Kusintha kwamakampani opanga magalimoto aku Europe komanso kutsika kwamakampani aku China amagalimoto

Chaka chino, kuwonjezera pa MG (SAIC)ndi Xpeng Motors, yomwezidagulitsidwa koyambirira ku Europe, onse a NIO ndi BYD agwiritsa ntchito msika waku Europe ngati choyambira chachikulu.Mfundo yaikulu ndi yomveka bwino:

●Mayiko akuluakulu a ku Ulaya Germany, France, Italy ndi mayiko ambiri a Kumadzulo kwa Ulaya ali ndi ndalama zothandizira, ndipo mayiko a Nordic adzakhala ndi chilimbikitso cha misonkho ndalamazo zikatha. Mitundu yomweyi imatha kugulidwa ku Europe kuposa ku China, ndipo imatha kupangidwa ku China ndikutumizidwa ku Europe mwachangu.

●Mitundu yomwe imalimbikitsidwa ndi makampani amagalimoto aku Europe ku China, kuyambira ku BBA kupita ku Volkswagen, Toyota, Honda ndi magalimoto aku France, onse awona vutoli. Kubwereza kumachedwa, mtengo wake ndi wokwera kwambiri, ndipo pali kusiyana pakati pa mpikisano wathu ndi kusintha.

▲ Chithunzi 1. Kugulitsa kwamakampani amagalimoto ku Europe mu 2022

Ndipo posachedwa, Purezidenti wa ACEA ndi CEO wa BMW Oliver Zipse adanenapo nthawi zina: "Kuti tiwonetsetse kubwereranso kukukula komanso msika wokulirapo pakugulitsa magalimoto amagetsi, Europe ikufunika kukhazikitsa njira yoyenera, njira yayikulu yoperekera zinthu ku Europe. . Resilience, EU Critical Raw Materials Act kuti iwonetsetse mwayi wopeza zida zofunikira pamagalimoto amagetsi, komanso kuthamangitsidwa kwazinthu zolipiritsa. Zochitika zazikulu m'zaka zingapo zapitazi, monga Brexit, mliri wa coronavirus, zopinga zoperekera zida za semiconductor ndi nkhondo yaku Russia-Ukrainian, Zochitika izi zakhudza mitengo ndi mphamvu zamagetsi, komanso kuthamanga, kuya ndi kusadziwikiratu komwe dziko liri. kusintha. Izi zikugwira ntchito makamaka pankhani yazandale, pomwe mafakitale ndi maunyolo awo olumikizidwa mwamphamvu amakhudza mwachindunji. ”

Kunena mwachidule, zoletsa zosiyanasiyana ku Europe zimakhudza kwambiri chitukuko chamakampani opanga magalimoto aku Europe. Kuphatikizidwa ndi mfundo zosiyanasiyana, makampani opanga magalimoto ku Europe ali munthawi yofooka.ACEA idakonzanso zoneneratu zake zoyambirira kuti msika wamagalimoto a EU ubwereranso kukula mu 2022, kuneneratu kutsika kwina chaka chino, kutsika ndi 1% mpaka 9.6 miliyoni.Poyerekeza ndi ziwerengero za 2019, kugulitsa magalimoto kudatsika 26% m'zaka zitatu zokha.

▲Chithunzi 2.Kugulitsa magalimoto ku Europe

M'malo mwake, makampani opanga magalimoto aku China akalowa ku Europe panthawiyi, sakudziwa kuti amapeza ndalama zingati pankhani yazachuma, koma mavuto azachuma adzakhala aakulu.Mumapeza mabiliyoni ambiri, ndipo zovuta za geopolitical zomwe zimabweretsa zingafunike kuwunika mosamala. Izi zikufanana ndi momwe makampani amagalimoto aku Japan akulowa mumsika waku US.Chofunikira kudziwa ndikuti kulumikizana pakati pa anthu ogwira ntchito ndi makampani opanga magalimoto ku Europe, komanso mavuto azachuma ndi ZZ ndi omwe adachokera.

▲Chithunzi 3.Nkhani za ntchito zimagwirizana mwachindunji ndi Zandale ku Europe

Gawo 1

Kusintha kwamakampani opanga magalimoto padziko lonse lapansi

Pamene mayiko opanga magalimoto akupikisana pamsika motsutsana ndi kutsika kwa kufunikira kwa magalimoto padziko lonse lapansi, onjezerani kugwiritsa ntchito mphamvu.Mpikisano wonse kuchokera kuzinthu zamagalimoto kupita ku mpikisano wamsika ndizosapeweka, ndipo ndizosavuta kupikisana pamsika wapakhomo.

▲Chithunzi 4.Mkhalidwe wa kupanga magalimoto padziko lonse lapansi

Tikuwona vuto lalikulu kwambiri ku Europe, momwe mukuwonera pansipa, kupanga magalimoto aku Europe kwatsika kwa zaka 4 motsatizana.

▲Chithunzi 5.Chidule cha kupanga magalimoto ku Europe

Mu 2021, EU idzatumiza kunja magalimoto okwana 5.1 miliyoni, ndipo magalimoto onyamula anthu a EU ali m'malo 10 apamwamba kwambiri padziko lonse lapansi.(UK, US, China, Turkey, Ukraine, Switzerland, Japan, South Korea, Norway ndi Middle East mayiko).

Mosiyana ndi momwe aliyense amaganizira, kuchuluka kwa magalimoto omwe amatumizidwa kuchokera ku Europe kupita ku China ndi 410,000 pachaka.Ikhoza kutsika mu 2022. Pomaliza, ufulu ndi zofuna za makampani opanga magalimoto ku Ulaya ku China makamaka zimagwirizana ndi ndalama zamalonda zamakampani aku Germany, komanso magalimoto ena ochokera kunja.

▲Chithunzi 6.Kutumiza kunja kwamakampani aku Europe amagalimoto

Malinga ndi data ya IHS, kuyambira Januwale mpaka Ogasiti 2022, kugulitsa kwa magalimoto onyamula anthu padziko lonse lapansi kwafika mayunitsi miliyoni 7.83, ndipo magalimoto onyamula anthu aku China adatenga 38,6% pamsika; Europe inali msika wachiwiri waukulu, wokhala ndi gawo la 27.2%.Pakati pawo, kugulitsa kwapadziko lonse kwa magalimoto onyamula magetsi opangidwa ndi magetsi kunali mayunitsi miliyoni 5.05, ndipo magalimoto onyamula magetsi aku China anali 46,2%; Europe inali msika wachiwiri waukulu padziko lonse lapansi, wokhala ndi gawo la 21.8%.

Gawo 2

Makampani opanga magalimoto aku China ku Europe

Tikuwona kuti makampani aku China amagalimoto amphamvu akugwirabe ntchito ku Europe panthawiyi:

●Mu theka lachiwiri la chaka, BYD adalengeza kuti agwirizane ndi Hedin Mobility, gulu lotsogola lamalonda ku Ulaya, kuti apereke mankhwala apamwamba a galimoto yamagetsi ku misika ya Swedish ndi Germany.

●Kumayambiriro kwa Okutobala, NIO idachita chochitika cha NIO Berlin 2022 ku Berlin, kulengeza mwalamulo kuti itenga njira yolembetsa kuti ipereke ntchito zonse ku Germany, Netherlands, Denmark, ndi Sweden, ndikutsegula ET7, EL7 ndi ET5 mitundu itatu ya nsanja ya NIO NT2. Kusungitsa.

M'malo mwake, tikuwona mitundu yaku China MG, Chase kuphatikiza Geely's Polestar onse akugulitsidwa ku Europe.Kumvetsetsa kwanga ndikuti, ngati mukufuna kukhala pamsika ku Europe, kulowa nawo ndikofunikira kwambiri.

Europe idalengezanso Malamulo a Battery a EU, omwe amakhudza magawo onse a moyo wa batri: kuchokera pakupanga ndi kukonza zida za batri, kugwiritsa ntchito zinthu za batri, kukonzanso mabatire omwe achotsedwa ntchito komanso omaliza.Potsatira zofunikira zatsopano zomwe zakhazikitsidwa m'malamulo atsopanowa, mabizinesi akuyenera kuchitapo kanthu panthawi yake pakukula kwazinthu, kugula zinthu zopangira ndi kasamalidwe kazinthu, ndikupanga ndikukhazikitsa mapulani anthawi yayitali komanso anthawi yayitali.M'malo mwake, kuwongolera kwa batire kumeneku kudzabweretsa zovuta zambiri ku unyolo wamtengo wapatali wa batri, makamaka magalimoto amagetsi atsopano ndi opanga mabatire amphamvu kuti alowe mumsika wa EU.

▲ Chithunzi 7. Malamulo a batri a ku Ulaya

Purezidenti wa European Commission von der Leyen adati mu Seputembala kuti EU ikuyenera kulimbikitsa maubwenzi ndi mayiko odalirika komanso zigawo zazikulu zakukula, ndikuwonetsetsa kuti ma lithiamu ndi maiko osowa azitha kuyendetsa kusintha kwachuma chobiriwira.Adzakakamiza kuvomerezedwa kwa mgwirizano wamalonda ndi Chile, Mexico ndi New Zealand, ndikuyesetsa kupititsa patsogolo zokambirana ndi mabungwe monga Australia ndi India.EU iyenera kupewa kudalira mafuta ndi gasi pakusintha kwachuma chobiriwira, adanenanso kuti panopa tikukonzekera 90% ya dziko lapansi losowa ndi 60% ya lithiamu.European Commission ikhazikitsa malamulo atsopano, aEuropean Critical Raw Materials Act, kuzindikira ma projekiti omwe atha kukhala abwino ndikumanga nkhokwe m'malo omwe ali pachiwopsezo choperekedwa.Kaya zikhala ngati IRA ku United States mtsogolomu, tonse tiyenera kukambirana.

▲Chithunzi 8.Dziko lasintha

Mwachidule: Pazofotokozera zanu, ndikuwona kuti msewu wopita kumakampaniwo uli wodzaza ndi minga ndipo sungathe kuthamangitsidwa kwakanthawi.Pakufunika kukhala ndi lingaliro lathunthu la vutolo.