Tsav Los Ntawm Lub Zog Tshiab & Nres -los ntawm - Hlau, Kev Nyab Xeeb & Ib puag ncig tus qauv hloov kho

Nyob rau hauv thaum ntxov 2026, Tuam Tshoj tus automotive nres ncoo kev lag luam yog nyob rau hauv ib tug resonance ntawm technological iteration, kev lag luam nthuav dav thiab nruj cov qauv. Tsav los ntawm kev nrov ntawm lub zog tshiab tsheb (NEVs), kev sib txuas ceev ceev tsheb thiab kev nce qib ntawm CHINA 7 / EU 7 emission regulation, kev lag luam tab tom hloov los ntawm cov khoom sib txhuam ib txwm mus rau lub teeb yuag, ntse, qis - emission thiab siab - cov khoom muaj kev nyab xeeb. Kev lag luam nplai tau loj hlob tsis tu ncua, thaum kev hloov pauv hauv tsev thiab kev teeb tsa thoob ntiaj teb tau nrawm dua ib txhij.

Kev loj hlob ntawm kev lag luam ruaj khov, NEVs dhau los ua Core Cav

Raws li kev tshawb fawb kev lag luam, Tuam Tshoj tus nres nres kev lag luam tau txog li 28 billion RMB hauv xyoo 2025, thiab xav tias yuav muaj kev loj hlob txhua xyoo ntawm 4.8%-5.5% hauv 2026. Tau txais txiaj ntsig los ntawm 390 lab lub tsheb tswv, tom qab kev lag luam loj hlob ntawm CAGR ntawm 8.2%. NEVs tau dhau los ua lub hauv paus loj hlob lub cav: siab- kawg NEVs tau nruab nrog ceramic composite brake pads raws li tus qauv, uas nws cov kev sib txhuam coefficient decay tus nqi nyob rau hauv nruam braking tsuas yog 8.3%, deb tshaj 21.7% ntawm semi{13}}cov khoom siv hlau. Cov pa roj carbon-ceramic nres kev teeb tsa yuav tsum ncav cuag 52,000 teeb tsa xyoo no, nrog CAGR ntau dua 62%.

Export ua lag luam tseem booming. Cov khoom lag luam los ntawm cov tuam txhab ua lag luam raug xa tawm mus rau ntau dua 80 lub teb chaws thiab cheeb tsam, nrog rau kev thov muaj zog raws Txoj Kev Siv thiab Txoj Kev. Qhov feem ntawm kev ua raws cai thiab siab -cov khoom xa tawm kawg tau nce ntxiv, thiab cov txiaj ntsig tag nrho ntawm kev lag luam nce tsis tu ncua.

Accelerated Technological Innovation, Breakthroughs in Nres -los ntawm - Hlau & Khoom

2026 yog suav tias yog xyoo tsim khoom loj ntawm EMB (Electro-Mechanical Brake). Lub teb chaws tus qauv tshiab GB 21670-2025 tau raug coj los siv rau lub Ib Hlis 1, qhia meej txog EMB cov kev qhia tshwj xeeb, txhawb nqa lub tshuab braking kom farewell rau hydraulic pipelines, ua tiav millisecond-theem teb (<85ms) and supporting L3 and above autonomous driving. The penetration rate of EHB (Electro-Hydraulic Brake) in NEV passenger cars will exceed 50% within the year, with lightweight and high integration as standard features.

Cov khoom siv kho dua tshiab tau nrawm dua: carbon-ceramic composites, tooj liab-dawb NAO cov qauv thiab ceramic- cov ntaub ntawv sib txhuam raws li R&D qhov tseem ceeb. Lub teeb yuag tsim tau raws li lub tsheb qhov hnyav txo qhov xav tau, nrog rau cov neeg caij tsheb nres nres qhov hnyav txo li ntawm 20% piv nrog 2025. Cov plua plav tsis tshua muaj suab nrov, tsis tshua muaj suab nrov thiab hnav tsis kam ua kom haum rau NEV lub zog rov qab. Cov qauv hauv tsev siab- kawg cov qauv ua txhaum txawv teb chaws monopolies thiab txhawb cov qauv tseem ceeb xws li BYD thiab NIO.

Meanwhile, ntse sensing technology yog siv. Hnav cov ntsuas ntsuas tau muab tso rau hauv cov pawm nres kom paub txog qhov tseeb - lub sijhawm ceeb toom ntxov, kev koom ua ke rau hauv lub tsheb tswj kev noj qab haus huv ecosystem thiab txhim kho kev nyab xeeb muaj peev xwm.

Txoj cai nruj dua & cov qauv, Kev Txhim Kho Kev Lag Luam nrawm dua

Kev nyab xeeb thiab ib puag ncig cov cai nruj nruj, yuam kom siab - kev txhim kho zoo ntawm kev lag luam:

• Tag nrho cov ntaub ntawv pov thawj ntawm CCC yuav tsum tau ntawv pov thawj, cov khoom tsis muaj ntawv pov thawj raug txwv los ntawm kev tsim thiab muag, nrog laser -engraved cim codes rau tag nrho - txheej txheem traceability;

• Lub teb chaws tus qauv tshiab rau lub tsheb disc hauv ob sab phlu nruj qhov kev sib txhuam coefficient lwj tom qab 100,000 brakings kom tsawg dua los yog sib npaug li 8.5%, nrog rau cov kav ntev li 40%;

• CHINA 7 thiab EU 7 emission regulation txhawb qhov nrov ntawm kev siv tshuab qis qis -emission braking technology. Copper-kev tsim khoom dawb thiab ntsuab tau dhau los ua cov kev xav tau nruj, thiab feem ntau ntawm cov khoom siv rov qab siv los ntawm cov tuam txhab ua lag luam tau nce mus rau 41%.

Tsav los ntawm cov cai, me me thiab nruab nrab- cov peev txheej ntau lawm tau nrawm kom tawm mus, kev lag luam concentration tau txhim kho. Cov tuam txhab ua lag luam nrog cov qauv tseem ceeb, kev tsim khoom ntse thiab cov ntawv pov thawj thoob ntiaj teb qhia txog lawv qhov zoo, nrog rau cov kev cob qhia digital thiab AI zoo tswj raws li cov qauv kev teeb tsa.

Kev nqis peev txawv teb chaws nce nyob rau hauv Suav teb, Deepened Domestic Hloov

Nyob rau hauv 2026, thoob ntiaj teb braking giants ceev lawv layout nyob rau hauv Tuam Tshoj. TMD Friction (Lub Tebchaws Yelemees) tau pib nws lub hauv paus hauv Suav teb thiab Asian R&D chaw hauv Jiaxing, Zhejiang, tsom rau R&D rau NEV nres nres; cov tuam txhab xws li AISIN tab tom txhawb kev tsim khoom hauv zos ABS kom tob zuj zus hauv Suav lag luam.

Cov tuam txhab lag luam hauv tsev pauv cov thev naus laus zis rau kev ua lag luam, ua tiav cov txheej txheem ceramic, cov txheej txheem sintering thiab nres - los ntawm - hlau txhawb nqa. Siab - kawg nres nres nkoj xa tuaj. Kev hloov pauv hauv tsev txuas ntxiv los ntawm kev lag luam tom qab mus rau OEM kev txhawb nqa, los ntawm cov neeg caij tsheb mus rau kev lag luam tsheb thiab NEV- cov qauv tshwj xeeb, txuas ntxiv txhim kho kev ywj pheej ntawm kev lag luam saw.

Kev Lag Luam Outlook: Kev Nyab Xeeb, Kev Tiv Thaiv Ib puag ncig & Kev Txawj Ntse Ua Lub Ntsiab Tseem Ceeb

Hauv 3 xyoo tom ntej no -5 xyoos, kev lag luam nres nres yuav ua rau muaj kev loj hlob nyob ib puag ncig kev nyab xeeb, kev tiv thaiv ib puag ncig thiab kev txawj ntse: carbon- cov ntaub ntawv ceramic yuav txuas ntxiv nkag mus, nres- los ntawm - hlau yuav sib sib zog nqus nrog kev tsav tsheb, thiab kev lag luam ntsuab thiab kev lag luam ncig yuav raug siv thoob plaws cov saw hlau. Nrog rau kev siv cov kev cai tshiab thiab kev loj hlob ntawm thev naus laus zis, kev lag luam yuav tawm mus rau qis - tus nqi sib tw thiab nkag mus rau theem tshiab ntawm kev sib tw hauv kev cuam tshuam kev lag luam, cov nqi lag luam thiab cov khoom lag luam thoob ntiaj teb, muab kev txhawb nqa tseem ceeb rau kev nyab xeeb, ua tau zoo thiab qis-carbon kev loj hlob ntawm kev lag luam tsheb.