Aluminum is mainly used in various components such as body, engine casing, base, and wheels in the field of new energy vehicles. Compared with traditional fuel vehicles, new energy vehicles consume more aluminum, and the guide rails and cables of their charging piles also use aluminum. Aluminum alloy has good corrosion resistance and ductility, and its density is only 2.68g/cm3, which is only about 30% of the density of steel materials. Therefore, using aluminum alloy instead of steel can effectively reduce the weight of the car. Since the weight of the car body is not only closely related to the vehicle's carbon dioxide emissions, but also directly affects the power consumption and endurance. In the context of energy conservation and emission reduction, new energy vehicles continue to develop in the direction of lightweighting, and the amount of aluminum used in bicycles will increase. increasing trend.
According to SMM data, the aluminum consumption of new energy vehicles is 3-4 times that of traditional fuel vehicles. The average aluminum consumption of pure electric passenger cars is about 292kg/vehicle, and the average aluminum consumption of hybrid passenger cars is about 206kg/vehicle. According to statistics from Fubao Information, the aluminum consumption of traditional passenger cars in my country in 2020 was 138.6 kg/vehicle.
By June 2023, the average aluminum consumption of new energy vehicles in my country will be 220 kg/vehicle. According to data from the "Technical Roadmap for Energy Saving and New Energy Vehicles 1.0", the aluminum consumption of new energy vehicles will reach 190 kg/vehicle in 2020, the aluminum consumption of single vehicles will reach 250kg in 2025, and the aluminum consumption of single vehicles will exceed 350kg in 2030. .
Based on the key assumption that the average aluminum consumption of new energy vehicles in 2023 will be 230 kg/vehicle, and that the demand for aluminum continues to increase under the trend of lightweight vehicles, it is expected that the aluminum consumption in my country's new energy vehicle field will increase from 2022 to 2022. will increase from 1.553 million tons to 3.348 million tons in 2025. The global aluminum consumption in the new energy vehicle field will increase from 2.231 million tons in 2022 to 5.465 million tons in 2025, with annual growth rates of 29.2% and 34.8% respectively.