ʻO nā hui kaʻa ikehu hou me ka piʻi nui ʻana o ke kūʻai ʻana, aia nō i loko o ka pōʻino o ka hoʻonui ʻana i nā kumukūʻai

Ma Malaki, ʻo ka nui o nā kaʻa kaʻa ma Kina he 1.814 miliona, ma lalo o 1.6% makahiki-ma-makahiki a piʻi i 23.6% mahina-ma-mahina.ʻO ka huina kūʻai nui mai Ianuali a Malaki he 5.439 miliona mau ʻāpana, he piʻi o 8.3% makahiki-ma-makahiki a me ka piʻi ʻana o 410,000 mau ʻāpana.

Ma ka noʻonoʻo ʻana mai ka ʻikepili kūʻai aku o nā kaʻa kaʻa kaʻa Kina i hoʻokuʻu ʻia e ka Passenger Car Association, ʻaʻole lohi ka mākeke holoʻokoʻa o nā kaʻa kaʻa ma koʻu ʻāina.Eia nō naʻe, inā e nānā wale mākou i nā ʻikepili kūʻai aku o ka mākeke kaʻa kaʻa kaʻa hou o Kina, he kiʻi ʻokoʻa loa ia.

Ke kūʻai aku nei nā kaʻa ikehu hou, akā ʻaʻole maikaʻi ke kūlana

Mai ka makahiki 2021, ma muli o ka hemahema o ka chip a me ka piʻi ʻana o nā kumukūʻai maka, ʻoi aku ka wikiwiki o ke kumukūʻai o nā kaʻa a me ka mana ma mua o ka ʻoihana i manaʻo ʻia.Hōʻike ka ʻikepili mai ka National Bureau of Statistics mai Ianuali a Pepeluali 2022, e hoʻonui ʻia ka loaʻa kālā o ka ʻoihana kaʻa e 6%, akā e piʻi pū ke kumukūʻai e 8%, e alakaʻi pololei ana i kahi 10% makahiki-ma-makahiki. hoemi i ka waiwai holookoa o na hui kaa.

Ma ka ʻaoʻao ʻē aʻe, i Ianuali o kēia makahiki, ua hōʻole ke kūlana o ke kaʻa kaʻa ʻenehana hou o koʻu ʻāina e like me ka mea i hoʻolālā ʻia. ʻO nā hui kaʻa ikaika hou i loaʻa ma lalo o ke kaomi pālua o ka hemahema o ka chip a me ka piʻi ʻana o nā kumukūʻai kumu waiwai hiki ke hana pēlā ma lalo o ia mau kūlana. Hoʻoikaikaʻia e hoʻonui i nā kumukūʻai kaʻa e hoʻopau i ka hopena o ka piʻiʻana o nā kumukūʻai.

E lawe iā Tesla, ka "maniac hoʻoponopono kumukūʻai," ma ke ʻano he laʻana. Ua hoʻokiʻekiʻe ʻo ia i ʻelua pōʻai o nā kumukūʻai no kāna mau hiʻohiʻona nui ʻelua ma Malaki wale nō.Ma waena o lākou, ma Malaki 10, ua hoʻonui ʻia nā kumukūʻai o Tesla Model 3, Model Y all-wheel drive, a me nā hiʻohiʻona hana kiʻekiʻe e 10,000 yuan.

Ma Malaki 15, ua hoʻokiʻekiʻe ʻia ke kumukūʻai o Tesla's Model 3 rear-wheel-drive version i 279,900 yuan (up 14,200 yuan), aʻo ka Model 3 all-wheel-drive high-performance version, Model Y full-size model, i loaʻa. i hoʻonui mua ʻia e 10,000 yuan. E piʻi hou ka mana huila e 18,000 yuan, aʻo ka Model Y all-wheel-drive high-performance version e piʻi pololei mai 397,900 yuan a i 417,900 yuan.

I ka manaʻo o nā poʻe he nui, ʻo ka piʻi ʻana o ke kumukūʻai o nā ʻoihana kaʻa kaʻa hou e hoʻonāwaliwali i nā mea kūʻai aku i manaʻo mua e kūʻai.nā kaʻa ikehu hou. ʻO nā kumu he nui ʻaʻole kūpono i ka hoʻomohala ʻana i nā kaʻa ikehu hou hiki ke hoʻoulu i nā kaʻa ikehu hou i mahi ʻia ma Kina no nā makahiki he ʻumi. Hoʻopili ʻia ka mākeke kaʻa ikehu i loko o ka moena.

Eia naʻe, i ka hoʻoholo ʻana mai ke kūʻai aku ʻana o nā kaʻa ikehu hou, ʻaʻole like kēia.Ma hope o ka hoʻololi ʻana i ke kumukūʻai ma Ianuali, ʻo ke kūʻai aku ʻana o nā kaʻa kaʻa kaʻa hou i koʻu ʻāina i Pepeluali 2022 he 273,000 mau ʻāpana, he hoʻonui makahiki o 180.9%.ʻOiaʻiʻo, a hiki i Pepeluali, ʻo ka hapa nui o nā ʻoihana kaʻa ikaika hou e kau nei i ke kaumaha o ka piʻi ʻana o nā kumukūʻai wale nō.

Ma Malaki, ua hui hou aku nā hui kaʻa ikehu hou ma koʻu ʻāina i ka piʻi kumu kūʻai.Eia nō naʻe, i kēia manawa, ua hōʻea ke kūʻai aku o nā kaʻa kaʻa kaʻa hou i koʻu ʻāina i ka 445,000 mau ʻāpana, ka piʻi ʻana o ka makahiki he 137.6% a me ka piʻi ʻana o ka mahina o 63.1%, ʻoi aku ka maikaʻi ma mua o ke ʻano Malaki o nā makahiki i hala.Mai Ianuali a Malaki, ʻo ke kūʻai aku ʻana o nā kaʻa kaʻa kaʻa hou he 1.07 miliona, ʻo ka piʻi ʻana o ka makahiki he 146.6%.

No nā hui kaʻa kaʻa hou, ke kū nei lākou i ka piʻi ʻana o nā kumukūʻai, hiki iā lākou ke hoʻololi i ke kaomi i ka mākeke ma ka hoʻonui ʻana i nā kumukūʻai.No laila, no ke aha e holo ai nā mea kūʻai aku i nā kaʻa ikehu hou ke hoʻonui pinepine nā ʻoihana kaʻa hou i nā kumukūʻai?

E pili ana ka piʻi ʻana o ke kumukūʻai i ka mākeke kaʻa hou o Kina?

I ka manaʻo o Xiaolei, ʻo ke kumu o ka piʻi mau ʻana o ke kumukūʻai o nā kaʻa ikehu hou ʻaʻole i hoʻonāueue i ka manaʻo o nā mea kūʻai aku e kūʻai i nā kaʻa ikehu hou ma muli o kēia mau kumu:

ʻO ka mea mua, ʻo ka piʻi ʻana o ke kumukūʻai o nā kaʻa ikehu hou ʻaʻole me ka ʻōlelo ʻole, a ua loaʻa i nā mea kūʻai aku nā manaʻo noʻonoʻo no ka piʻi ʻana o ke kumukūʻai o nā kaʻa ikehu hou.

E like me ka hoʻolālā kumu, pono e hoʻopau loa ʻia nā haʻawina mokuʻāina o koʻu ʻāina no nā kaʻa ikehu hou e like me ka makahiki 2020. ʻO ke kumu o ka loaʻa ʻana o nā haʻawina no nā kaʻa ikehu hou i kēia manawa ʻo ia ka lohi o ka emi ʻana o ke kālā ma muli o ke ahulau.I nā huaʻōlelo ʻē aʻe, ʻoiai inā e hoʻemi ʻia ke kālā mokuʻāina e 30% i kēia makahiki, ke loaʻa mau nei nā mea kūʻai aku i ke kālā no nā kaʻa ikehu hou.

Ma ka ʻaoʻao ʻē aʻe, ʻaʻole i ʻike ʻia nā kumu i kūpono ʻole i ka hoʻomohala ʻana i nā kaʻa ikehu hou, e like me ka nele o ka chip a me ka piʻi nui ʻana o nā kumu kūʻai kumu waiwai, ʻaʻole i ʻike ʻia i kēia makahiki.Eia kekahi, ʻo Tesla, ka mea i manaʻo mau ʻia e nā hui kaʻa a me nā mea kūʻai aku ʻo "vane o ke kahua kaʻa kaʻa hou", ua alakaʻi i ka hoʻonui ʻana i nā kumukūʻai, no laila hiki i nā mea kūʻai ke ʻae i ka piʻi ʻana o ke kumukūʻai o nā kaʻa ikehu hou mai nā kaʻa ʻē aʻe. hui.Pono e ʻike ʻia he koi ikaika ko nā mea kūʻai aku i nā kaʻa ikehu hou a me ka haʻahaʻa haʻahaʻa o ke kumu kūʻai, no laila ʻaʻole e hoʻololi nui nā loli liʻiliʻi i ka makemake o nā mea kūʻai aku no nā kaʻa ikehu hou.

ʻO ka lua, ʻaʻole pili wale nā ​​kaʻa ikehu hou i nā kaʻa uila maʻemaʻe i hilinaʻi nui ʻia i nā pihi mana, akā ʻo nā kaʻa hybrid a me nā kaʻa uila lōʻihi.No ka mea, ʻaʻole hilinaʻi nui nā kaʻa hybrid plug-in a me nā kaʻa uila lōʻihi i nā pihi mana, ʻo ka piʻi ʻana o ke kumukūʻai aia nō hoʻi i loko o ka laulā a ka hapa nui o nā mea kūʻai aku e ʻae.

Mai ka makahiki i hala aku nei, ua piʻi mālie ka mākeke o nā kaʻa plug-in hybrid i alakaʻi ʻia e BYD a me nā kaʻa uila lōʻihi e alakaʻi ʻia e Lili.ʻO kēia mau hiʻohiʻona ʻelua ʻaʻole hilinaʻi nui i nā pihi mana a hauʻoli i nā pōmaikaʻi o ke kulekele kaʻa kaʻa hou e ʻai pū ana i ka mākeke wahie maʻamau ma lalo o ka hae o "nā kaʻa ikehu hou".

Mai kahi manaʻo ʻē aʻe, ʻoiai ʻaʻole ʻike ʻia ka hopena o ka piʻi ʻana o ke kumukūʻai hui o nā kaʻa ikehu hou i ka ʻoihana kaʻa kaʻa hou i ke kūʻai ʻana o nā kaʻa ikehu hou i Pepeluali a me Malaki, ʻo ia nō paha no ka manawa o kēia pane. "hoʻopaneʻe" ".

Pono ʻoe e ʻike ʻo ke kumu kūʻai o ka hapa nui o nā kaʻa ikehu hou he kūʻai kauoha. I kēia manawa, ʻoi aku ka nui o nā kauoha ma mua o ka piʻi ʻana o ke kumukūʻai.Ke lawe nei i ka BYD kaʻa kaʻa hou o koʻu ʻāina ma ke ʻano he laʻana, he backlog ʻoi aku ia ma mua o 400,000 mau kauoha, ʻo ia hoʻi, ʻo ka hapa nui o nā kaʻa BYD e hāʻawi nei i kēia manawa ke ʻeli nei i kāna mau kauoha ma mua o ka piʻi mau ʻana o ke kumukūʻai.

ʻO ke kolu, ʻo ia ma muli o ka piʻi ʻana o ke kumukūʻai o nā hui kaʻa ikehu hou i manaʻo ai nā mea kūʻai e makemake e kūʻai i nā kaʻa ikehu hou e piʻi mau ke kumukūʻai o nā kaʻa ikehu hou.No laila, nui nā mea kūʻai aku e paʻa i ka manaʻo o ka laka ʻana i ke kumukūʻai kauoha ma mua o ka piʻi hou ʻana o ke kumukūʻai o nā kaʻa ikehu hou, e alakaʻi ana i kahi kūlana hou i ʻoi aku ka nui o nā mea kūʻai aku i ka noʻonoʻo a i ʻole e hahai i ke ʻano o ke kauoha.No ka laʻana, he hoa hana ko Xiaolei nāna i kauoha i kahi Qin PLUS DM-i ma mua o ka hoʻolaha ʻana o BYD i ka lua o ka piʻi ʻana o ke kumukūʻai, me ka hopohopo e hoʻokō koke ʻo BYD i ke kolu o ka piʻi ʻana o ke kumukūʻai.

I ka manaʻo o Xiaolei, ʻo ka piʻi nui ʻana o ke kumukūʻai o nā kaʻa ikehu hou a me ka piʻi ʻana o nā kumukūʻai o nā kaʻa ikehu hou e hoʻāʻo nei i ka pale ʻana o nā ʻoihana kaʻa ikehu hou a me nā mea kūʻai aku kaʻa ikehu hou.Pono ʻoe e ʻike i ka hiki ʻana o nā mea kūʻai ke ʻae i nā kumukūʻai i kaupalena ʻia. Inā ʻaʻole hiki i nā hui kaʻa ke hoʻomalu pono i ka piʻi ʻana o ke kumukūʻai o nā huahana, loaʻa i nā mea kūʻai aku nā hiʻohiʻona ʻē aʻe e koho ai, akā hiki i nā hui kaʻa ke alo i ka hāʻule.

ʻIke loa, ʻoiai ke piʻi nei ke kūʻai aku ʻana o nā kaʻa ikehu hou o koʻu ʻāina e kūʻē i ka mākeke, ke paʻakikī pū nei nā hui kaʻa ikehu hou.Akā naʻe, ʻoi aku ka maikaʻi, i ke alo o ka honua "ka nele o ka lithium core a pōkole", ua hoʻomaikaʻi maikaʻi ʻia ke kūlana mākeke o nā kaʻa Kina ma ka honua. .

I Ianuali-Fepeluali 2022, ua hōʻea ke kūʻai nui ʻana o nā kaʻa kaʻa ma Kina i 3.624 miliona mau ʻāpana, kahi hoʻonui makahiki o 14.0%, e loaʻa ana kahi hoʻomaka maikaʻi.ʻO ka māhele mākeke Kina o ka mākeke kaʻa honua i hōʻea i 36%, kahi moʻolelo kiʻekiʻe.Ma muli o ka nele o nā cores ma ka pae honua. Hoʻohālikelike ʻia me nā hui kaʻa o nā ʻāina ʻē aʻe, ua hoʻopaʻa ʻia nā hui kaʻa kaʻa ponoʻī Kina i nā kumu waiwai chip, no laila ua loaʻa i nā ʻoihana ponoʻī nā manawa ulu kiʻekiʻe.

Ma lalo o ke kūlana passive ka liʻiliʻi o nā kumuwaiwai lithium o ka honua a ua piʻi nui ke kumukūʻai o ka lithium carbonate i 10 mau manawa, ʻo ke kūʻai nui ʻana o nā kaʻa kaʻa kaʻa hou i Kina e hiki i 734,000 i Ianuali-Fepeluali 2022, hoʻokahi makahiki ma- makahiki hoʻonui o 162%.Mai Ianuali a Pepeluali 2022, ua hōʻea ka māhele mākeke o ke kūʻai aku ʻana i nā kaʻa kaʻa hou o Kina i kahi kiʻekiʻe o 65% o ka māhele honua.

Ma ka hoʻoholo ʻana mai ka ʻikepili hoʻohālikelike o ka ʻoihana kaʻa kaʻa honua, ʻaʻole i lawe wale mai ka nele o nā ʻāpana kaʻa i ka honua i nā poho nui i ka hoʻomohala ʻana o nā hui kaʻa Kina. Hoʻonohonoho ʻia a loaʻa i nā hopena mākeke super; ma lalo o ke kumu o ka piʻi nui ʻana o nā kumukūʻai lithium, ua kū nā mea kūʻai kūʻokoʻa Kina i ka paʻakikī a loaʻa i kahi hana maikaʻi o ka ulu ʻana o ke kūʻai aku.