Muva nje, mina no-Yanyan senze uchungechunge lwemibiko yanyanga zonke ejulile(kuhlelelwe ukukhishwa ngoNovemba, ikakhulukazi ukufingqa imininingwane ngo-Okthoba), ikakhulukazi ihlanganisa izingxenye ezine:
●Izinsiza zokushaja
Naka isimo sezindawo zokushaja eChina, amanethiwekhi azakhele wona amagridi kagesi, opharetha nezinkampani zezimoto.
●Indawo yokushintsha ibhethri
Naka isimo segagasi elisha lase-China lezindawo zokushintsha amabhethri, i-NIO, i-SAIC ne-CATL
●Amandla omhlaba
Naka izinguquko ezindaweni zokushaja zomhlaba, ikakhulukazi ezihlanganisa ukubambisana phakathi kwezinkampani zezimoto nezimoto zamandla e-United States, Europe, naseNingizimu-mpumalanga Asia, kanye nemithethonqubo namazinga.
●Amandla embonini
Njengoba imboni ingena esikhathini sokuphuma, naka ulwazi olujulile olufana nokuhlaziywa kokubambisana kwebhizinisi nokuhlanganiswa nokutholwa embonini yamanje, izinguquko zobuchwepheshe, nezindleko..
Kusukela ngo-Okthoba 2022, inqwaba yokushaja yase-China izoba nenqwaba yokushaja ye-DC engu-1.68 million, inqwaba yokushaja engu-710,000 AC, kanye nezinqwaba zokushaja ze-AC ezingu-970,000.Ngokombono wendlela yonke yokwakha, ngo-Okthoba 2022, izindawo zokushaja zomphakathi zaseChina zengeze izinqwaba ze-DC ezingama-240,000 kanye nezinqwaba ze-AC ezingama-970,000.
▲Umfanekiso 1.Uhlolojikelele lwezindawo zokushaja e-China
Ingxenye 1
Uhlolojikelele lwezindawo zokushaja zaseChina ngoNovemba
Uma izimoto zamandla amasha zifuna ukuthola ulwazi oluhle, izindawo zokushaja zomphakathi zibalulekile.Njengamanje, izikhungo zokushaja zaseChina ziye zavumelana nokuthengwa kwabathengi, okungukuthi, ohulumeni basekhaya nabaqhubi bahlela ukusabalalisa ezindaweni ezinezimoto eziningi.Ngakho-ke, uma sihlanganisa izinga lokungena kwezimoto zamandla amasha kanye nezinga lokugcinwa kwezinqwaba zokushaja ndawonye, zihambisana ngokuyisisekelo.
Njengamanje, izifunda ezi-TOP 10:I-Guangdong, i-Jiangsu, i-Shanghai, i-Zhejiang, i-Beijing, i-Hubei, i-Shandong, i-Anhui, i-Henan, ne-Fujian. Sekwakhiwe izinqwaba zokushaja umphakathi eziyizigidi eziyi-1.2 kulezi zifunda, ezithatha u-71.5% wezwe.
▲Umdwebo 2. Ukugxiliswa kwezindawo zokushaja
Isibalo sezimoto ezintsha ezisebenza ngamandla e-China senyuke ngokushesha safinyelela ezigidini ezi-12, isamba sezindawo zokushaja siyizigidi ezi-4.708, kanti isilinganiso semoto-to-pile njengamanje sicishe sibe ngu-2.5. Ngokombono womlando, leli nani liyathuthuka ngempela.Kodwa sesibonile futhi ukuthi leli gagasi lokukhula kusengukuthi izinga lokukhula kwezinqwaba ezizimele liphezulu kakhulu kunalelo lezinqwaba zomphakathi.
Uma ubala izinqwaba zomphakathi, kunezigidi ezingu-1.68 kuphela, futhi uma uhlukanisa izinqwaba ze-DC ngezinga eliphezulu lokusetshenziswa, kukhona kuphela i-710,000. Le nombolo inkulu kakhulu emhlabeni, kodwa isengaphansi kwenani eliphelele lezimoto ezintsha ezisebenza ngamandla.
▲Umfanekiso 3. Isilinganiso semoto nenqwaba kanye nezinqwaba zokushaja zomphakathi
Njengoba inani lezimoto zamandla amasha nalo ligxile kakhulu, amandla kazwelonke okushaja agxile kakhulu eGuangdong, Jiangsu, Sichuan, Zhejiang, Fujian, Shanghai nakwezinye izifundazwe. Njengamanje, amandla okushaja omphakathi ikakhulukazi azungeze amabhasi nezimoto zabagibeli, izimoto zokuthuthwa kwendle, Amatekisi njll.Ngo-Okthoba, isamba sikagesi oshajayo ezweni sasilinganiselwa ku-2.06 billion kWh, okwakungaphansi kwezigidi eziyi-130 kWh kunalokho ngoSepthemba. Ukusetshenziswa kukagesi nakho kukhombisa amandla omnotho wesifundazwe.
Ngokuqonda kwami, ukwakhiwa kwezinqwaba zokushaja nakho kuthintekile muva nje, futhi yonke imoto nezinqwaba kuwumphumela wokuxhumanisa.
▲Umdwebo 4. Umthamo wokushaja wesifundazwe ngasinye ezweni
Ingxenye 2
Abathwali nezinkampani zezimoto
Kungakhathaliseki ukuthi zingaki izinqwaba ezibikiwe opharetha, uma zixhunywe ngokuqondile kumthamo wokushaja, le datha ibaluleke kakhulu.Inani lezinqwaba zokushaja namandla okushaja ama-opharetha aseShayina ashajayo angabonisa idatha iyonke. Ukukhishwa kwanyanga zonke kwezinqwaba zokushaja ezishajwa yi-Xiaoju kuphezulu kakhulu.
▲Umfanekiso 5. Isamba senani lezinqwaba ezishajayo zabaqhubi abashajayo
Uma izinqwaba ze-AC zisusiwe, kuzoba lula ukubonisa ukusebenza kuka-opharetha ngamunye oshajayo.Uma sicabangela isikhathi sokulinda nezimo zokupaka, sidinga ukunaka kakhudlwana ekuqhathaniseni izinqwaba ezilandelayo ze-DC, ezibaluleke ngokuqondile kubasebenzisi abavamile.
▲Umfanekiso 6. Izinqwaba ze-AC kanye nezinqwaba ze-DC zama-opharetha ashajayo
Ngokombono wesakhiwo samabhizinisi ahlukahlukene, akunakwenzeka ukufeza imiphumela emihle ngokumane uxhume ezinqwaba zokushaja zabaqhubi.Njengamanje, izindawo zokushaja zezinkampani zezimoto ikakhulukazi zifaka i-Tesla, i-Weilai Automobile, iVolkswagen ne-Xiaopeng Automobile. Njengamanje, bagxile kakhulu ezindaweni zokushaja ngokushesha. U-Tesla usabambe isikhundla esihle, kodwa igebe liyahlehlisa.
▲Umdwebo 7. Isakhiwo sezindawo zokushaja zezinkampani zezimoto zaseShayina
I-Tesla inenzuzo e-China, kodwa okwamanje iyancipha. Ngisho noma yakha isitshalo sayo sokuhlanganisa i-supercharger, umthamo wegridi uzokhawulela ukwakheka ekugcineni.Njengamanje, uTesla wakhe futhi wavula iziteshi zokushaja ezinkulu ezingaphezu kuka-1,300, izinqwaba zokushaja ezingaphezu kuka-9,500, iziteshi zokushaja ezingaphezu kuka-700, kanye nezinqwaba zokushaja izindawo ezingaphezu kwe-1,900 ezweni laseChina.Ngo-Okthoba, izwe laseChina lengeze iziteshi zokushaja ezingu-43 nezinqwaba zokushaja ezingu-174.
▲Umfanekiso 8. Isimo sikaTesla
Inethiwekhi yokushaja ye-NIO empeleni iyindlela yokubiyela. Ngokusekelwa ubuchwepheshe bokushintshwa kwebhethri, njengamanje isebenzela ezinye izinhlobo zezimoto, kepha izimoto zohlobo lwesibili nolwesithathu ezilandelwayo zingenye indlela yentuthuko.Ukusuka ekushintshweni kwebhethri kuye ekushajweni okusheshayo okuhambisanayo, lesi sakhiwo sibaluleke kakhulu.
▲Umfanekiso 9. Inethiwekhi yokushaja ye-NIO
Inselele ye-Xiaopeng Motors ukwakha isiteshi sokushaja esisheshayo esingu-800V ultra-high-power ngokwayo, okuyinto enzima kakhulu.Kusukela mhla zingama-31 kuMfumfu 2022, sekusungulwe iziteshi eziyi-1,015 ze-Xiaopeng ezisebenza ngokwazo, okuhlanganisa neziteshi zokushaja ezinkulu ezingama-809 kanye neziteshi zokushaja ezingama-206, ezihlanganisa zonke izifunda zokuphatha ezisezingeni lesifunda kanye nomasipala ezweni lonke.Ukuhlelwa kweziteshi zokushaja ezishesha kakhulu ze-S4 kuhleliwe. Ekupheleni kuka-2022, iziteshi zokushaja ezishesha kakhulu eziyi-7 ze-Xpeng S4 zizokwethulwa ngasikhathi sinye emadolobheni angu-5 ahlanganisa iBeijing, iShanghai, iShenzhen, iGuangzhou, neWuhan, kanye neqoqo lokuqala leziteshi zokushaja ezishesha kakhulu ze-S4 emadolobheni angu-5 neziteshi ezingu-7. izoqedwa.
▲Umfanekiso 10. Inethiwekhi yokushaja ye-Xpeng Motors
I-CAMS ifake iziteshi zokushaja ezinkulu ezingama-953 kanye nezindawo zokushaja eziyi-8,466 emadolobheni ayi-140 ezweni lonke, ihlanganisa ngokugcwele amadolobha ayi-8 anjengeBeijing neChengdu, ibona ukuthi kulula ukushaja kumakhilomitha ayi-5 ukusuka endaweni yasemadolobheni.
Isikhathi sokuthumela: Nov-29-2022