China's aluminum alloy casting industry

The core driving force for the integration of China's aluminum alloy casting industry and new energy industry lies in the urgent demand for lightweight new energy vehicles. In order to improve the driving range, aluminum alloy castings have become a key material to replace traditional steel and achieve weight reduction of the body and core components, thanks to their advantages of lightweight, high strength, and mature technology. The market size has rapidly expanded, and by 2024, the scale of China's aluminum alloy automotive parts industry has reached 697.838 billion yuan, of which castings account for about 70%. On the technical level, integrated die-casting has become a revolutionary breakthrough, integrating dozens of parts into a single shape through ultra large die-casting machines. For example, the Tesla Model Y's rear bottom plate can reduce weight by 30% and improve battery life; The development of heat-treated aluminum alloy materials has solved the problem of heat treatment deformation in large thin-walled parts. In terms of application, aluminum alloy castings have deeply penetrated the 'three electric systems' (motor housing, battery pack shell, etc.), body structural components, and chassis of new energy vehicles. At the same time, they also play an important role in the field of new energy infrastructure such as photovoltaic brackets and energy storage equipment shells. The policy goals (such as using 350 kilograms of aluminum per bicycle by 2030) and industrial chain collaboration (such as the '4-hour industrial circle' in the Yangtze River Delta) have further accelerated this integration process, promoting the industry's transformation from a single component supplier to a provider of lightweight solutions.