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|2024 01 10/1 1820-1834 2 1834-2008 3 2009-1 1/2 50%30%2 50%1%-2%15%-25%1 15%2 3 4 1 YASA 2 3 Magnax 4 22EPS 23EPS 23PE PB 600114.SH 8.3 0.25 0.36 37.3 3.3 688190.SH 7.1 1.89 2.56 25.2 3.4-ifind%225 4.4 3508.6 4.7 3200.7 4.9%1m 6m 12m-3.2-14.4-22.2-0.0-0.4-4.2 1 2024 2023-12-19 2 2024 2023-12-04 3 2023-10-20 S1090517030002-30-20-1001020Jan/23 May/23 Aug/23 Dec/23(%)金属及材料 沪深300+2.5 1.5 2.6.8 1.8 2&.9 3.12.13 1.13 1.13 2.14 3.15 2.16 3.18 4.19.22 1 YASA.22 2.22 3 Magnax.23 4.24.25 ZXAZuNrMpMmNpRmPsPsNnMaQ8QaQpNmMpNnRjMmMoPjMrQqRbRnNxPMYtOmQvPpMmR 3 1.5 2.5 3.6 4.6 5.7 6&.8 7.8 8 N-N.9 9.9 10.10 11 YASA.10 12 PCB.11 13 2022-2027.12 14 2021-2027.12 15 60KW.13 16.13 17 2022-2030E.14 18.14 19.14 20 ICD150K.15 21 PDS100K.15 22 2022-2027.16 23 2020-2029.16 24 Emrax 268.16 25 Alice-.16 26 Spirit of innovation.17 27 2022.17 28 2019.17 29 2022-2027.18 30.19 4 31 Propel S 1.19 32 2023-2028.19 33 2017-2025.19 34.20 35.21 36 2021-2028.21 37 Vision-One-Eleven.22 38 EVOA E1.22 39.23 40.23 41 Magnax.24 42 Magnax.24 43.24 44 SE6K.24 45 PEBand.26 46 PBBand.26 1 V.S.9 2.11 3 ECM.20 5 1 1 2 MercedesBlog 1 1820-1834 2 1834-2008 3 2009-1 1820-1834 1820 1821 1834 2 1834-2008 1854.19 57.6 4650 1888 3 2009-2009 YASA Magnax Emrax 6 3 2 N S N S 4 Youtube Lesics N S N 7 5 YASA 8 1 6&7 Mechanical Jungle 250 SMC SMC 85%-95%N N-N 9 2&N-S-N 2 1+1 V.S/&N-S N-S&N-N&Linked in Electronic Design 8 N-N 9 10 1 1/2 50%1/2 5.5KW 87.5mm 11kg 56%45%30%1%-2%YASA 1/2 24KG 5L YASA 800Nm 4 80%2-3 50%100%+10 11 YASA YASA 11 2%79-85 90-92 78-86 91-93%82-85 90-93 60-65 35-55 1:5 1:2.25 1 3 1:2.25$/kw 8-12 10-15 6-10 12-17 2+50%PCB 34%15%-25%12 PCB IEEE 12+3 OLA 3.2 Uber Technologies Lime Industry Arc 2022-2027 10.8%CAGR 2027 8.71 2027 2021 2.02 3.60 10.82%CAGR 15 2022-2027 16 2021-2027 IndustryARC IndustryARC 13+YASA vision-one-eleven 2025 AMG 1 1 60KW 95%2020 8 10 850mm 0 12%3000 40 15 60KW 16 14 2020 4%6%2023 2030 TCO 2030 34%140 2022-2030 CAGR 25%17 2022-2030E 2023 2 18 19 15+ICD150K 150KW 50%45%6kw/kg 1 2 PDS100K 3/2023 global information 2027 2022 1.35 4.97 CAGR 29.8%exactitude consultancy 20%CAGR 2029 27.4 20 ICD150K 21 PDS100K 16 2+115VAC/400Hz 270VDC 800VDC 20,000 rpm 1/3 30%20%24 Emrax 268 25 Alice-Emrax Eviation 22 2022-2027 23 2020-2029 Global Information Exactitude Consultancy 17 26 Spirit of innovation Evolito/Emrax YASA Evolito 2015 efesto Ashot Emrax268 Rotax914 100KW 57kg ROTAX912A2 55.4kg 59.6KW 2021 ACCEL 345.4/400KW 25%27 2022 28 2019 Greenpeace IPCC 2050 2022 IPCC 1.8%18.9%40%工业 24%电 力和热 力 23%农 林和 其 他土 地 应用 22%陆路 10%其 他能源 10%建筑 5.6%国 际海运 1.3%国 际航空 1.1%其他 0.9%国 内航 空 0.7%铁路 0.4%河运 0.3%18 29 2022-2027 Markets and Markets Industry energy 2035 1000 M&M 2022 82 2027 129 9.4%5-10kW/kg 2021 DHL Express 12 Alice 2024 1179 440 3/Saietta Propel S1 AFT 140 62%19 30 31 Propel S 1 IUMI Propel 2022 9 2023 4 Mordor Intelligence 2028 114.3 12.65%23-28 2021 94.8 12.9%2025 168.7 2021-2025 CAGR 15.50%32 2023-2028 33 2017-2025 Mordor Intelligence 4 1 2 3 4 20 SETZ90 50%1.2kg 192Nm 60KG ECM+Genesis Robotics LiveDrive 2cm NIDEC DRIVE TECHNOLOGY 21mm 170W 34 3 ECM&ECM/17 17 100:1 100:1 Brushless Servo 200100VAC,DC24V PCB Stator:200100VAC,12-72V DC Nm 24 24 Nm 57 57 4,800 4,800 78 39.9 128 13.4 18 18 kN 2.9 5.1 kN 9.8 16.3 Nm 188 205 KG 2.5 1.25 PCB Interact Analysis 2022 44.8%CAGR 2027 74 40%2025 Stratistics Market Research Consulting 2021 15.11 2028 264.29 21 CAGR 50.5%+35 36 2021-2028 Interact Analysis Stratistics Market Research Consulting 22 1 YASA 2009 YASA YASA YASA 145 YASA 750 YASA P400-vision-one-eleven AMG.EA YASA YASA Evolito Evolito YASA EVOA E1 YASA 25GTe 37 Vision-One-Eleven 38 EVOA E1 YASA 2 2023 6 1178 PCB ICS ICD 9TFA 63W 600KW 8.17kW/kg 2025 2.0 2035 23 ICS120K ICD150K PDS100K ICS120K 8000 ICD150K+PDS100K+39 40 3 Magnax Magnax 2015 Traxy Axyal Magnax Magnax 1 90%2 15%3-Magnax AXF225 13KG 220KW HSM i3 24 41 Magnax 42 Magnax white paper High Efficiency Axial Flux Machines Axyal 4 2023 10KW/Kg+20Nm/Kg+=97%1.5KW-100KW 1/3 1/2 SEmotor1K SEmotor6K 43 44 SE6K 25 1 2 3 4 26 45 PEBand 46 PBBand 1 2024 2023-12-19 2 2024 2023-12-04 3 2023-10-20 10 x15x20 x30 x05001000150020002500300035004000Jan/22 Jul/22 Jan/23 Jul/231.7x2.3x2.9x3.5x4.1x0500100015002000250030003500Jan/22 Jul/22 Jan/23 Jul/23 27 6-12 A 300 500 20%5-20%5%5%
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