Ishishini laseTshayina elihlawulisa imfumba lixhomekeke kwiinzuzo zeendleko kuyilo lwaphesheya kweelwandle

Ishishini laseTshayina elihlawulisa imfumba lixhomekeke kwiinzuzo zeendleko kuyilo lwaphesheya kweelwandle
Idatha evezwe yi-China Association of Automobile Manufacturers ibonisa ukuba i-China entsha yokuthunyelwa kwezithuthi zamandla ngaphandle iyaqhubeka nokukhula okuphezulu, ukuthumela ngaphandle kweeyunithi ezingama-499,000 kwiinyanga ezili-10 zokuqala ze-2022, i-96.7% ngonyaka. Kanye kunye nokukhawuleziswa kwezithuthi zamandla amatsha asekhaya emhlabeni, umenzi wesikhululo sokutshaja i-EV ikwaqala iimarike zaphesheya, uhlalutyo lwentengiso lukholelwa ukuba iitshaja ze-EV zaphesheya kwiinkxaso-mali zomgaqo-nkqubo, izinga lokungena kwemoto yamandla amatsha linyuse uvuselelo okanye ngo-2023 ukuya kwindawo yemfuno, eTshayina. iimveliso kulindeleke ukuba zibenenzuzo enexabiso eliphantsi ukuvula ngokukhawuleza iimarike zaphesheya.
Ukusukela ngo-2021, uninzi lwaseYurophu nase-United States lukhuphe imigaqo-nkqubo ehlawulisa kakhulu kunye nezicwangciso zenkxaso-mali ukukhuthaza uphuhliso olukhawulezayo lolwakhiwo olutsha lokutshaja amandla.
NgoNovemba ka-2021, iUnited States yabhengeza ukuba iza kutyala imali ezibhiliyoni ezi-7.5 zeedola kulwakhiwo lweziseko ezingundoqo zokutshaja iimoto zombane. Injongo yotyalo-mali kukwakha malunga nama-500,000 ezikhululo zokutshaja zoluntu kulo lonke elase-United States ngowama-2030.
Ngo-Oktobha 27, i-2022, i-EU yavuma isicwangciso "sokukhutshwa kwe-CO2 ye-zero ukusuka kwi-2035 kuzo zonke iimoto ezithwala abantu kunye neenqwelo zorhwebo ezilula ezithengiswa kwimarike ye-EU," elilingana nokuvalwa kwepetroli kunye neenqwelo zedizili ukusuka kwi-2035.
ISweden yazisa inkuthazo yesikhululo sokutshaja i-EV ngo-Agasti ka-2022, ibonelela ngenkxaso-mali efikelela kuma-50% kutyalo-mali lwesikhululo sikarhulumente nesabucala, ubuninzi benkxaso-mali ye-10,000 ye-kronor ngemfumba yokutshaja yabucala, kunye ne-100% yenkxaso-mali yezikhululo zokutshaja ngokukhawuleza ezisetyenziselwa uluntu kuphela. iinjongo.
I-Iceland iceba ukubonelela malunga ne-53.272 yezigidi zeerandi kwiinkxaso-mali zokuhlawula iimfumba zoluntu kunye nezinye iziseko phakathi kwe-2020 kunye ne-2024; i-UK ibhengeze ukuba ukususela nge-30 kaJuni, i-2022, zonke izindlu ezitsha kummandla waseNgilani, kufuneka zixhotyiswe ubuncinane kunye nemfumba enye yokutshaja isithuthi sombane.
I-Guosen Securities Xiong Li yathi isantya sokungena kwangoku kwezithuthi zamandla amatsha eYurophu nase-United States ngokuqhelekileyo ingaphantsi kwe-30%, kwaye ukuthengisa okulandelayo kuya kugcina ukukhula ngokukhawuleza. Nangona kunjalo, isantya semfumba entsha yokutshaja isithuthi sombane kunye nesantya esitsha sokuthengisa isithuthi sombane asihambelani kakhulu, oko kunegalelo kwimfuno engxamisekileyo yolwakhiwo lwabo kunye nendawo enkulu yokuvelisa umbane.
Ngokutsho kwe-International Energy Agency, ukuthengiswa kwezithuthi zamandla amatsha eYurophu nase-United States kuya kufikelela kwi-7.3 yezigidi kunye ne-3.1 yezigidi ngokulandelanayo kwi-2030. Amazwe Amanyene.
Xa kuthelekiswa neTshayina, ulwakhiwo lwangoku lwemfumba yemfumba ekhoyo e-Europe nase-United States alwanelanga kakhulu, olunendawo enkulu yentengiso. Ingxelo yophando ye-Everbright Securities ibonise ukuba ukususela ngo-Epreli ka-2022, i-US car-pile ratio yi-21.2: 1, i-car-pile ratio kwi-European Union yi-8.5: 1, apho iJamani yi-20: 1, i-United Kingdom. 16:1, France yi 10:1, Netherlands ngu 5:1, zonke zinesithuba esikhulu ne China.
IGuosen Securities iqikelela ukuba indawo yentengiso iyonke yendawo yokutshaja eYurophu nase-United States iya kuphelela malunga ne-73.12 yeebhiliyoni zeeyuan ngo-2025 kwaye ikhule iye kwi-251.51 yeebhiliyoni zeeyuan ngo-2030.
Ukusukela kwisiqingatha sesibini sika-2022, inani leenkampani ezidwelisiweyo ezibandakanyekayo kushishino lwemfumba ehlawuliswayo ziye zabhengeza ubume beshishini labo laphesheya.
I-Daotong Technology yathi ukususela ekuthengisweni kweemveliso zayo ze-AC zokutshaja imfumba yaqala ekupheleni kwe-2021, kwaye inkampani ifumene imiyalelo evela kumazwe amaninzi, njenge-United Kingdom, iSingapore, iFransi, iNetherlands kunye neJamani, kwaye ngokuthe ngcembe yawahambisa.
U-Linkpower uthe inkampani inethemba malunga namathuba ophuhliso lwentengiso yemfumba etshajayo phesheya, kwaye ukuze ibambe ngokupheleleyo imigaqo-nkqubo, imimiselo kunye nokufikelela kwimida yeemarike zaphesheya, i-Linkpower iqalile ukwenza umsebenzi ofanelekileyo wokuqinisekisa kunye novavanyo ngaphambili, kwaye uye baphumelele iimvavanyo ezininzi okanye iziqinisekiso ezifana ne-TüV, umbutho ogunyazisiweyo wovavanyo eYurophu.
I-Xiangshan Stock ekwamkelweni kophando lweziko, inkampani iphuhlisa umgangatho waseYurophu kunye nomgangatho waseMelika wokutshaja kunye nokuhanjiswa kweemveliso, kwaye imveliso yemfumba yokutshaja yenkampani yaseYurophu iye yaphuhliswa, kwaye ngokusebenzisa amaqela aphesheya kunye nemijelo ukutyala kancinci kancinci kwiimarike zaphesheya.
UShenghong udize kwingxelo yakhe yesiqingatha sonyaka ukuba imfumba yokutshaja yenkampani ye-Interstellar AC iphumelele isatifikethi esisemgangathweni saseYurophu kwaye yaba liqela lokuqala labanikezeli bemfumba baseTshayina abahlawulisayo ukungena kwiQela laseBritane lePetroleum.
"Ukukhula okukhawulezayo kokuthumela izithuthi zombane ezenziwe eTshayina kuqhuba ngokuthe ngqo amashishini ahlawulisayo asekhaya ukukhawulezisa uyilo lweemarike zaphesheya." utshilo uDeng Jun, usekela mongameli weGuangdong Wancheng Wanchong Electric Vehicle Operation Co., LTD. Ngokutsho kwakhe, i-Wancheng Wanchong ikwabeka iimarike zaphesheya kwaye ithumela ngaphandle inqwaba yeehostele zokuhlawulisa njengendawo entsha yokwenza inzuzo. Okwangoku, inkampani ikakhulu ithumela ngaphandle izixhobo ezihlawulisa imfumba kuMzantsi-mpuma Asia naseMzantsi Melika, kwaye ikwaphuhlisa umgangatho waseYurophu kunye neemveliso ezisemgangathweni zaseMelika.
Phakathi kwabo, imarike yaseYurophu yeyona ndawo iphambili yokuthumela ngaphandle kwezithuthi zombane zaseTshayina. Ngokutsho koLawulo Jikelele lweSiko, kwisiqingatha sokuqala sika-2022, imarike yaseNtshona Yurophu yathatha i-34% yamandla amatsha aseTshayina athunyelwa ngaphandle.
Ukongeza kwithemba malunga nemarike yolwandle oluluhlaza phesheya, amashishini abiza imali asekhaya “Yiya phesheya kolwandle” nawo alele kukhuphiswano lwemalike yasekhaya. Amashishini ahlawulisayo ajongene nobunzima bokwenza inzuzo, imfuno engxamisekileyo yokufumana indawo entsha yentengiso ukudala indawo yenzuzo.
Ukusukela ngo-2016, uphuhliso olugqabhukileyo loshishino lwemfumba yaseTshayina lutsale zonke iintlobo zeengxowankulu ukuba zikhuphisane ngokuyila, kubandakanywa amashishini amakhulu anamandla afana ne-State Grid kunye ne-Southern Power Grid… amashishini afana ne-Xiaopeng Automobile, i-Weilai kunye ne-Tesla, kunye nezigebenga ezivela kuzo zonke iinkalo zobomi ezifana neHuawei, iiNkonzo zezeMali ze-Ant kunye Ixesha leNingde.
Ngokwedatha yeQichacha, kukho ngaphezu kwe-270,000 yamashishini anxulumene nemfumba e-China, kwaye isakhula ngokukhawuleza. Kwisiqingatha sokuqala sika-2022, amashishini amatsha angama-37,200 ongeziweyo, ukwanda kwe-55.61% unyaka nonyaka.
Kwimeko yokhuphiswano oluya lusanda, inzuzo engcono yokuthengisa imfumba yeemfumba zaphesheya inomtsalane kumashishini emfumba abiza imali asekhaya. Umhlalutyi we-Huachuang Securities u-Huang Lin ubonise ukuba ukhuphiswano lwemarike yemfumba yangaphakathi, i-low gross margin, Ixabiso le-DC imfumba ye-watt nganye kuphela kwi-0.3 ukuya kwi-0.5 ye-yuan, ngelixa ixabiso lokutshaja kwe-overseas kwi-watt nganye ngoku ngamaxesha angama-2 ukuya kwi-3. yasekhaya, isexabiso blue ulwandle.
I-GF Securities ibonise ukuba, ngokwahlukileyo kukhuphiswano lwasekhaya lwe-homogeneous lunzima, umda wokungeniswa kweziqinisekiso phesheya uphezulu, amashishini ahlawulisayo asekhaya axhomekeke kwinzuzo yeendleko, kwimarike yaphesheya anendawo enkulu yenzuzo, imveliso kulindeleke ukuba ibe yinzuzo enexabiso eliphantsi. , vula ngokukhawuleza imarike yaphesheya.