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A share: One-piece die casting ushered in a super outlet! 5 "all-in-one die-casting" potential stocks that could be doubled

author:Eleven years of ups and downs

The new energy automobile industry is getting more and more attention, the parts industry and technology iteration are also popular in the market, talking about the integrated die casting technology can not avoid Tesla, Tesla took the lead in opening the automotive integrated die casting, that is, a molding technology, Tesla proposed an integrated die casting technology in 2019, creating a large-scale industry precedent for high-pressure casting; In September 2020, Tesla mass-produced the technology in the modelY rear floor; In May 2021, Tesla's front cabin assembly was successfully developed and applied to the Model Y model in October. According to Tesla's first-quarter results conference call, future Cyberruck models will also apply this technology on the rear floor.

A share: One-piece die casting ushered in a super outlet! 5 "all-in-one die-casting" potential stocks that could be doubled

What is integrated die casting? Die casting technology is a special casting technology, the current die casting aluminum alloy products in the automotive aluminum accounted for about 54% to 70%. Integrated die casting technology is a new change in die casting technology, by redesigning multiple independent parts that need to be assembled in the original design, and using a super-large die casting machine to die cast form at one time, directly obtain complete parts and realize the original function.

A share: One-piece die casting ushered in a super outlet! 5 "all-in-one die-casting" potential stocks that could be doubled

The material for integrated die casting is heat-free aluminum alloy, what are the advantages of aluminum compared to traditional high-strength steels? It is light, the density of aluminum is only one-third of that of steel, but the performance is similar. Every time a new energy vehicle saves a little weight, it can run the same distance with a little less battery. Although the cost of aluminum alloy is more expensive, the cost of battery materials and labor savings is quite a lot of money.

A share: One-piece die casting ushered in a super outlet! 5 "all-in-one die-casting" potential stocks that could be doubled

Vicker Technology

The company is one of the "Key Backbone Enterprises of Precision Injection Mold in China" identified by the China Mould Industry Association, and its main business is engaged in the research and development, design, manufacture and sales of precision injection molds, and its main products include precision injection molds, injection molding parts and health products. Specializing in the research and development, design, manufacturing and sales of precision injection molds, and expanding to the production and sales of injection molded parts and health products, it has developed into a "molding integration" scale production enterprise, and is committed to providing high-quality products and services for automobile, medical, white, industrial supplies and other manufacturing enterprises. Through years of production practice, the company has mastered the core key technologies of precision injection mold design and manufacturing and injection molding, accumulated the practical experience of production of Sanfu, and the company directly or indirectly provides product solutions and final products for customers of the world's top 500 enterprises.

A share: One-piece die casting ushered in a super outlet! 5 "all-in-one die-casting" potential stocks that could be doubled

Yongmaotai

The company's main business is mainly engaged in the research and development, production and sales of automotive casting aluminum alloys and aluminum alloy parts. The company's main product categories are automobile engine cylinder block, automobile engine oil pan, automobile air conditioning compressor cylinder block cylinder head, automobile turbocharger housing, automobile transmission end cover, module bracket, and other types of brackets.

A share: One-piece die casting ushered in a super outlet! 5 "all-in-one die-casting" potential stocks that could be doubled

Fly Kaida today

The company is a leading backbone enterprise in the industrial industry of Zhejiang Province, engaged in the research and development, design, manufacture and sales of aluminum alloy wheels. The main products include automotive aluminum alloy wheels, motorcycle aluminum alloy wheels and so on. Focusing on the "double carbon" strategy, the company focuses on cultivating a new type of lightweight aluminum extrusion profile industry, and has invested in the construction of 1000 tons and 3150 tons of aluminum extrusion profile automatic production lines, using lightweight aluminum alloys and other materials to carry out "aluminum instead of steel, aluminum instead of iron". At the same time, it carries out environmentally friendly flux and high-performance intermediate alloy accessories business, and cooperates with the main engine factory to develop high-strength integrated die-casting aluminum alloy materials and carry out cooperation attempts in integrated die-casting.

A share: One-piece die casting ushered in a super outlet! 5 "all-in-one die-casting" potential stocks that could be doubled

Frande

The company's main business is to provide complete steel logistics supply chain services for enterprises in high-end automobiles, home appliances and other industries or their supporting manufacturers, including procurement, processing, warehousing, nesting, packaging, transportation and distribution services, as well as corresponding technical support services. The product carriers of the company's steel logistics supply chain services mainly include: galvanized steel, cold-rolled steel, hot-rolled steel, electrical steel, color coated steel, aluminum plate and other steel and aluminum coils or sheets. In terms of integrated die casting, the company's "new energy vehicle aluminum die casting construction project" intends to invest in automotive lightweight parts and integrated die casting technology, mainly used in automotive structural parts, automotive chassis parts and auto parts, the project is currently in the plant construction stage.

A share: One-piece die casting ushered in a super outlet! 5 "all-in-one die-casting" potential stocks that could be doubled

Rongtai shares

The company's main business is the research and development, production and sales of aluminum alloy precision die castings. The main products include automotive steering system, transmission system, brake system and other aluminum alloy precision die casting parts. Zhuhai Rongtai Nonferrous Metal Casting Co., Ltd., a wholly-owned subsidiary of the company, is mainly engaged in the production and sales of automotive transmission systems, steering systems and other die castings, motorcycle die castings, the company deepens the new energy layout, strengthens sustainable development, increases the development of new energy auto parts and components, the proportion of new energy vehicle three electric system business has increased steadily, and has achieved a major breakthrough in the new energy business of Xiaopeng, BYD and Great Wall Auto factories, and has consolidated the research and application of new materials, large-scale integrated die casting, high-precision processing, Accumulation of technology for high value-added processes.

A share: One-piece die casting ushered in a super outlet! 5 "all-in-one die-casting" potential stocks that could be doubled