Le yinxalenye yengxelo yenyanga yesithuthi kunye nengxelo yenyanga yebhetri ngoDisemba.Ndiza kukhuphela ezinye zereferensi yakho.Umxholo wanamhlanje ubukhulu becala ukukunika izimvo ezivela kwisibanzi sejografi, jonga izinga lokungena kwamaphondo ahlukeneyo, kwaye uxoxe ngobunzulu bezinga lokungena kwesithuthi samandla esitsha saseTshayina ngokwecandelo lexabiso kunye nokumiswa.
Ulwazi olukule theyibhile ingezantsi ikakhulu lubandakanya umthamo wemarike uwonke ngoNovemba, kunye namazinga okungena kwezithuthi zepetroli, ii-HEVs, iiPHEVs kunye neeBEVs.
▲Umzobo 1. Izinga lokungena kwezithuthi zabakhweli e-China ngoNovemba
Ukuba senza itshathi yephayi yesixa esipheleleyo kwisibanzi sejografi, sinokubona umyinge wokungena.Lo mfanekiso ubonisa intengiso yemoto yaseTshayina yangoku(ubungakanani besangqa)kunye nokuhanjiswa kweentlobo ezahlukeneyo.Ndapeyinta iimoto zombane ezicocekileyo eziluhlaza, i-plug-in hybrid ipeyintwe eluhlaza okwesibhakabhaka, kwaye inxalenye emthubi yimoto yepetroli.
▲Umzobo 2. Ukungena ngommandla
Icandelo loku-1
Icandelwana lexabiso eliphantsi kunye nokuhlelwa
Ukuze wonke umntu aqonde ngcono imeko yokungena, ndasebenzisa imephu yobushushu beCartesian.Emva kokudwelisa i-BEV kunye ne-PHEV, unokubona le mifanekiso ilandelayo.
●Umbane ococekileyo
Ngokujonga kwidatha yenyanga, amaphondo aliqela atyebileyo okwangoku ayintengiso esisiseko yeTesla kunye nemikhosi emitsha, ingakumbi iZhejiang, iGuangdong, iAcceleration kunye neShanghai.Kwangaxeshanye, abathengi kwezi ndawo banemfuno ecacileyo ye-100,000 ukuya kwi-150,000 yuan.Ngokuqinisekileyo, oku kunento eninzi yokwenza kunye nemozulu jikelele efanelekileyo kwizithuthi zombane.
▲Umfanekiso wesi-3.Ukuhanjiswa kwezithuthi zombane ezisulungekileyo ngokwephondo kunye necandelo lexabiso
Okuhambelana nexabiso kukumisa.Emva kokuhlulahlula iimodeli ezahlukeneyo, sinokubona imeko yeemodeli ezihambelana namacandelo amaxabiso ahlukeneyo.Le datha isasivumela ukuba sibone imeko yokwenyani yeemodeli zangoku ngokucacileyo ngakumbi.
▲Umzobo 4.Imephu yemodeli yezithuthi zombane ezicocekileyo
Ukusuka kula manani mabini, imeko yangoku yezithuthi zombane ezicocekileyo zisengabonwa.Eyona mfuno iphambili ijikeleza iiSUVs ezinobungakanani obuphakathi, iiSUV ezixineneyo kunye neemoto ezincinci ze-A00.Ukuba senza ukuhanjiswa kweemodeli eziphezulu ze-10
▲Umfanekiso wesi-5.Izithuthi zombane ezili-10 eziphezulu ngokwengingqi
●Iplagi-in hybrid
Ukusukela ukuba iipleyiti zelayisensi eShanghai ziya kuhanjiswa ngoDisemba ka-2022, ukuhanjiswa kwamva nje kweePHEVs kungxamile ukuza kweli xesha, kwaye imeko yaseGuangdong inokufana.Akukho mntu waziyo ukuba izixeko ezinike iipleyiti zelayisensi ziya kuqhubeka na nasemva kokuqala kuka-2023. Yahlukile kwinto ebesiyicinga.Okwangoku, i-plug-in hybrids ihanjiswa ngendlela egxininisekileyo, ngakumbi.
▲Umfanekiso wesi-6.Ukuhanjiswa okuqhubekayo kwee-plug-in hybrids ngo-2022
Ukuhanjiswa okulandelayo ngokwemifuziselo ye-10 ephezulu kukwazi ukubonakalisa ingxaki.
▲Umzobo 7.Ukuhanjiswa kweplug-in hybrid kunye noluhlu olwandisiweyo
Ukwembiwa kolwazi malunga nobubanzi bejografi kunokwenziwa kwizixeko.Ndizama ukubona utshintsho olusekwe kwiziphumo ezahlukeneyo zokubonwayo.Ukudibanisa utshintsho kwiinyanga ezahlukeneyo kunye namaxesha ahlukeneyo, sinokubona into ethile.
Icandelo lesi-2
ibhetri inxalenye
●Imveliso yebhetri yamandla
NgoNovemba yincopho yemveliso.Ukujonga kule ntshukumo, kukho amathuba aphezulu okukhula ngoDisemba, okukwayindawo ephakamileyo yexesha elifutshane.Ukusukela ngoJanuwari nguMnyhadala weNtwasahlobo, kwaye kukho ukungaqiniseki okuninzi, umthamo wangoku wemveliso ungasetyenziswa kwi-Q1 ka-2023 kwixesha elizayo.
NgoNovemba, imveliso yebhetri yelizwe lam iphelele kwi-63.4GWh, ukunyuka konyaka-ngonyaka kwe-124.6%, kunye nokunyuka kwe-0.9%.Phakathi kwazo, ukuveliswa kweebhetri ze-ternary kwakuyi-24.2GWh, i-akhawunti ye-38%, ukunyuka konyaka-ngonyaka kwe-133.0%, kunye nokuhla kwe-0.2%.Imveliso yeebhetri ze-lithium iron phosphate yayingu-39.1GWh, i-akhawunti ye-62%, ukunyuka konyaka-ngonyaka we-119.7%, kunye nokunyuka kwe-chain ye-1.4%;
Ukususela ngoJanuwari ukuya kuNovemba, imveliso eyongezelelekileyo yeebhetri zamandla kwilizwe lam yayiyi-489.2GWh, ukonyuka kwe-160%.Phakathi kwazo, imveliso eyongezelelekileyo yeebhetri ze-ternary yayiyi-190.0GWh, ithatha i-38.8%, ukunyuka okongezeleka kwe-131%.Imveliso eyongezelelekileyo yeebhetri ze-lithium iron phosphate yayingu-298.5GWh, ibalwa kwi-61.%, ukunyuka okunyukayo kwe-183%.
▲Umzobo 8.Idatha yokuvelisa ibhetri
●Ukulayishwa kwebhetri yamandla
NgoNovemba, umthamo ofakiweyo weebhetri zamandla kwilizwe lam wawuyi-34.3GWh, ukunyuka konyaka-ngonyaka kwe-64.5% kunye nokunyuka kwe-chain ye-12.2%.Phakathi kwabo, umthamo ofakwe kwiibhetri ze-lithium iron phosphate yayingu-23.1GWh, i-akhawunti ye-67.4% yomthamo ofakiweyo, ukwanda kwe-99.5% ngonyaka, kunye nokunyuka kwe-ring 17.4%;Umthamo ofakelweyo weebhetri zeternary yi-11.0 GWh, ethatha i-32.2% yomthamo uwonke ofakelweyo, ukwanda nge-19.5% unyaka nonyaka.Ukunyuka nge-2.0%.NgoNovemba, ukuthunyelwa ngaphandle kwebhetri yamandla elizwe lam kuye kwafikelela kwi-22.6GWh.Eli nani liphezulu ngenene, liphantse lithelekiswe nosetyenziso lwasekhaya.Umthamo wokuthumela ngaphandle kweebhetri ze-lithium iron phosphate yi-16.8GWh;umthamo wokuthumela ngaphandle kweebhetri ze-ternary yi-5.7GWh.
Ngenxa yokuhla kulo nyaka uzayo, kusenokwenzeka ukuba kukho iimoto kulo nyaka, eziya kuthi zihlawulwe kuqala zize zidluliselwe, kuba kuza kunyuka ixabiso.(kuxelele ukuba unyuse ixabiso nge-3000-8000), olu hlobo lomsebenzi ngokuqinisekileyo luya kubakho.Kuya kubakho uluhlu lwezithuthi kwixa elizayo.Ngenxa yezizathu ezinenjongo ekupheleni kuka-2022, kuya kubakho izinto zokuphazamiseka kuhlalutyo lwedatha.
▲Umzobo 9. Iindlela yokulayishwa kwebhetri yamandla
▲Umfanekiso we-10.Ukusetyenziswa kwebhetri
●Ukuthunyelwa ngaphandle kwebhetri yamandla kunye nokusetyenziswa kwasekhaya
Ukusukela ngoJanuwari ukuya kuNovemba, umthamo odibeneyo ofakiweyo weebhetri zamandla kwilizwe lam ibingama-258.5GWh, ukonyuka konyaka nonyaka nge-101.5%.Umthamo ofakiweyo ofakiweyo webhetri ye-lithium iron phosphate yayiyi-159.1GWh, ethatha i-61.5% yomthamo ofakiweyo uwonke, ngokunyuka okunyukayo kwe-145.5%;Umthamo ofakelweyo ofakelweyo weebhetri zeternary ibe yi-99.0GWh, ethatha i-38.3% yomthamo ofakiweyo uwonke, ngokunyuka okongezelekayo ngama-56.5%.
Ngokwembono yokusetyenziswa kwebhetri iyonke, ukusetyenziswa kwasekhaya yi-258.5GWh, kwaye umthamo uwonke wezithuthi ezithunyelwa ngaphandle kunye nokuthunyelwa ngaphandle ngokuthe ngqo kuphantse kube yi-160GWh.Eli nani libonisa ngokwenene ukukhuphisana kweshishini lebhetri lamandla laseTshayina.Oku kukwangqina ngokucacileyo ukuba ukuba iYurophu kunye ne-United States aziwuphumezi umgaqo-nkqubo wemvelaphi, imboni yabo yemoto yombane ecocekileyo iya kufezekiswa malunga nokuthunyelwa ngaphandle kweebhetri ezivela eTshayina.(Iimoto zaseYurophu naseMelika + isiseko saseTshayina).
Xa sicinga ngayo ngokungqalileyo, le meko kunzima ukuyilondoloza.
▲Umfanekiso we-11.Uhlalutyo olubanzi lweebhetri
Isishwankathelo: Ngokombono wam, imfuno yedatha ye-Q1 kwi-2023 iya kuba mnyama ngenxa yezizathu zentlalo.Ngokudibanisa nohlengahlengiso olwenziweyo, i-gap phakathi kwekhonkco kunye nomlinganiselo wonyaka wonyaka uya kuba mkhulu, okulindelekileyo.Kukho amathuba aphezulu okuba i-2023 nayo iya kuba yecala elinye, kwaye iya kuqalisa ukuchacha kwi-Q2 ngokubuya kokuqina kwezoqoqosho lwase-China-esi sigqi somgwebo wam.
Ixesha lokuposa: Dec-14-2022