Blue Whale Shen Chao

① Tesla's China online store shows that the Model S Plaid carbon ceramic brake kit is on sale;

②The kit provides more powerful braking force and heat resistance, and the vehicle will also be able to unlock the maximum speed of 322 km/h;

③ Organization: The total market size of carbon ceramic brake materials can reach 10 billion levels.

financial association, November 20 (blue whale Shen Chao) Tesla's China online store shows that the Model S Plaid carbon ceramic brake kit is on sale at 109,494 yuan. According to Tesla, the kit is only applicable to Model S Plaid vehicles produced in 2022 and later, and only to 21-inch cobweb wheels. The kit is used in conjunction with wheels and tires suitable for the corresponding speed, and can achieve a maximum speed of 322 km/h.

Tesla Model S Plaid carbon ceramic brake kit is on sale at 109494 yuan

The product description shows that by purchasing a carbon ceramic brake kit exclusive to Model S Plaid, Model S Plaid models can achieve better performance. In the process of driving on the track, it provides more powerful braking force and heat resistance, and enhances the stability of the vehicle track to improve the lap speed of the track. At the same time, with the optional carbon ceramic brake kit, the vehicle will also be able to unlock the top speed of 322 km/h. This kit includes new one-piece forged calipers, carbon ceramic brake discs, high-performance brake pads and track-specific brake fluid. The brake disc uses a 3D matrix design and continuous carbon fiber material to increase strength and improve thermal management efficiency.

In order to improve durability, the entire surface of the brake disc is covered with a layer of ceramic friction coating , which can reduce the particulate matter, corrosion and wear during braking, and improve the pedal foot feel of daily driving.

The kit includes:

2 410 x 40mm carbon ceramic front brake discs

2 410 x 32mm carbon ceramic rear brake discs

6-piston one-piece forged front brake caliper with 2 high-performance brake pads

4-piston one-piece forged rear brake caliper with 2 high-performance brake pads

Two parking brake systems integrated with rear brake calipers

Track-specific brake fluid

Updated firmware tuned for best performance

in addition, the purchase price of 109,494 yuan already includes the modification cost, and the installation service is provided by Tesla service center. The kit is only applicable to Model S Plaid vehicles produced in 2022 and later, and only applicable to 21-inch cobweb wheels.

An important part of car braking! Organization: carbon ceramic brake market size can reach 10 billion

Brake material is an important part of the automobile brake execution system, which is very important to driving safety and control experience. Carbon ceramic brake disc is a kind of brake disc made of carbon fiber reinforced silicon carbide matrix composite material. The disc is divided into long fiber disc and short fiber disc, which can match the needs of customers of different grades.

The main components of the carbon ceramic brake disc matrix are silicon carbide (SiC), silicon (Si) and graphite. The role of carbon fiber is to provide the required mechanical strength and fracture toughness of the material, while the silicon carbide in the matrix determines the hardness of the composite material, and silicon and graphite improve the friction coefficient of the brake disc.

According to the calculation of Zhongtai Securities, the total market size of carbon ceramic brake materials in 2025 can reach 10 billion. It is estimated that the C- class new car, new energy commercial vehicle and automobile modification market will contribute 3.704 billion, 2.161 billion and 5.72 billion market size to the carbon ceramic brake material market respectively in 2025. Domestic enterprises such as Jinbo shares and Tianyi have low-cost preparation technology reserves, compared with overseas enterprises can achieve a significant cost reduction, and has begun to establish a fixed-point cooperation relationship with downstream car factories, with carbon ceramic brake disc mass production capacity. Zhongtai Securities said, optimistic about the automotive carbon ceramic brake disc market in the automotive electric intelligence, lightweight, high-end and cost reduction under the common promotion of the industry from 0 to 1 inflection point, optimistic about domestic enterprises in the 10 billion blue sea market first lead.

China merchants securities believes that the blue ocean market for carbon ceramic brakes has a large space and a good domestic competition pattern. 2023 is expected to be the first year of large-scale production. it is estimated that the domestic market space will reach 7.8 billion yuan in 2025 and 20.3 billion yuan in 2030. China Merchants Securities believes that Under the background of electrification, intelligence and automotive product upgrades in the automotive industry, the performance requirements of the brake system are gradually increasing. Carbon ceramic brake discs have obvious advantages and are expected to benefit.

A-share related listed companies are already in the layout

At present, with the rapid development of the domestic electric vehicle industry in recent years, more and more listed companies have also set their sights on the blue ocean of automotive carbon ceramic brakes. According to incomplete statistics, A shares have Jinbo shares, Tianyi Shangjia, Sotong Development and other enterprises in the patent, car cooperation and production capacity forward-looking layout.

Jinbo shares recently said on the interactive platform, the company's carbon/ceramic brake disc has a short braking distance, high temperature resistance, wear resistance, friction coefficient stability, heat decay and other excellent performance, compared to competing products have obvious cost-effective advantages. The company recently released a series of short fiber carbon/ceramic brake disc products , and at the same time to provide customers with high-performance carbon/ceramic friction sub-overall solutions, marking the company's carbon/ceramic brake disc in low cost, product category diversification, differentiation and other aspects of a major breakthrough.

tianyi shangjia said on the interactive platform in July this year that the company, based on its years of accumulation in the field of brake materials, has made a forward-looking layout for the research and development of a new generation of brake materials, and established the carbon ceramic division in 2016. currently, it has the technical capabilities of carbon ceramic brake disc preform weaving, vapor deposition, ceramic dissolution, etc., and can realize the forward design and development of carbon ceramic brake disc performance. at present, it has developed into a high performance. Up to now, the company has established carbon ceramic brake disc project cooperation relations with 19 automobile main engine manufacturers and supply chain customers, and has won the fixed point of carbon ceramic disc mass production project for key models of a head new energy automobile enterprise. It has started to supply small batches and multiple batches of samples, and has obtained the qualification of qualified suppliers for two automobile enterprises and the qualification of trial production supplier for one automobile enterprise. The company has signed strategic cooperation agreements with two automobile main engine factories, Relying on its brand and platform, it has carried out the research and development of core components of high-performance carbon ceramic brake materials for commercial vehicles and special vehicles, and jointly promoted the application of carbon ceramic brake discs in the field of commercial vehicles.

suotong development said at the beginning of this year that the company participated in the establishment of Jinan power source semiconductor equity investment fund partnership (limited partnership) as LP in December 2020. the fund subsequently invested in Shandong tianyue advanced technology co., ltd. (securities code: 688234), a technology enterprise specializing in the research and development, production and sales of semiconductor silicon carbide substrate materials. According to the company's development strategy of "double-drive two-wing, low-carbon intelligent manufacturing", the right wing in the "future two-wing" refers to the company's advantages of petroleum coke raw materials, taking "green electricity new carbon materials" as the development direction, and using green new energy sources such as photovoltaic, wind energy and hydrogen energy as the cornerstone, to build a new carbon material production platform represented by lithium battery negative electrode, special carbon, carbon, carbon, carbon, carbon ceramic and silicon carbide.

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