Uhlalutyo olunzulu lwemarike ye-EV yokutshaja yaseTshayina ngoNovemba

umfanekiso

Kutshanje, mna noYanyan senze uthotho lweengxelo ezinzulu zenyanga(icwangciswe ukuba ikhutshwe ngoNovemba, ngokukodwa ukushwankathela ulwazi ngo-Oktobha), ikakhulu igubungela iinxalenye ezine:

Izibonelelo zokutshaja

Nika ingqalelo kwimeko yezibonelelo zokutshaja e-China, uthungelwano lokuzakhela ngokwalo lwegridi zamandla, abaqhubi kunye neenkampani zeemoto.

Indawo yokutshintsha ibhetri

Nika ingqalelo kwimeko yamaza amatsha aseTshayina amaziko okutshintsha ibhetri, i-NIO, i-SAIC kunye ne-CATL

Amandla ehlabathi

Nika ingqalelo kutshintsho lweendawo zokutshaja zehlabathi, ngakumbi kubandakanya intsebenziswano phakathi kweenkampani zemoto kunye neenqwelo zamandla e-United States, eYurophu, nakuMzantsi-mpuma Asia, kunye nemigaqo nemigangatho.

Amandla oshishino

Njengoko ishishini lingena kwixesha lokuphuma, nikela ingqalelo kulwazi olunzulu olufana nohlalutyo lwentsebenziswano yenkampani kunye nokudibanisa kunye nokufunyanwa kwishishini langoku, utshintsho lwezobuchwepheshe, kunye neendleko..

Ukusukela ngo-Okthobha ka-2022, iimfumba zokutshaja zikawonke-wonke zase-China ziya kuba ne-1.68 yezigidi zee-DC zokutshaja, i-710,000 ye-AC yokutshaja iimfumba, kunye ne-970,000 yeemfumba zokutshaja ze-AC.Ngokwembono yolwakhiwo lulonke, ngo-Okthobha ka-2022, izibonelelo zokutshaja zoluntu zase-China zongeze i-240,000 yeemfumba ze-DC kunye ne-970,000 yee-AC.

umfanekiso

Umfanekiso woku-1.Amagqabantshintshi amaziko okutshaja eTshayina

Icandelo loku-1

Isishwankathelo seendawo zokutshaja zaseTshayina ngoNovemba

Ukuba izithuthi zamandla amatsha zifuna ukufumana amava alungileyo, izibonelelo zokutshaja zikawonke-wonke zibalulekile.Okwangoku, izibonelelo zokutshaja zaseChina ziye zadibana nokuthengwa kwabathengi, oko kukuthi, oorhulumente basekhaya kunye nabaqhubi baceba ukuhambisa kwiindawo ezineemoto ezininzi.Ke ngoko, ukuba sibeka isantya sokungena kwezithuthi zamandla amatsha kunye nezinga lokugcinwa kweemfumba zokutshaja kunye, ziyahambelana.

Okwangoku, i-TOP 10 imimandla:IGuangdong, iJiangsu, iShanghai, iZhejiang, iBeijing, iHubei, iShandong, iAnhui, iHenan, neFujian.Zizonke iimfumba zentlawulo zikawonke-wonke ezisisi-1.2 sezigidi zakhiwe kule mimandla, zibalelwa kwi-71.5% yelizwe.

umfanekiso

▲Umfanekiso 2. Ugxininiso lweendawo zokutshaja

Inani lezithuthi zamandla amatsha e-China liye landa ngokukhawuleza ukuya kwi-12 yezigidi, inani elipheleleyo lezibonelelo zokutshaja zi-4.708 yezigidi, kwaye umlinganiselo wesithuthi-ukuhamba ngoku malunga ne-2.5.Ngokwembali, eli nani liyaphucuka ngokwenene.Kodwa sikwabonile ukuba eliza lokukhula lisekukuba izinga lokukhula kweengqumba zabucala liphezulu kakhulu kunelo leemfumba zoluntu.

Ukuba ubala iimfumba zoluntu, kukho kuphela i-1.68 yezigidi, kwaye ukuba uyahlulahlula iimfumba ze-DC ezinezinga eliphezulu lokusetyenziswa, kukho kuphela i-710,000.Eli nani lelona likhulu ehlabathini, kodwa lisengaphantsi kwenani lilonke leemoto zamandla amatsha.

umfanekiso▲Umzobo 3. Umlinganiselo wesithuthi ukuya kwimfumba kunye neengqumba zokutshaja zikawonke-wonke

Ekubeni inani leenqwelo zamandla amatsha nazo zigxininiswe kakhulu, amandla okutshaja kazwelonke agxininiswe kakhulu eGuangdong, Jiangsu, Sichuan, Zhejiang, Fujian, Shanghai nakwamanye amaphondo.Okwangoku, amandla okutshaja kawonke-wonke ajikeleze iibhasi kunye neemoto zabakhweli, izithuthi zokuhambisa ucoceko, iTeksi njl.Ngo-Oktobha, umbane otshajayo uwonke elizweni ubumalunga ne-2.06 yeebhiliyoni ze-kWh, nebezizigidi ezili-130 zekWh ngaphantsi kwaleyo ngoSeptemba.Usetyenziso lwamandla lukwabonakalisa ukomelela kwezoqoqosho kweli phondo.

Ngokokuqonda kwam, ukwakhiwa kweemfumba zokutshaja nako kuchaphazeleke kutsha nje, kwaye yonke imoto kunye neengqumba zisiphumo sonxibelelwano.

umfanekiso▲Umfanekiso 4. Ukuhlawuliswa kwamandla kwiphondo ngalinye elizweni

Icandelo lesi-2

Abathwali kunye neenkampani zeemoto

Kungakhathaliseki ukuba zingaphi iimfumba ezichazwe ngumqhubi, ukuba zidibene ngokuthe ngqo kumthamo wokutshaja, le datha ixabiseke kakhulu.Inani leemfumba zokutshaja kunye nomthamo wokutshaja wabaqhubi baseTshayina abatshajayo banokubonisa idatha iyonke.Imveliso yenyanga yeemfumba zokutshaja ezihlawuliswa nguXiaoju ziphezulu kakhulu.

umfanekiso▲Umfanekiso 5. Inani lilonke leemfumba ezitshajayo zabaqhubi abatshajayo

Ukuba iimfumba ze-AC zisusiwe, kuya kuba lula ukubonisa ukusebenza komsebenzisi ngamnye ohlawulayo.Ukuqwalasela ixesha lokulinda kunye neemeko zokupaka, kufuneka sinikele ingqalelo ngakumbi ekuthelekisweni kweemfumba ze-DC ezilandelayo, ezibaluleke ngokuthe ngqo kubasebenzisi abaqhelekileyo.

umfanekiso▲ Umfanekiso 6. Iimfumba ze-AC kunye neemfumba ze-DC zabaqhubi abatshajayo

Ukusuka kwimbono yoyilo lwamashishini ahlukeneyo, akunakwenzeka ukufumana iziphumo ezilungileyo ngokuqhagamshela kwiimfumba zokutshaja zabaqhubi.Okwangoku, izixhobo zokutshaja kwiinkampani zeemoto ikakhulu ziquka iTesla, iWeilai Automobile, iVolkswagen kunye neXiaopeng Automobile.Okwangoku, bagxile kakhulu kwizibonelelo zokutshaja ngokukhawuleza.UTesla usekwindawo elungileyo, kodwa umsantsa uyasondezwa.

umfanekiso▲Umfanekiso 7. Uyilo lweendawo zokutshaja kwiinkampani zemoto zaseTshayina

I-Tesla inenzuzo e-China, kodwa ngoku iyancipha.Nokuba yakha iplanti yayo yokuhlanganisa i-supercharger, umthamo wegridi uya kunciphisa ubeko ekugqibeleni.Okwangoku, uTesla uye wakha kwaye wavula ngaphezulu kwe-1,300 izikhululo zokutshaja eziphezulu, ngaphezulu kwe-9,500 yeemfumba zokutshaja eziphezulu, ngaphezulu kwe-700 yezikhululo zokutshaja, kunye neendawo zokutshaja ezingaphezulu kwe-1,900 kwilizwe laseTshayina.Ngo-Okthobha, ilizwe laseTshayina longeze izikhululo zokutshaja ezingama-43 kunye neengqumba zokutshaja ezili-174.

umfanekiso▲ Umfanekiso 8. Imeko kaTesla

Inethiwekhi yokutshaja ye-NIO ngokwenene yindlela yokukhusela.Ngenkxaso yetekhnoloji yokutshintsha ibhetri, okwangoku inceda ezinye iintlobo zeemoto, kodwa ulandelelwano lweemoto zohlobo lwesibini nolwesithathu lolunye ulwalathiso lophuhliso.Ukusuka ekutshintsheni ibhetri ukuya kwintlawulo ekhawulezayo ehambelanayo, olu yilo lubaluleke kakhulu.

umfanekiso▲Umfanekiso 9. Inethiwekhi yokutshaja ye-NIO

Umceli mngeni weXiaopeng Motors kukwakha isikhululo sokutshaja samandla aphezulu angama-800V ngokwawo, nto leyo enzima kakhulu.Ukusukela nge-31 ka-Okthobha ka-2022, iyonke i-1,015 yezikhululo ezizisebenzelayo ze-Xiaopeng ziye zaphehlelelwa, kubandakanywa nezikhululo zokutshaja eziphezulu ezingama-809 kunye nezikhululo zokutshaja ezingama-206, ezibandakanya yonke imimandla yolawulo lwenqanaba lesithili kunye noomasipala kwilizwe liphela.Uyilo lwezikhululo zokutshaja ezikhawulezayo ze-S4 zicwangcisiwe.Ekupheleni kuka-2022, izikhululo zokutshaja ezi-7 ze-Xpeng S4 ziya kusungulwa ngaxeshanye kwizixeko ezi-5 ezibandakanya iBeijing, iShanghai, iShenzhen, iGuangzhou, neWuhan, kunye nebhetshi yokuqala yezikhululo zokutshaja ezikhawulezayo ze-S4 kwizixeko ezi-5 kunye nezikhululo ezisi-7. iya kugqitywa.

umfanekiso▲Umfanekiso 10. Uthungelwano lokutshaja lwe-Xpeng Motors

I-CAMS isasaze izikhululo zokutshaja ezingama-953 kunye neendawo zokutshaja ezingama-8,466 kwizixeko ezili-140 kwilizwe liphela, zigubungela ngokupheleleyo izixeko ezisi-8 ezingundoqo njengeBeijing neChengdu, ziqonda ukuba kulula ukutshaja kwiikhilomitha ezi-5 zommandla omkhulu wedolophu.


Ixesha lokuposa: Nov-29-2022