2017-2021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、中央及地方财政补贴等优惠政策的全面落地，新能源汽车产销量呈现爆发式增长。作为汽车标配的空调系统，市场随着新能源汽车的产量猛增也出现强劲增长态势，按照每辆车装配一台空调计算，2016年中国电动空调需求量将实现51.63万台，同比增长40.7%。

受“骗补”风暴影响，预期未来几年中国电动汽车产销量增幅将有所放缓，但仍将以较高速度增长，预计2021年电动汽车空调需求量将上升至115.24万台，较2016年年均复合增长率达17.4%。

竞争格局来看，大中型电动客车空调的市场集中度较高，主要包括松芝股份、科林空调等企业。其中，松芝股份的配套对象包括比亚迪、南京金龙、安凯客车以及中通客车等汽车企业，在该领域排名第一；而科林空调主要为其母公司宇通客车提供电动空调配套。

电动乘用车空调配套市场集中度相对较低，主要包括奥特佳、电装（丰田自动织机）、华域三电、协众国际、法雷奥、Hanon Systems等企业。目前外资企业在技术领域仍具有明显优势，其中电装是全球最早推出电动空调的公司，其产品已经应用于丰田等电动及混合动力汽车，其压缩机主要来源于丰田自动织机；华域三电的电动压缩机主要采用三电技术，目前已应用于北汽（E150 EV）、上汽荣威、瑞麒M1-EV等车型；奥特佳主要以涡旋式压缩机为主，电动热泵空调压缩机是其未来发展的主力之一，此外该公司近两年先后收购空调国际和牡丹江富通，不仅丰富了产品线，也实现了技术互补。

从销售模式看，乘用车空调市场多以原装标配模式为主，市场竞争激烈、相对分散，利润水平也较低，而客车空调销售模式以公交、汽运公司直接配套为主，客户粘性较高，毛利率水平也高达40%。

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《2017-2021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、Hanon Systems、法雷奥、华域、协众国际、奥特佳以及合肥卡诺等在内的8家电动乘用车空调厂商以及松芝股份、科林空调、精益空调、新同创、华强电气以及太昌空调在内的6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。

With exemption of purchase tax and full launching of preferential policies including central and local fiscal subsidies, NEV sales witness explosive growth. As a standard configuration of a car, air-conditioning system also experiences strong development with China’s demand for EV air-conditioners reporting 516,300 units in 2016 as per one air-conditioner for a car, a year-on-year surge of 40.7%.

Affected by the “subsidy fraud” scandal, China’s EV output and sales will suffer a decline in growth rate but still maintain a higher pace over the next couple years, creating an estimated demand of 1.1524 million air-conditioners in 2021, a CAGR of 17.4% during 2016-2021.

The market of air-conditioners for large and medium-sized buses is highly concentrated with major players including Songz Automobile Air Conditioning, Zhengzhou Kelin Motor Vehicle Air Conditioning, etc. Songz serves carmakers including BYD, Nanjing Golden Dragon Bus, Ankai Bus, and Zhongtong Bus, while Kelin mainly provides EV air-conditioners for its parent company Yutong Bus.

The market of air-conditioners for electric passenger cars is lowly concentrated with key market participants including Nanjing Aotecar New Energy Technology, Denso (Toyota Industries), Sanden Huayu Automotive Air-Conditioning, Xiezhong International, Valeo, and Hanon Systems. Foreign-funded companies are still technologically superior. As the first company launching electric air-conditioners in the world, Denso has applied its products to EVs and HEVs made by Toyota and other companies with compressors coming primarily from Toyota Industries. Sanden Huayu Automotive Air-Conditioning adopts “battery, motor, and electronic control” technology for electric compressors which have already been used in auto models like BAIC E150 EV, SAIC Rowe, and Riich M1. Nanjing Aotecar New Energy Technology provides mainly scroll compressors and aims at electric heat pump (EHP) air-conditioning compressor. Moreover, the company acquired Air International and Mudanjiang Foton Automotive Air Conditioner in recent two years, not only enriching product line but also realizing technology complementarity.

Passenger car air-conditioners are mostly sold to carmakers as standard configuration with characteristics of fierce competition, relative scattering, and lower profits; by contrast, bus air-conditioners are directly supplied to public transport and automobile transportation companies with stronger customer stickiness and gross margin of up to 40%.

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China Electric Vehicle Air-conditioner Industry Report, 2017-2021 highlights the following:
Overview of China’s EV air-conditioner industry (definition, classification, main policies, etc.);
China’s EV industry (output & sales, competitive landscape, etc. of various types of EVs);
Overview of China’s EV air-conditioner industry (market size, demand, supply model, etc.);
Chinese EV air-conditioner market segments (passenger car, bus, and special-purpose vehicle markets) (electric air-conditioner demand, market size, competitive landscape, supply relationship, and industry forecast);
8 manufacturers of air-conditioners for electric passenger cars (Sanden, Toyota Industries, Hanon Systems, Valeo, HUAYU Automotive Systems, Xiezhong International, Nanjing Aotecar New Energy Technology, Hefei Carnot Automotive Air Conditioning) and 6 manufacturers of air-conditioners for electric buses (Songz Automobile Air Conditioning, Zhengzhou Kelin Motor Vehicle Air Conditioning, Guangzhou Jingyi Automobile Air Conditioner, Suzhou New Tongchuang Auto Air-Conditioning, Hunan Vaqoung Electric, and Taichang Bus Air Conditioner) (profile, financial position, main 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
5.1.6 三电中国业务
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 产能分布
5.2.7 丰田工业电装空调压缩机（昆山）有限公司
5.2.8 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 电动空调业务
5.5.4 主要子公司经营情况
5.5.5 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 营收结构
5.6.4 电动压缩机产品
5.6.5 收购空调国际
5.6.6 收购富通空调
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 与标致集团的协议
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

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
6.1.6 新能源汽车空调募投计划
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
6.5 华强电气
6.5.1 公司简介
6.5.2 主要产品
6.5.3 生产基地及销售网络
6.6 太昌空调
6.6.1 公司简介
6.6.2 主要产品

1. Overview of Automobile Electric 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 Car
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
4.1.1 Demand
4.1.2 Market Size
4.1.3 Competitive Pattern and Supply Relationship
4.2 Passenger Vehicle / Special Vehicle Electric Air-conditioner
4.2.1 Demand
4.2.2 Market Size
4.2.3 Market Structure
4.2.4 Competitive Pattern and Supply Relationship

5. Electric Passenger Vehicle Air-conditioner Companies
5.1 Sanden Holdings Corporation
5.1.1 Profile
5.1.2 Revenue
5.1.3 Income Analysis
5.1.4 Main Compressors
5.1.5 Compressor Sales
5.1.6 Business in China
5.2 Toyota Industries Corporation (Denso)
5.2.1 Profile
5.2.2 Revenue
5.2.3 Income Analysis
5.2.4 Main Compressors
5.2.5 Sales
5.2.6 Capacity Distribution
5.2.7 TD Automotive Compressor Kunshan Co., Ltd. (TACK)
5.2.8 Yantai Shougang TD Automotive Compressor Co., Ltd. (YST)
5.3 Hanon Systems (HVCC)
5.3.1 Profile
5.3.2 Revenue
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
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.
5.5.1 Profile
5.5.2 Operation
5.5.3 Electric Air-conditioner Business
5.5.4 Operation of Major Subsidiaries
5.5.5 Sales Network
5.6 Nanjing Aotecar New Energy Technology Co., Ltd.
5.6.1 Profile
5.6.2 Operation
5.6.3 Revenue Structure
5.6.4 Motor Compressors
5.6.5 Acquisition of Air International
5.6.6 Acquisition of Mudanjiang Foton Automotive Air Conditioner Co., Ltd.
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 Agreement with PSA Group
5.8 Hefei Carnot Automotive Air Conditioning Co., Ltd.
5.8.1 Profile
5.8.2 Operation
5.8.3 Electric Air-conditioner Business

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
6.1.6 New Energy Vehicle Air-conditioner Fundraising Plan
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. (JYAC)
6.3.1 Profile
6.3.2 Main Products
6.3.3 Production Capacity
6.4 Suzhou New Tongchuang Auto Air-Conditioning Co., Ltd. (NTCAC)
6.4.1 Profile
6.4.2 Main Products
6.5 Hunan Vaqoung Electric Co., Ltd.
6.5.1 Profile
6.5.2 Main Products
6.5.3 Production Base and Sales Network
6.6 Taichang Bus Air Conditioner Co., Ltd.
6.6.1 Profile
6.6.2 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
2012-2021年中国电动汽车产量
2012-2016年中国电动乘用车产量
2016年主要品牌电动乘用车销量排行TOP20
2012-2016年中国电动专用车产量
2015–2016年中国新能源客车月度产量
2016年中国新能源客车（分厂商）产量TOP20
2012-2021年中国电动空调需求量
2012-2021年中国电动空调市场规模
汽车空调销售模式
2012-2021年中国电动客车空调需求量
2012-2021年中国电动客车空调市场规模
2012-2021年中国电动乘用车及专用车空调需求量
2012-2021年中国电动乘用车及专用车空调市场规模（RMB mln）
2016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
2010-2017财年三电株式会社主营收入及净利润（十亿日元）
2011-2017财年三电主要产品收入结构
2012-2016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
2013-2017财年三电压缩机销量（百万套）
2016-2017财年上半年三电压缩机各地区销售量（万套）
三电在华业务分布
2014-2016财年三电中国销售收入
2010-2017财年丰田自动织机株式会社主营收入及净利润（十亿日元）
2011-2017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
丰田自动织机主要电动压缩机型号及主要参数
2015-2017财年丰田自动织机各类空调压缩机销售量（千台）
2015-2017财年丰田自动织机全球各地空调压缩机销售量（千台）
2012-2021年丰田自动织机空调压缩机销量预测
丰田自动织机空调压缩机产区分布
2012-2017财年丰田自动织机全球主要空调压缩机产能分布
2009-2016年Hanon Systems主营收入及净利润（十亿韩元）
2015-2016年Hanon Systems主要地区收入结构
2015-2016年Hanon Systems主要客户收入结构
2015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
2009-2016年法雷奥主营收入及净利润（百万欧元）
2013-2016年法雷奥主要业务收入结构（百万欧元）
2015-2016年法雷奥主要区域收入结构（百万欧元）
2005-2016年法雷奥订单获得量（十亿欧元）
2016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
法雷奥压缩机（长春）有限公司基本资料
华达汽车空调（湖南）有限公司基本资料
华域三电汽车空调有限公司基本资料
2012-2016年华域三电营业收入
2012-2016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
2013-2016年奥特佳营业收入及净利润
2014-2016年奥特佳主要业务营业收入分布
2014-2016年奥特佳主要地区营业收入分布
奥特佳电动压缩机产品特性
2014-2015年奥特佳汽车空调压缩机及空调系统产销及库存量
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
2010-2016年协众国际营业收入及净利润
2013-2016年协众国际营业收入
合肥卡诺汽车空调有限公司基本资料
2014-2016年合肥卡诺财务指标
合肥卡诺电动空调产品
2010-2015年松芝股份员工人数
2010-2016年松芝股份营业收入及净利润
2014-2016年松芝股份各项产品收入
2010-2016年松芝股份各地区收入结构
2009-2016年松芝股份毛利率
2013-2016年松芝股份新能源客车空调销量
2013-2015年松芝股份主要空调产品产能及产量情况
2017年松芝股份募投项目情况
郑州科林车用空调有限公司基本资料
2013-2016年科林空调主营业务收入及净利润
科林空调主要电动空调
广州精益汽车空调有限公司基本资料
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）
苏州新同创汽车空调有限公司基本资料
新同创纯电动置顶式空调技术参数
湖南华强电气股份有限公司基本资料
华强电气主要电动汽车空调
华强电气销售网络
广东顺德太昌客车空调有限公司基本资料
太昌公交新能源客车空调TCD06GZ主要性能参数
太昌公交新能源客车空调TCD08ZB
太昌公交新能源客车空调TCD12W

Comparison of Traditional Auto Air Conditioning System and EV Air Conditioning System
Difference between EV Air Conditioning System and Traditional Auto Air Conditioning System
Schematic Diagram for EV Air Conditioning System Structure
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, 2012-2021E
Output of Electric Passenger Cars in China, 2012-2016
Top 20 Brands by Sales Volume of Electric Passenger Cars, 2016
Output of Special Electric Vehicles in China, 2012-2016
Monthly Output of New Energy Buses in China, 2015-2016
Top 20 New Energy Bus Manufacturers in China by Output, 2016
Demand for Electric Air-conditioners in China, 2012-2021E
Market Size of Electric Air-conditioners in China, 2012-2021E
Sales Models of Auto Air-conditioners
Demand for Electric Bus Air-conditioners in China, 2012-2021E
Market Size of Electric Bus Air-conditioners in China, 2012-2021E
Demand for Air-conditioners from Electric Passenger Cars and Special Vehicles in China, 2012-2021E
Market Size of Air-conditioners for Electric Passenger Cars and Special Vehicles in China, 2012-2021E
Market Structure of Electric Air-conditioners for New Energy Vehicles by Air-conditioner Type, 2016
Sanden’s Development History in China
Revenue and Net Income of Sanden, FY2010-FY2017
Revenue Structure of Sanden by Product, FY2011-FY2017
Revenue Structure of Sanden by Region, FY2012-FY2016
Sanden’s Major Electric and Hybrid Electric Compressor Series
Compressor Sales Volume of Sanden, FY2013-FY2017
Sanden’s Compressor Sales Volume by Region, FY2016-H1 FY2017
Business Distribution of Sanden in China
Revenue of Sanden in China, FY 2014-FY2016
Revenue and Net Income of Toyota Industries Corporation, FY2010-FY2017
Main Product Revenue of Toyota Industries Corporation, FY2011-FY2017
Electric Compressor of Toyota Industries Corporation
Models and Main Parameters of Toyota Industries Corporation’s Main Electric Compressors
Air Conditioning Compressor (by Type) Sales Volume of Toyota Industries Corporation, FY2015-FY2017
Air Conditioning Compressor Sales Volume of Toyota Industries Corporation Worldwide, FY 2015-FY2017
Air Conditioning Compressor Sales Volume of Toyota Industries Corporation, 2012-2021E
Distribution of Toyota Industries Corporation’s Air Conditioning Compressor Producing Areas
Air Conditioning Compressor Capacity Distribution of Toyota Industries Corporation Worldwide, FY2012- FY2017
Revenue and Net Income of Hanon Systems, 2009-2016
Revenue Structure of Hanon Systems by Region, 2015-2016
Revenue Structure of Hanon Systems by Customer, 2015-2016
Capacity and Real Output of Hanon Systems’ Main Products, 2015
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-conditioning Compressor Suppliers
Revenue and Net Income of Valeo, 2009-2016
Revenue Structure of Valeo by Business, 2013-2016
Revenue Structure of Valeo by Region, 2015-2016
Valeo’s Orderbook, 2005-2016
Valeo’s Orders by Region, 2016
Battery Thermal Management Solution of Valeo
An Air Conditioning Loop of Valeo
Profile of Valeo Compressor Changchun
Profile of Huada Automotive Air Conditioning (Hunan)
Profile of Sanden Huayu
Revenue of Sanden Huayu, 2012-2016
Sales Volume of Air Conditioning Compressor of Sanden Huayu, 2012-2016
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
Revenue and Net Income of Aotecar, 2013-2016
Revenue of Aotecar by Business, 2014-2016
Revenue of Aotecar by Region, 2014-2016
Characteristics of Aotecar’s Electric Compressors
Output, Sales Volume and Inventory of Aotecar’s Auto Air Conditioning Compressors and Systems, 2014-2015
Characteristics of Main Compressors of Mudanjiang Foton
Supply Relationship of Major Auto Air-conditioning Compressor Suppliers of Mudanjiang Foton
Revenue and Net Income of Xiezhong International, 2010-2016
Revenue of Xiezhong International, 2013-2016
Profile of Hefei Carnot Automotive Air Conditioning
Financial Indicators of Hefei Carnot Automotive Air Conditioning, 2014-2016
Electric Air-conditioners of Hefei Carnot Automotive Air Conditioning
Workforce of Songz, 2010-2015
Revenue and Net Income of Songz, 2010-2016
Revenue of Songz by Product, 2014-2016
Revenue Structure of Songz by Region, 2010-2016
Gross Margin of Songz, 2009-2016
Sales Volume of New Energy Bus Air-conditioners of Songz, 2013-2016
Capacity and Output of Songz’s Main Air Conditioning Products, 2013-2015
Fundraising Projects of Songz, 2017
Profile of Zhengzhou Kelin
Revenue and Net Income of Zhengzhou Kelin, 2013-2016
Main Electric Air-conditioners of Zhengzhou Kelin
Profile of Guangzhou Jingyi Automobile Air Conditioning
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 (AC/DC Type)
KRBPH Series Electric Air-conditioners
KRBPB-D Series Electric Air-conditioners (AC/DC Type and DC-Type)
Profile of New Tongchuang
Technical Parameters of New Tongchuang’s Roof-top Pure Electric Air-conditioners
Profile of Vaqoung Electric
Main Electric Auto Air-conditioners of Vaqoung
Sales Network of Vaqoung
Profile of Taichang Bus Air Conditioner
Main Performance Parameters of Taichang Bus Air Conditioner’s TCD06GZ
TCD08ZB of Taichang Bus Air Conditioner
TCD12W of Taichang Bus Air Conditioner