Ke hilinaʻi nei ka ʻoihana puʻupuʻu kālā Kina i nā pono kumukūʻai ma ka hoʻolālā ʻāina ʻē
Hōʻike ka ʻikepili i hōʻike ʻia e China Association of Automobile Manufacturers e hoʻomau ka hoʻokuʻu ʻana i nā kaʻa kaʻa hou o Kina i ke ʻano ulu kiʻekiʻe, e lawe ana i 499,000 mau ʻāpana i nā mahina 10 mua o 2022, piʻi 96.7% makahiki-ma-makahiki. Me ka wikiwiki o nā kaʻa ikehu hou i ka honua, hoʻomaka pū ka mea hana hoʻokele EV i nā mākeke o waho, manaʻo ka loiloi mākeke ʻo nā mea hoʻokele EV o waho i ke kālā kālā, hoʻonui ka nui o ke kaʻa kaʻa hou i ka hoʻoulu ʻana a i ka 2023 i loko o ke koi inflection point, Kina. manaʻo ʻia nā huahana i ke kumukūʻai kūpono e wehe koke i nā mākeke ma waho.
Mai ka makahiki 2021, ua hoʻokuʻu ka nui o ʻEulopa a me ʻAmelika Hui Pū ʻIa i nā kulekele pile a me nā hoʻolālā kālā e hoʻolaha i ka hoʻomohala wikiwiki ʻana o ke kūkulu ʻana i ka ʻenehana hou.
I Nowemapa 2021, ua hoʻolaha ʻo ʻAmelika Hui Pū ʻIa e hoʻolilo ʻo ia i $ 7.5 biliona ma ke kaʻa uila e hoʻopiʻi ana i nā ʻōnaehana hana. ʻO ka pahuhopu hoʻopukapuka ʻo ia ke kūkulu ʻana ma kahi o 500,000 mau kikowaena hoʻopihapiha lehulehu ma ʻAmelika Hui Pū ʻIa e 2030.
Ma ʻOkakopa 27, 2022, ua ʻae ka EU i kahi hoʻolālā no ka "zero CO2 emissions mai 2035 no nā kaʻa kaʻa āpau a me nā kaʻa kalepa māmā i kūʻai ʻia ma ka mākeke EU," e like me ka pāpā ʻana i nā kaʻa ʻaila a me nā kaʻa diesel mai 2035.
Ua hoʻolauna ʻo Suedena i kahi mea hoʻolalelale EV charging station i ʻAukake 2022, e hāʻawi ana i ka 50% kālā no ka lehulehu a me ka hoʻolimalima hale kūʻokoʻa pilikino, ʻoi aku ka nui o 10,000 kronor no kēlā me kēia puʻupuʻu pilikino, a me 100% kālā no nā keʻena hoʻopiʻi wikiwiki i hoʻohana wale ʻia no ka lehulehu. nā kumu.
Hoʻolālā ʻo Iceland e hāʻawi i kahi $ 53.272 miliona i ke kālā no ka hoʻopiʻi ʻana i ka lehulehu a me nā ʻoihana ʻē aʻe ma waena o 2020 a me 2024; Ua hoʻolaha ʻo UK mai Iune 30, 2022, pono e hoʻolako ʻia nā hale hou a pau ma ka ʻāina ʻEnelani me ka liʻiliʻi o hoʻokahi puʻu kaʻa uila.
Ua ʻōlelo ʻo Guosen Securities Xiong Li, ʻo ka nui o ke komo ʻana o nā kaʻa ikehu hou ma ʻEulopa a me ʻAmelika Hui Pū ʻIa ma lalo o 30%, a ʻo nā kūʻai aku e hoʻomau i ka ulu wikiwiki. Eia nō naʻe, ʻaʻole kūlike ka wikiwiki o nā kaʻa uila hou e hoʻopiʻi ana i nā puʻu a me ka piʻi ʻana o ke kūʻai ʻana i nā kaʻa uila hou, e kōkua ana i ka pono wikiwiki no kā lākou kūkulu ʻana a me kahi ākea nui no ka hana mana.
Wahi a ka International Energy Agency, ʻo ke kūʻai aku ʻana o nā kaʻa ikehu hou ma ʻEulopa a me ʻAmelika Hui Pū ʻIa e hiki i ka 7,3 miliona a me 3,1 miliona kēlā me kēia ma 2030. ʻO ke kūʻai wikiwiki ʻana i nā kaʻa uila e hoʻoulu i ka pahū o ka hoʻopiʻi ʻana i nā koi kūkulu hale ma ʻEulopa a me ka ʻAmelika Hui Pū ʻIa.
Ke hoʻohālikelike ʻia me Kina, ʻaʻole lawa loa ka hana ʻana o ka ʻoihana pile i kēia manawa ma ʻEulopa a me ʻAmelika Hui Pū ʻIa, aia kahi wahi mākeke nui. Ua hōʻike ʻia ka hōʻike noiʻi ʻo Everbright Securities e like me ʻApelila 2022, ʻo ka US car-pile ratio he 21.2: 1, ʻo ka huina holo kaʻa-pile ma ka European Union ʻo 8.5: 1, ʻo ia ʻo Kelemānia 20:1, ʻo United Kingdom. 16:1, he 10:1 o Farani, he 5:1 ko Holani, he hakahaka nui ko lakou me Kina.
Manaʻo ʻo Guosen Securities ʻo ka nui o ka mākeke holoʻokoʻa o ka uku ʻana ma ʻEulopa a me ʻAmelika Hui Pū ʻIa ma kahi o 73.12 biliona yuan ma 2025 a ulu i 251.51 biliona yuan e 2030.
Mai ka hapalua ʻelua o 2022, ua hōʻike ʻia kekahi mau hui i hoʻopaʻa ʻia i ka ʻoihana pile charging i kā lākou ʻoihana ʻoihana ma waho.
Ua ʻōlelo ʻo Daotong Technology mai ka hoʻomaka ʻana o ke kūʻai aku ʻana i kāna mau huahana pile AC i ka hopena o 2021, a ua loaʻa i ka hui nā kauoha mai nā ʻāina he nui, e like me United Kingdom, Singapore, France, Netherlands a me Kelemania, a hāʻawi lohi iā lākou.
Ua ʻōlelo ʻo Linkpower he manaʻo maikaʻi ka ʻoihana e pili ana i nā manawa hoʻomohala o ka mākeke pile o nā ʻāina ʻē, a no ka hoʻomaopopo piha ʻana i nā kulekele, nā hoʻoponopono a me ke komo ʻana i nā paepae o nā mākeke o waho, ua hoʻomaka ʻo Linkpower e hoʻokō pono i ka palapala hōʻoia a me ka hana hoʻāʻo ma mua, a ua ua hala i nā hoʻokolohua he nui a i ʻole nā hōʻoia e like me TüV, ka hui hoʻāʻo mana ma ʻEulopa.
ʻO Xiangshan Stock i ka ʻae ʻana i ka noiʻi ʻoihana, ua hoʻomohala ka ʻoihana i ka maʻamau ʻEulopa a me ʻAmelika maʻamau ka uku a me ka hāʻawi ʻana i nā huahana, a ua hoʻomohala ʻia nā huahana o ka hui ʻEulopa maʻamau o ka hoʻouka ʻana, a ma o nā hui o nā ʻāina ʻē a me nā ala e hoʻolilo mālie i nā mākeke o waho.
Ua hōʻike ʻo Shenghong i kāna hōʻike semi-makahiki i ka hui ʻana o Interstellar AC charging pile i ka palapala hōʻoia maʻamau o ʻEulopa a lilo ʻo ia i pūʻulu mua o nā mea hoʻolako pile charging Kina e komo i ka British Petroleum Group.
"ʻO ka ulu wikiwiki ʻana o nā kaʻa uila i hana ʻia ma Kina ke alakaʻi pololei nei i nā ʻoihana puʻupuʻu hoʻolimalima hale e hoʻolalelale i ka hoʻolālā ʻana o nā mākeke o waho." wahi a Deng Jun, ka hope pelekikena o Guangdong Wancheng Wanchong Electric Vehicle Operation Co., LTD. Wahi a ia, ke waiho nei ʻo Wancheng Wanchong i nā mākeke o waho a me ka lawe ʻana aku i nā pūʻali puʻupuʻu e hoʻopiʻi i kahi waiwai hou. I kēia manawa, hoʻolaha nui ka ʻoihana i ka hoʻopiʻi ʻana i nā lako i ka Hikina Hema a me ʻAmelika Hema, a ke hoʻomohala nei hoʻi i nā huahana maʻamau ʻEulopa a me ʻAmelika.
I waena o lākou, ʻo ka mākeke ʻEulopa ke kumu nui o ka lawe ʻana i nā kaʻa uila Kina. Wahi a ka General Administration of Customs, i ka hapa mua o 2022, ua helu ʻia ka mākeke ʻEulopa Komohana no 34% o ka hoʻokuʻu ʻana i nā kaʻa kaʻa kaʻa hou o Kina.
Ma waho aʻe o ka manaʻo maikaʻi e pili ana i ka mākeke moana uliuli ma waho, aia nā ʻoihana puʻupuʻu hoʻolimalima hale "Go overseas" i ka hoʻokūkū hoʻokūkū kūloko. Ke kū nei nā ʻoihana pile i ka paʻakikī o ka loaʻa ʻana o ka dilemma loaʻa, ka pono wikiwiki e ʻimi i kahi mākeke hou e hana ai i kahi kumu waiwai.
Mai ka makahiki 2016, ʻo ka hoʻomohala ʻana o ka ʻoihana puʻupuʻu charging China ua hoʻowalewale i nā ʻano poʻokela āpau e hoʻokūkū no ka hoʻonohonoho ʻana, me nā ʻoihana ikehu nui e like me State Grid a me Southern Power Grid… nā ʻoihana e like me Xiaopeng Automobile, Weilai a me Tesla, a me nā kanaka nunui mai nā ʻano like ʻole e like me Huawei, Ant Financial Services a me Ningde Time.
Wahi a ka ʻikepili o Qichacha, aia ma mua o 270,000 mau ʻoihana pili i ka puʻu ma Kina, a ke ulu wikiwiki nei. I ka hapa mua o 2022, ua hoʻohui ʻia nā ʻoihana hou he 37,200, kahi hoʻonui o 55.61% i kēlā me kēia makahiki.
I ka hihia o ka hoʻokūkū paʻakikī, ʻoi aku ka maikaʻi o ka loaʻa ʻana o ka mākeke pile o waho e ʻoi aku ka maikaʻi i nā ʻoihana pile charging home. Huachuang Securities kanaka kālailai Huang Lin kuhikuhi aku i ka hoʻokūkū o ka hale hoʻopaʻa puʻu makeke ikaika hoʻokūkū, haʻahaʻa gross margin, ʻO ke kumu kūʻai o DC puʻu no ka watt aia wale nō ma 0.3 a 0.5 yuan, ʻoiai ke kumu kūʻai o ka puʻu o nā ʻāina ʻē i kēlā me kēia watt i kēia manawa 2 a 3 mau manawa. o ka home, oia mau ke kumu kuai kai uliuli.
Ua kuhikuhi ʻo GF Securities, ʻokoʻa mai ka hoʻokūkū homogeneous kūloko, he kiʻekiʻe ka paepae hōʻoia hōʻoia i waho, hilinaʻi nā ʻoihana puʻupuʻu kūloko i ka uku kumukūʻai, i ka mākeke o nā ʻāina ʻē he wahi waiwai nui, ua manaʻo ʻia ka huahana e uku maikaʻi. , wehe koke i ka mākeke ma waho.
Ka manawa hoʻouna: Jun-03-2019