Selemong sena, ho phaella ho MG (SAIC)le Xpeng Motors, e lengli ne li rekisoa Europe qalong, NIO le BYD li sebelisitse 'maraka oa Europe e le setsi se seholo.Taba e kholo e hlakile:
●Linaha tse kholo tsa Europe Jeremane, Fora, Italy le linaha tse ngata tsa Europe Bophirima li na le lithuso, 'me linaha tsa Nordic li tla ba le khothatso ea lekhetho kamora hore lithuso li felile. Mefuta e tšoanang e ka theko e phahameng Europe ho feta Chaena, 'me e ka etsoa Chaena' me ea romeloa Europe ka theko e tlaase.
●Mefuta e khothalletsoang ke lik'hamphani tsa likoloi tsa Europe tsa Chaena, ho tloha BBA ho ea Volkswagen, Toyota, Honda le likoloi tsa Fora, kaofela li bone bothata. Ho pheta-pheta hoa lieha, theko e batla e phahame, 'me ho na le lekhalo pakeng tsa tlhōlisano ea rona le boiphetoho.
▲ Setšoantšo sa 1. Lithekiso tsa lik'hamphani tsa likoloi Europe ka 2022
'Me haufinyane tjena, Mopresidente oa ACEA le CEO oa BMW Oliver Zipse o ile a bua ka linako tse ling: "E le ho etsa bonnete ba hore ho khutlela kholong le' maraka o moholoanyane oa thekiso ea likoloi tsa motlakase, Europe e hloka ka potlako ho theha maemo a nepahetseng a moralo, ketane e kholo ea phepelo ea Europe. . Resilience, EU Critical Raw Materials Act ho netefatsa phihlello ea leano ea lisebelisoa tse hlokahalang bakeng sa likoloi tsa motlakase, le phallo e potlakileng ea lisebelisoa tsa ho tjhaja. Liketsahalo tse kholo lilemong tse 'maloa tse fetileng, joalo ka Brexit, seoa sa coronavirus, libotlolo tsa phepelo ea semiconductor le ntoa ea Serussia-Ukraine, Liketsahalo tsena li bile le tšusumetso ho litheko le phepelo ea matla, le lebelo, botebo le ho se tsejoe esale pele tseo lefatše le leng ho tsona. ho fetoha. Sena se sebetsa haholo-holo maemong a lipolotiki, moo liindasteri le liketane tsa tsona tsa boleng tse momahaneng li nang le tšusumetso e tobileng. ”
Ka mantsoe a bonolo, lithibelo tse fapaneng tsa taolo Europe li na le tšusumetso e kholo ho nts'etsopele ea lik'hamphani tsa likoloi tsa Europe. Hammoho le maano a fapaneng, indasteri ea likoloi ea Europe e maemong a fokolang.ACEA e ntlafalitse ponelopele ea eona ea pele ea hore 'maraka oa likoloi oa EU o tla khutlela kholong ka 2022, e bolela esale pele ka konteraka e' ngoe selemong sena, ho theosa le 1% ho isa ho li-unit tse limilione tse 9.6.Ha ho bapisoa le lipalo tsa 2019, thekiso ea likoloi e theohile ka 26% ka lilemo tse tharo feela.
▲Setšoantšo sa 2.Ho rekisoa ha likoloi Europe
Ha e le hantle, ha lik'hamphani tsa likoloi tsa Machaena li kena Europe ka nako ena, ha li tsebe hore na li etsa chelete e kae mabapi le melemo ea moruo, empa mathata a libaka a tla ba maholo.U fumana libilione, 'me mathata a tikoloho a tlisoang a ka hloka tlhahlobo e hlokolosi. Sena se batla se tšoana le boemo ba lik'hamphani tsa likoloi tsa Majapane tse kenang 'marakeng oa US.Ntho eo u lokelang ho e ela hloko ke hore kamano pakeng tsa batho ba hiriloeng le indasteri ea likoloi Europe, 'me mathata a latelang a moruo le a ZZ a tsoa mohloling o le mong.
▲Setšoantšo sa 3.Litaba tsa mosebetsi li amana ka kotloloho le Lipolotiki tsa Europe
Karolo ea 1
Involution ea indasteri ea likoloi lefatšeng ka bophara
Ha linaha tse hlahisang likoloi li qothisana lehlokoa le 'maraka khahlano le maemo a fokotsehang a tlhoko ea likoloi lefatšeng ka bophara, eketsa ts'ebeliso ea matla.Tlholisano eohle ho tloha ho lihlahisoa tsa likoloi ho ea tlhōlisanong ea 'maraka e ke ke ea qojoa,' me ho batla ho le bonolo ho hlōlisana 'marakeng oa lehae.
▲Setšoantšo sa 4.Boemo ba tlhahiso ea likoloi lefatšeng ka bophara
Re bona phephetso e kholo haholo Europe, moo u ka bonang ka tlase, tlhahiso ea likoloi tsa Europe e theohile ka lilemo tse 4 ka tatellano.
▲Setšoantšo sa 5.Kakaretso ea tlhahiso ea likoloi tsa Europe
Ka 2021, EU e tla romella likoloi tsa baeti tse limilione tse 5.1, 'me likoloi tsa baeti tsa EU li maemong a 10 a holimo lefatšeng ka bophara.(UK, US, China, Turkey, Ukraine, Switzerland, Japan, Korea Boroa, Norway le linaha tsa Middle East).
Ho fapana le monahano oa motho e mong le e mong, palo ea likoloi tse romelloang kantle ho naha ho tloha Europe ho ea Chaena ke 410,000 feela ka selemo.E ka 'na ea theoha ka 2022. Qetellong, litokelo le lithahasello tsa indasteri ea likoloi tsa Europe naheng ea Chaena li itšetlehile haholo ka lichelete tsa lehae tsa indasteri ea likoloi tsa Jeremane, hammoho le likoloi tse ling tse tsoang linaheng tse ling.
▲Setšoantšo sa 6.Li-export tsa lik'hamphani tsa likoloi tsa Europe
Ho latela lintlha tsa IHS, ho tloha ka Pherekhong ho fihlela Phato 2022, thekiso e ncha ea likoloi tsa bapalami lefatšeng ka bophara e fihlile ho li-unit tse limilione tse 7,83, 'me likoloi tse ncha tsa China tse nang le matla a matla li nkile karolo ea 38,6% ea 'maraka; Europe e ne e le 'maraka oa bobeli o moholo ka ho fetisisa, o nang le karolo ea 27.2%.Har'a tsona, thekiso ea lefats'e ea likoloi tse hloekileng tsa motlakase e ne e le li-unit tsa limilione tse 5.05, 'me likoloi tsa China tse hloekileng tsa motlakase li ne li etsa karolo ea 46,2%; Europe e ne e le 'maraka oa bobeli o moholo lefatšeng ka bophara, ka karolo ea 21.8%.
Karolo ea 2
Likhamphani tsa likoloi tsa China tse Europe
Re bona hore lik'hamphani tsa likoloi tse ncha tsa China li ntse li sebetsa haholo Europe nakong ena:
●Karolong ea bobeli ea selemo, BYD e phatlalalitse ho sebelisana le Hedin Mobility, sehlopha se ka sehloohong sa barekisi lefapheng la Europe, ho fana ka lihlahisoa tsa boleng bo phahameng ba likoloi tse ncha bakeng sa limmaraka tsa Sweden le Jeremane.
●Mathoasong a Mphalane, NIO e ile ea tšoara ketsahalo ea NIO Berlin 2022 Berlin, e phatlalatsa ka molao hore e tla amohela mofuta o mocha oa ho ngolisa ho fana ka lits'ebeletso tsa sistimi e felletseng Jeremane, Netherlands, Denmark le Sweden, le ho bula ET7, EL7 le ET5 mefuta e meraro ea sethala sa NIO NT2. Booking.
Ebile, re bona lihlahisoa tsa China MG, Chase ho kenyelletsa Geely's Polestar kaofela li rekisoa Europe.Kutloisiso ea ka ke hore, haeba u batla ho lula 'marakeng Europe, mokhoa oa ho kena ke oa bohlokoa haholo.
Europe e boetse e phatlalalitse Melao ea Battery ea EU, e koahelang mekhahlelo eohle ea potoloho ea bophelo ba betri: ho tloha tlhahiso le ts'ebetso ea lisebelisoa tse tala tsa betri, ho ea ho tšebeliso ea lihlahisoa tsa betri, ho ea ho tsosolosoa ha libeteri tse khaotsoeng le tsa ho qetela.Ho arabela litlhoko tse ncha tse behiloeng melaong e mecha, likhoebo li hloka ho nka mehato e nakong ntlafatsong ea lihlahisoa, theko ea thepa e tala le tsamaiso ea phepelo ea thepa, le ho theha le ho kenya tšebetsong merero ea karabelo ea nako e mahareng le e telele.Ha e le hantle, taolo ena ea betri e tla tlisa mathata a mangata ho ketane ea boleng ba betri, haholo-holo bahlahisi ba likoloi tse ncha tsa matla le betri ea matla ho kena 'marakeng oa EU.
▲ Setšoantšo sa 7. Melao ea betri ea Europe
Mopresidente oa Khomishene ea Europe von der Leyen o boletse ka Loetse hore EU e hloka ho matlafatsa maqhama le linaha tse tšepahalang le libaka tse kholo tsa kholo, le ho netefatsa phepelo ea lithium le lefatše le sa tloaelehang ho tsamaisa phetoho ho moruo o motala.O tla phehella ho ananeloa ha litumellano tsa khoebo le Chile, Mexico le New Zealand, 'me a sebetse ho ntšetsa pele lipuisano le balekane ba kang Australia le India.EU e hloka ho qoba ho itšetleha ka oli le khase nakong ea phetoho ea moruo o motala, o ile a bontša hore hona joale re sebetsana le 90% ea lefatše le sa tloaelehang le 60% ea lithium.Khomishene ea Europe e tla hlahisa molao o mocha, oaMolao oa Europe Critical Raw Materials Act, ho hlwaya merero e ka bang teng ea leano le ho aha libaka tsa polokelo libakeng tse kotsing ea phepelo.Hore na e tla ba joalo ka IRA ea United States nakong e tlang, kaofela re hloka ho buisana.
▲Setšoantšo sa 8.Lefatše le fetohile le fapaneng
Kakaretso: Bakeng sa litšupiso tsa hau, ke utloa eka tsela ea ho phahama ha indasteri e tletse meutloa 'me e ke ke ea potlakisoa nakoana.Ho hlokahala hore ho be le pono e akaretsang haholoanyane ea bothata.
Nako ea poso: Oct-15-2022