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2023
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Rim motor concept triggered the market, 8 days 7 boards of the Tongda power is expected not only from BYD "look up"
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According to BYD's introduction, the two models are equipped with four-wheel independent wheel-side motors, which BYD calls "Easy Four-Wheel" technology, which is able to steer through the four-wheel four-motor output without relying on the steering mechanism, and can truly realize 360-degree in-situ steering. In addition, the four-wheel independent motor control technology of "easy four-wheel" can be real-time through the wheel torque regulation, vehicle attitude control, making the vehicle in the case of steering device failure or tyre blowout, quickly help drivers control the vehicle dynamics. Interface news reporter through the eye of the sky found that BYD as early as 27 August 2019 has applied for the name of the wheel hub electric drive system, drive wheels and vehicles of this patent, codenamed CN210970658U, after more than three years of time has finally achieved the landing of the current vehicle.
Author:
KESHUO
According to BYD's introduction, the two models are equipped with four-wheel independent wheel-side motors, which BYD calls "Easy Four-Wheel" technology, which is able to steer through the four-wheel four-motor output without relying on the steering mechanism, and can truly realize 360-degree in-situ steering. In addition, the four-wheel independent motor control technology of "easy four-wheel" can be real-time through the wheel torque regulation, vehicle attitude control, making the vehicle in the case of steering device failure or tyre blowout, quickly help drivers control the vehicle dynamics. Interface news reporter through the eye of the sky found that BYD as early as 27 August 2019 has applied for the name of the wheel hub electric drive system, drive wheels and vehicles of this patent, codenamed CN210970658U, after more than three years of time has finally achieved the landing of the current vehicle.
With "easy four sides" of this new technology car debut, coupled with BYD's promotion, the concept of wheel motor triggered the market. In addition to Tongda power, Founder motor (002196.SZ), Wolong electric drive (600580.SH), Mingzhi electrical (603728.SH) and other motor-related enterprises also have a good rise.
Expected not only BYD
"Easy four-way" the most critical part of the motor, the rapid growth in demand for new energy vehicles has driven the drive motor industry booming. Wheelside motor and traditional point machine is not quite the same, refers to the car's "power, transmission, braking" system integrated into a set of motors, which will be placed directly into the car wheel hub. Wheelside motor system due to high efficiency, low energy consumption, low cost, by many industry insiders that is the trend of future development, but for the current due to the relatively high cost, late start, technical immaturity and other reasons, wheelside motor in the pure electric passenger car market is not widely used. Although the wheel-side motor is not widely used, but combined with the current high-end brand a blank background, wheel-side motor may have emerging incremental market.
Based on this expectation, the market capital focus turned to BYD to provide drive motor core Tongda power. Motor core accounted for the entire motor cost ratio of 30% -40%. Tongda power secretary 2021 has said on the investor interactive platform, BYD is one of the company's important customers, and BYD signed a long-term supply contract, the company provides BYD is a new energy automobile engine supporting the drive motor core, the company to sales production, the current orders on hand is sufficient, the 2021 annual report shows that Tongda power inventory accounted for less than 30% of the proportion of current assets.
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2025-04-21
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