Original title: Analysis of China's automobile exhaust treatment pattern and trends in 2021, The value of bicycles under the National VI standard is expected to increase significantly "Figure"
1. Overview of the exhaust gas treatment industry
The emission treatment of internal combustion engines is mainly divided into three links: engine Pre-treatment, in-machine combustion and post-processing. With the gradual tightening of emission regulations in various countries, engine exhaust after-treatment is a more mainstream and effective exhaust solution for machine after-treatment.
1. Basic principle
The principle of exhaust gas post-treatment is to convert carbon monoxide (CO), hydrocarbons (HC), nitrogen oxides (NOx) and particulate matter (PM) in the exhaust gas through the redox reaction . For carbon dioxide (CO2), water (H2O)), nitrogen (N2) and other harmless substances, thereby reducing the content of harmful substances in the exhaust gas and making it comply with the emission regulations at all stages.
Catalytic principle of exhaust gas treatment
Source: Zhongzi Science and Technology Prospectus, compiled by Huajing Industrial Research Institute
2, classification status
According to the composition, it can be mainly divided into exhaust gas after-treatment systems (EGR, SCR, DOC, DPF, TWC, GPF etc.) and vehicle urea . EGR in the exhaust gas treatment system can be used in both diesel vehicles and gasoline vehicles to reduce NOx or PM particles through internal circulation. SCR, DOC and DPF are mainly used in diesel vehicles to reduce pollution emissions such as NOx, CO, HC and PM particulate matter respectively. TWC and GPF are mainly used in gasoline vehicles.
Exhaust gas treatment classification
Source of information: Compilation of public information
Introduction to the main exhaust gas after-treatment system
Source of information: Compilation of public information
3. Mechanism of action
EGR (engine exhaust gas recirculation ) system is an internal exhaust gas purification device of the engine, mainly Adopting in-machine physical purification method, by reintroducing the engine exhaust gas into the cylinder cycle combustion, directly reducing the concentration of nitrogen oxides in the engine, it is used in both diesel and gasoline engines. It is expected that the penetration of EGR in diesel engines will increase after the "National VI" is fully implemented. The rate will be close to complete penetration, and the penetration rate will gradually increase in gasoline engines.
Gasoline engine and diesel engine EGR effect mechanism and comparison
Source: Compilation of public information
2. Exhaust gas treatment development background
1. Policy background
Under the overall trend of vigorously advocating energy conservation and emission reduction in China, China's automobile emission regulations are gradually following the European and American trends. The pace has changed to surpass the European and American systems. The Ministry of Environmental Protection and The General Administration of Quality Supervision, Inspection and Quarantine released domestic light-duty vehicles and heavy-duty diesel vehicles in the sixth phase of pollutant emission limits and measurement methods in 2016 and 2018 respectively (hereinafter collectively referred to as "National VI "). The National VI standards are significantly stricter than the National V standards. Among them, the "National VI b" CO, NOx and PM limits for gasoline vehicles have dropped by 50%, 42% and 33% respectively compared with the National V standards. The decline is even higher than the previous limits. At the same time, National VI b is also more stringent than Euro VI. Among them, the National VI bCO, NOx and PM limits for gasoline vehicles have dropped significantly compared with Euro VI.
National V and National VI emission standards limit comparison
Source: light vehicle pollutant emission limits (China Phase VI), compiled by Huajing Industrial Research Institute
2, technical path
three-way catalytic converter (TWC) Convert the main harmful pollutants in gasoline engine exhaust, such as HC, CO and NOx, into harmless H2O, CO2 and N2. In order for gasoline engines to meet the "National VI" stage emission standards, in addition to TWC, some vehicles need to be equipped with a GPF (Gasoline Particulate Filter, gasoline engine particulate filter) to be used in conjunction with TWC. In terms of diesel engines, eutrophic combustion results in a different post-processing mode from that of gasoline engines. The "National VI" standard requires diesel engines to adopt the DOC+DPF+SCR+ASC mode.
Comparison of the treatment paths of gasoline engines and diesel engines under the new regulations
Source: Compilation of public information
3. Brief analysis of the exhaust gas treatment industry chain
1. Overview of the industry chain
The upstream raw materials of automobile exhaust treatment systems include catalytic converters, electronic components, urea boxes , injection systems and flanges, etc., after being coated and packaged with catalysts by midstream manufacturers, enter downstream internal combustion engine, motor vehicle, non-road mobile machinery and shipbuilding manufacturers for overall integration. Among them, the coating link mainly adds various catalysts, catalytic promoters and coatings to the carrier. This link tests the competitive strength of each manufacturer and has the highest technical requirements.
Exhaust gas treatment system industry chain
Source: Compilation of public information
2, upstream end
At present, the global molecular sieve market is mainly concentrated in developed regions, such as North America and EU regions. China has the largest consumption of molecular sieves and the fastest growth rate in recent years. area. As far as the distribution of global molecular sieve consumption is concerned, according to data, global consumption of molecular sieve catalyst in 2021 is 341,000 tons, of which consumption in North America and China is 124,000 tons and 102,000 tons respectively, accounting for 36.4% and 102,000 tons respectively. With 29.9%, China has become the second largest consumer market in the world after North America.
Global molecular sieve consumption distribution in 2021
Source: HIS, compiled by Huajing Industrial Research Institute
Urea for vehicles is a high-consumption consumer product, and the market size is affected by the structure of truck ownership. After-treatment systems are installed on ex-factory vehicles, so the base of the annual market size comes from vehicle production. Vehicle urea is an essential consumer product that must be added to all running diesel trucks, and the overall demand continues to grow. Data shows that my country's vehicle urea consumption reached 2.56 million tons in 2020, an increase of 29.5% year-on-year in 2019.
China's automotive urea consumption and growth rate from 2017 to 2020
Source: China Internal Combustion Engine Industry Association, compiled by Huajing Industry Research Institute
3, downstream end
"Dual-carbon" policy background promotes the rapid development of new energy vehicles, coupled with the domestic automobile industry Against the backdrop of industry becoming increasingly saturated and macroeconomic consumption downgrading, the sales of diesel and gasoline vehicles have been declining year by year since 2018. In 2021, due to the rebound in consumption, there will be a slight increase. The overall sales of internal combustion engines reached 50.474 million units, a year-on-year increase of 7.82% in 2020.
China's internal combustion engine sales and growth rate from 2015 to 2021
Source: China Internal Combustion Engine Industry Association, compiled by Huajing Industrial Research Institute
Judging from the main products heavy trucks and light trucks , from May to December 2021, the heavy truck market continued to experience a downturn There has been an "eight consecutive declines". From August to December, the heavy truck market fell by more than 50% year-on-year. In 2022, heavy trucks continued the market decline in 2021, with cumulative sales of 323,000 units from January to May, 88.7% year-on-year. The number of 10,000 vehicles decreased by 64%, with a decrease of 564,000 vehicles. As far as light trucks are concerned, the National VI regulations were officially implemented in the second half of the year. Coupled with the sluggish freight prices, sales continued to decline slightly. The sales volume for the whole year was 2.1098 million units, a decrease of 4.1% year-on-year in 2020. The sluggish market in 2021 will continue in 2021, 1-4 Monthly sales were 575,000 vehicles, a cumulative decrease of more than 30% year-on-year in 2021.Overall, the "National VI" will have a greater impact on my country's automobile industry in the short term.
China's automobile sales and new energy vehicle penetration from 2014 to 2022
Source: China Automobile Association, compiled by Huajing Industry Research Institute
Original title: 2021 Analysis of the pattern and trends of China's automobile exhaust treatment industry in 2020. Under the National VI standards, the value of a single vehicle is expected to increase significantly. "Figure"
Huajing Industrial Research Institute analyzed the current development status of China's automobile exhaust treatment industry, the industry's upstream and downstream industry chains, competition patterns and key enterprises, etc. Conducted in-depth analysis to minimize the risks and operating costs of companies investing in , and improve corporate competitiveness; and used a variety of data analysis techniques to predict industry development trends so that companies can seize market opportunities in a timely manner; more details For content, please pay attention to the "2022-2027 China Automotive Exhaust Treatment Industry Market Research and Investment Strategy Research Report" published by Huajing Industrial Research Institute.
