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Mamiliyoni mazana a magalimoto opangira mphamvu zatsopano padziko lonse lapansi akupangitsa kuti pakhale bizinesi yayikulu yamasiteshoni akunja akunja.

Chaka Chatsopano chitangotha ​​​​m'chaka cha Dragon, makampani opanga magalimoto apanyumba "akugwedezeka".
Choyamba, BYD idakweza mtengo wa chitsanzo cha Qin PLUS/Destroyer 05 Honor Edition ku 79,800 yuan; pambuyo pake, Wuling, Changan ndi makampani ena amagalimoto adatsatiranso zomwezo, zomwe zili ndi zovuta. Kuphatikiza pa kutsika kwamitengo, BYD, Xpeng ndi makampani ena amagetsi atsopano akugulitsanso ndalama m'misika yakunja. Kutengera misika monga Europe ndi Middle East, aziyang'ana kwambiri pakufufuza misika monga North America ndi Latin America chaka chino. Kuwonjezeka kwa mphamvu zatsopano m'nyanja kwakhala njira yomwe ikukula mofulumira.

Pansi pa mpikisano wowopsa m'zaka zaposachedwa, msika wapadziko lonse lapansi wamagalimoto amagetsi walowa mumsika woyendetsedwa ndi msika kuyambira koyambirira koyendetsedwa ndi mfundo.

Ndi kutchuka kwa magalimoto amagetsi atsopano (EVs), msika wolipiritsa womwe uli m'mafakitale ake wabweretsanso mwayi watsopano.

Pakadali pano, zinthu zitatu zazikulu zomwe zikukhudza kutchuka kwa ma EV ndi: mtengo wokwanira wa umwini (TCO), maulendo apaulendo komanso zolipiritsa. Makampaniwa amakhulupirira kuti mtengo wa galimoto yamagetsi yotchuka ndi pafupifupi US $ 36,000, mzere wamtunda ndi 291 mailosi, ndipo malire apamwamba a nthawi yolipira ndi theka la ola.

Chifukwa cha kupita patsogolo kwaukadaulo komanso kutsika kwamitengo ya batri, mtengo wonse wa umwini komanso maulendo angapo a EV atsopano onse atsika. Pakadali pano, mitengo yogulitsa ma BEV ku United States ndi yokwera 7% yokha kuposa mtengo wapakati wogulitsa magalimoto. Malinga ndi deta yochokera ku EVadoption, kampani yofufuza zamagalimoto amagetsi, ma mileage amtundu wa BEVs (magalimoto amagetsi opanda kanthu) omwe akugulitsidwa ku United States afika ma 302 miles mu 2023.

Cholepheretsa chachikulu chomwe chikulepheretsa kutchuka kwa ma EV ndi kusiyana kwa msika wogulitsa.

Zotsutsana za kuchuluka kosakwanira kwa milu yolipiritsa, kutsika kwachangu pakati pa milu yolipiritsa anthu, kusadziwa bwino kwa ogwiritsa ntchito, komanso zomangira zolipiritsa zomwe zikulephera kuyenderana ndi chitukuko cha ma EVs zikuchulukirachulukira. Malinga ndi kafukufuku wa McKinsey, "milu yochapira ndiyotchuka ngati malo opangira mafuta" chakhala chofunikira kwambiri kuti ogula aganizire zogula ma EV.

10:1 ndiye chandamale cha 2030 chokhazikitsidwa ndi European Union pamlingo wa EV-to-pile ratio. Komabe, kupatula ku Netherlands, South Korea ndi China, chiŵerengero cha galimoto-ndi-mulu m'misika ina yaikulu ya EV padziko lonse lapansi ndipamwamba kuposa mtengowu, ndipo ngakhale kuwonjezereka chaka ndi chaka. Malinga ndi deta yochokera ku International Energy Agency, chiŵerengero cha magalimoto-to-mulu m'misika iwiri yayikulu ya EV ya United States ndi Australia ikuyembekezeka kukwera.

Kuphatikiza apo, lipotilo likuwonetsa kuti ngakhale kuchuluka kwa milu yolipiritsa ku Netherlands ndi South Korea ikupitilizabe kukula mogwirizana ndi ma EV, adapereka chiwongolero chothamangitsa mwachangu, chomwe chidzatsogolera kuphatikizidwe mwachangu ndikupangitsa kuti zikhale zovuta kwaniritsani zofunikira za ogwiritsa ntchito nthawi yolipirira.

Kumayambiriro kwa chitukuko cha magalimoto atsopano opangira mphamvu, mayiko ambiri akuyembekeza kulimbikitsa chitukuko cha msika wogulitsa polimbikitsa kutchuka kwa ma EV, koma izi zidzapangitsa kuti pakhale ndalama zosakwanira zolipiritsa pakanthawi kochepa. Kuchuluka kwa ndalama, kukonzanso kotsatira, kukweza zida ndi zosintha zamapulogalamu pamasiteshoni othamangitsira zonse zimafunikira ndalama zopitilila komanso zazikulu. Chisamaliro chosakwanira chidaperekedwa kwa iwo koyambirira, zomwe zidapangitsa kuti msika wolipiritsa ukhale wosagwirizana komanso wosakhwima.

Pakadali pano, kuda nkhawa kwapang'onopang'ono kwalowa m'malo osiyanasiyana komanso zovuta zamitengo ngati cholepheretsa kutchuka kwa ma EV. Koma zimatanthauzanso kuthekera kopanda malire.

Malinga ndi zoneneratu zoyenera, pofika chaka cha 2030, kugulitsa magalimoto amagetsi padziko lonse lapansi kudzapitilira 70 miliyoni, ndipo umwini udzafika 380 miliyoni. Mlingo wapadziko lonse wapadziko lonse wapadziko lonse wagalimoto ukuyembekezeka kufika 60%. Pakati pawo, misika monga Europe ndi United States ikukula mwachangu, ndipo misika yomwe ikubwera monga Southeast Asia ndi Middle East ikufunika kuphulika mwachangu. Kuphulika kwapadziko lonse kwa magalimoto opangira mphamvu zatsopano kwapereka mwayi wosowa kwa makampani opangira ndalama ku China.

Xiaguang Think Tank, mtundu waupangiri waupangiri pansi pa ShineGlobal, kutengera deta yoyenera yamakampani ndi kafukufuku wa ogwiritsa ntchito, kuyambira pamsika wamagalimoto atsopano amagetsi, adasanthula mozama momwe chitukuko chikuyendera komanso momwe tsogolo la bizinesi yolipiritsa zikuyendera m'magawo atatu akuluakulu. misika yaku Europe, United States, ndi Southeast Asia, ndikuyiphatikiza ndi oimira makampani akunja kwamakampani olipira. Kusanthula ndi kutanthauzira kwa nkhani, "Charging Industry Overseas Research Report" idatulutsidwa mwalamulo, ndikuyembekeza kudziwa za msika wolipiritsa padziko lonse lapansi ndikupatsa mphamvu makampani akunja kwamakampani.

Kusintha kwamphamvu mu gawo lamayendedwe aku Europe kuli kofulumira ndipo ndi umodzi mwamisika yayikulu kwambiri yamagalimoto opangira magetsi padziko lonse lapansi.

Pakadali pano, malonda a EV ndi gawo ku Europe akukwera. Mlingo wolowera ku Europe EV wakula kuchoka pa 3% mu 2018 mpaka 23% mu 2023, mwachangu. Bungwe la International Energy Agency likulosera kuti pofika chaka cha 2030, 58% ya magalimoto ku Ulaya adzakhala magalimoto atsopano amphamvu, ndipo chiwerengerocho chidzafika pa 56 miliyoni.

Malinga ndi zomwe EU ikufuna kutulutsa mpweya wa zero-carbon, kugulitsa magalimoto a injini zoyatsira mkati kudzayimitsidwa kwathunthu mu 2035. Zikuwonekeratu kuti omvera a msika wamagetsi atsopano a ku Ulaya adzasintha kuchokera kwa omwe adatengera oyambirira kupita kumsika waukulu. Gawo lonse lachitukuko cha EV ndilabwino ndipo likufika posintha msika.

Kukula kwa msika wotsatsa ku Europe sikunafanane ndi kutchuka kwa ma EV, ndipo kulipiritsa ndikadali chopinga chachikulu m'malo mwa mafuta ndi magetsi.

Pankhani ya kuchuluka, malonda aku Europe a EV amapitilira gawo limodzi mwa magawo atatu a dziko lonse lapansi, koma kuchuluka kwa milu yolipiritsa kumakhala kosakwana 18% ya dziko lonse lapansi. Kukula kwa milu yolipiritsa mu EU pazaka zambiri, kupatula kukhala yathyathyathya mu 2022, ndikotsika kuposa kukula kwa ma EV. Pakadali pano, pali milu pafupifupi 630,000 yolipiritsa anthu (kutanthauzira kwa AFIR) m'maiko 27 a EU. Komabe, kuti tikwaniritse cholinga chochepetsera mpweya wa carbon 50% mu 2030, kuchuluka kwa milu yolipiritsa ikuyenera kufikira osachepera 3.4 miliyoni kuti akwaniritse kufunikira kwa ma EV.

Kutengera kugawidwa kwa zigawo, kukula kwa msika wolipiritsa m'maiko aku Europe sikuli kofanana, ndipo kachulukidwe kachulukidwe ka milu yolipiritsa imakhazikika m'maiko omwe akuchita upainiya wa EV monga Netherlands, France, Germany, ndi United Kingdom. Pakati pawo, Netherlands, France ndi Germany ndi 60% ya kuchuluka kwa milu yolipiritsa anthu ku EU.

Kusiyana kwachitukuko kwa kuchuluka kwa milu yolipiritsa pamunthu aliyense ku Europe ndikowonekera kwambiri. Kutengera kuchuluka kwa anthu komanso dera, kuchuluka kwa milu yolipiritsa ku Netherlands kumaposa mayiko ena a EU. Kuonjezera apo, chitukuko cha msika wolipiritsa m'madera m'dziko muno sichilinso chofanana, ndi mphamvu zolipiritsa pa munthu aliyense m'madera omwe anthu ambiri ali otsika. Kugawa kosagwirizanaku ndichinthu chofunikira cholepheretsa kutchuka kwa ma EV.

Komabe, mipata pamsika wolipira idzabweretsanso mwayi wachitukuko.

Choyamba, ogula aku Europe amasamala kwambiri za kuyitanitsa kwazinthu zingapo. Chifukwa okhala m'madera akale a mizinda yaku Europe alibe malo oimikapo magalimoto okhazikika m'nyumba ndipo alibe mikhalidwe yoyikira ma charger akunyumba, ogula atha kugwiritsa ntchito kuyitanitsa pang'onopang'ono usiku. Kafukufuku akuwonetsa kuti theka la ogula ku Italy, Spain ndi Poland amakonda kulipiritsa pamalipiritsa aboma ndi malo antchito. Izi zikutanthauza kuti opanga amatha kuyang'ana kwambiri kukulitsa zochitika zolipiritsa, kuwongolera kusavuta kwake komanso kukwaniritsa zosowa za ogwiritsa ntchito.

Kachiwiri, kumangidwa kwaposachedwa kwa DC kulipiritsa mwachangu ku Europe kwatsala pang'ono, ndipo kulipiritsa mwachangu komanso kuthamangitsa mwachangu kudzakhala kutukuka pamsika. Kafukufuku akuwonetsa kuti opitilira theka la ogwiritsa ntchito m'maiko ambiri aku Europe amangodikira mphindi 40 kuti alipire anthu. Ogwiritsa ntchito m'misika yakukula monga Spain, Poland ndi Italy amakhala ndi chipiriro chocheperako, ndipo oposa 40% a ogwiritsa ntchito akuyembekeza kulipira 80% mkati mwa mphindi 20. Komabe, ogwiritsa ntchito omwe ali ndi mbiri yakale yamakampani amagetsi amayang'ana kwambiri kumanga masamba a AC. Pali mipata pakulipiritsa mwachangu komanso kuyitanitsa mwachangu kwambiri, komwe kudzakhala komwe kuli mpikisano wamakampani akuluakulu mtsogolo.

Ponseponse, bili ya EU pazachitukuko zolipiritsa yatha, maiko onse amalimbikitsa kuti pakhale ndalama zolipirira, ndipo dongosolo lalikulu lazamalonda latha. Msika wapano waku Europe ukuchulukirachulukira, ndipo mazana ambiri ndi ang'onoang'ono opangira maukonde (CPOs) ndi omwe amapereka chithandizo chacharging (MSPs). Komabe, kugawa kwawo ndikogawika kwambiri, ndipo ma CPO apamwamba khumi ali ndi gawo limodzi la msika la zosakwana 25%.

M'tsogolomu, zikuyembekezeredwa kuti opanga ambiri adzalowa nawo mpikisano ndipo phindu lawo lidzayamba kuonekera. Makampani akunja atha kupeza malo awo olondola ndikugwiritsa ntchito zabwino zomwe adakumana nazo kudzaza mipata yamsika. Komabe, panthawi imodzimodziyo, zovuta zimakhalanso ndi mwayi, ndipo ziyenera kuyang'ana pa chitetezo cha malonda ndi nkhani za ku Ulaya.

Kuyambira 2022, kukula kwa magalimoto atsopano amphamvu ku United States kwawonjezeka, ndipo chiwerengero cha magalimoto chikuyembekezeka kufika pa 5 miliyoni mu 2023. United States, ndipo kupita patsogolo kwake kwa EV kukutsalira kumbuyo kwa European Union. ndi China. Malinga ndi cholinga cha njira yotulutsa mpweya wa zero, kuchuluka kwa magalimoto amagetsi atsopano ku United States kuyenera kupitilira theka pofika 2030, ndipo kuchuluka kwa magalimoto ku United States kuyenera kupitilira 30 miliyoni, kuwerengera 12%.

Kupita patsogolo pang'onopang'ono kwa EV kwadzetsa zolakwika pamsika wolipira. Pofika kumapeto kwa 2023, pali milu yolipiritsa anthu 160,000 ku United States, zomwe ndi zofanana ndi pafupifupi 3,000 paboma lililonse. Chiyerekezo cha magalimoto ndi milu ndi pafupifupi 30: 1, yomwe ndi yokwera kwambiri kuposa avareji ya EU ya 13: 1 ndi chiŵerengero cha 7.3: 1 cha ku China chacharge-to-charging mulu. Kuti akwaniritse kufunika kolipiritsa kwa umwini wa EV mu 2030, kuchuluka kwa milu yolipiritsa ku United States kuyenera kuchulukirachulukira kupitilira katatu pazaka zisanu ndi ziwiri zikubwerazi, ndiye kuti, pafupifupi milu yolipiritsa 50,000 idzawonjezedwa nthawi iliyonse. chaka. Makamaka, kuchuluka kwa milu yolipiritsa ya DC ikuyenera kuwirikiza kawiri.

Msika wolipiritsa waku US uli ndi zovuta zazikulu zitatu: kugawa kwamisika, kusadalirika kolipiritsa, komanso ufulu wolipiritsa.

Choyamba, kugawidwa kwa ndalama ku United States kuli kosiyana kwambiri. Kusiyana pakati pa mayiko omwe ali ndi milu yolipiritsa kwambiri komanso yocheperako ndi nthawi 4,000, ndipo kusiyana pakati pa mayiko omwe ali ndi milu yochulutsa kwambiri komanso yocheperako ndi nthawi 15. Mayiko omwe ali ndi zida zambiri zolipirira ndi California, New York, Texas, Florida ndi Massachusetts. Ndi Massachusetts ndi New York zokha zomwe zimagwirizana bwino ndi kukula kwa EV. Kwa msika waku US, komwe kuyendetsa kuli njira yomwe amakonda kuyenda mtunda wautali, kugawa kosakwanira kwa milu yolipiritsa kumachepetsa kukula kwa ma EV.

Chachiwiri, kukhutira kwa ogwiritsa ntchito aku US kukupitilira kuchepa. Mtolankhani wa Washington Post adayendera mosayembekezereka ku 126 CCS yothamangitsa mwachangu (osati Tesla) ku Los Angeles kumapeto kwa 2023. Mavuto odziwika kwambiri omwe adakumana nawo anali kupezeka kochepa kwa milu yolipiritsa, zovuta zodziwika bwino zolipiritsa, komanso kusapeza bwino kolipira. Kafukufuku wa 2023 adawonetsa kuti pafupifupi 20% ya ogwiritsa ntchito ku United States adakumana ndi mizere yolipiritsa kapena kuwonongeka kwa milu yolipiritsa. Ogwiritsa ntchito amatha kungochoka mwachindunji ndikupeza malo ena ochapira.

Kulipiritsa kwa anthu ku United States kudakali kutali ndi zomwe ogwiritsa ntchito amayembekeza ndipo atha kukhala amodzi mwamisika yayikulu yomwe ili ndi chiwongolero choipitsitsa kupatula France. Ndi kutchuka kwa ma EVs, kutsutsana pakati pa zosowa za ogwiritsa ntchito ndi kubweza kumbuyo kudzawonekeratu.

Chachitatu, madera azungu, olemera alibe mwayi wofanana ndi mphamvu zolipiritsa monga madera ena. Pakalipano, chitukuko cha EV ku United States chikadali m'mayambiriro ake. Kutengera mitundu yayikulu yogulitsa ndi mitundu yatsopano ya 2024, ogula akuluakulu a EV akadali gulu lolemera. Deta ikuwonetsa kuti 70% ya milu yolipira ili m'maboma olemera kwambiri, ndipo 96% ali m'maboma olamulidwa ndi azungu. Ngakhale kuti boma latembenuza EV ndi ndondomeko zolipiritsa mafuko ang'onoang'ono, madera osauka ndi madera akumidzi, zotsatira zake sizinali zazikulu.

Pofuna kuthana ndi vuto la kusakwanira kwa zida zolipirira ma EV, United States yakhazikitsa mabilu motsatizana, mapulani a kasungidwe ka ndalama, ndikukhazikitsa thandizo la boma m'magulu onse.

Unduna wa Zamagetsi ku US ndi dipatimenti yoyendera limodzi adatulutsa "US National Electric Vehicle Infrastructure Standards and Requirements" mu Febuluwale 2023, ndikukhazikitsa milingo yocheperako komanso mafotokozedwe a mapulogalamu ndi ma hardware, magwiridwe antchito, ndi kukonza malo othamangitsira. Zotsimikizika zikakwaniritsidwa, malo olipiritsa akhoza kulandira thandizo la ndalama. Kutengera ndi mabilu am'mbuyomu, boma la federal lakhazikitsa njira zingapo zolipiritsa ndalama, zomwe zimaperekedwa kumadipatimenti a federal kuti azipereka ndalama kumaboma chaka chilichonse, kenako kumaboma.

Pakalipano, msika wotsatsa ku US udakali kumayambiriro kwa kukula, olowa atsopano akutulukabe, ndipo ndondomeko yokhazikika ya mpikisano sichinapangidwe. The US Public Charging Network Operesheni Msika umapereka mawonekedwe okhazikika komanso amchira wautali: Ziwerengero za AFDC zikuwonetsa kuti pofika Januware 2024, pali ogwiritsa ntchito 44 ku United States, ndipo 67% ya milu yolipiritsa ndi ya atatu akuluakulu. malo opangira: ChargePoint, Tesla ndi Blink. Poyerekeza ndi CPO, kukula kwa ma CPO ena ndi kosiyana kwambiri.

Kulowa kwamakampani aku China ku United States kumatha kuthetsa mavuto ambiri omwe ali pamsika wamakono waku US. Koma monga magalimoto amagetsi atsopano, chifukwa cha zoopsa za geopolitical, ndizovuta kuti makampani aku China alowe mumsika waku US pokhapokha atamanga mafakitale ku United States kapena Mexico.

Ku Southeast Asia, anthu atatu aliwonse ali ndi njinga yamoto. Magetsi awiri amagetsi (E2W) akhala akulamulira msika kwa nthawi yayitali, koma msika wamagalimoto udakali pachitukuko.
Kulimbikitsa kutchuka kwa magalimoto amagetsi atsopano kumatanthauza kuti msika waku Southeast Asia uyenera kudumpha mwachindunji gawo la kutchuka kwa magalimoto. Mu 2023, 70% ya malonda a EV ku Southeast Asia adzachokera ku Thailand, womwe ndi msika wotsogola wa EV m'derali. Zikuyembekezeka kukwaniritsa chiwongola dzanja cha malonda a EV cha 30% mu 2030, kukhala dziko loyamba kupatula Singapore kulowa mugawo lakukula kwa EV.
Koma pakali pano, mtengo wa EVs ku Southeast Asia udakali wokwera kwambiri kuposa wa magalimoto a petulo. Kodi tingapeze bwanji anthu opanda galimoto kuti asankhe ma EV akagula galimoto kwa nthawi yoyamba? Momwe mungalimbikitsire chitukuko munthawi yomweyo EV ndi misika yolipira? Mavuto omwe makampani opanga magetsi atsopano ku Southeast Asia amakumana nawo ndi ovuta kwambiri kuposa omwe ali m'misika yokhwima.
Makhalidwe amsika a EV akumayiko aku Southeast Asia ndi osiyana kwambiri. Atha kugawidwa m'magulu atatu kutengera kukhwima kwa msika wamagalimoto komanso kuyambika kwa msika wa EV.
Gulu loyamba ndi misika yamagalimoto okhwima ku Malaysia ndi Singapore, komwe cholinga cha chitukuko cha EV ndikulowetsa magalimoto amafuta, ndipo denga la malonda a EV likuwonekera bwino; gulu lachiwiri ndi msika wamagalimoto aku Thai, womwe uli kumapeto kwa kukula, ndikugulitsa kwakukulu kwa EV komanso kukula mwachangu, ndipo akuyembekezeka kukhala Maiko oyamba kupatula Singapore kulowa mugawo lokhwima la EV; gulu lachitatu ndi misika yochedwa ndi misika yaying'ono ku Indonesia, Vietnam ndi Philippines. Komabe, chifukwa cha kuchuluka kwawo komanso chitukuko chachuma, msika wanthawi yayitali wa EV uli ndi kuthekera kwakukulu.
Chifukwa cha magawo osiyanasiyana a chitukuko cha EV, maiko alinso ndi kusiyana pakupanga ndondomeko zolipiritsa ndi zolinga.
Mu 2021, dziko la Malaysia lidakhazikitsa cholinga chomanga milu yolipiritsa 10,000 pofika 2025. Kumanga kolipiritsa ku Malaysia kumatengera njira yotsegulira msika. Pamene milu yolipiritsa ikupitilira kuwonjezeka, ndikofunikira kugwirizanitsa miyezo yautumiki wa CPO ndikukhazikitsa njira yophatikizira yamafunso yolipiritsa maukonde.
Pofika Januware 2024, Malaysia ili ndi milu yolipiritsa yopitilira 2,000, yomwe cholinga chake ndi kukwaniritsa 20%, pomwe kuthamangitsa mwachangu kwa DC kumakhala 20%. Ambiri mwa milu yolipiritsayi yakhazikika m'mphepete mwa Straits of Malacca, pomwe Greater Kuala Lumpur ndi Selangor yozungulira likululo ndi 60% ya milu yolipiritsa mdzikolo. Monga momwe zilili kumayiko ena akum'mwera chakum'mawa kwa Asia, ntchito zomanga zolipiritsa zimagawidwa mosagwirizana ndipo zimakhazikika m'mizinda yomwe ili ndi anthu ambiri.

Boma la Indonesia lidapatsa PLN Guodian kuti amange zopangira zolipiritsa, ndipo PLN yatulutsanso mipherezero ya kuchuluka kwa milu yolipiritsa ndi malo osinthira mabatire owerengedwa mu 2025 ndi 2030. Pambuyo pakukula kwa malonda a BEV mu 2016, chiŵerengero cha magalimoto ndi milu chinawonjezeka kwambiri. Zomangamanga zolipiritsa zitha kukhala chimodzi mwazinthu zolepheretsa kukula kwa ma EV ku Indonesia.
Eni ake a E4W ndi E2W ku Thailand ndi ochepa kwambiri, olamulidwa ndi ma BEV. Theka la magalimoto onyamula anthu mdziko muno ndi 70% ya ma BEV akhazikika ku Greater Bangkok, kotero kuti zopangira zolipiritsa zikukhazikika ku Bangkok ndi madera ozungulira. Pofika Seputembala 2023, Thailand ili ndi milu yolipiritsa 8,702, ma CPO opitilira khumi ndi awiri akutenga nawo gawo. Chifukwa chake, ngakhale kuchuluka kwa malonda a EV, chiŵerengero cha galimoto ndi mulu chimafikabe pamlingo wabwino wa 10: 1.

M'malo mwake, Thailand ili ndi mapulani oyenera malinga ndi kamangidwe ka malo, kuchuluka kwa DC, kapangidwe ka msika, komanso kupita patsogolo kwa zomangamanga. Kumanga kwake kolipiritsa kudzakhala chithandizo champhamvu pakutchuka kwa ma EV.
Msika wamagalimoto wakumwera chakum'mawa kwa Asia uli ndi maziko osalimba, ndipo chitukuko cha EV chidakali koyambirira. Ngakhale kuti kukula kwakukulu kumayembekezeredwa m'zaka zingapo zikubwerazi, malo a ndondomeko ndi chiyembekezo cha msika wa ogula sichikudziwikabe, ndipo padakali njira yayitali kuti ma EV ayambe kutchuka. Ndiyenera kupita.
Kwa makampani akunja, malo odalirika kwambiri ali mukusinthana kwamagetsi kwa E2W.

Chitukuko cha E2W ku Southeast Asia chakhala chikuyenda bwino. Malinga ndi kulosera kwa Bloomberg New Energy Finance, kuchuluka kwa kulowa kwa Southeast Asia kudzafika 30% mu 2030, magalimoto amagetsi asanalowe pamsika. Poyerekeza ndi EV, Southeast Asia ili ndi maziko abwino a msika wa E2W ndi maziko a mafakitale, ndipo chiyembekezo cha chitukuko cha E2W ndi chowala kwambiri.
Njira yabwino kwamakampani omwe amapita kutsidya kwa nyanja ndikukhala ogulitsa m'malo mopikisana nawo mwachindunji.
M'zaka ziwiri zapitazi, oyambitsa magetsi angapo a E2W ku Indonesia adalandira ndalama zambiri, kuphatikiza osunga ndalama omwe ali ndi mbiri yaku China. Msika wosinthika wamagetsi womwe ukukula mwachangu komanso wogawika kwambiri, amakhala ngati "ogulitsa madzi", okhala ndi zoopsa zomwe zimatha kulamuliridwa komanso kubweza kwakukulu. Zomveka bwino. Kuphatikiza apo, kusintha kwamagetsi ndi bizinesi yolemera kwambiri yomwe imakhala ndi nthawi yayitali yobwezeretsa. Pansi pa kayendetsedwe ka chitetezo cha malonda padziko lonse, tsogolo silidziwika ndipo sikoyenera kutenga nawo mbali mwachindunji pazachuma ndi zomangamanga.
Khazikitsani mgwirizano ndi makampani amderali kuti mukhazikitse mzere wopangira batire wa OEM wa Hardware

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Nthawi yotumiza: Mar-13-2024