Pamene ikuyandikira chaka cha 2023, Tesla's 10,000th Supercharger ku China idakhazikika pansi pa Oriental Pearl ku Shanghai, ndikuyika gawo latsopano pamakina ake olipira.
M'zaka ziwiri zapitazi, kuchuluka kwa ma charger a EV ku China kwawonetsa kukula kwambiri.Zambiri zapagulu zikuwonetsa kuti pofika Seputembala 2022, kuchuluka kwa ma charger a EV m'dziko lonselo kudafika 4,488,000, zomwe zikuwonjezeka chaka ndi 101.9%.
Pomanga chaja cha EV chikuyenda bwino, titha kuwona siteshoni ya Tesla supercharging yomwe imatha kupitilira theka la tsiku mutalipira mphindi 10.Tidawonanso malo osinthira magetsi a NIO, omwe amathamanga kwambiri ngati mafuta.Komabe, kupatulapo kuti zomwe ogwiritsa ntchito akukumana nazo zikuyenda bwino tsiku ndi tsiku, tikuwoneka kuti sitikusamala pang'ono nkhani zokhudzana ndi unyolo wamakampani a charger a EV komanso momwe akutukukira mtsogolo.
Tinakambirana ndi akatswiri amakampani ogulitsa ma EV m'nyumba ndipo adaphunzira ndikutanthauzira zomwe zikuchitika m'makampani opanga ma EV charger ndi oyimira makampani ake okwera ndi otsika, ndipo pomaliza adasanthula ndikulosera mwayi watsopano wakukula kwamakampani opanga ma EV padziko lonse lapansi. pa zenizeni zamakampani komanso kuthekera kwamtsogolo.
Makampani opangira ma EV ndi ovuta kupanga ndalama, ndipo Huawei sanagwirizane ndi State Grid
Mumakampani opanga ma EV charger omwe adakumana dzulo lake dzulo, tidasinthana ndi katswiri wamakampani opangira ma EV zamtundu waposachedwa wamakampani opangira ma EV, mtundu wa oyendetsa ma EV charger komanso momwe gawo la charger la EV likuyendera, gawo lofunikira kwambiri Makampani opanga ma EV.
Q1: Kodi njira yopezera phindu la oyendetsa galimoto yamagetsi pakali pano ndi yotani?
A1: M'malo mwake, ndizovuta kuti oyendetsa magetsi apanyumba apeze phindu, koma tonse timavomereza kuti pali njira zogwirira ntchito: monga malo ochitirako gasi, amatha kupereka chakudya ndi zosangalatsa mozungulira malo othamangitsira, ndikupereka. mautumiki okhudzidwa molingana ndi zomwe amakonda ogwiritsa ntchito omwe amalipira.Athanso kulumikizana ndi mabizinesi kuti apeze ndalama zotsatsa.
Komabe, kupereka ntchito ngati malo ochitirako gasi kumafuna zida zothandizira ndi ogwira nawo ntchito, zomwe ndi chithandizo chochulukirapo kwa ogwira ntchito, zomwe zimapangitsa kuti ntchitoyo ikhale yovuta.Chifukwa chake, njira zazikulu zopezera phindu zikadali ndalama zachindunji kuchokera pakulipiritsa ndalama zothandizira ntchito ndi zothandizira, pomwe ena ogwira ntchito akupezanso phindu latsopano.
Q2: Pamakampani opanga ma charger amagetsi, kodi makampani ngati PetroChina ndi Sinopec, omwe ali kale ndi malo opangira mafuta ambiri, adzakhala ndi maubwino ogwirira ntchito?
A2: Palibe kukaikira za izo.Ndipotu, CNPC ndi Sinopec akugwira kale ntchito yomanga magetsi opangira magetsi ndi malo opangira magetsi, ndipo ubwino wawo waukulu ndikuti ali ndi malo okwanira mumzindawu.
Mwachitsanzo, ku Shenzhen, chifukwa ku Shenzhen kuli magalimoto abwino kwambiri amagetsi, ubwino wa phindu la ogwira ntchito m'deralo udakali wokwera kwambiri, koma pakapita nthawi, padzakhala vuto loti pali kusowa kwakukulu kwa ndalama zotsika mtengo zakunja. malo, ndi mitengo ya m'nyumba ndi yokwera mtengo kwambiri, chifukwa cha kupitiriza kutera kwa charger yamagetsi yamagetsi.
Ndipotu, mizinda yonse m'tsogolomu idzakhala ndi chitukuko monga Shenzhen, kumene phindu loyamba limakhala labwino, koma pambuyo pake amaletsedwa chifukwa cha mtengo wa nthaka.Koma CNPC ndi Sinopec ali ndi ubwino wachilengedwe, kotero kuti kwa ogwira ntchito, CNPC ndi Sinopec ndi mpikisano wokhala ndi ubwino wachilengedwe m'tsogolomu.
Q3: Kodi gawo lachitukuko cha module yamagetsi yamagetsi apanyumba?
A3: Pali pafupifupi masauzande amakampani apanyumba omwe akupanga chojambulira chamagetsi, koma tsopano pali opanga ocheperako omwe akuchita gawo lamagetsi amagetsi amagetsi, ndipo mpikisano ukuwoneka bwino kwambiri.Chifukwa chake ndi chakuti gawo lamagetsi lamagetsi lamagetsi, monga gawo lofunika kwambiri la kumtunda, lili ndi luso lapamwamba kwambiri ndipo pang'onopang'ono limayendetsedwa ndi makampani angapo amutu pa chitukuko.
Ndipo m'mabizinesi omwe ali ndi mbiri yamakampani, chikoka ndiukadaulo, Huawei ndiye wabwino kwambiri pakati pa opanga ma module onse amagetsi amagetsi.Komabe, gawo lamagetsi lamagetsi la Huawei ndi mulingo wa gridi ya dziko ndizosiyana, kotero palibe mgwirizano ndi gululi wadziko pano.
Kuphatikiza pa Huawei, Increase, Infypower ndi Tonhe Electronics Technologies ndi omwe amagulitsa kwambiri ku China.Gawo lalikulu la msika ndi Infypower, msika waukulu uli kunja kwa intaneti, pali phindu linalake lamtengo wapatali, pamene Tonhe Electronics Technologies ili ndi gawo lalikulu kwambiri pa intaneti, kuwonetseratu mpikisano wa oligarchic.
Kumtunda kwa makina opanga ma charger a EV amayang'ana gawo lolipiritsa, ndipo pakatikati amayang'ana woyendetsa.
Pakadali pano, chojambulira chakumtunda cha EV charger yamagalimoto atsopano amagetsi ndi omwe amapanga zida ndi zida zofunika pomanga ndikugwiritsa ntchito ma charger a EV.Pakati pa mafakitale, ndi omwe amalipira ndalama.Omwe akutenga nawo mbali pazambiri zolipiritsa kunsi kwa ma chain chain ndi omwe amagwiritsa ntchito magalimoto atsopano osiyanasiyana.
M'mafakitale akumtunda kwa charger ya EV yamagalimoto, gawo lolipiritsa ndiye ulalo wapakatikati ndipo lili ndi luso lapamwamba kwambiri.
Malinga ndi ziwerengero za Zhiyan Information, mtengo wa zida za Hardware za charger ya EV ndiye mtengo waukulu wa charger ya EV, yowerengera zoposa 90%.Kuthamangitsa gawo ndiye pachimake cha zida za EV charger, zomwe zimawerengera 50% ya mtengo wa zida za hardware za charger ya EV.
Kuwongolera gawo sikumangopereka mphamvu ndi magetsi, komanso kumapangitsanso kutembenuka kwa AC-DC, kukulitsa kwa DC ndi kudzipatula, komwe kumatsimikizira magwiridwe antchito ndi mphamvu ya chojambulira cha EV, ndipo tinganene kuti ndi "mtima" wa charger ya EV, ndi ukadaulo wapamwamba kwambiri, ndipo ukadaulo wofunikira uli m'manja mwa mabizinesi ochepa chabe pantchitoyi.
Pakali pano, opanga ma module opangira ma module pamsika ndi Infypower, Increase, Huawei, Vertiv, UUGreenPower Electrical, Shenzhen Sinexcel Electric ndi makampani ena otsogola, omwe akukhala oposa 90% ya zotumiza zapakhomo.
Pakatikati pamakampani opanga ma EV charger, pali mitundu itatu yamabizinesi: mtundu wotsogozedwa ndi oyendetsa, mtundu wotsogola wamabizinesi ndi mtundu wotsogola wagawo lachitatu.
Mtundu wotsogozedwa ndi opareshoni ndi kasamalidwe ka magwiridwe antchito momwe wogwiritsa ntchito amamaliza kusungitsa ndalama, kumanga ndi kuyendetsa ndi kukonza bizinesi ya charger ya EV ndipo amapereka ntchito zolipiritsa kwa ogwiritsa ntchito.
Munjira iyi, ogwira ntchito zolipiritsa amaphatikiza zopezeka kumtunda ndi kumunsi kwa ma chain chain ndikuchita nawo kafukufuku ndi chitukuko chaukadaulo wolipiritsa ndi kupanga zida.Koyambirira, ayenera kupanga ndalama zambiri pamalowa, charger ya EV ndi zida zina.Ndi ntchito yolemetsa, yomwe ili ndi zofunikira zazikulu pamphamvu yamphamvu komanso mphamvu zonse zamabizinesi.M'malo mwa mabizinesi ali ndi TELD New Energy, Wanbang Star Charge Technology, grid State.
Njira yotsogola yamabizinesi amagalimoto ndi njira yoyendetsera ntchito momwe mabizinesi atsopano amagetsi amatengera ma EV charger ngati ntchito yogulitsa pambuyo pogulitsa ndikupatsa eni ma brand omwe ali ndi chidziwitso cholipira bwino.
Njira iyi ndi ya eni magalimoto okhazikika okha pamabizinesi amagalimoto, ndipo kuchuluka kwa ma charger a EV ndikotsika.Komabe, pomanga mulu wodziyimira pawokha, mabizinesi amagalimoto amafunikiranso kuwononga ndalama zambiri kuti apange ma charger a EV ndikuwasamalira pambuyo pake, omwe ndi oyenera mabizinesi amagalimoto okhala ndi makasitomala ambiri komanso bizinesi yokhazikika.Mabizinesi oyimilira akuphatikizapo Tesla, NIO, XPENG Motors ndi zina zotero.
Njira yachitetezo cha gulu lachitatu ndi njira yoyendetsera ntchito momwe gulu lachitatu limaphatikizira ndikugulitsanso ma charger a EV a ogwiritsa ntchito osiyanasiyana kudzera mu luso lake lophatikiza zinthu.
Pulatifomu iyi yachipani chachitatu sichitenga nawo gawo pakugulitsa ndi kupanga ma charger a EV, koma imapeza ma EV charger a oyitanitsa osiyanasiyana papulatifomu yawoyawo kudzera mu kuthekera kwake kophatikiza zinthu.Ndi ukadaulo wa data yayikulu ndi kuphatikiza kwazinthu ndi kugawa, ma charger a EV a ogwiritsa ntchito osiyanasiyana amalumikizidwa kuti apereke ntchito zolipiritsa kwa ogwiritsa ntchito C.Makampani oyimira akuphatikiza Xiaoju Fast Charging ndi Cloud Fast Charging.
Pambuyo pazaka pafupifupi zisanu za mpikisano wathunthu, mawonekedwe amakampani a EV charger amakhazikika, ndipo msika wambiri umayendetsedwa ndi ogwira ntchito, ndikupanga mawonekedwe amtundu wa TELD New Energy, Wanbang Star Charge Technology, magetsi a gridi ya State.Komabe, mpaka pano, kuwongolera kwa ma network olipira kudali kudalira thandizo lazachuma komanso chithandizo chandalama zamisika yayikulu, ndipo sikunapitirirebe phindu.
Kuwonjezeka kwa Mtsinje, pakati pa TELD Mphamvu Zatsopano
M'makampani opangira ma EV, msika wotsatsa kumtunda ndi msika wapakati wapakatikati uli ndi mipikisano yosiyanasiyana komanso mawonekedwe amsika.Lipotili likuwunika bizinesi yotsogola ya module yothamangitsira kumtunda: Kuchulukitsa, ndi woyendetsa pakatikati: TELD New Energy, kuwonetsa momwe akugwirira ntchito.
Zina mwazo, mtundu wa mpikisano wa EV charger kumtunda watsimikiziridwa, Kuchulukitsa kumatenga malo.
Pambuyo pakukula kwazaka zaposachedwa, msika wakumtunda wa ma charger a EV wapangidwa.Ngakhale kulabadira magwiridwe antchito ndi mtengo, makasitomala otsika amalabadira kwambiri milandu yogwiritsira ntchito makampani komanso kukhazikika kwazinthu.Ndizovuta kwa olowa kumene kuti adziwike m'makampani pakanthawi kochepa.
Komanso Kuwonjezeka mu zaka makumi awiri chitukuko, ndi okhwima ndi khola luso kafukufuku ndi chitukuko gulu, mndandanda wathunthu wa zinthu zotsika mtengo ndi njira za Kuphunzira angapo ndi lonse la maukonde malonda, mankhwala kampani akhala stably ntchito mitundu yonse. za ma projekiti, mu mbiri yamakampani.
Malinga ndi chilengezo cha Kuchulukirachulukira, potengera zinthu zopangira magetsi, tipitilizabe kukweza zinthu kutengera zomwe zilipo, kukhathamiritsa ziwonetsero zamachitidwe monga zofunikira zachilengedwe ndi kuchuluka kwa mphamvu zotulutsa, ndikufulumizitsa chitukuko cha zinthu zolipiritsa za DC. kukwaniritsa zofuna za msika.
Panthawi imodzimodziyo, tidzakhazikitsanso "chaja imodzi ya EV yokhala ndi zolipiritsa zingapo" ndikuwongolera njira zoyankhira zosinthika kuti tipereke mayankho abwinoko omanga ndi zinthu zomangira masiteshoni amphamvu kwambiri a DC.Ndipo pitilizani kukonza mapulogalamu opangira masiteshoni oyendetsera ntchito ndi kasamalidwe, limbitsani mtundu wabizinesi wophatikizika wa "pulatifomu yoyang'anira + njira yomanga + yopangira", ndikuyesetsa kupanga mtundu wotsogola wotsogola wotsogola monga wothandizira komanso wopereka mayankho mu makampani opanga zamagetsi zamagetsi.
Ngakhale, Kuwonjezeka ndi kolimba, koma m'zaka zaposachedwa, msika wa wogula umakhalabe, pali ngozi za mpikisano wamsika m'tsogolomu.
Kuchokera kumbali yofunikira, m'zaka zaposachedwa, msika wakumtunda wa malo opangira magetsi apanyumba ukuwonetsa momwe msika wa wogula ulili ndi mpikisano wowopsa.Nthawi yomweyo, njira yachitukuko cha malo opangira magetsi yasinthanso kuchokera kumapeto koyambira mpaka kumapeto kwa magwiridwe antchito apamwamba, ndipo makampani opanga magetsi a EV adalowa mu gawo lakusinthanso ndi kukulitsa kwamakampani.
Kuphatikiza apo, ndi mapangidwe oyambira amsika, osewera omwe akuchita nawo msika ali ndi mphamvu zakuzama zaukadaulo, ngati kafukufuku watsopano wamakampani ndi chitukuko sichingakwaniritsidwe pa nthawi, kukula kwa zinthu zatsopano sikukwaniritsa zomwe msika ukufunikira komanso mavuto ena, adzasinthidwa mwamsanga ndi makampani anzawo.
Mwachidule, Kuwonjezeka kwakhala kukuchita nawo kwambiri msika kwazaka zambiri, kumakhala ndi mpikisano wamphamvu, komanso kuyesa kupanga mtundu wamalonda.Komabe, ngati kafukufuku wamtsogolo ndi chitukuko sichingathe kutsatiridwa panthawi yake, pali chiopsezo chochotsedwa, chomwe chilinso microcosm ya mabizinesi akumtunda mumakampani onse opangira magetsi.
TELD imayang'ana kwambiri pakutanthauziranso "ma network ochapira", kutulutsa zida zapapulatifomu yamagetsi ndikuchita zoyeserera pakati pamakampani ogulitsa milu, omwe ali ndi ngalande yakuya.
Pambuyo pazaka zingapo zakupikisana pamsika, msika wapakatikati wapanga mawonekedwe atatu a TELD New Energy, Wanbang Star Charge Technology, Gulu la State., Ndi malo oyamba a TELD.Pofika m'chaka cha 2022 H1, m'malo opangira anthu ambiri, gawo la msika la malo opangira DC ndi pafupifupi 26%, ndipo voliyumu yolipiritsa imaposa madigiri 2.6 biliyoni, ndi gawo la msika la pafupifupi 31%, onse omwe ali oyamba m'dzikoli.
Chifukwa chomwe TELD ili pamwamba pamndandandawu ndikuti yapanga mwayi waukulu pakuyika maukonde othamangitsa: kuchuluka kwa malo opangira magetsi omwe adafika kudera linalake ndikochepa chifukwa chomanga zinthu zolipiritsa. imaletsedwa ndi malo ndi mphamvu ya gridi yachigawo;nthawi yomweyo, masanjidwe a malo opangira magetsi amafunikira ndalama zazikulu komanso zokhalitsa, ndipo mtengo wolowa mumakampaniwo ndiwokwera kwambiri.Awiriwo amazindikira malo osagwedezeka a TELD kumapeto kwa ntchito yapakati.
Pakalipano, mtengo wa ntchito ya malo opangira magetsi ndi wapamwamba, ndipo malipiro a ntchito zolipiritsa ndi thandizo la boma ndizotalikirapo kuti zithandizire phindu la ogwira ntchito.M'zaka zingapo zapitazi, makampani okhudzana nawo akhala akufufuza njira zatsopano zopezera phindu, koma TELD yapeza njira yatsopano, kuchokera mumsewu watsopano.
Yudexiang, wapampando wa TELD, adati, "Ndikuyendetsa galimoto yamagetsi ndi kutulutsa, kugawa mphamvu zatsopano, makina osungira mphamvu, katundu wosinthika ndi zinthu zina monga chonyamulira, kukhathamiritsa kogwiritsa ntchito mphamvu, 'charge network + micro-grid + yosungirako mphamvu. network' ikukhala gulu latsopano lamagetsi opangira magetsi, ndiye njira yabwino kwambiri yokwaniritsira kusalowerera ndale kwa kaboni. "
Kutengera lingaliro ili, mtundu wabizinesi wa TELD ukusintha kwambiri: chindapusa cholipiritsa, gwero lalikulu la ndalama zamakampani ogwirira ntchito masiku ano, zidzasinthidwa ndi chindapusa chotumizira kwa mafakitale omwe asinthidwa mtsogolomo.
Mu 2022, H1, TELD imalumikizidwa ndi kuchuluka kwa ma photovoltaic omwe amagawidwa ndikugawidwa kosungirako mphamvu, kutsegula malo otumizira magetsi m'mizinda yambiri, ndikumanga magetsi amtundu wamitundu yambiri kutengera zochitika zogwiritsa ntchito bwino monga kulipira mwadongosolo, kuchotsedwa. -kuthamangitsa kwambiri, kugulitsa mphamvu kwambiri, micro-grid photovoltaic, kusungirako mphamvu ya cascade, ndi kulumikizana kwa magalimoto ndi netiweki, potero kuzindikira bizinesi yowonjezera mphamvu.
Lipoti la zachuma likuwonetsa kuti theka loyamba la chaka chino linapeza ndalama zokwana 1.581 biliyoni, kuwonjezeka kwa 44,40% panthawi yomweyi chaka chatha, ndipo phindu lalikulu linawonjezeka ndi 114,93% panthawi yomweyi chaka chatha, kusonyeza kuti chitsanzo ichi sichinangokhalapo. imagwira ntchito, komanso imatha kukwaniritsa kukula kwachuma tsopano.
Monga mukuwonera, TELD, monga mtsogoleri wa opareshoni amatha, ali ndi mphamvu zamphamvu.Panthawi imodzimodziyo, imadalira malo ogwiritsira ntchito maukonde athunthu komanso mwayi wopezera mphamvu zamagetsi ndi machitidwe osungira mphamvu padziko lonse lapansi, kupeza chitsanzo chabwino cha bizinesi patsogolo pa ena.Ngakhale sizikupindulitsabe chifukwa cha ndalama zoyambira, m'tsogolomu, TELD idzatsegula bwino ndondomeko ya phindu.
Kodi makampani opanga ma ev charger angayambitsenso kukula kwatsopano?
M'nyumba za EV charger kumtunda ndi pakatikati pa msika wampikisano zimakhazikika pang'onopang'ono, bizinesi iliyonse ya EV ikukulabe msika kudzera muukadaulo waukadaulo ndikukweza ndikupita kunja kukafunafuna njira zowonjezera.
Ma charger apanyumba a EV nthawi zambiri amachapira pang'onopang'ono, ndipo kufunikira kwa ogwiritsa ntchito pamagetsi othamanga kwambiri kumabweretsa mwayi watsopano wokulirapo.
Malinga ndi kagawidwe kaukadaulo wopangira, imatha kugawidwa kukhala AC charger ndi DC charger, yomwe imadziwikanso kuti slow EV charger ndi fast EV charger.Pofika Okutobala 2022, ma charger a AC amakhala ndi 58% ndipo ma charger a DC amakhala ndi 42% ya umwini wa ma charger a EV ku China.
M'mbuyomu, anthu ankawoneka kuti amatha "kulekerera" njira yogwiritsira ntchito maola ambiri kuti azilipiritsa, koma pamodzi ndi kuwonjezeka kwa magalimoto atsopano amphamvu, nthawi yolipiritsa ikukulirakulira, kudandaula kudayambanso, ndipo kufunikira kwa wogwiritsa ntchito pamagetsi othamanga kwambiri akuchulukirachulukira, zomwe zimalimbikitsa kwambiri kukonzanso kwa ma charger amphamvu kwambiri a DC EV.
Kuphatikiza pa mbali ya ogwiritsa ntchito, opanga magalimoto akulimbikitsanso kufufuza ndi kutchuka kwaukadaulo wothamangitsa mwachangu, ndipo makampani angapo amagalimoto alowa mu gawo lopanga misala la 800V high-voltage technology platform, akumanga mwachangu thandizo lawo pa intaneti. , kuyendetsa mathamangitsidwe amagetsi apamwamba kwambiri a DC EV.
Malinga ndi zoneneratu za Guohai Securities, poganiza kuti 45% ya ma ev charger atsopano ndi 55% ya zolipiritsa zatsopano zachinsinsi zidzawonjezedwa mu 2025, 65% ya ma charger a DC ndi 35% ya ma charger a AC adzawonjezedwa pakulipiritsa poyera, ndipo mtengo wapakati wa ma charger a DC ndi ma AC charger udzakhala 50,000 yuan ndi 0.3 miliyoni yuan motsatana, kukula kwa msika wa ev charges kudzafika 75.5 biliyoni mu 2025, poyerekeza ndi 11.3 biliyoni mu 2021, ndi CAGR ya zaka 4 mpaka 60.7%, pali msika waukulu danga.
M'kati mwa makina opangira ma high-voltage fast ev charging m'malo ndi kukweza bwino, msika wa kunja kwa ev charging walowanso m'njira yatsopano yomanga mwachangu.
Zifukwa zazikulu zomwe zimayendetsa ntchito yomanga mwachangu ma ev charging ndi mabizinesi opangira ma charger apanyumba kuti apite kunyanja ndi izi.
1. Ku Europe ndi ku United States kuchuluka kwa eni ake a tram kukuchulukirachulukira, ngakhale kulipiritsa ngati malo othandizira, kufunikira kwawonjezeka.
Gawo lachiwiri la 2021 lisanafike, kugulitsa magalimoto aku Europe osakanizidwa kudaposa 50% ya chiwongola dzanja chonse, koma kuyambira gawo lachitatu la 2021, kukula kwa malonda amagetsi amagetsi ku Europe kwakwera kwambiri.Gawo la magalimoto amagetsi oyera lawonjezeka kuchoka pa 50% mu theka loyamba la 2021 kufika pafupifupi 60% m'gawo lachitatu la 2022. Kuwonjezeka kwa chiwerengero cha magalimoto amagetsi oyera kwachititsa kuti pakhale kufunikira kolimba kwa ev charges.
Ndipo kuchuluka kwa magalimoto olowera magalimoto atsopano aku US pakadali pano ndi otsika, 4.44% yokha, pomwe kuchuluka kwa magalimoto amagetsi atsopano aku US kukukulirakulira, kukula kwa umwini wagalimoto yamagetsi mu 2023 akuyembekezeka kupitilira 60%, akuyembekezeka kufikira mphamvu zatsopano za 4.73 miliyoni. kugulitsa magalimoto mu 2025, malo owonjezera amtsogolo ndiakulu, kukula kotereku kumapangitsanso kukula kwa ma ev charger.
2. Europe ndi United States chiŵerengero chachaja chagalimoto ndichokwera kwambiri, galimoto yoposa chojambulira, pali kuthandizira kufunikira kolimba.
Pofika chaka cha 2021, umwini wa magalimoto atsopano ku Europe ndi 5.5 miliyoni, ma ev charging ndi 356,000, chiŵerengero cha ma charger amtundu wa anthu ndichokwera 15: 1;pomwe umwini wamagalimoto amagetsi atsopano ku US ndi 2 miliyoni, ma ev charging ndi 114,000, chiŵerengero cha ma charger agalimoto afika pa 17: 1.
Kumbuyo kwa chiŵerengero chokwera chotere cha machaja agalimoto, pali kusowa kwakukulu kwa zomangamanga ku Europe ndi United States, zomwe zimathandizira kusakwanira, komwe kuli msika waukulu.
3. Chigawo cha ma charger a DC mu ma charger aku Europe ndi America ndi otsika, omwe sangathe kukwaniritsa zosowa za ogwiritsa ntchito kuti azilipiritsa mwachangu.
Msika waku Europe ndi msika wachiwiri padziko lonse lapansi wothamangitsa ma ev pambuyo pa China, koma kupita patsogolo kwa zolipiritsa za DC ku Europe kudakali koyambirira.Pofika chaka cha 2021, pakati pa ndalama zokwana 334,000 za ev ku EU, 86.83% ndi zolipiritsa pang'onopang'ono ndipo 13.17% zimalipira mwachangu.
Poyerekeza ndi ku Europe, ntchito yomanga ma charger a DC ku United States ndiyotsogola kwambiri, komabe sikungakwaniritse zomwe ogwiritsa ntchito amafuna kuti azilipiritsa mwachangu.Pofika chaka cha 2021, pakati pa ndalama zokwana 114,000 ku United States, zolipiritsa pang'onopang'ono zimakhala 80.70% ndipo zolipiritsa mwachangu ndi 19.30%.
M'misika yakunja yoimiridwa ndi Europe ndi United States, chifukwa chakuchulukirachulukira kwa ma tram komanso kuchuluka kwachaja yamagalimoto, pali kufunikira kwamphamvu kwa ma ev charger.Nthawi yomweyo, kuchuluka kwa ma charger a DC omwe amatchaja pakali pano ndi otsika kwambiri, zomwe zimapangitsa kuti ogwiritsa ntchito azifunanso kuti azilipira mwachangu.
Kwa mabizinesi, chifukwa miyezo ndi malamulo oyesa magalimoto aku Europe ndi America ndi okhwima kwambiri kuposa msika waku China, chinsinsi cha "kupita kunyanja" kwakanthawi ndikupeza chiphaso chokhazikika;M'kupita kwanthawi, ngati gulu lathunthu lazogulitsa pambuyo pogulitsa ndi mautumiki atha kukhazikitsidwa, litha kusangalala ndi gawo lalikulu la msika wakunja wa ev.
Lembani kumapeto
Kulipiritsa kwa EV ngati galimoto yamagetsi yatsopano yothandizira zida zofunika, kukula kwa msika wamsika komanso kuthekera kwakukula sikukayikitsa.
Komabe, pakuwona kwa ogwiritsa ntchito, ma ev charger akadali ovuta kupeza ma charger komanso ochedwa kulipira kuchokera pakukula kwa liwiro lalikulu mu 2015 mpaka pano;ndipo mabizinesi akuvutika m'mphepete mwa kutayika chifukwa cha ndalama zazikulu zoyambira komanso kukwera mtengo kokonzekera.
Timakhulupilira kuti ngakhale chitukuko cha ev charging makampani akadali akukumana ndi mavuto ambiri, koma ndi kuchepetsa kumtunda mtengo kupanga, midstream bizinesi chitsanzo pang'onopang'ono kukhwima, ndi mabizinezi kutsegula msewu ku nyanja, makampani adzasangalala zopindula nawonso. kuwoneka.
Panthawiyo, vuto lazovuta kupeza ma ev charges ndi kuyitanitsa pang'onopang'ono silidzakhalanso vuto kwa eni ake a tram, komanso makampani opanga magalimoto atsopano adzakhalanso panjira yachitukuko.
Nthawi yotumiza: Jan-11-2023