Casting enterprises see a surge in orders for electric vehicle parts

Against the backdrop of the rapid growth of the global new energy vehicle (EV) market, Casting enterprises are ushering in a new outbreak cycle. Data from a number of casting companies show that orders for EV-related parts have surged, becoming the main engine driving revenue growth. The industry pointed out that with the continuous iteration of electric vehicle structures, "lightweight, high-strength, integrated" castings are becoming the core track for Casting enterprises to layout the future.

The drive motors, electronic control systems, and battery modules of electric vehicles have extremely high requirements for lightweight and integrated structural parts, which directly drives the massive demand for high-performance castings.

According to data from the China Foundry Association, in the 2025 quarter, domestic Casting enterprises' orders for electric vehicle-related castings increased by nearly 50% year-on-year, especially core structural parts such as motor housings, electronic control housings, and battery trays, which continued to be in short supply. In particular, the large-scale use of lightweight materials such as aluminum alloys and magnesium alloys has made advanced processes such as die casting and low-pressure casting occupy an increasingly important position in EV manufacturing. A group of Casting enterprises with mature technology and fast response have begun to accept large-scale customized orders from global automakers.

Order growth brings opportunities as well as challenges. EV parts not only require higher product performance, but also put forward higher standards for process accuracy, delivery efficiency, and quality traceability. Faced with these new requirements, Casting enterprises are accelerating the promotion of intelligent manufacturing upgrades: automated die-casting islands, robot pouring and mold replacement systems are generally introduced; X-ray flaw detection, CT scanning and other intelligent detection have become standard; MES systems and industrial Internet of Things (IIoT) realize full-chain data management from casting design to shipment; AI-assisted quality prediction and digital twin technology have begun to be deployed in enterprises.

Despite the significant market dividends, the technical and capital thresholds have risen simultaneously. A large number of small and medium-sized Casting companies that have not completed the transformation are facing the risk of shrinking orders and customer loss, and the industry differentiation trend has intensified. To this end, governments in many places are issuing special policies to help small and medium-sized Casting companies integrate into the electric vehicle industry chain through smart equipment subsidies, green manufacturing loan support, and regional shared mold platforms.

The rise of new energy vehicles is profoundly reshaping the technical structure and market ecology of the Casting industry. From the traditional supporting role of relying on vehicle manufacturers in the past to standing at the forefront of the innovation chain today, Casting enterprises are ushering in a new round of golden development cycle. In the next three to five years, whoever can seize the initiative in smart manufacturing, green casting and global certification systems will likely become a new industry benchmark in this wave of electrification.