新同创纯电动置顶式空调技术参数

Comparison of Traditional Auto Air-conditioning System and EV air-conditioning System
Difference between EV Air-conditioning System and Traditional Auto Air-conditioning System
Structure Schematic Diagram for EV Air-conditioning System
Performance Comparison of Compressor Drive Schemes
Classification of EV Air-conditioners
Policies on Auto Air-conditioner Industry in Recent Years
Output of Electric Vehicles in China, 2012-2020E
Output of Electric Vehicles in China by Market Segment, 2012-2018E
Output and Sales Volume of Electric Passenger Vehicles in China, 2011-2015
Output of Special Electric Vehicles in China, 2012-2015
Monthly Output of New Energy Buses in China, 2014-2015
Output of Electric Buses in China, 2012-2018E
Demand for Electric Air-conditioners in China, 2012-2018E
Market Size of Electric Air-conditioners in China, 2012-2018E
Sales Model of Auto Air-conditioners
Demand for Electric Bus Air-conditioners in China, 2012-2018E
Market Size of Electric Bus Air-conditioners in China, 2012-2018E
Demand for Electric Passenger and Special Vehicles in China, 2012-2018E
Market Size of Electric Passenger and Special Vehicles in China, 2012-2018E
Market Structure of Electric Air-conditioners for New Energy Vehicles by Air-conditioner Type, 2015
Sanden’s Development History in China
Operating Revenue and Net Income of Sanden, FY2010-FY2016E
Revenue Structure of Sanden by Product, FY2011-FY2016E
Revenue Structure of Sanden by Region, FY2012-FY2015
Sanden’s Major Electric and Hybrid Electric Compressor Series
Compressor Sales Volume of Sanden, FY2013-FY2016E
Sanden’s Compressor Sales Volume by Region, FY2015-FY2016E
Operating Revenue and Net Income of Toyota Industries Corporation, FY2010-FY2016E
Main Product Revenue of Toyota Industries Corporation, FY2011-FY2016E
Motor Compressor of Toyota Industries Corporation
Air Conditioning Compressor Sales Volume of Toyota Industries Corporation, FY1981-FY2015
Toyota Industries Corporation’s Air Conditioning Compressor Sales Volume and Its Major Customers Worldwide, FY2015
Operating Revenue and Net Income of Hanon Systems, 2009-2015
Revenue Structure of Hanon Systems by Region, 2011-2014
Capacity and Output of Hanon Systems’ Main Products, 2014
Hanon Systems’ Climate Control System for EV/HEV
Major R&D Institutions of Hanon Systems in China
Major Subsidiaries of Hanon Systems in China
Supply Relationship of Visteon’s Auto Air-condition Compressor Suppliers
Operating Revenue and Net Income of Valeo, 2009-2015 (EUR mln)
Revenue Structure of Valeo by Business, 2013-2015 (EUR mln)
Revenue Structure of Valeo by Region, 2012-2015 (EUR mln)
Number of Valeo’s Orders, 2005-2015 (EUR bn)
Number of Valeo’s Orders by Region, 2014-2015
Battery Thermal Management Solution of Valeo
An Air-conditioning Loop of Valeo
Equity Structure of Sanden Huayu
Revenue and Net Income of Sanden Huayu, 2012-2015
Sanden Huayu’s Top 5 Customers, 2012-2015
Sanden Huayu’s Top 5 Raw Material Suppliers, 2012-2015
Sales Volume of Air Conditioning Compressor of Sanden Huayu, 2012-2015
Parameters of Sanden Huayu’s Air Conditioning Compressors
Major Subsidiaries of Sanden Huayu
Overseas Sales Network of Sanden Huayu
Domestic Sales Network of Sanden Huayu
Characteristics of Aotecar’s Motor Compressor Products
Revenue and Net Income of Xiezhong International, 2010-2015 (RMB mln)
Revenue of Xiezhong International, 2013-2015
Financial Indicators of Hefei Carnot, 2014-2015
Electric Air-conditioner Products of Hefei Carnot
Characteristics of Main Compressor Products of Mudanjiang Foton
Supply Relationship of Major Auto Air-conditioning Compressor Suppliers of Mudanjiang Foton
Number of Employees of Songz, 2010-2014
Revenue and Net Income of Songz, 2009-2015
Revenue and Gross Margin of Songz by Product, 2014-2015
Revenue Structure of Songz by Region, 2010-2015 (RMB mln)
Gross Margin of Songz, 2009-2015
Sales Volume of New Energy Bus Air-conditioners of Songz, 2013-2015
Operating Revenue and Net Income of Zhengzhou Kelin, 2013-2015 (RMB mln)
Main Electric Air-conditioners of Zhengzhou Kelin
Technical Parameters of Split-type Electric Air-conditioners for Minibuses
Technical Parameters of KRBPB Series Electric Air-conditioners (AC-Type)
KRBPE Series Electric Air-conditioners (DC-Type)
KRBPB-D Series Electric Air-conditioners (AC/DC Type and DC-Type)
Technical Parameters of New Tongchuang’s Roof-top Pure Electric Air-conditioners