How can amorphous not be troubled? The flying car industry has actually formed such a consensus!

Apr 24, 2024

A few days ago, a number of securities, capital and other companies released their latest research information: the flying car industry has formed a consensus, which will affect the development of the amorphous alloy industry.

One of the basis is starting from this news——

Not long ago, the world's first manned flying car: the world's first intelligent manned flying car for urban traffic, developed by the team of Academician Li Jun of the School of Vehicles and Transportation of Tsinghua University, successfully made a test flight in Xi'an, and the motor it was equipped with was also an amorphous motor.

As a necessary route for flying cars from 0 to 1, we can be sure that amorphous motors will become the track with the most certain investment opportunities in the low-altitude economic trillion-dollar incremental market!

Amorphous motors increase battery life by 20% and are the inevitable choice for flying cars. Reviewing the bull market of new energy vehicles from 2018 to 2022, it can be clearly found that battery density and materials that solve the problem of battery life are the core factors driving the increase in the penetration rate of new energy vehicles. In addition, compared with the several-fold increase of host manufacturers, the battery CATL, which focuses on improving battery life, and the lithium mines Tianqi and Ganfeng have increased by as much as thirty or forty times!

On flying cars, the battery life problem is even more serious! EHang E216 flying car has a range of 40 kilometers; Airbus CityAirbus NextGen flying car has a range of only 70 kilometers. In flying cars, the most important factor restricting battery life is motor energy consumption. If motor energy consumption accounts for 60% to 70% of industrial energy consumption, most of the energy consumption of flying cars is generated in the motor.

According to ROI electric drive data, compared with traditional motors, the efficiency of amorphous motors can be increased by 20%, and copper losses and iron losses at high frequencies can be reduced by 60-90%, greatly improving motor efficiency. Take the amorphous motor carried by Xiaopeng as an example. By replacing the traditional motor with an amorphous motor, the efficiency is increased by 30% and the battery life is increased by 20%! This means that, taking a flying car with a range of 100KM as an example, using an amorphous motor will increase the range to 120KM.

Battery life is currently the biggest improvement bottleneck faced by flying cars. The use of amorphous motors will greatly enhance product competitiveness and is a must-choice for flying cars!

The consensus among investment banks and capital markets is that amorphous motors will be one of the core technologies of flying car companies and the key to growing the flying car market.

In this current trend, amorphous motors are fluttering and ready to fly!

According to information from the Amorphous China Big Data Center: This year, amorphous motors across the country have continued to show a hot trend. In addition to the low-altitude economy, the demand for amorphous alloy motors in new energy vehicles, AI large models, etc. has increased sharply. According to preliminary estimates, This year, the demand for amorphous motors of various types and specifications exceeds one million units.

However, orders from domestic amorphous motor core manufacturing companies are already full, which makes the amorphous alloy industry happy on the surface but actually troubled: Facing the huge market, it has more ideas; being dubbed "new quality productivity", more often than not it is "intentional" But it can’t be used.”

We know that the amorphous motor industry is a systematic project. It is a comprehensive system that combines metallurgy, materials, design, processing and market factors. It requires the coordination of policies, industries, scientific research units, enterprises and demand to make "materials become materials, materials can be transformed into devices, and devices can be put on the market." The Second National Amorphous Motor Seminar held in Yancheng, Jiangsu Province on May 16 set up such a platform to explore the market and technology, inviting domestic and foreign research units and well-known industry experts to talk about processing, applications and trends.