C&U annual production capacity for NEV drive motor bearings tops 900 million sets

Behind the explosive growth of China's new energy vehicle industry, a wave of domestic substitution for core components is sweeping across the country. C&U, a leading domestic bearing manufacturer, has achieved an annual production capacity of over 900 million sets of new energy vehicle drive motor bearings. Its products boast a high-speed performance index (Dmn value) exceeding 1.5 million, breaking the foreign monopoly with high-speed, low-noise, and long-life technologies, supplying major automakers such as BYD and Geely.

New energy vehicle drive motor bearings are the "joints" of the electric drive system, directly determining the vehicle's acceleration, range, and noise control. Through continuous technological investment, C&U has overcome core challenges such as bearing overheating, lubrication failure, and electromagnetic corrosion under high-speed conditions. Its second-generation oil-cooled electric drive bearings utilize a non-contact sealing structure, specialized grease, and insulating coating technology, enabling stable operation even in extreme environments ranging from -40℃ to 150℃, with a lifespan exceeding 300,000 kilometers.

The explosive growth in market demand is driving rapid capacity expansion. In 2023, the market size of drive motor bearings for new energy vehicles in China reached 12 billion yuan, and it is expected to exceed 18.6 billion yuan in 2025 and reach 28 billion yuan in 2030, maintaining a high compound annual growth rate of 18.5%. C&U, through its seven production bases in the Yangtze River Delta and Pearl River Delta regions, has formed an annual supply capacity of 900 million sets, covering the full range of needs from microcars to commercial vehicles.

Technological breakthroughs in domestic bearings have reshaped the competitive landscape of the industry. Previously, foreign brands held over 60% market share in the high-end bearing sector, but domestic companies like C&U, through material innovation and process optimization, have controlled product vibration values below 20 decibels and extended service life to over 80,000 hours, driving the penetration rate of domestic bearings in the new energy vehicle sector from 30% in 2020 to 45% in 2023. This substitution process reduces procurement costs for automakers by approximately 30% annually and shortens the supply chain delivery cycle from 20 days to less than 5 days.

The continued rise in the production and sales of new energy vehicles in China has opened up growth opportunities for domestic bearing companies. On the production line of C&U, nearly a thousand sets of bearings roll off the line every minute and are shipped to major OEM customers across the country. This technology-driven battle for component substitution is becoming a microcosm of the transformation and upgrading of China's high-end manufacturing.