China yekuchaja zvivakwa

Pakupera kwaChikumi 2022, muridzi wemotokari yenyika akasvika 406 miriyoni, kusanganisira 310 miriyoni mota uye 10.01 miriyoni magetsi emagetsi.Nekuuya kwemakumi emamiriyoni emotokari dzemagetsi matsva, dambudziko rinotadzisa kuvandudzwa kwemotokari nyowani dzemagetsi muChina hurongwa.Naizvozvo, ndinodakugadzirisa data rezvivakwa nguva nenguva(bimonthly) mune ramangwana.

● Nhamba yekuchaja mirwi

Muna Chikunguru, kwaive ne684,000 DC yekuchaja mirwi uye 890,000 AC yekuchaja mirwi muChina.Huwandu hwemirwi yekuchaja veruzhinji hwakawedzera ne47,000 mumwedzi mumwe chete.Huwandu hwehuwandu hwezvakashumwa zvekuchaja zvivakwa munyika yese yaive 3.98 miriyoni.

mufananidzo

▲Mufananidzo 1. Mamiriro ezvinhu ezvivako zvekuchaja muChina

●Kuchaja murwi wekugovera

71.7% yemapiru ekuchaja ari munyika akagoverwa mumatunhu gumi anosanganisira Guangdong, Shanghai, Jiangsu, Zhejiang, Beijing, Hubei, Shandong, Anhui, Henan, Fujian, zvichingodaro. Kuchaja kwacho kwakaiswa munzvimbo idzi.Parizvino, mashandisirwo emagetsi ekuchajisa veruzhinji anonyanya kutarisisa Kumabhazi nemota dzevatakuri, huwandu hwekuchaja munyika yose muna Chikunguru hwaive hunosvika 2.19 bhiriyoni kWh, iyo yakaenzana ne219kWh yekuchaja pamotokari pamwedzi, kana nezve 7kWh pazuva.

mufananidzo

▲Mufananidzo 2. Kugoverwa kwezvivako zvekuchaja zveveruzhinji muChina

●Kuchaja mashandiro ekambani

Pakati pemakambani ekuchajisa ekushandisa murwi muna Chikunguru, 295,000 mayuniti akashandiswa naTedian, 293,000 mayuniti aishandiswa neXingxing, uye 196,000 mayuniti aishandiswa neState Grid—kunyanya aya makambani matatu.Pakati pavo, Xingxing akashandawo anosvika zviuru makumi manomwe nezviviri nemazana maviri emapairi ekuchaja.Asi chinonyanya kukosha ndeye DC yekuchaja murwi.

mufananidzo

▲Mufananidzo 3. Mhedziso yezvivako zvakakura zvekuchaja kwemakambani

Chikamu 1

DC murwi kuisa uye magetsi ekuchinjana zvivakwa

Kuenzaniswa naJune, nhamba yezvikwata zvekuchaja kwevanhu zvakawedzera nezvikamu zve47,000 munaJuly, gore negore kuwedzera kwe65.7%.Kubva pakupera kwaChikunguru 2022, parizvino kune 1.575 miriyoni yekuchaja mirwi, kusanganisira 684,000 DC yekuchaja mirwi uye 890,000 AC yekuchaja mapile.Muchigadziro chekuchaja mirwi, kukosha kweDC piles ndiko kukuru;panguva imwecheteyo, sezvo simba reDC mirwi rinowedzera, mhepo nyowani yekudyara inobudirira ichatsiva iyo yapfuura 60-100kW nesimba guru, uye hukama pakati pesimba rekuchaja uye mutoro wemagetsi unofanirwawo kutariswa, izvo zvinogona kusanganisira itsva. wave of energy storage investment.

Pakati peDC yekuchaja mirwi, iyo yese mhedzisiro ye180,000 zvidimbu zvekufona kwakakosha ichiri yakanaka, ichiteverwa ne89,700 zvidimbu zveXingxing kuchaja, uye 89,300 zvidimbu zveState Grid.Pakati pemakambani emotokari, Volkswagen yakavaka network ye6,700 inokurumidza-charging piles, inoteverwa neNIO 4607 uye Xpeng 4015. Tesla yakatanga zvakanaka uye ikozvino yakatorwa zvizere.Pane 2492 midzi chete.

mufananidzo

▲ Mufananidzo 4. Mamiriro ezvinhu emagetsi makuru ekuchaja DC

Muchokwadi, iyo yekuchaja huwandu hwemotokari dzemagetsi inowanikwawo kuburikidza neDC inokurumidza kuchaja mapairi.Kuchaja kwenyika kunonyanya kutariswa muGuangdong, Jiangsu, Sichuan, Zhejiang, Fujian, Hebei, Shaanxi, Shanghai, Hubei, Hunan nemamwe mapurovhinzi.Kuyerera kwacho kunotongwa nemabhazi uye mota dzevafambi, uye mamwe marudzi emotokari senge sanitation logistics mota uye taxi account kune diki chikamu.Muna Chikunguru 2022, huwandu hwenyika hwekuchaja hwaive hunosvika 2.19 bhiriyoni kWh, gore negore kuwedzera kwe125.2% uye kuwedzera kwemwedzi-pa-mwedzi kwe13.7%.

mufananidzo

▲ Mufananidzo 5. Kuenzanisa kwehuwandu hwekutengesa uye nhamba yezvivako zvekutengesa

● Kushanda kwekushanda kwevashandisi vekuchaja

Kuti uone kushanda kwekushanda, unogona kuenzanisa kuwanda kwekuchaja uye nhamba yekuchaja mapundu.

Kubva munaChikunguru 2022, vepamusoro gumi nevashanu vanochaja mabhizinesi ari munyika akaverengera makumi mapfumbamwe neshanu muzana ehuwandu hwese: 295,000 mayunitsi anoshandiswa nemafoni akakosha, 293,000 mayunitsi anoshandiswa neXingxing Charge, 196,000 mayuniti anoshandiswa neState Grid, uye0000 mayuniti. Cloud Quick Charge Taiwan neChina Southern Power Grid dzinoshandisa 95,000 units, uye Xiaoju Charging inoshandisa 80,000 units.

Iyo data yekuchaja yekambani yega yega inomiririra mari chaiyo pamwedzi (Mufananidzo 6).Pakati pazvo, Xiaoju kuchaja ndiko kunonyanya kushamisa, uye kufambisa mota yepamhepo kunodhura magetsi.Pakati pemakambani emotokari, NIO yakashanda makambani mazhinji.Inoshandisa yakawanda kupfuura Kaimeisi.Iyo yakaderera mutengo kuita ndeye SAIC Anyue.

mufananidzo

▲ Mufananidzo 6. Kuenzanisa kwehuwandu hwekutengesa

Kubva pakuona kwazvino, kubva muna Ndira kusvika muna Chikunguru gore rino, kuwedzera kwezvivakwa zvekuchaja kwaive mamirioni 1.362, kuwedzera kweiyo mirwi yekuchaja yeruzhinji yakawedzera ne199.2% gore negore, uye kuwedzera kwepachivande kuchaja mirwi yakavakwa nemotokari. yakaramba ichiwedzera, ichikwira 390.1% gore negore.Kukura kwemurwi wese wekuchaja wega kuchiri kufadza.Kuwedzerwa kwezvivakwa zvekuchaja ndeye 1.362 miriyoni mayunitsi, uye huwandu hwekutengesa hwemotokari nyowani dzemagetsi i3.194 miriyoni zvikamu.Kubva pamaonero egore rino, muyero wekuwedzera wemota dzemota i1:2.3.

Chikamu 2

Battery swap nzvimbo

Zvichienzaniswa nehuwandu hwese hwezvivakwa zvekuchaja, parizvino kune 1600+ mabhatiri ekuchinjanisa zviteshi munyika, iyo NIO account ye1000+ uye Aodong iri pedyo ne500.Kubva pakuona kwekugoverwa kwedunhu, kunyanya muBeijing(275), Guangdong(220)uye Zhejiang(159), Jiangsu(151)uye Shanghai(107).

Zvinotora nguva kuratidza kuti mhinduro yese yakakosha kumakambani emotokari.

mufananidzo

▲ Mufananidzo 7. Nhamba yezviteshi zvekuchinja muChina

Pfupiso: Aya mafungu evaridzi vemotokari yesimba idzva achasangana nematambudziko mazhinji.Mumwe wedu akatarisana nemusika mutsva wemotokari une 20 miriyoni+, uye kune 400 miriyoni varidzi.


Nguva yekutumira: Aug-17-2022