Ekupheleni kukaJuni ka-2022, ubunini beemoto zesizwe bufikelele kwizigidi ezingama-406, kubandakanywa iimoto ezizizigidi ezingama-310 kunye ne-10.01 yezigidi zezithuthi zamandla amatsha.Ngokufika kwamashumi ezigidi zezithuthi zamandla amatsha, ingxaki ethintela uphuhliso lwezithuthi zamandla amatsha eTshayina ziziseko zophuhliso.Ngoko ke, ndiyafunaukulungisa idatha yeziseko zophuhliso rhoqo(qho kabini ngenyanga) kwixesha elizayo.
● Inani leemfumba ezitshajayo
NgoJulayi, bekukho ama-684,000 eemfumba zokutshaja ze-DC kunye ne-890,000 yeemfumba zokutshaja ze-AC e-China.Inani leemfumba ezihlawulisa uluntu linyuke ngama-47,000 kwinyanga enye.Inani elongezelekayo leziseko ezingundoqo ezihlawuliswayo kwilizwe lonke ibe zizigidi ezi-3.98.
▲ Umzobo 1. Imeko yezibonelelo zokutshaja e-China
● Ukuhanjiswa kwemfumba etshajayo
I-71.7% yeemfumba zokutshaja elizweni zihanjiswa kwimimandla ye-10 kuquka i-Guangdong, i-Shanghai, i-Jiangsu, i-Zhejiang, i-Beijing, i-Hubei, i-Shandong, i-Anhui, i-Henan, i-Fujian, njl. Umthamo wokutshaja ugxininiswe ngokuhambelana kule mimandla.Okwangoku, ukusetyenziswa kwamandla okutshaja koluntu kugxile ikakhulu kwiibhasi kunye neemoto zabakhweli, umthamo wokutshaja uwonke kwilizwe lonke ngoJulayi wawumalunga ne-2.19 yebhiliyoni ye-kWh, elingana ne-219kWh yokutshaja isithuthi ngasinye ngenyanga, okanye malunga ne-7kWh ngosuku.
▲Umfanekiso 2. Ukuhanjiswa kweendawo zokutshaja zoluntu e-China
● Inkampani yokusebenza ebiza imali
Phakathi kweenkampani ezisebenza ngemfumba ezibizayo ngoJulayi, iiyunithi ezingama-295 000 zaziqhutywa nguTedian, iiyunithi ezingama-293 000 zaziqhutywa yiXingxing, yaye iiyunithi ezili-196 000 zaziqhutywa yiState Grid—ngokukodwa ezi nkampani zintathu.Phakathi kwabo, iXingxing ikwasebenze malunga nama-72,200 eemfumba zokutshaja zabucala.Kodwa eyona nto ibalulekileyo yi-DC yokutshaja imfumba.
▲Umzobo 3. Isishwankathelo sezibonelelo zokutshaja kweshishini
Icandelo loku-1
Ukubekwa kwemfumba yeDC kunye neziseko zotshintshiselwano lwamandla
Xa kuthelekiswa nenyanga yeSilimela, inani leemfumba zokutsalwa koluntu linyuke ngeeyunithi ezingama-47,000 ngoJulayi, ukwanda konyaka nonyaka ngama-65.7%.Ukusukela ekupheleni kukaJulayi ka-2022, ngoku kukho i-1.575 yezigidi zeemfumba zokutshaja zikawonke-wonke, kubandakanya i-684,000 DC yeepiles zokutshaja kunye ne-890,000 ye-AC yokutshaja.Kuyilo lweemfumba zokutshaja, ukubaluleka kweemfumba zeDC yeyona nto inkulu;kwangaxeshanye, njengoko amandla eemfumba ze-DC esanda, i-wave entsha yotyalo-mali olusebenzayo iya kuthatha indawo ye-60-100kW yangaphambili ngamandla aphezulu, kunye nobudlelwane phakathi kombane wokutshaja kunye nomthwalo wombane kufuneka kuqwalaselwe , enokubandakanya entsha. amaza otyalo-mali lokugcina amandla.
Phakathi kweemfumba zokutshaja kwe-DC, isiphumo esipheleleyo seengcezu ze-180,000 zeefowuni ezikhethekileyo zisalungile kakhulu, zilandelwa ngamaqhekeza angama-89,700 e-Xingxing yokutshaja, kunye ne-89,300 ye-State Grid.Phakathi kweenkampani zemoto, iVolkswagen yakhe inethiwekhi ye-6,700 yokutshaja ngokukhawuleza, ilandelwa yi-NIO 4607 kunye ne-Xpeng 4015. I-Tesla iqale kakuhle kwaye ngoku sele igqitywe ngokupheleleyo.Kukho iingcambu ezingama-2492 kuphela.
▲Umfanekiso 4. Imeko yeemfumba ezitshajayo ze-DC
Ngapha koko, umthamo wokutshaja wezithuthi zombane ukwaphunyezwa ngeemfumba zokutshaja ngokukhawuleza kwe-DC.Umthamo wokutshaja welizwe ugxile kakhulu eGuangdong, Jiangsu, Sichuan, Zhejiang, Fujian, Hebei, Shaanxi, Shanghai, Hubei, Hunan nakwamanye amaphondo.Ukuhamba kulawulwa ziibhasi kunye neemoto zabakhweli, kunye nezinye iintlobo zezithuthi ezifana nezithuthi zokuhambisa ucoceko kunye neakhawunti yeeteksi ngomlinganiselo omncinci.NgoJulayi ka-2022, umthamo wesizwe wokutshaja wawumalunga ne-2.19 yeebhiliyoni zee-kWh, ukunyuka konyaka-ngonyaka nge-125.2% kunye nokunyuka kwenyanga nenyanga nge-13.7%.
▲Umfanekiso 5. Uthelekiso lomthamo wokutshaja kunye nenani lezibonelelo zokutshaja
● Ukusebenza kakuhle kwabaqhubi abatshajayo
Ukubona ukusebenza kakuhle, unokuthelekisa inani lokuhlawula kunye nenani leemfumba zokuhlawula.
Ukususela ngoJulayi 2022, abaqhubi be-15 abaphezulu beenkampani zokuhlawula amashishini kwilizwe bathatha i-92.5% ye-total: iiyunithi ze-295,000 eziqhutywe ngeefowuni ezikhethekileyo, iiyunithi ze-293,000 eziqhutywe yi-Xingxing Charge, iiyunithi ze-196,000 eziqhutywe yi-State Grid, kunye neyunithi ye-0009. I-Cloud Quick Charge I-Taiwan kunye ne-China Southern Power Grid isebenza iiyunithi ze-95,000, kwaye i-Xiaoju Ukutshaja isebenzisa iiyunithi ze-80,000.
Idatha yokutshaja yenkampani nganye imele eyona ngeniso yenyanga (Umfanekiso 6).Phakathi kwazo, ukutshaja kwe-Xiaoju yeyona nto imangalisayo, kwaye ukukhwela imoto kwi-intanethi kubiza umbane.Phakathi kweenkampani zemoto, i-NIO isebenzele iinkampani ezininzi.Isebenzisa kakhulu ngakumbi kuneKaimeisi.Eyona ndleko iphantsi yi-SAIC Anyue.
▲ Umzobo 6. Ukuthelekiswa komthamo wokutshaja
Ngokwembono yangoku, ukususela ngoJanuwari ukuya kuJulayi kulo nyaka, ukonyuka kweziseko zokutshaja bekuyi-1.362 yezigidi zeeyunithi, ukwanda kweemfumba zokutshaja zoluntu kunyuke nge-199.2% unyaka nonyaka, kunye nokwanda kweemfumba zokutshaja zabucala ezakhiwe ngezithuthi. iqhubekile ukunyuka, inyuke ngama-390.1% unyaka nonyaka.Ukukhula kwayo yonke imfumba yokutshaja yabucala kusavuyisa kakhulu.Ukongezwa kweziseko zokuhlawula i-1.362 yezigidi zeeyunithi, kwaye umthamo wokuthengisa wezithuthi zamandla amatsha yi-3.194 yezigidi zeeyunithi.Ngokwembono yalo nyaka, umlinganiselo okhulayo we-pile-to-vehicle vehicles yi-1:2.3.
Icandelo lesi-2
Indawo yokutshintsha ibhetri
Xa kuthelekiswa noluhlu olupheleleyo lweendawo zokutshaja, ngoku kukho izikhululo zokutshintsha iibhetri ezili-1600+ elizweni, apho i-NIO ibalelwa kwi-1000+ kwaye i-Aodong isondele kwi-500.Ukusuka kwimbono yokusasazwa kwengingqi, ikakhulu eBeijing(275), eGuangdong(220)kunye noZhejiang(159), Jiangsu(151)kunye neShanghai(107).
Kusathatha ixesha ukubonisa ukuba isisombululo esipheleleyo sibalulekile kwiinkampani zeemoto.
▲Umfanekiso 7. Inani lezikhululo zokutshintsha e-China
Isishwankathelo: Eli liza lobunini bezithuthi zamandla amatsha liya kudibana neengxaki ezininzi.Omnye wethu uzakujongana nemarike entsha yeemoto enezigidi ezingama-20+, kwaye kukho ubunini abazizigidi ezingama-400.
Ixesha lokuposa: Aug-17-2022