A karshen watan Yunin 2022, mallakar motocin kasar ya kai miliyan 406, ciki har da motoci miliyan 310 da sabbin motocin makamashi miliyan 10.01.Tare da zuwan dubun dubatar sabbin motocin makamashi, matsalar da ke hana samar da sabbin motocin makamashi a kasar Sin ita ce ababen more rayuwa.Saboda haka, ina sodon warware bayanan ababen more rayuwa akai-akai(bimonthly) nan gaba.
● Adadin tulin caji
A watan Yuli, akwai tarin cajin DC 684,000 da caja 890,000 na AC a China. Adadin tulin cajin jama'a ya karu da 47,000 a cikin wata guda. Adadin adadin da aka bayar da rahoton cajin kayayyakin more rayuwa a fadin kasar ya kai miliyan 3.98.
▲ Hoto 1. Halin da ake yin caji a kasar Sin
●Caji tari rarraba
An rarraba kashi 71.7% na tulin cajin a kasar a yankuna 10 da suka hada da Guangdong, Shanghai, Jiangsu, Zhejiang, Beijing, Hubei, Shandong, Anhui, Henan, Fujian, da dai sauransu. Hakazalika karfin cajin ya maida hankali ne a wadannan yankuna. A halin yanzu, amfani da wutar lantarki na cajin jama'a ya fi mayar da hankali kan Ga motocin bas da fasinja, jimillar cajin cajin a cikin watan Yuli ya kai kusan biliyan 2.19 kWh, wanda yayi daidai da 219kWh na cajin kowace mota a wata, ko kuma kusan 7kWh kowace rana.
Hoto na 2. Rarraba wuraren cajin jama'a a kasar Sin
●Caji aiki kamfanin
Daga cikin kamfanonin cajin da ke aiki a watan Yuli, raka'a 295,000 Tedian ne ke sarrafa su, raka'a 293,000 na Xingxing ne ke sarrafa su, kuma rukunin 196,000 na State Grid - galibi waɗannan kamfanoni uku ne. Daga cikin su, Xingxing ya kuma sarrafa tankunan caji na sirri kusan 72,200. Amma abu mafi mahimmanci shine tarin cajin DC.
Hoto na 3. Bayanin manyan wuraren cajin kamfanoni
Kashi na 1
DC tari kwanciya da wutar lantarki kayayyakin more rayuwa
Idan aka kwatanta da watan Yuni, adadin tulin cajin jama'a ya karu da raka'a 47,000 a watan Yuli, karuwar shekara-shekara da kashi 65.7%.Ya zuwa karshen watan Yulin 2022, a halin yanzu akwai tarin cajin jama'a miliyan 1.575, ciki har da 684,000 DC na caji da tara cajin AC 890,000.A cikin shimfidar wuraren caji, mahimmancin tarin DC shine mafi girma; a lokaci guda, yayin da ƙarfin DC piles ya karu, sabon haɓakar haɓakar zuba jarurruka zai maye gurbin 60-100kW na baya tare da babban iko, kuma dangantaka tsakanin cajin wutar lantarki da wutar lantarki kuma yana buƙatar la'akari da , wanda zai iya haɗawa da sabon. kalaman na makamashi ajiya zuba jari.
Daga cikin tarin cajin DC, gabaɗayan tasirin kira na musamman guda 180,000 yana da kyau sosai, sannan guda 89,700 na cajin Xingxing, da guda 89,300 na Grid na Jiha.A cikin kamfanonin motoci, Volkswagen ya gina hanyar sadarwa na 6,700 masu cajin sauri, sai NIO 4607 da Xpeng 4015. Tesla ya fara da kyau kuma yanzu an riga an kama shi. Akwai kawai 2492 tushen.
Hoto na 4. Halin da ake ciki na manyan cajin DC
A gaskiya ma, ana samun ƙarfin cajin motocin lantarki ta hanyar cajin cajin DC cikin sauri. Yawan cajin kasar ya fi mayar da hankali ne a Guangdong, Jiangsu, Sichuan, Zhejiang, Fujian, Hebei, Shaanxi, Shanghai, Hubei, Hunan da sauran larduna. Motocin bas da fasinja ne suka mamaye kwararar ruwa, da sauran nau'ikan motocin kamar motocin tsaftar kayan aikin tsafta da tasi suna da kaso kadan.A cikin watan Yulin 2022, yawan karfin cajin kasa ya kai kusan biliyan 2.19 kWh, karuwar shekara-shekara na 125.2% da karuwa a wata-wata na 13.7%.
Hoto na 5. Kwatanta karfin caji da adadin wuraren caji
● Ingantaccen aiki na masu yin caji
Don ganin ingancin aiki, zaku iya kwatanta adadin caji da adadin tarin caji.
Ya zuwa watan Yuli na 2022, manyan ma'aikatan 15 na cajin kamfanoni a cikin ƙasar sun kai kashi 92.5% na jimlar: raka'a 295,000 da ke sarrafa ta ta kira na musamman, rukunin 293,000 da ke sarrafa Xingxing Charge, rukunin 196,000 da ke sarrafa ta Grid na Jiha, da kuma rukunin 196. Cloud Quick Charge Taiwan da China Southern Power Grid suna aiki da raka'a 95,000, kuma Xiaoju Cajin yana aiki da raka'a 80,000.
Bayanan caji na kowane kamfani yana wakiltar ainihin kuɗin shiga kowane wata (Hoto na 6). A cikin su, cajin Xiaoju shine mafi ban mamaki, kuma hayar mota ta yanar gizo tana kashe wutar lantarki.Daga cikin kamfanonin kera motoci, hakika NIO ta yi hidima ga kamfanoni da yawa. Yana amfani da yawa fiye da Kaimeisi. Mafi ƙarancin farashi shine SAIC Anyue.
Hoto na 6. Kwatanta karfin caji
Daga watan Janairu zuwa Yuli na wannan shekara, an samu karuwar cajin kayayyakin more rayuwa da yawansu ya kai miliyan 1.362, karuwar caje-jajen jama'a ya karu da kashi 199.2 cikin 100 a duk shekara, da karuwar tulin cajin masu zaman kansu da aka gina da motoci. ya canza zuwa +390.1% idan aka kwatanta da jiya.Haɓaka duk tarin cajin masu zaman kansu har yanzu yana da daɗi sosai.Haɓaka na cajin kayayyakin more rayuwa shine raka'a miliyan 1.362, kuma adadin tallace-tallacen sabbin motocin makamashi shine raka'a miliyan 3.194. Daga ra'ayi na bana, haɓakar adadin motocin tuli zuwa abin hawa shine 1:2.3.
Kashi na 2
Wurin musanyar baturi
Idan aka kwatanta da nau'ikan wuraren caji, a halin yanzu akwai tashoshi 1600+ na musayar baturi a cikin ƙasar, waɗanda NIO ke da 1000+ kuma Aodong yana kusa da 500.Daga mahangar rarraba yankuna, musamman a birnin Beijing(275), Guangdong(220)da Zhejiang(159), Jiangsu(151)da Shanghai(107).
Har yanzu yana ɗaukar lokaci don tabbatar da cewa cikakken bayani yana da mahimmanci ga kamfanonin mota.
Hoto na 7. Yawan tashoshin musaya a kasar Sin
Takaitawa: Wannan guguwar sabon makamashin mallakar abin hawa zai fuskanci matsaloli da yawa. Daya daga cikinmu shine zai fuskanci sabuwar kasuwar mota da miliyan 20+, kuma akwai mallakar miliyan 400.
Lokacin aikawa: Agusta-17-2022