東風集團股份(00489.HK):2023年東風汽車品牌春季發佈會開幕,計劃2024年乘用車主力品牌全新車型100%電動化
格隆匯4月12日丨東風集團股份(00489.HK)公佈,近期,2023東風汽車品牌春季發佈會暨第七屆科技創新周在武漢開幕。東風汽車集團股份有限公司(以下簡稱"東風汽車集團")發佈了新能源躍遷成果以及東風量子智能電動模塊化架構、馬赫E新能源動力品牌和東風氫舟氫動力品牌,達成三大重要戰略合作,全面開啟轉型升級發展新篇章。
隨着雙碳、綠色可持續發展成為全球共識,節能與新能源成為大勢所趨。經過深厚的積澱和長期耕耘,東風公司新能源事業基本做到對核心科技和核心資源的自主掌控。在平台開發方面,打造了三大電動化平台:MTECH猛士豪華電動越野架構、東風量子智能電動模塊化架構、DSMA多能源低碳節能模塊化架構。技術創新方面,堅持超級混動(PHREV)、純電、氫能並進的技術路線。氫動力研發方面,東風汽車集團打造了「氫舟」技術品牌,覆蓋20-300KW,可滿足乘、商不同車型的需求,推出了國內首款80kW全功率燃料電池乘用車,由國家科技部立項並通過驗收,榮獲2022年汽車行業科技進步一等獎。智能化技術方面,東風汽車集團自主打造了中國首個全新一代中央集中式SOA電子電氣架構。
此外,東風汽車集團在電機、電控、電池領域均做到自主掌控。在武漢已形成了年產47萬套電驅動總成、30萬套電控、30萬套IGBT模塊、10萬套電池Pack、1000套燃料電池的生產能力。未來三年,東風汽車集團將建成90萬套電驅動總成、100萬套電控、100萬套IGBT模塊、1萬套燃料電池生產能力。同時還積極與行業頭部企業合作,建設動力電池生產基地,應對新能源車快速增長勢頭。東風汽車集團與中國中車聯合研發的IGBT半導體,具備技術、成本雙優勢,在滿足企業內部需求同時,已向行業頭部企業規模化供貨。今年年底,公司將量產高性能的碳化硅(SiC)功率半導體模塊。
在新的發展階段和競爭格局之下,東風汽車集團以轉型升級為突破,抓住科技創新的「關鍵變量」,提出‘轉型升級三年行動’。目標是到2024年,乘用車主力品牌全新車型100%電動化;到2025年,東風自主乘用車與合資品牌的銷量比例達到1:1,各200萬輛,其中新能源汽車銷量佔自主品牌的50%,佔自主品牌乘用車的70%。
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