The demands of new energy vehicles for weight reduction and efficiency improvement accelerated the improvement of structural integration, the trend of integrated die casting was constantly verified, and the progress of terminal layout exceeded expectations. From the perspective of major automobile enterprises, Tesla was the first to put forward the concept of integrated die-casting. Since March 2022, the relevant production layout has been rapidly implemented. In April, the Berlin factory began to be equipped with super die-casting machines. In July, the Model Y Phase II production line in the Shanghai super factory completed the refitting work, achieving a stable daily output of more than 2000 vehicles in a week; The cooperation between Xiaopeng and Guangdong Hongtu continued to deepen; The first model ET5 with integrated die-casting structure of Weilai ushered in mass production. Relevant technologies were rapidly promoted to many new SUV models, and new suppliers were introduced for continuous iteration; Chang’an started the bidding for the integrated die casting project in the middle of the year, and then cooperated with Yin Zhimi; The first BIW of Gaohe HiPhi Z was officially launched in April this year, and a new model with integrated super large body rear cabin structure was officially released in August. The change of the automobile industry has forced the innovation and upgrading of the die casting industry. The breakthrough from 0 to 1 of the integrated die casting fully reflects the trend of technological change.
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