China Electric Vehicle (EV) Air-conditioner Industry Report, 2018-2023
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Sep.2018
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Affected by the “subsidy fraud” scandals and the shrinking subsidies for battery electric and hybrid buses, new energy bus sales have fallen in China. In 2017, China produced a total of 105,214 new energy buses, a slump of 22.2% from 2016; and with the help of the national and local policies, electric passenger car market shot up. Overall, new energy vehicle (NEV) market sustained strong growth. As a standard configuration of a vehicle, air-conditioning system also showed robust growth with China’s NEV output increase. The country demanded 755,000 units of electric air-conditioners in 2017 as per one air-conditioner for a vehicle, soaring by 44.9% from a year earlier.
China’s electric vehicle (EV) output and sales will expectedly encounter a slowdown in growth but still maintain a high pace over the next several years, creating an estimated demand of 1.487 million air-conditioners in 2023, with a CAGR of 12.0% between 2017 and 2023.
In terms of competition, the market of air-conditioners for medium and large-sized buses is highly concentrated, with major players including Songz Automobile Air Conditioning and Zhengzhou Kelin Motor Vehicle Air Conditioning. Songz serves automakers like BYD, Nanjing Golden Dragon Bus, Ankai Bus, and Zhongtong Bus, holding the largest share in the field, while Kelin mainly provides EV air-conditioners for its parent company Yutong Bus.
The market of air-conditioners for electric passenger cars features low concentration 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 one launching electric air-conditioners in the world, Denso has seen its products applied to EVs and HEVs made by Toyota and other automakers, with Toyota Industries as its major compressor supplier. 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 Roewe and Riich M1-EV. Nanjing Aotecar New Energy Technology provides mainly scroll compressors and is working toward electric heat pump (EHP) air-conditioning compressor; moreover, the company’s acquisition of Air International and Mudanjiang Foton Automotive Air Conditioner in recent two years not only enriches its product line but strengthens technical competence.
By sales model, passenger car air-conditioners are mostly sold to automakers as standard configuration, with the market characterized by 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%.
China Electric Vehicle (EV) Air-conditioner Industry Report, 2018-2023 highlights the following:
China’s EV air-conditioner industry (definition, classification, policies, etc.);
China’s EV industry (output & sales, competitive landscape, etc. of various types of EVs);
China’s EV air-conditioner industry (market size, demand, supply model, etc.);
Chinese EV air-conditioner market segments (passenger car, bus, and special 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, Hunan Vaqoung Electric, Hubei Meibiao Automobile Air Conditioner Systems and Taichang Bus Air Conditioner) (profile, financials, main products, R&D, production bases, technical features, etc.)
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
2.4 Investments in New Energy Vehicle (NEV) Projects
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.
5.3.8 Latest Developments
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
5.5.6 Latest Developments
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 Production and Sales
5.6.5 Motor Compressors
5.6.6 Fundraising
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 Xiezhong International Stopped Selling All Equities of Beijing Hainanchuan Xiezhong Automobile Air-conditioning Co., Ltd. (Xiezhong Beijing)
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 Shanghai Highly New Energy Technologies Co., Ltd.
5.9.1 Profile
5.9.2 Operation
5.9.3 EV 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 Acquisition of Suzhou New Tongchuang Auto Air-Conditioning Co., Ltd.
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 Taichang Bus Air Conditioner Co., Ltd.
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
6.5.4 Acquisition of 20% Equities of the Subsidiary
6.6 Hubei Meibiao Automobile Air Conditioner Systems Co., Ltd.
6.6.1 Profile
6.6.2 Operation
6.6.3 Automotive Air-conditioner Business
Comparison of Traditional Auto Air Conditioning System and EV Air Conditioning System
Difference between EV Air Conditioning System and Conventional 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, 2015-2023E
Output of Electric Passenger Cars in China, 2012-2018
Top 20 Brands by Sales Volume of Electric Passenger Cars, 2015-2018
Policies on Subsidies for Special Electric Vehicles in Some Regions, 2018
Output of Special Electric Vehicles in China, 2012-2018
Top 10 Brands by Output of Special Electric Vehicles, 2018H1
Monthly Output of New Energy Buses in China, 2017-2018
Top 10 New Energy Bus Manufacturers in China by Output, 2018H1
Some NEV Investment Projects, 2018H1
Demand for Electric Air-conditioners in China, 2015-2023E
Market Size of Electric Air-conditioners in China, 2015-2023E
Sales Models of Auto Air-conditioners
Demand for Electric Bus Air-conditioners in China, 2015-2023E
Market Size of Electric Bus Air-conditioners in China, 2015-2023E
Demand for Air-conditioners from Electric Passenger Cars and Special Vehicles in China, 2015-2023E
Market Size of Air-conditioners for Electric Passenger Cars and Special Vehicles in China, 2015-2023E (RMB mln)
Market Structure of Electric Air-conditioners for New Energy Passenger Vehicle by Air-conditioner Type, 2017
Sanden’s Development History in China
Main Businesses of Sanden
Operating Revenue and Net Income of Sanden, FY2010-FY2019 (JPY bn)
Revenue Structure of Sanden by Product, FY2011-FY2019
Revenue Structure of Sanden by Region, FY2012-FY2018
Major Electric and Hybrid Power Compressor Series of Sanden
Compressor Sales Volume of Sanden, FY2013-FY2017 (mln units)
Compressor Sales Volume of Sanden by Region, FY2017-FY2018 (10k units)
Operations of Sanden in China
Revenue of Sanden in China, FY2014-FY2018
Operating Revenue and Net Income of Toyota Industries Corporation, FY2016-FY2019
Revenue of Toyota Industries Corporation by Product, FY2016-FY2019 (JPY bn)
Revenue of Toyota Industries Corporation by Region, FY2017-FY2018 (JPY mln)
Electric Compressors of Toyota Industries Corporation
Main Electric Compressor Models and Their Parameters of Toyota Industries Corporation
Air Conditioning Compressor (by Type) Sales Volume of Toyota Industries Corporation, FY2017-FY2019 (1,000 units)
Air Conditioning Compressor Sales Volume of Toyota Industries Corporation Worldwide, FY2017-FY2019 (1,000 units)
Air Conditioning Compressor Sales Forecast of Toyota Industries Corporation, 2015-2021E
Air Conditioning Compressor Producing Areas of Toyota Industries Corporation, 2018
Revenue and Net Income of Hanon Systems, 2012-2018
Revenue Structure of Hanon Systems by Region, 2016-2018
Revenue Structure of Hanon Systems by Customer, 2018H1
Capacity and Real Output of Hanon Systems’ Main Products, 2017
Hanon Systems’ EV Thermal Management System for EV/HEV
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
Global Operations of Valeo, 2017
Revenue and Net Income of Valeo, 2012-2018 (EUR mln)
Revenue Structure of Valeo by Business, 2013-2018 (EUR mln)
Revenue Structure of Valeo by Region, 2015-2018 (EUR mln)
Valeo’s Order Intake, 2005-2018 (EUR bn)
Valeo’s Order Intake Structure by Region, 2018H1
Battery Thermal Management Solution of Valeo
An Air-conditioning Loop of Valeo
Profile of Valeo Compressor (Changchun) Co., Ltd.
Profile of Huada Automotive Air Conditioner (Hunan) Co., Ltd.
Profile of Sanden Huayu Automotive Air-Conditioning
Revenue of Sanden Huayu, 2012-2018
Air Conditioning Compressor Sales Volume of Sanden Huayu, 2012-2018
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, 2013-2018
Revenue of Aotecar by Business, 2014-2018
Revenue of Aotecar by Region, 2014-2018
Output and Sales Volume of Aotecar’s Auto Air Conditioning Compressors, 2016-2017
Characteristics of Aotecar’s Electric Compressors
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, 2012-2018
Revenue of Xiezhong International, 2013-2018
Profile of Hefei Carnot Automotive Air Conditioning
Financial Indicators of Hefei Carnot Automotive Air Conditioning, 2015-2018
Electric Air-conditioners of Hefei Carnot Automotive Air Conditioning
Revenue and Net Income of Shanghai Highly New Energy Technologies, 2017-2018
Passenger Car Electric Air-conditioning Compressors of Shanghai Highly New Energy Technologies
Commercial Vehicle Electric Air-conditioning Compressors of Shanghai Highly New Energy Technologies
Sales Volume of Highly New Energy’s EV Air-conditioning Compressors, 2015-2018
Workforce of Songz, 2010-2017
Revenue and Net Income of Songz, 2012-2018
Revenue of Songz by Product, 2014-2018
Revenue Structure of Songz by Region, 2012-2018
Gross Margin of Songz, 2012-2018
Songz’s Thermal Management Supply for New Energy Vehicles
Songz’s Air-conditioner Models for Medium and Large Bus
Output, Sales Volume and Inventory of Songz’s Main Air Conditioning Products, 2016-2017
Sales Volume of New Energy Bus Air-conditioners of Songz, 2013-2018
Profile of Suzhou New Tongchuang Auto Air-conditioning
Technical Parameters of Suzhou New Tongchuang’s Roof-top Pure Electric Air-conditioners
Profile of Zhengzhou Kelin Motor Vehicle Air Conditioning
Operating Revenue and Net Income of Zhengzhou Kelin Motor Vehicle Air Conditioning, 2013-2018
Main Electric Air-conditioners of Zhengzhou Kelin Motor Vehicle Air Conditioning
Profile of Guangzhou Jingyi Automobile Air Conditioning
Technical Parameters of Split-type Electric Air-conditioners for Medium-sized Buses
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 Taichang Bus Air Conditioner
Main Performance Parameters of Taichang Bus Air Conditioner’s TCD06GZ New Energy Bus Air Conditioners
TCD08ZB New Energy Bus Air Conditioners of Taichang Bus Air Conditioner
TCD12W New Energy Bus Air Conditioners of Taichang Bus Air Conditioner
Profile of Hunan Vaqoung Electric
Main Electric Auto Air-conditioners of Hunan Vaqoung Electric
Sales Network of Hunan Vaqoung Electric
Revenue and Net Income of Hubei Meibiao Automobile Air Conditioner Systems, 2014-2018
DSN4S Double-built-in-evaporator Micro-car Air Conditioners of Hubei Meibiao Automobile Air Conditioner Systems
DSW16 Top-mounted Air-conditioning System of Hubei Meibiao Automobile Air Conditioner Systems
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