Mu Novembala 2022, magalimoto atsopano okwana 79,935(Magalimoto amagetsi 65,338 ndi magalimoto osakanizidwa 14,597) adagulitsidwa ku United States., chaka ndi chaka chiwonjezeko cha 31.3%, ndipo kulowetsedwa kwa magalimoto atsopano amphamvu panopa ndi 7.14%.Mu 2022, magalimoto atsopano okwana 816,154 adzagulitsidwa, ndipo voliyumu yapachaka mu 2021 idzakhala pafupifupi 630,000, ndipo ikuyembekezeka kukhala pafupifupi 900,000 chaka chino.
Ndikufuna kukhala ndi nthawi ndikuyang'ana msika waku US, ndikuwonanso ngati Biden atha kupanga magalimoto amagetsi atsopano ku United States pambuyo pa kuponya koteroko.
▲ Chithunzi 1. Kupanga magalimoto atsopano amagetsi ku United States kuyambira 2010
Inflation Cut Act imayika ndalama zokwana madola 369 biliyoni kuti zithetse kusintha kwa nyengo ndipo idzayang'ana pakuthandizira chitukuko cha magalimoto amagetsi, ndipo tikuwona kuti ndondomekoyi imagwiranso ntchito.
◎Msonkho watsopano wamagalimoto:Perekani ngongole ya msonkho ya US $ 7,500 pagalimoto iliyonse, ndipo subsidy ndi yovomerezeka kuyambira Januware 2023 mpaka Disembala 2032.Chotsani malire am'mbuyo a subsidy a magalimoto 200,000 opanga ma automaker.
◎Magalimoto ogwiritsidwa ntchito (osakwana $25,000): Ngongole ya msonkho ndi 30% ya mtengo wogulitsa wagalimoto yakale, yokhala ndi ndalama zokwana $4,000, ndipo subsidy ndiyovomerezeka kuyambira Januware 2023 mpaka Disembala 2032.
◎Ngongole ya msonkho ya zomangamanga zatsopano zolipiritsa mphamvu imakulitsidwa mpaka 2032, mpaka 30% ya mtengowo ukhoza kuwerengedwa, ndipo malire apamwamba a ngongole yamisonkho adakwezedwa kuchokera ku $ 30,000 yapitayi mpaka $ 100,000.
◎$1 biliyoni yoyeretsa magalimoto olemera monga mabasi asukulu, mabasi ndi magalimoto otaya zinyalala.
▲ Chithunzi 2. Poyambira pakupanga magalimoto amagetsi atsopano pamsika waku US
Gawo 1
Zatsopano Zamagetsi Zamagetsi Pamsika waku US
Kuchokera pakuwona kwazinthu zogulitsa, msika waku US ndi wosowa kwambiri, kotero kuti LEAF ya Nissan pakadali pano ili patsogolo.
▲Chithunzi 3.Zogulitsa pamsika waku US
●General Motors
Chifukwa cha kukumbukira kwazinthu, kuchuluka kwa General Motors mu 2022 kudzakhala kochepa.Zomwe zidakonzedwa mu 2025 ndi 1 miliyoni, ndipo zikuyembekezeka kupanga mayunitsi 600,000. Choncho, mu 2023, mankhwala kuphatikizapo EQUINOX koyera magetsi, Blazer EV, etc. adzakhala anapezerapo mmodzi pambuyo mzake, kotero cholinga cha 1 miliyoni mu 2023-2025 ayenera kukwaniritsa, kotero chaka chamawa mwina Iwo akhoza kupita 200,000, ndi linanena bungwe. ya Bolt BEV ikupita ku magalimoto a 70,000.
2023 ikadali nthawi yakusintha kwa GM. Ndikuyamba kupanga pafakitale ya batire yolumikizana, voliyumu yonse ndiyovomerezeka.Popeza biluyo imagawaniza ngongole ya msonkho m'magawo awiri ofanana a USD 3,750/galimoto, zofunikira zapagulu zapagulu zikuperekedwa kwa mabatire omwe amagwiritsidwa ntchito pamagalimoto amagetsi ndi zida zazikulu ndi zida zazikulu zomwe zimagwiritsidwa ntchito:
◎$ 3,750 yoyamba / chithandizo chagalimoto:40% ya mtengo wazinthu zazikulu za batri(kuphatikizapo faifi tambala, manganese, cobalt, lithiamu, graphite, etc.)imachotsedwa kapena kukonzedwa ndi United States kapena mayiko omwe asayina mapangano amalonda aulere ndi United States, kapena kusinthidwanso ku North America.(2023), gawoli lidzakwera ndi 10% chaka chilichonse kuyambira 2024 kufika 80% pofika 2027.
◎Wachiwiri US$3,750/thandizo lagalimoto:kuposa 50% ya mtengo wazigawo za batri(kuphatikiza ma electrode abwino ndi oyipa, zojambula zamkuwa, ma electrolyte, ma cell a batri, ndi ma module)(2023), 2024-2025 Gawoli ndi lalikulu kuposa kapena lofanana ndi 60%, ndipo gawoli lidzakwera ndi 10% chaka chilichonse kuyambira 2026, kufika 100% pofika 2029.
Choncho, GM ikhoza kupeza chithandizo cha madola a 3,750 US pano.
▲Chithunzi 4.General Motors Product Portfolio
●Ford
Ford ikukonzekera kukhala ndi chaka padziko lonse lapansi kupanga magalimoto pafupifupi 600,000 amagetsi pofika kumapeto kwa 2023 ndi magalimoto opitilira 2 miliyoni pofika 2026.Chifukwa chake, potengera magawo, zogulitsa za Ford ku United States zitha kupitilira mayunitsi 450,000 mu 2023.
◎Mustang Mach-E:270,000 mayunitsi pachaka(North America, Europe ndi China, United States ikhoza kuwerengera mayunitsi 200,000).
◎F-150 Mphezi:150,000 pachaka(Kumpoto kwa Amerika).
◎E-Transit:150,000 mayunitsi pachaka(North America ndi Europe, pafupifupi mayunitsi 100,000 ku US).
◎SUV Yatsopano:30,000 mayunitsi(Europe).
▲Chithunzi 5.Kukonzekera kwamphamvu kwa Ford
Stellantis tsopano yagawidwa magawo awiri. Gawo loyambirira la Chrysler. Kuchokera pamalingaliro apano, mabatire aku North America sanakonzekerebe. Itha kukhalabe yoyendetsedwa ndi ma plug-in hybrids mu 2023, zomwe zitha kulimbitsa mphamvu zamapulagi ku United States. Kuchuluka kwa hybrid yamagetsi mu 2023.
◎Dodge adatulutsa plug-in yake yoyamba ya hybrid model HORNET, yomangidwa pa nsanja ya Alfa Romeo Tonale, nthawi ino adayambitsa hybrid ya HORNET R/T plug-in.
◎Jeep idatulutsa mtundu wake woyamba wamagetsi wa Avenger, kuyambira pamtundu wawung'ono wamagetsi wa SUV(izi sizigulitsidwa ku United States), mtundu woyamba wamagetsi wamagetsi womwe unakhazikitsidwa ku North America udzakhala SUV yayikulu yotchedwa Recon(2024 idayamba kupanga Recon ku United States).
▲Chithunzi 6.Stellantis new energy galimoto portfolio
Zogulitsa ku Japan ndi South Korea zonse zimaphatikiza ndalama zothandizira msonkhano ku North America.
Gawo 2
Zopinga zothandiza pa subsidies
Kuyambira ku USThandizo loyamba limakhazikitsa zoyambira, ziyenera kukwaniritsidwa nthawi yomweyo kuti akhale oyenera kulengeza:
◎Magalimoto atsopano ayenera kusonkhanitsidwa ku North America.
◎Kuyambira 2025, mchere wofunikira wa mabatire sudzachotsedwa, kukonzedwa kapena kusinthidwanso ndi mabungwe akunja omwe ali ndi nkhawa omwe alembedwa mu Infrastructure Investment and Employment Act; kuyambira 2024, zigawo za batri sizidzapangidwa kapena kusonkhanitsidwa ndi mabungwe akunja omwe ali ndi nkhawa.
◎Mtengo wagalimoto:amangotengera magalimoto amagetsi, ma vani ndi ma SUV otsika mtengo wosaposa $80,000, ndi ma sedan amtengo wosapitirira $55,000.
◎Zofunikira za ndalama kwa ogula magalimoto:ndalama zonse zomwe munthu amapeza ndi US$150,000, mutu wabanja ndi US$225,000, ndipo ophatikiza ndi US$300,000.
Kwa eni ake a Tesla ku California, USA, vutoli silingakwaniritsidwe. Zotsatira zonse nthawi ino ndikuyang'ana ma General Motors atatu aku US, Ford ndi Stellantis(Chrysler). Choncho, kuwonjezeka kwa chaka chamawa kudzakhala Padzakhala kukwera ku Tesla, ndipo makampani atatuwa adzawona kuwonjezeka kwakukulu kwa magalimoto.Chifukwa chake, vuto lomwe lilipo pamsika waku US likukakamira mphamvu yopanga mabatire. Mosiyana ndi Europe, yomwe idayamba kulimbikitsa kukula kwa magalimoto, mphamvu yopanga mabatire am'deralo imatsalira kumbuyo. Nthawi ino, US idalanda makampani amagalimoto ndikuwalola kuti azitha kupanga mabatire akumaloko. njira.
Zikuganiziridwa kuti chiwerengero chonse cha magalimoto amagetsi mu 2023 sichingakhale chokwera kuposa 1.8 miliyoni, makamaka chifukwa chakuti mphamvu yopangira batire silingapitirire. Chifukwa chake, mu 2023-2025, kuchuluka kwa magalimoto onse amagetsi kumatha kuyerekezedwa kutengera kuchuluka kwa batire ku North America. Iyi ndi mfundo yofunika kwambiri yowonera.
▲Chithunzi 7.Batire ku United States yakhala vuto lalikulu
Chidule cha nkhaniyi: Pakalipano, msika watsopano wamagetsi waku China uli patsogolo pa dziko lapansi kwa zaka zingapo. Chifukwa cha kuchuluka kwakukulu, tikusintha kupita ku malonda, ndipo tikufunikadi kupita munjira imeneyi.Koma tikapita kumisika imeneyi, yomwe yatsala zaka zingapo kumbuyo kwathu ndipo ikulowabe nthawi yoyamwitsa ndi ndalama za boma, tidzakumana ndi kutsutsa koopsa.Ichi ndi chifukwa chofanana ndi pamene tidawononga ndalama zaka zingapo zapitazo, sitinkafuna kuti magalimoto akunja ndi mabatire akunja apeze ndalama zothandizira.M'njira zosiyanasiyana za nthawi, momwe mungagwiritsire ntchito kumafuna nzeru!
Nthawi yotumiza: Jan-03-2023