"Iyadoo la higsanaayo" fursadaha ganacsi ee silsilada saadka ee matoorada baabuurta tamarta cusub ee tobanka sano ee soo socota!

Qiimaha shidaalka ayaa kor u kacay!Warshadaha gawaadhida caalamiga ah waxa ku socda kacdoon dhan walba ah.Xeerarka adag ee qiiqa, oo ay weheliso shuruudaha dhaqaalaha shidaalka oo sarreeya ee ganacsiyada, ayaa uga sii daray caqabadan, taasoo keentay korodhka baahida iyo bixinta baabuurta korontada.Marka loo eego saadaasha Qaybta Supply Chain iyo Technology ee IHS Markit, wax soo saarka suuqa baabuurta tamarta cusub ee caalamiga ah ayaa dhaafi doona 10 milyan sanadka 2020, iyo wax soo saarkaWaxa la filayaa in uu dhaafo 90 milyan sanadka 2032, oo leh kobaca sanadlaha ah ee isku xidhan (CAGR) oo ah 17%.

Iyadoo ku xiran meesha uu matoorku ku yaalo dhismaha powertrain, waxaa loo qaybin karaa afar meelood oo kala duwan.Kala soocida ku salaysan naqshadeynta nidaamka kicinta ama nooca mootada kuma filna sababtoo ah nooca mootada ayaa u adeegi karta laba codsi oo habdhiska kicinta oo kala duwan.Naqshadeynta nidaamka kicinta ee la bixiyay, doorashada mashiinka korantada kuma koobna nooca mootada oo keliya, arrimaha kale sida waxqabadka, maaraynta kulaylka, iyo kharashku waa dhammaan tixgelinta.Matoorada baabuurta tamarta ee cusub waxaa ka mid ah: matoorada ku rakiban mishiinka, matoorada gudbinta ku xiran, matoorada e-axle, iyo matoorada taayirrada.

matoorka ku rakiban

Farsamada mootada ku rakiban mishiinka waxay inta badan ku salaysan tahay tignoolajiyada suunka bilawga ah (BSG).Tignoolajiyada Belt Starter Generator (BSG) waxay bedeshaa mishiinka bilawga dhaqameedka iyo koronto-dhaliyaha (bedelka) waxayna buuxisaa shaqadooda.Shaqooyinka beddelka matoorka oo ay ku jiraan bilowga joogsiga, xeebta, qulqulka korantada iyo korantada ayaa sidoo kale la hirgeliyaa.Waxaa sare u kacday baahida loo qabo xalkan tignoolajiyada, kaas oo bixisa hab kharash badan oo wax ku ool ah si loo gaaro kayd shidaal oo la taaban karo iyadoo isbedel yar lagu sameeyay qaab dhismeedka tamarta korontada marka loo eego baabuurta caadiga ah.Sannadka 2020, matoorada injiinka ku rakiban ayaa ku dhawaad ​​​​30% ka ahaa dhammaan suuqa mootada, waxaana la filayaa inuu suuqa ku koco CAGR oo ah 13% illaa 2032.Saddexda alaab-qeybiye ee ugu sarreeya adduunka ayaa si wadajir ah u bixiya in ka badan 75% baahida 2020 waxaana la filayaa inay sii wadaan inta badan saamiga suuqa mustaqbalka.

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 matoorka gudbinta ku xiran

Matoorka ku xiran gudbinta, dhanka kale, wuxuu yareynayaa qaar ka mid ah xaddidaadaha qaab dhismeedka suunka bilawga ah (BSG), siinta awood badan, buuxinta tamarta caadiga ah, iyo kordhinta dabacsanaanta nidaamka korantada.Matooradan taxanaha ah ayaa inta badan ku habboon baabuurta isku-dhafan ee korontadu buuxdo ama fur-ku-xidhan. Iyada oo ku xidhan qaab dhismeedka powertrain, booska matoorku wuxuu noqon karaa ka hor ama ka dib gudbinta.Matoorada gudbinta ku xiran ayaa ah 45% suuqa matoorka kicinta marka la gaaro 2020 waxaana la filayaa inay ku koraan CAGR oo ah 16.7% illaa 2032, sida uu qabo IHS Markit Supply Chain & Technology.

 

Si ka duwan noocyada kale ee matoorada, suuqa mootada ku xiran gudbinta, Japan iyo South Korea oo keliya ayaa xisaabiyay qiyaastii 50% wax soo saarka sanadka 2020.Marka la eego saamigan, iyadoo la tixgelinayo diiradda saaraya isku-dhafka buuxa iyo gawaarida isku-dhafka ah ee dalalkan, xogtani ma aha mid adag in la fahmo.Intaa waxaa dheer, hormuudka OEM-yada isticmaalaya matoorrada ku xiran gudbinta ee wax soo saarka gawaarida korontada leh iyo alaab-qeybiyeyaashooda muhiimka ah waxay sidoo kale ku yaalliin Japan iyo South Korea.

matoorka e-axle

Qoyska saddexaad ee mootada waa mashiinka e-axle, kaas oo isku dara qaybaha tamarta korantada ee shakhsi ahaaneed ee hal xirmo, abuurista xal isku dhafan, khafiif ah oo hufan oo bixiya waxqabad sare iyo waxtar sare leh.Qaabaynta mashiinka e-axle, matoorka ayaa la dhigayaa transaxle.

 

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Marka loo eego saadaasha IHS Markit Chain Supply Chain iyo Technology Department, marka la gaaro 2020, matoorada e-axle waxay xisaabin doonaan ilaa 25% suuqa matoorka, waxaana la filayaa in heerka kobaca sanadlaha ah ee suuqan uu gaaro 20.1% 2032, kaas oo ah kan ugu dhaqsaha badan ee u koraya dhammaan matoorada kicinta. Qaybta ugu dhaqsiyaha badan.Tani waa fursad suuq oo muhiim ah dhammaan aagagga silsiladda sahayda matoorka, sida kuwa soo saarayaasha birta korantada, soo saarayaasha dabaylaha naxaasta ah iyo kuwa wax soo saara ee aluminiumka.Suuqa mootada e-axle, labadaba Yurub iyo Shiinaha Weyn ayaa hogaaminaya xirmada waxaana la filayaa inay ku xisaabtamaan in ka badan 60% wax soo saarka caalamiga ah inta lagu jiro xilliga saadaasha 2020-26.

Matoorka taayirrada

Nooca afraad ee matoorku waa matoorka xuddunta, kaas oo u oggolaanaya matoorka in la dhigo bartamaha giraangiraha, hoos u dhigista qaybaha loo baahan yahay si loo yareeyo gudbinta iyo khasaaraha tamarta ee la xidhiidha qalabka, xajiyeyaasha iyo kala-goysyada caalamiga ah.

 

Matoorada taayirrada waxaa loo kala saaraa qaab-dhismeedka P5 waxayna u muuqdaan inay yihiin beddelka soo jiidashada leh ee tareennada caadiga ah, laakiin waxay leeyihiin cillado waaweyn.Marka lagu daro kororka kharashka ee uu keenay horumarka tignoolajiyada, dhibaatada kordhinta miisaanka aan la daboolin ee baabuurka ayaa waxyeello u geystay caannimada matoorada taayirrada.Matoorada taayirrada ku jira waxay ahaan doonaan qayb ka mid ah suuqa baabuurta fudud ee caalamiga ah, iyada oo iibka sannadlaha ahi uu ka hoos mari doono 100,000 tobanka sano ee soo socda badidood, IHS Markit ayaa yidhi.

Xeeladaha guriga lagu sameeyo ama dibadda laga keeno

Suuqa silsiladda sahayda matoorka ee caalamiga ah, isbeddel muhiim ah ayaa ah wax soo saarka gudaha iyo dibadda ee matoorada.Shaxda hoose waxay soo koobaysaa isbeddellada wax soo saarka ama iibinta matoorada kicinta ee 10ka OEM ee ugu sarreeya adduunka.OEM-yada caalamiga ah ayaa la filayaa inay door bidaan dibadda u soo saarista halkii ay ka ahaan lahaayeen wax soo saarka gudaha ee matoorada korontada marka la gaaro 2022.Muddadan waxaa badanaa loo yaqaan "baahida tignoolajiyada" badi OEM-yada adduunka oo dhan waxay si weyn ugu tiirsanaan doonaan alaab-qeybiyeyaasha mootada, marka la eego kan dambe ee fahamka sare ee tignoolajiyada hoose, iyo xaddidnaanta laakiin isbeddelka baahiyaha qaybaha OEM-yada.

 

Laga bilaabo 2022 ilaa 2026, waxa loogu yeero "koritaanka taageerada", saamiga matoorada lagu soo saaray guriga ayaa si tartiib tartiib ah u kordhin doona.Qiyaastii 50% matoorada la soo saaray 2026 waxay noqon doonaan gudaha.Inta lagu jiro muddadan, OEM-yadu waxay horumarin doonaan tignoolajiyada guriga dhexdiisa iyadoo la kaashanayo la-hawlgalayaasha iyo isku darka alaab-qeybiyaha.IHS Markit waxay saadaalisay in 2026 ka dib, OEM-yadu ay hogaamin doonaan oo saamiga wax soo saarka matoorka gudaha uu si weyn u kordhin doono.

 

Sida ilaalinta kor u qaadista baabuurta tamarta cusub ee magaalada, codsiga ku dallaca kaabayaasha ee Shanghai waa microcosm ee horumarinta baabuurta tamarta cusub.

 

Wang Zidong waxa uu tilmaamay in beddelka baytariga iyo ku dallacadu aanay ahayn kuwo gebi ahaanba iska soo horjeeda. Tani waa ikhtiyaar cusub oo leh faa'iidooyin bulsho oo la taaban karo."Marka nolosha baakidhka batteriga la kordhiyo oo badbaadada la hagaajiyo, baabuurta rakaabka ah ee qaabka batteriga ayaa si weyn loogu isticmaali doonaa suuqa. Waqtigaas, ma aha oo kaliya baabuurta B-dhamaadka, laakiin sidoo kale baabuurta C-dhamaadka (baabuurta gaarka ah) ayaa si tartiib tartiib ah ula qabsan doona tan. baahan.”

 

Huang Chunhua waxa uu aaminsan yahay in mustaqbalka, dadka isticmaala baabuurta tamarta cusub ay haystaan ​​wakhti ay ku dallacaan, laakiin ma haystaan ​​wakhti ay ku beddelaan batteriga. Waxay sidoo kale cusboonaysiin karaan batteriga iyagoo beddelaya saldhigga korantada, si dadka isticmaala ay u helaan doorashooyin kala duwan, iyo siyaabaha ugu habboon ee isticmaalka ayaa ah diiradda horumarinta warshadaha.Sidoo kale, Wasaaradda Warshadaha iyo Tignoolajiyada ayaa dhawaan sheegtay in sanadka 2022-ka la bilaabayo barnaamij tijaabo ah oo loogu talagalay in si buuxda loo tayeeyo gaadiidka dadweynaha.Tan ka dambaysa waa in ay ahaataa isku darka dallacaadda iyo batteriga beddelka si kor loogu qaado koronto buuxda ee baabuurta qaybta dadweynaha."Labada ilaa seddexda sano ee soo socota, waaxyo-hoosaadyada sida gaadiidka dadweynaha iyo gaadiidka, caannimada beddelashada batteriga ayaa dardargelin doonta."

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Waqtiga boostada: Jul-07-2022