Ke hilinaʻi nei ka ʻoihana puʻupuʻu kālā Kina i nā pono kumukūʻai ma ka hoʻolālā ʻāina ʻē

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 hale hoʻoili EV i nā mākeke o waho, manaʻo ka loiloi mākeke ʻo nā mea hoʻokele EV o waho i ke kālā kālā, hoʻonui ʻia ka hoʻoulu ʻana o nā kaʻa kaʻa hou i ka stimulation a i ka 2023 i loko o ke koi inflection point.
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 hoʻokomo 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 kūʻai pilikino, ʻoi aku ka nui o ke kālā he 10,000 kronor no kēlā me kēia puʻupuʻu pilikino, a me 100% kālā no nā keʻena hoʻopiʻi wikiwiki i hoʻohana wale ʻia no nā hana lehulehu.
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 ʻana o nā kaʻa ikehu hou ma ʻEulopa a me ʻAmelika Hui Pū ʻIa e hōʻea i 7,3 miliona a me 3,1 miliona i 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 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 kaʻa kaʻa holoʻokoʻa i ka European Union he 8.5: 1, ʻo Kelemania ʻo 20:1, ʻo United Kingdom ʻo 16:1, ʻo Farani ka 10: 1, ʻo ka Netherlands ʻo 5: 1, loaʻa nā āpau āpau 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, ke manaʻo nei 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 i nā hana kūpono a me nā hana hoʻāʻo ma mua, a 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 ma waho a me ka lawe ʻana aku i ka hoʻopiʻi ʻana i nā pūʻali puʻu ma ke ʻano he kumu 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 a Kina i huki i nā ʻano poʻokela a pau e hoʻokūkū no ka hoʻonohonoho ʻana, me nā ʻoihana ikehu nui e like me State Grid a me Southern Power Grid…
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 mai i ka hoʻokūkū o ka hale kūʻai puʻu makeke hoʻokūkū ikaika, haʻahaʻa gross margin, Ke kumu kūʻai o DC puʻu no ka watt wale i loko o 0.3 i 0.5 yuan, oiai ke kumu kuai o overseas hoʻopaʻa pila no watt i kēia manawa 2 i 3 manawa o ka home, ke kumu kūʻai o ke kai uliuli.
Ua kuhikuhi ʻo GF Securities, ʻokoʻa mai ka hoʻokūkū hoʻokūkū kūloko kūloko, ua kiʻekiʻe ka paepae hōʻoia hōʻoia ʻana, ua hilinaʻi nā ʻoihana puʻupuʻu kūloko i ka waiwai kūʻai, ma ka mākeke o nā ʻāina ʻē he wahi waiwai nui, ua manaʻo ʻia ke kumukūʻai kūpono, wehe koke i ka mākeke o waho.