I-automation yokukhiqiza idingeka kakhulu. Izinkampani ezisohlwini lwamarobhothi ezimboni ziyahlangana ukuze zivune ama-oda

Isingeniso:Kusukela ekuqaleni kwalo nyaka, imboni entsha yezimoto zamandla isheshise ukwanda kokukhiqizwa, futhi ukuphakama nomfula ongezansi kwemboni kuncike kakhulu ekukhiqizweni nasekukhiqizeni okuzenzakalelayo.Ngokusho kwabangaphakathi embonini, isidingo semakethe samarobhothi ezimboni siyathuthuka.Ngokuthuthuka okuqhubekayo kwamakhono ezobuchwepheshe kanye nekhwalithi yomkhiqizo, usayizi wemakethe wamarobhothi ezimboni kulindeleke ukuthi uqhubeke nokukhula.

Muva nje, izinkampani ezifakwe ohlwini erobhothini lezimboniimboni efana ne-Meher ne-Eft ithole ngokujulile ama-oda amakhulu emigqa yokukhiqiza ezishintshayo zezimoto.Kusukela ekuqaleni kwalo nyaka, imoto entsha yamandlaimboni isheshise ukunwetshwa kokukhiqiza, futhi umfula okhuphukayo nowehla nomfula uncike kakhulu ekukhiqizeni okuzenzakalelayo nasekukhiqizeni.Ngokusho kwabangaphakathi embonini, isidingo semakethe samarobhothi ezimboni siyathuthuka.Ngokuthuthuka okuqhubekayo kwamakhono ezobuchwepheshe kanye nekhwalithi yomkhiqizo, usayizi wemakethe wamarobhothi ezimboni kulindeleke ukuthi uqhubeke nokukhula.

Izindaba ezinhle zokuwina ibhidi zivamile

Ngo-Okthoba 13, u-Meher wamemezela ukuthi inkampani ithole i-3 "Izaziso Zokuwina Ibhidi" evela ku-BYD, eqinisekisa ukuthi inkampani isibe ngumfakisicelo ophumelele kumaphrojekthi angu-3. U-50% wemali engenayo yokusebenza ehloliwe ngo-2021.

Ngomhla ziyi-10 kuMfumfu, i-SINOMACH yamemezela ukuthi inkampani ephethwe ngokugcwele, i-China Automobile Engineering Co., Ltd., isanda kuwina ibhidi yesigaba sesibili sephrojekthi yomzimba ephansi ye-Chery Super No. Le nkampani izobhekana nazo zonke izinto zokusebenza okuhlanganisa nokuklama, ukukhiqiza, ukufakwa, ukugunyaza, ukuqeqesha, njll. I-China Automotive Engineering iwumhlinzeki wesixazululo sohlelo ngokuqonda “kokuhlela konke” kanye “nokuhlanganiswa kweshabhu lokusebenzela ngedijithali” ukuze kwenziwe ngobuhlakani ukukhiqiza, futhi ingacubungula futhi yenze izakhiwo zomzimba zezimoto ze-magnesium ne-aluminium alloy engasindi. kanye nezingxenye zenjini. Lesi simemezelo sibonisa ukuthi iphrojekthi ewinile izothuthukisa ithonya lebhizinisi lokushisela embonini yobunjiniyela bezimoto, futhi izoba nomthelela omuhle ekusebenzeni kwenkampani.

Ngaphezu kwalokho, u-Eft umemezele ukuthi i-Autorobot, inkampani engaphansi kwenkampani, isanda kuthola i-FCA Italy SpA, inkampani engaphansi kwe-Stellantis Group, umkhiqizi wezimoto wesine ngobukhulu emhlabeni, cishe amamodeli amabili ezimoto ezihlanzekile zikagesi kanye nezimoto ezihlanganisiwe ze-plug-in eMelfi. isitshalo e-Italy. Isamba senani lephrojekthi lama-oda okuthenga ebhodi elingaphambili, imizimba engemuva kanye nemigqa yokukhiqiza engaphansi komuntu lilinganiselwa ezigidini ezingama-254 zamayuan, okubalelwa ku-22.14% wemali engenayo ehloliwe yokusebenza yenkampani ngo-2021.

Isidingo semakethe esinamandla

Eminyakeni yamuva nje, isikali semakethe yamarobhothi ezimboni yaseChina sikhule ngokushesha, sibekwe kuqala emakethe yamarobhothi ezimboni enkulu kunazo zonke emhlabeni.Imininingwane evela eMnyangweni Wezimboni Nobuchwepheshe Bolwazi ikhombisa ukuthi ngo-2021, imali engenayo yokusebenza yawo wonke umkhakha wamarobhothi izodlula ama-yuan ayizigidi eziyizinkulungwane eziyi-130.Phakathi kwazo, ukukhiqizwa kwamarobhothi ezimboni kufinyelele kumayunithi angama-366,000, okuwukunyuka okuphindwe ka-10 ngaphezu kuka-2015.

"I-China Robot Industry Development Report (2022)" ehlelwe yi-Chinese Institute of Electronics ikhombisa ukuthi amarobhothi kanye ne-automation sekuyingxenye ebalulekile yokukhiqiza yesimanje eminyakeni embalwa edlule, nabakhiqizi abahlanganisa izinhlelo zamarobhothi ezindaweni zokukhiqiza ukukhulisa amandla okukhiqiza , ukwenza ngcono izilinganiso zenzuzo nokunciphisa izindleko zokusebenza.I-Huaxi Securities ikholelwa ukuthi imboni yezimoto isiphenduke indawo ebalulekile yokufakwa kwamarobhothi ezimbonini.Izinga lokukhula kokuthengiswa kwezimoto zamandla amasha lidlule obekulindelekile, futhi isidingo semakethe samarobhothi sigcine umkhuba omuhle.

Izibalo zePassenger Car Association zikhombisa ukuthi ukudayiswa kwezitolo ezimakethe zezimoto zabagibeli ngoSepthemba kufinyelele ezigidini eziyi-1.922, okuwukukhula ngo-21.5% unyaka nonyaka nokunyuka kwenyanga nenyanga ngo-2.8%; ukudayiswa kwezitolo ezinkulu zabakhiqizi bezimoto zabagibeli ezweni lonke bekungamayunithi ayizigidi ezi-2.293, okukhuphuke ngo-32.0% unyaka nonyaka kanye no-9.4% inyanga nenyanga. .

Ngenxa yesidingo esinamandla sezimboni ezifana nezimoto ezintsha ezisebenza ngogesi, izinkampani ezisohlwini ezihlobene nazo zaletha ukukhula komsebenzi.

Ngo-Okthoba 11, i-Shuanghuan Transmission, i-robot ehamba phambili yezimboni kanye ne-automation inkampani, idalule isibikezelo sayo sokusebenza kwezingxenye ezintathu zokuqala. Kulindeleke ukuthi inzuzo yonke etholwa umzali ezigabeni ezintathu zokuqala izofinyelela ku-391 million yuan kuya ku-411 million yuan, okuwukunyuka konyaka ngo-72.59% -81.42%.

Ngokwezibalo ze-International Federation of Robotics (IFR), izinga lemakethe yamarobhothi ezimboni yaseChina ligcine inkambiso yokukhula eminyakeni yamuva nje, futhi izinga lemakethe lizoqhubeka nokukhula ngo-2022, futhi kulindeleke ukuthi lifinyelele ezigidini eziyizinkulungwane ezingama-8.7 zamadola aseMelika. .Kulinganiselwa ukuthi ngo-2024, isikali semakethe yamarobhothi ezimboni yaseShayina sizodlula ama-dollar ayizigidi eziyizinkulungwane eziyi-11.

Abangaphakathi embonini bathi njengamanje, izimboni ezimbili ezinkulu zezimoto kanye ne-3C electronics zinesidingo esinamandla samarobhothi ezimboni, futhi imakethe yokufaka isicelo yamarobhothi ezimbonini njengemboni yamakhemikhali kanye ne-petroleum izovuleka kancane kancane ngokuzayo.

Khulisa imizamo ye-R&D

Imboni yamarobhothi ezimboni ibandakanya isoftware, ukukhiqiza kanye nokwakheka kohlelo.Abangaphakathi embonini bathi ngenxa yesidingo esinamandla sokuzenzakalelayo ekwakhiweni kwezimoto, izinkampani zamarobhothi ezimboni ezinamakhono aqinile okuhlanganiswa kwesistimu zibhekene namathuba emakethe.Siseningi indawo yokukhula ekusetshenzisweni kwamarobhothi ahlanganisayo namarobhothi ashiselayo emigqeni yokukhiqiza izimoto.

UNobhala Webhodi Labaqondisi bakwa-Estun wethula intatheli ye-China Securities News: “Izingxenye eziyinhloko zamarobhothi ezimboni zihlanganisa izinhlelo zokulawula, izinhlelo ze-servo, izinciphisi.,njll., futhi abakhiqizi bamarobhothi basekhaya bathole ukuzimela ezinhlelweni ze-servo nemizimba yamarobhothi. I-R&D nokukhiqizwa kukhule ngokushesha, kodwa izinga lezingxenye zokulawula kwamanye amamodeli asezingeni eliphezulu lisadinga ukuthuthukiswa.”

Ukuze kuthathwe amathuba amaningi ezimakethe futhi kuhlangatshezwane nezidingo zamakhasimende, izinkampani zamarobhothi zandisa imizamo yazo yocwaningo nentuthuko ukuthuthukisa ikhwalithi yomkhiqizo nezinga lobuchwepheshe.Imininingwane yomoya ikhombisa ukuthi phakathi kwezinkampani ezisohlwini ezingama-31 ezisohlwini lwemboni yamarobhothi ezimboni, izinkampani eziyi-18 zithole ukwenyuka konyaka nonyaka kwezindleko ze-R&D engxenyeni yokuqala yalo nyaka, okubalelwa cishe ku-60%.Phakathi kwazo, izindleko ze-R&D ze-INVT, Zhenbang Intelligent, Inovance Technology nezinye izinkampani zikhuphuke ngaphezu kuka-40% unyaka nonyaka.

U-Eft uthe etafuleni lemisebenzi yobudlelwano nabatshalizimali udalule muva nje ukuthi inkampani njengamanje idayisa amarobhothi angu-50kg, 130kg, 150kg, 180kg kanye no-210kg anomthwalo ophakathi nendawo namakhulu emakethe, futhi yakha amarobhothi angu-370kg ngesikhathi esifanayo.

U-Eston uthe ucwaningo lwamanje nentuthuko yenkampani igxile emandleni amasha, ukushisela, ukucutshungulwa kwensimbi, izingxenye zezimoto nezimoto nezinye izimboni zezicelo, kanye nokuthuthukiswa okwenziwe ngokwezifiso kwezimboni ezibuhlungu zezimboni ezansi nomfula.


Isikhathi sokuthumela: Nov-02-2022