“Aiming at” the supply chain business opportunities of new energy vehicle motors in the next ten years!

Mitengo yemafuta yakwira!Indasitiri yemotokari yepasi rose iri kusangana nekusagadzikana kwese.Mitemo yakaomesesa yekuburitsa, pamwe neavhareji yeavhareji yehupfumi hwemafuta zvinodiwa kumabhizinesi, zvakawedzera dambudziko iri, zvichikonzera kuwedzera kwezvose zviri kudiwa uye kupihwa kwemotokari dzemagetsi.Zvinoenderana nekufanotaura kweDhipatimendi reSupply Chain neTekinoroji yeHS Markit, kubuda kwemusika wepasi rose wemotokari dzemagetsi kuchapfuura mamirioni gumi muna 2020, uye zvinobuda.inotarisirwa kudarika 90 miriyoni muna 2032, ine musanganiswa wepagore kukura mwero (CAGR) we17%.

Zvichienderana nekuti mota iripi mune powertrain architecture, inogona kuiswa muzvikamu zvina zvakasiyana.Classification yakavakirwa papropulsion system dhizaini kana mota mhando haina kukwana nekuti imwechete mota mhando inogona kushandira maviri akasiyana zvachose propulsion system application.Kune yakapihwa propulsion system dhizaini, kusarudzwa kwemotokari yemagetsi hakugumiri kurudzi rwemota chete, zvimwe zvinhu zvakaita sekuita, kutonga kwemafuta, uye mutengo zvese zvinotariswa.Izvo zvinokonzeresa mota nyowani dzemagetsi dzinosanganisira: injini-yakaiswa mota, kutapurirana-yakabatana mota, e-axle mota, uye in-gumbo mota.

injini-yakaiswa injini

Iyo injini-yakaiswa mota tekinoroji inonyanya kuenderana nebhandi starter jenareta (BSG) tekinoroji.Belt Starter Jenareta (BSG) tekinoroji inotsiva injini yechinyakare yekutanga mota uye jenareta (alternator) uye inozadzisa basa ravo.Injini yekutsiva mabasa anosanganisira kumira-kutanga, kumahombekombe, torque yemagetsi uye simba rekuwedzera rinoitwa zvakare.Pave nekuwedzera kwekuda kweiyi tekinoroji mhinduro, iyo inopa imwe inodhura-inoshanda nzira yekuwana yakakosha kuchengetedza mafuta nekuchinja kushoma kune powertrain architecture kana ichienzaniswa neyakajairwa mota.Muna 2020, injini-akaiswa mota akaverengera anosvika makumi matatu muzana emusika wese wemotokari, uye musika unotarisirwa kukura paCAGR ye13% kusvika 2032.Vatatu vepamusoro vatengesi vepasi rose pamwe chete vanopa zvinopfuura makumi manomwe neshanu muzana ezvinodiwa muna 2020 uye vanotarisirwa kuchengetedza ruzhinji rwemugove wemusika mune ramangwana.

kutapurirana-yakabatana mota

Iyo mota-yakabatana-yakabatana mota, kune rumwe rutivi, inorerutsa zvimwe zvipimo zveiyo bhandi starter jenareta (BSG) architecture, ichipa simba rakawanda, kuzadzisa yakajairika powertrain, uye kuwedzera kuchinjika kwesimba system.Iyi nhevedzano yemamotor inonyanya kukodzera kuzere magetsi kana plug-in hybrid mota. Zvichienderana nepowertrain architecture, iyo mota chinzvimbo inogona kuve isati yatanga kana mushure mekutapurirana.Transmission-yakabatana motors account ye45% yemusika wekufambisa mota panosvika 2020 uye inotarisirwa kukura paCAGR ye16.7% kusvika 2032, sekureva IHS Markit Supply Chain & Technology.

Kusiyana nedzimwe mhando dzemotor, mumusika wekutapurirana-yakabatana mota, Japan neSouth Korea chete dzakaverengera makumi mashanu muzana ekugadzirwa muna 2020.Pachikamu ichi, tichitarisa kutarisa kune yakazara hybrid uye plug-in hybrid mota munyika idzi, iyi data haina kunetsa kunzwisisa.Pamusoro pezvo, kutungamira maOEM anoshandisa ekufambisa-akabatana mota mukugadzirwa kwemotokari yemagetsi uye vatengesi vawo makiyi anowanikwawo muJapan neSouth Korea.

e-axle mota

Mhuri yechitatu mota ndeye e-axle mota, iyo inosanganisa ega ega magetsi powertrain zvikamu mupakeji imwe chete, kugadzira compact, huremu uye inoshanda mhinduro inopa hukuru hukuru uye kugona kwepamusoro.Mune e-axle mota kumisikidzwa, mota inoiswa pane transaxle.

Zvinoenderana nekufanotaura kweIHS Markit Supply Chain uye Dhipatimendi reTekinoroji, panosvika 2020, e-axle motors ichazvidavirira inosvika makumi maviri neshanu muzana emusika wemotokari, uye zvinotarisirwa kuti kukura kwepagore kwemusika uyu kuchasvika 20.1% 2032, inova ndiyo inokurumidza kukurumidza pakati pese mota dzekufambisa. Fastest category.Uyu mukana wakakosha wemusika wenzvimbo dzese dzemota yekugovera cheni, senge vagadziri vesimbi yemagetsi, vagadziri vemhangura inomonereka uye vanogadzira aluminium caster.Mumusika we e-axle mota, vese Europe neGreater China vanotungamira paki uye vanotarisirwa kuzvidavirira pamusoro pe60% yekugadzirwa kwepasirese panguva yekufanotaura kwe2020-26.

Mu-vhiri mota

Rudzi rwechina rwemotokari ndiyo hub mota, iyo inobvumira mota kuti iiswe pakati pevhiri, ichidzikisa zvinhu zvinodiwa kuderedza kutapurirana uye kurasikirwa kwesimba kwakabatana nemagiya, mabhengi uye majoini epasirese.

In-gumbo mota dzinoiswa seP5 architectures uye inoita senge inoyevedza imwe nzira kune yakajairika powertrains, asi ine zvakakosha zvinokanganisa.Pamusoro pekuwedzera kwemutengo unounzwa nekufambira mberi kwetekinoroji, dambudziko rekuwedzera huremu husina kusimba hwemotokari hwave huchikanganisa mukurumbira wemavhiri mavhiri.In-wheel motors icharamba iri chikamu chemusika wepasi rose wemotokari-yemotokari, nekutengesa kwepagore kwasara pazasi pe100,000 kweakawanda emakore gumi anotevera, IHS Markit akadaro.

Homemade kana Outsourced Strategies

Mumusika wepasirese mota wekupa cheni, maitiro akakosha ndeyekugadzira-mumba uye kuburitsa mota.Chati iri pazasi inopfupikisa mafambiro mukugadzirwa kana kutenga kwemota dzekufambisa nevepamusoro gumi epasi rose maOEM.Global OEMs inotarisirwa kusarudza kuburitsa kunze kwete-mumba kugadzirwa kwemagetsi mota panosvika 2022.Iyi nguva inowanzonzi "zvinodiwa zvetekinoroji" uye maOEM mazhinji pasi rese achavimba zvakanyanya nevanopa mota, vachipihwa manzwisisiro epamusoro eiyo tekinoroji yepasi, uye zvishoma asi zvinochinja zvinodikanwa zveOEMs.

Kubva 2022 kusvika 2026, iyo inonzi "inotsigira kukura" chikamu, chikamu chemotor anogadzirwa mukati meimba chichawedzera zvishoma nezvishoma.Vanosvika makumi mashanu muzana emamotor anogadzirwa muna 2026 achave epamba.Munguva ino, maOEM anovandudza tekinoroji mukati-mumba nerubatsiro rwevabatsiri uye vanopa kubatanidza.IHS Markit inofanotaura kuti mushure me2026, maOEM achatungamira uye chikamu chekugadzira mota mukati meimba chichawedzera zvakanyanya.

Seyanguard yekusimudzira mota nyowani dzesimba muguta, kushandiswa kwezvivakwa zvekuchaja muShanghai imicrocosm yekuvandudza mota nyowani dzesimba.

Wang Zidong akataura kuti kushandura bhatiri uye kuchaja hazvisi zvinopesana zvachose. Iyi isarudzo itsva ine zvakawanda zvinobatsira munharaunda."Kana hupenyu hwebhatiri paki hwawedzerwa uye kuchengetedzeka kuchivandudzwa, mota dzevatyairi dziri mubhatiri shanduko modhi dzinoshandiswa zvakanyanya mumusika. Panguva iyoyo, kwete chete B-end motokari, asiwo C-ekupedzisira motokari (yakavanzika motokari) zvishoma nezvishoma achabata izvi. chinodiwa.”

Huang Chunhua anotenda kuti mune ramangwana, vashandisi vemotokari itsva vane nguva yekuchaja, asi hapana nguva yekutsiva bhatiri. Vanogona zvakare kukwidziridza bhatiri nekutsiva chiteshi chemagetsi, kuitira kuti vashandisi vave nesarudzo dzakasiyana siyana, uye nzira dziri nyore dzekushandisa ndiyo inotariswa yekusimudzira maindasitiri.Pamusoro pezvo, Bazi reMaindasitiri neRuzivo rweTekinoroji nguva pfupi yadarika rakazivisa kuti muna 2022, chirongwa chekutyaira kweguta chekuisa magetsi edzimotokari munzvimbo dzeveruzhinji chichaparurwa.Kuseri kweizvi kunofanirwa kuve musanganiswa wekuchaja uye kuchinjanisa bhatiri kusimudzira kuzara kwemagetsi emotokari munharaunda yeruzhinji."Mumakore maviri kusvika matatu anotevera, muzvikamu zviduku zvakadai sezvifambiso zvevoruzhinji uye zvekufambisa, kufarirwa kwekuchinja kwebhatiri kuchawedzera."

Nguva yekutumira: Jul-07-2022

"Kuvavarira" mikana yebhizinesi rekupa yemagetsi matsva emagetsi mumakore gumi anotevera!