Selelekela:Ka la 11 Mmesa, Mokhatlo oa Likoloi oa Bapalami oa China o ile oa lokolla lintlha tsa thekiso ea likoloi tsa baeti Chaena ka Hlakubele.Ka Hlakubele 2022, thekiso ea likoloi tsa baeti Chaena e fihlile ho li-unit tse limilione tse 1.579, phokotso ea selemo le selemo ea 10.5% le keketseho ea khoeli le khoeli ea 25.6%. Mokhoa oa ho rekisa ka March o ne o fapane haholo.Kakaretso ea thekiso ea mabenkele ho tloha ka Pherekhong ho isa Hlakubele e ne e le li-unit tse limilione tse 4.915, phokotso ea selemo le selemo ea 4.5% le phokotso ea selemo le selemo ea li-unit tse 230,000. Mokhoa o akaretsang o ne o le tlase ho feta kamoo ho neng ho lebelletsoe.
Ka Hlakubele, palo e kholo ea likoloi tsa baeti naheng ea China e ne e le limilione tse 1.814, e theohile ka 1.6% selemo le selemo le ho nyoloha ka 23.6% khoeli le khoeli.Palo ea kakaretso ea kakaretso ho tloha ka Pherekhong ho isa Hlakubele e bile liyuniti tse limilione tse 5.439, keketseho ea 8.3% selemo le selemo le keketseho ea li-unit tse 410,000.
Ho latela lintlha tsa thekiso ea likoloi tsa baeti tsa Machaena tse lokollotsoeng ke Mokhatlo oa Likoloi tsa Bapalami, ts'ebetso ea 'maraka ka kakaretso ea likoloi tsa baeti naheng ea heso ha e theohe.Leha ho le joalo, ha re sheba feela lintlha tsa thekiso ea 'maraka o mocha oa likoloi tsa baeti oa China, ke setšoantšo se fapaneng ka ho felletseng.
Thekiso e ncha ea likoloi tsa motlakase e ntse e phahama, empa boemo ha bo na tšepo
Ho tloha ka 2021, ka lebaka la khaello ea li-chip le ho nyoloha ha litheko tsa thepa e tala, litšenyehelo tsa betri ea koloi le matla li nyolohile ka potlako ho feta kamoo indasteri e neng e lebelletsoe.Lintlha tse tsoang ho Ofisi ea Naha ea Lipalopalo li bonts'a hore ho tloha ka Pherekhong ho isa Pherekhong 2022, lekeno la indasteri ea likoloi le tla eketseha ka 6%, empa litšenyehelo le tsona li tla eketseha ka 8%, e tla lebisa ka kotloloho ho 10% selemo le selemo. ho fokotseha ha phaello ea kakaretso ea lik'hamphani tsa likoloi.
Ka lehlakoreng le leng, ka Pherekgong monongwaha, maemo a naha ya heso a dithuso tsa tshehetso ya koloi e ntjha ya motlakase o theohile jwaloka ha ho ne ho rerilwe. Lik'hamphani tse ncha tsa likoloi tsa matla tse neng li se li ntse li le tlas'a khatello e habeli ea khaello ea li-chip le litheko tse phahameng tsa lisebelisoa tsa betri li ne li ka etsa joalo feela tlas'a maemo a joalo. Ho qobelloa ho eketsa litheko tsa koloi ho etsa hore ho be le phello ea litšenyehelo tse ntseng li phahama.
Nka Tesla, "moetsi oa ho fetola litheko," e le mohlala. E phahamisitse litheko tse peli tsa litheko tsa eona tse peli tse kholo ka Hlakubele feela.Har'a bona, ka la 10 Hlakubele, litheko tsa Tesla Model 3, Model Y-wheel drive, le mefuta e phahameng ea ts'ebetso e phahamisitsoe ke li-yuan tse 10,000.
Ka la 15 Hlakubele, theko ea mofuta oa Tesla's Model 3-wheel-drive drive e nyolohetse ho li-yuan tse 279,900 (ho fihlela ho li-yuan tse 14,200), ha mofuta o sebetsang hantle haholo oa Model 3, oa mofuta o felletseng oa Model Y. pele e eketsehile ka li-yuan tse 10,000. Mofuta oa ho khanna ka mabili o tla nyoloha hape ka li-yuan tse 18,000, athe mofuta oa ts'ebetso e phahameng ea mochini oa Model Y o tla nyoloha ka kotloloho ho tloha ho li-yuan tse 397,900 ho isa ho li-yuan tse 417,900.
Mahlong a batho ba bangata, ho phahama ha theko ea lik'hamphani tse ncha tsa motlakase ho ka nyahamisa bareki ba bangata ba neng ba rerile ho reka.likoloi tse ncha tsa matla. Lintlha tse ngata tse sa thuseng ho nts'etsopele ea likoloi tse ncha tsa matla li ka ba tsa khothalletsa likoloi tse ncha tsa motlakase tse 'nileng tsa lengoa Chaena ka lilemo tse fetang leshome. 'Maraka oa likoloi tsa matla o koalehile ka har'a bethe.
Leha ho le joalo, ho latela thekiso ea hona joale ea likoloi tse ncha tsa matla, sena ha se bonahale se le joalo.Kamora phetoho ea litheko ka Pherekhong, thekiso ea likoloi tse ncha tsa baeti naheng ea heso ka Pherekhong 2022 e bile li-unit tsa 273,000, keketseho ea selemo le selemo ea 180.9%.Ha e le hantle, esita le ka February, boholo ba lik'hamphani tsa likoloi tse ncha tsa matla li ntse li jara moroalo oa ho nyoloha ha litšenyehelo li le mong.
Ka Hlakubele, lik'hamphani tse ngata tse ncha tsa makoloi naheng ea heso li se li kenelletse ho nyolloeng ha litheko.Leha ho le joalo, ka nako ena, thekiso ea thekiso ea likoloi tse ncha tsa baeti naheng ea heso e fihlile ho li-unit tsa 445,000, keketseho ea selemo le selemo ea 137,6% le keketseho ea khoeli le khoeli ea 63.1%, e neng e le molemo ho feta mokhoa oa March ea lilemo tse fetileng.Ho tloha ka Pherekhong ho isa ho Hlakubele, thekiso ea thekiso ea likoloi tse ncha tsa motlakase e ne e le limilione tse 1.07, keketseho ea selemo le selemo ea 146.6%.
Bakeng sa lik'hamphani tse ncha tsa likoloi tsa matla, ha li tobana le litšenyehelo tse ntseng li eketseha, li ka boela tsa fetisetsa khatello 'marakeng ka ho phahamisa litheko.Joale ke hobane'ng ha bareki ba phallela likoloing tse ncha tsa motlakase ha lik'hamphani tse ncha tsa likoloi li atisa ho phahamisa litheko?
Na ho nyoloha ha litheko ho tla ama 'maraka o mocha oa likoloi tsa China?
Ho ea ka maikutlo a Xiaolei, lebaka leo ka lona ho nyoloha ho tsoelang pele ha theko ea likoloi tse ncha tsa motlakase ho sa sisinyeheng boikemisetso ba bareki ba ho reka likoloi tse ncha tsa matla ke haholo-holo ka mabaka a latelang:
Ntlha ea pele, ho eketseha ha theko ea likoloi tse ncha tsa matla ha ho na temoso, 'me bareki ba se ba ntse ba e-na le litebello tsa kelello bakeng sa keketseho ea theko ea likoloi tse ncha tsa matla.
Ho ea ka morero oa pele, lithuso tsa naha ea naha ea heso bakeng sa likoloi tse ncha tsa matla li lokela ho hlakoloa ka ho feletseng pele ho 2020. Lebaka leo ka lona ho ntseng ho e-na le lithuso tsa likoloi tse ncha tsa motlakase hona joale ke hore lebelo la ho theoha ha lithuso le liehile ka lebaka la seoa sena.Ka mantsoe a mang, le haeba thuso ea mmuso e fokotsehile ka 30% selemong sena, bareki ba ntse ba fumana lithuso bakeng sa likoloi tse ncha tsa matla.
Ka lehlakoreng le leng, lintlha tse sa lokeleng nts'etsopele ea likoloi tse ncha tsa matla, joalo ka khaello ea li-chip le litheko tse ntseng li phahama tsa betri ea matla, ha lia hlaha selemong sena.Ho phaella moo, Tesla, eo kamehla e nkoang ke lik'hamphani tsa likoloi le bareki e le "vane ea tšimo ea likoloi tse ncha tsa matla", e etelletse pele ho phahamisa litheko, kahoo bareki ba ka boela ba amohela ho eketseha ha theko ea likoloi tse ncha tsa matla ho tloha koloing e 'ngoe. lik'hamphani.Ho lokela ho tsejoa hore bareki ba likoloi tse ncha tsa motlakase ba na le litlhoko tse thata tse thata le kutloisiso ea theko e tlaase, kahoo liphetoho tse nyenyane tsa theko li ke ke tsa ama haholo tlhoko ea bareki ea likoloi tse ncha tsa matla.
Ea bobeli, likoloi tse ncha tsa matla ha li bue feela ka likoloi tse hloekileng tsa motlakase tse itšetlehileng haholo ka libeteri tsa matla, empa hape le likoloi tsa lebasetere le likoloi tsa motlakase tse atolositsoeng.Kaha likoloi tsa li-plug-in hybrid le likoloi tsa motlakase tsa nako e telele ha li itšetlehe haholo ka libeteri tsa matla, ho eketseha ha theko ho boetse ho ka har'a mefuta eo bareki ba bangata ba ka e amohelang.
Ho tloha selemong se fetileng, karolo ea 'maraka ea likoloi tsa plug-in hybrid e etelletsoeng pele ke BYD le likoloi tse atolositsoeng tsa motlakase tse etelletsoeng pele ke Lili li eketsehile butle-butle.Mehlala ena e 'meli e sa itšetleheng haholo ka libeteri tsa motlakase 'me e natefeloa ke melemo ea leano le lecha la koloi ea matla e boetse e ja 'maraka oa setso oa likoloi tsa mafura tlas'a folakha ea "likoloi tse ncha tsa matla".
Ho ea ka pono e 'ngoe, le hoja phello ea ho eketseha ha theko e kopanetsoeng ea likoloi tse ncha tsa matla indastering ea likoloi tse ncha ha e bontšoe thekisong ea likoloi tse ncha tsa matla ka February le March, e kanna ea ba hobane nako ea karabelo ena ke. “tiehile” “.
U tlameha ho tseba hore mohlala oa thekiso oa likoloi tse ngata tse ncha tse nang le matla ke thekiso ea liodara. Hajoale, lik'hamphani tse fapaneng tsa likoloi li na le litaelo tse ngata pele theko e nyoloha.Ho nka mohlala oa naha ea heso e ncha ea motlakase oa koloi ea BYD, e na le tšitiso ea liodara tse fetang 400,000, e leng se bolelang hore boholo ba likoloi tseo BYD e ntseng e fana ka tsona hajoale li ntse li cheka litaelo tsa eona pele theko e eketseha.
Ntlha ea boraro, ke ka lebaka la keketseho e latellanang ea litheko tsa lik'hamphani tse ncha tsa likoloi tsa motlakase moo bareki ba batlang ho reka likoloi tse ncha tsa matla ba nang le maikutlo a hore theko ea likoloi tse ncha tsa matla e tla tsoela pele ho nyoloha.Ka hona, bareki ba bangata ba na le mohopolo oa ho koala theko ea odara pele theko ea likoloi tse ncha e nyoloha hape, e lebisang boemong bo bocha boo ho bona bareki ba bangata ba nang le kelello kapa ba latela mokhoa oa ho odara.Ka mohlala, Xiaolei o na le mosebetsi-'moho le eena ea ileng a beha taelo ea Qin PLUS DM-i pele BYD e phatlalatsa letoto la bobeli la ho eketseha ha theko, a tšaba hore BYD e tla tloha e phetha karolo ea boraro ea ho eketseha ha theko.
Ho ea ka pono ea Xiaolei, litheko tse ntseng li phahama ka bohlanya tsa likoloi tse ncha tsa matla le litheko tse nyolohang ka bohlanya tsa likoloi tse ncha tsa matla li leka ho hanyetsa khatello ea lik'hamphani tse ncha tsa likoloi le bareki ba likoloi tse ncha.U tlameha ho tseba hore bokhoni ba bareki ba ho amohela litheko bo na le moeli. Haeba lik'hamphani tsa likoloi li sitoa ho laola ka katleho litšenyehelo tse ntseng li phahama tsa lihlahisoa, bareki ba tla ba le mefuta e meng eo ba ka khethang ho eona, empa lik'hamphani tsa likoloi li ka tobana le ho oa feela.
Ho hlakile hore, leha thekiso ea likoloi tse ncha tsa naha ea heso e ntse e phahama khahlano le 'maraka, lik'hamphani tse ncha tsa likoloi tsa motlakase le tsona li ntse li sokola.Empa ka lehlohonolo, ha ho tobane le "khaello ea "lithium" ea lefats'e ka bophara, boemo ba 'maraka oa likoloi tsa Chaena lefatšeng ka bophara bo ntlafalitsoe haholo. .
Ka Pherekhong-Pherekhong 2022, thekiso e felletseng ea likoloi tsa baeti Chaena e fihlile ho li-unit tse limilione tse 3.624, keketseho ea selemo le selemo ea 14.0%, ho fihlela qalo e ntle ea 'nete.Karolo ea 'maraka ea Chaena ea' maraka oa likoloi oa lefatše e fihlile ho 36%, e leng tlaleho e phahameng haholo.Sena se boetse se bakoa ke khaello ea li-cores lefatšeng ka bophara. Ha ho bapisoa le lik'hamphani tsa likoloi tsa linaha tse ling, lik'hamphani tsa China tse ikemetseng tsa likoloi tsa likoloi li sebelisitse lisebelisoa tse ngata tsa li-chip, ka hona, batho ba ikemetseng ba fumane menyetla e phahameng ea kholo.
Tlas'a maemo a sa bonahaleng a hore lisebelisoa tsa lefats'e tsa lithium ore li haella mme theko ea lithium carbonate e nyolohile ka makhetlo a 10, thekiso e felletseng ea likoloi tse ncha tsa matla naheng ea China e tla fihla ho 734,000 ka Pherekhong-Hlakola 2022, selemo le selemo. keketseho ea selemo ea 162%.Ho tloha ka Pherekhong ho isa Pherekhong 2022, karolo ea 'maraka ea thekiso ea likoloi tse ncha tsa China e fihletse rekoto e holimo ho 65% ea karolo ea lefats'e.
Ho latela tlhaiso-leseling e bapisang ea indasteri ea likoloi ea lefats'e, khaello ea li-chip tsa likoloi lefatšeng ha ea tlisa feela tahlehelo e kholo nts'etsopele ea lik'hamphani tsa likoloi tsa China. Liphetho tse hokahaneng le tse fihletsoeng li-super market; Tlas'a semelo sa litheko tse ntseng li phahama tsa lithium, lihlahisoa tse ikemetseng tsa China li ile tsa nyolohela phephetsong mme tsa fihlela ts'ebetso e ntle ea kholo e kholo ea thekiso.
Nako ea poso: Apr-22-2022