Kuongorora kwakadzama kwemusika weChinese EV wekuchaja nzvimbo muna Mbudzi

mufananidzo

Munguva ichangopfuura, ini naYanyan takaita nhevedzano yemishumo yakadzama yemwedzi nemwedzi(yakarongwa kuburitswa munaNovember, kunyanya kupfupisa ruzivo muna Gumiguru), kunyanya kufukidza zvikamu zvina:

Zvishandiso zvekuchaja

Chenjerera kumamiriro ezvinhu ezvivakwa zvekuchaja muChina, iwo anozvivaka ega magidhi emagetsi, vanoshanda uye makambani emotokari.

Battery exchange inzvimbo

Teerera kune mamiriro eiyo China nyowani wave yekutsiva bhatiri zvivakwa, NIO, SAIC uye CATL

Global dynamics

Teerera kune shanduko munzvimbo dzekuchaja dzepasirese, kunyanya kusanganisira kushandira pamwe pakati pemakambani emotokari uye mota dzemagetsi muUnited States, Europe, uye Southeast Asia, pamwe nemirau uye zviyero.

Indasitiri dynamics

Sezvo indasitiri ichipinda muchikamu chekubuda, teerera kune ruzivo rwakadzama senge ongororo yekudyidzana kwemakambani & kubatanidzwa uye kuwanikwa muindasitiri yazvino, shanduko yetekinoroji, uye mutengo..

Kubva muna Gumiguru 2022, mirwi yekuchaja yeruzhinji yekuChina ichave iine 1.68 miriyoni DC yekuchaja mirwi, 710,000 AC yekuchaja mapile, uye 970,000 AC yekuchaja mapile.Kubva pakuona kwegwara rekuvaka rose, muna Gumiguru 2022, nzvimbo dzekuchaja dzeveruzhinji dzeChina dzakawedzera 240,000 DC piles uye 970,000 AC mirwi.

mufananidzo

Mufananidzo 1.Mhedziso yezvivakwa zvekuchaja muChina

Chikamu 1

Mhedziso yezvivakwa zvekuchaja zveChina muna Mbudzi

Kana mota nyowani dzemagetsi dzichida kuwana ruzivo rwakanaka, zvivakwa zvekuchaja zveveruzhinji zvakakosha.Parizvino, zvivakwa zvekuchaja zveChina zvakabatana nekutenga kwevatengi, ndiko kuti, hurumende dzenzvimbo nevashandisi vari kuronga kuendesa munzvimbo dzine mota zhinji.Naizvozvo, kana tikaisa mwero wekupinda kwemotokari nyowani dzesimba uye mwero wekuchengeta wekuchaja mirwi pamwe chete, zvinopindirana.

Parizvino, TOP 10 matunhu:Guangdong, Jiangsu, Shanghai, Zhejiang, Beijing, Hubei, Shandong, Anhui, Henan, uye Fujian.Mumatunhu aya, miriyoni imwe chete nemazana maviri ezviuru zvemirwi yekuchajisa vanhu, zvinotora chikamu che71.5% chenyika.

mufananidzo

▲ Mufananidzo 2. Kuiswa kwezvivako zvekuchaja

Nhamba yemotokari itsva yemagetsi muChina yakakurumidza kuwedzera kusvika kune mamiriyoni gumi nemaviri, nhamba yose yezvivako zvekuchaja ndeye 4.708 mamiriyoni, uye motokari-to-pile ratio ikozvino inenge 2.5.Kubva pane zvakaitika kare, nhamba iyi iri kuvandudzika zvechokwadi.Asi isu takaona zvakare kuti fungu rekukura uku richiri kuti kukura kwemapini ega ega kwakakwirisa kupfuura iyo yeruzhinji mirwi.

Kana iwe ukaverenga mirwi yeruzhinji, kune 1.68 miriyoni chete, uye kana ukapatsanura mirwi yeDC ine mwero wekushandisa wakakwira, pane 710,000 chete.Nhamba iyi ndiyo hombe pasi rose, asi ichiri pasi pehuwandu hwemotokari itsva dzine simba.

mufananidzo▲Mufananidzo 3. Motokari-ku-murwi reshiyo uye mirwi yekuchaja yeruzhinji

Sezvo huwandu hwemotokari dzemagetsi nyowani dzakanyanya kunyura, simba rekuchaja renyika rinonyanya kutariswa muGuangdong, Jiangsu, Sichuan, Zhejiang, Fujian, Shanghai nemamwe mapurovhinzi.Parizvino, simba rekuchaja veruzhinji rinonyanya kutenderedza mabhazi nemota dzevatakuri, mota dzehutsanana, Taxi nezvimwe.Muna Gumiguru, magetsi ekuchajisa munyika angangoita 2.06 bhiriyoni kWh, yaive 130 miriyoni kWh pasi peiyo munaGunyana.Iko kushandiswa kwemagetsi kunoratidzawo kusimba kwehupfumi hwepurovhinzi.

Kubva pakunzwisisa kwangu, kuvakwa kwemapiru ekuchaja kwakakanganiswawo nguva pfupi yadarika, uye mota yese nemapiles zvinokonzeresa.

mufananidzo▲Mufananidzo 4. Kuchaja huwandu hwepurovhinzi yega yega munyika

Chikamu 2

Vatakuri uye makambani emotokari

Hazvina mhosva kuti ingani mapairi akataurwa nemushandi, kana akabatanidzwa zvakananga kune simba rekuchaja, iyi data yakakosha zvikuru.Huwandu hwemapiru ekuchaja uye huwandu hwekuchaja hwevashandisi vekuChina vanochaja vanogona kuratidza iyo data yese.Kuburitswa kwepamwedzi kwemapiru ekuchaja anochajwa naXiaoju kwakakwira zvakanyanya.

mufananidzo▲Mufananidzo 5. Nhamba yese yekuchaja mirwi yevashandisi vanochaja

Kana iwo ma AC piles akabviswa, zvichave zvakanyanya kunzwisisika kuratidza mashandiro emunhu wega wekuchaja.Tichifunga nezvenguva yekumirira uye mamiriro ekupaka, isu tinofanirwa kubhadhara zvakanyanya kuenzaniswa kweanotevera DC mirwi, iyo yakakosha yakananga kune vese vashandisi.

mufananidzo▲Mufananidzo 6. AC piles uye DC mirwi yevashandi vanochaja

Kubva pakuona kwekurongeka kwemabhizinesi akasiyana siyana, hazvibviri kuwana mibairo yakanaka nekungobatanidza kune mirwi yekuchaja yevashandisi.Parizvino, nzvimbo dzekuchaja dzemakambani emotokari dzinonyanya kusanganisira Tesla, Weilai Automobile, Volkswagen uye Xiaopeng Automobile.Parizvino, ivo vanonyanya kutarisa nezvekukurumidza kuchaja zvivakwa.Tesla achiri kutora chinzvimbo chakanaka, asi gap riri zoom kunze.

mufananidzo▲ Mufananidzo 7. Kurongeka kwezvivako zvekuchaja zvemakambani emotokari eChinese

Tesla ine mukana muChina, asi parizvino iri kudzikira.Kunyangwe ikavaka yayo supercharger gungano rekudyara, iyo grid simba inodzikamisa marongero mukupedzisira.Parizvino, Tesla yakavaka uye yakavhura zvinopfuura chiuru nemazana matatu ekuchaja zviteshi, zvinopfuura zviuru mazana mapfumbamwe nemazana mashanu ekuchaja mirwi, zvinopfuura mazana manomwe ezviteshi zvekuchaja kwekuenda, uye anopfuura chiuru nemazana mazana mapfumbamwe ekuchaja mirwi muChina.Muna Gumiguru, mainland China yakawedzera 43 super kuchaja zviteshi uye 174 super yekuchaja mirwi.

mufananidzo▲ Mufananidzo 8. Mamiriro ezvinhu eTesla

NIO's yekuchaja network ndiyo nzira yekumisa.Nerutsigiro rwekutsiva bhatiri tekinoroji, parizvino inonyanya kushandira mamwe mhando dzemota, asi yekutevera yechipiri neyechitatu mhando mota ndeimwe nzira yekusimudzira.Kubva pakutsiviwa kwebhatiri kusvika pakuchaja nekukurumidza, iyi marongerwo akakosha.

mufananidzo▲Mufananidzo 9. NIO yekuchaja network

Dambudziko reXiaopeng Motors ndere kuvaka 800V yekupedzisira-yepamusoro-simba yekuchaja chiteshi pachayo, iyo yakaoma zvakanyanya.Kubva munaGumiguru 31, 2022, 1,015 Xiaopeng inozvishanda zviteshi zvakatangwa, kusanganisira 809 super kuchaja zviteshi uye 206 nzvimbo dzekuchaja zviteshi, zvinofukidza ese matunhu-chikamu chekutonga matunhu nemanisiparati kutenderera nyika.Iyo dhizaini yeS4 yekupedzisira-inokurumidza kuchaja zviteshi yakarongwa.Pakupera kwa2022, 7 Xpeng S4 yekupedzisira-inokurumidza kuchaja zviteshi zvichavhurwa panguva imwe chete mumaguta mashanu anosanganisira Beijing, Shanghai, Shenzhen, Guangzhou, uye Wuhan, uye yekutanga batch yeS4 yekupedzisira-inokurumidza kuchaja zviteshi mumaguta mashanu uye zviteshi zvinomwe. ichapedzwa.

mufananidzo▲Mufananidzo 10. Iyo yekuchaja network yeXpeng Motors

CAMS yakaisa 953 super kuchaja zviteshi uye 8,466 yekuchaja zviteshi mumaguta zana nemakumi mana munyika yose, ichivhara zvizere maguta masere epakati seBeijing neChengdu, ichiona kuve nyore kuchaja mukati memakiromita mashanu enzvimbo huru yedhorobha.


Nguva yekutumira: Nov-29-2022