Ibhizinisi laseShayina elishajayo lithembele ezinzuzweni zezindleko kusakhiwo saphesheya kwezilwandle

Ibhizinisi laseShayina elishajayo lithembele ezinzuzweni zezindleko kusakhiwo saphesheya kwezilwandle
Imininingwane edalulwe yi-China Association of Automobile Manufacturers ikhombisa ukuthi ukuthunyelwa kwezimoto ezintsha zamandla e-China kuyaqhubeka nokukhula okuphezulu, kuthekelisa amayunithi angama-499,000 ezinyangeni eziyi-10 zokuqala zika-2022, okukhuphuke ngo-96.7% unyaka nonyaka. Kanye nokusheshiswa kwezimoto zamandla amasha ezifuywayo emhlabeni, umenzi wesiteshi sokushaja i-EV ubuye aqale izimakethe zaphesheya, ukuhlaziya imakethe kukholelwa ukuthi amashaja e-EV aphesheya ngoxhaso lwenqubomgomo, izinga lokungena kwezimoto zamandla amasha likhuphule ukuvuselela noma ngo-2023 endaweni yokufuna inflection, amaShayina. imikhiqizo kulindeleke ukuthi ibe nenzuzo eyongayo ukuze ivule ngokushesha izimakethe zaphesheya.
Kusukela ngo-2021, abaningi base-Europe nase-United States bakhiphe izinqubomgomo zenqwaba eshaja kakhulu kanye nezinhlelo zoxhaso ukuze kuthuthukiswe ukuthuthukiswa okusheshayo kokwakhiwa kwengqalasizinda eshaja amandla.
NgoNovemba 2021, i-United States yamemezela ukuthi izotshala imali eyizigidi eziyizinkulungwane ezingu-7.5 ekwakhiweni kwengqalasizinda eshaja izimoto zikagesi. Umgomo wokutshalwa kwezimali uwukwakha iziteshi zokushaja zomphakathi ezingaba ngu-500,000 e-United States yonkana ngo-2030.
Ngomhla zingama-27 kuMfumfu wezi-2022, i-EU yavumelana ngohlelo “lokungakhiqizi kwe-CO2 kusuka ngo-2035 kuzo zonke izimoto zabagibeli nezimoto ezilula ezithengiswa emakethe ye-EU,” okulingana nokuvinjelwa kukaphethiloli nezimoto zikadizili kusukela ngo-2035.
I-Sweden yethula isinxephezelo sesiteshi sokushaja i-EV ngo-Agasti 2022, ihlinzeka ngezimali ezifika ku-50% zokutshalwa kwezimali kweziteshi zomphakathi nezizimele, uxhaso olufinyelela ku-10,000 kronor ngenqwaba yokushaja yangasese, kanye noxhaso luka-100% lweziteshi ezishaja ngokushesha ezisetshenziselwa umphakathi kuphela. izinjongo.
I-Iceland ihlela ukuhlinzeka ngemali elinganiselwa ezigidini ezingama-53.272 zamaRandi oxhaso lwenqwaba yokushaja umphakathi nezinye izingqalasizinda phakathi kuka-2020 no-2024; I-UK imemezele ukuthi kusukela ngoJuni 30, 2022, zonke izindlu ezintsha esifundeni sase-England, kumele zifakwe okungenani inqwaba yokushaja imoto kagesi.
UGuosen Securities Xiong Li uthe izinga lamanje lokungena kwezimoto ezintsha ezisebenza ngamandla e-Europe nase-United States livamise ukuba ngaphansi kuka-30%, kanti ukuthengiswa okulandelayo kusazokhula ngokushesha. Kodwa-ke, ijubane lezinqwaba zokushaja izimoto zikagesi kanye nezinga lokukhula kokuthengiswa kwezimoto zikagesi azifani, okunomthelela esidingweni esiphuthumayo sokwakhiwa kwazo kanye nendawo enkulu yokuphehla ugesi.
Ngokusho kwe-International Energy Agency, ukuthengiswa kwezimoto ezintsha ezinamandla eYurophu nase-United States kuzofinyelela ezigidini ezingu-7.3 kanye nezigidi ezingu-3.1 ngokulandelana kwazo ngo-2030. I-united states.
Uma kuqhathaniswa neChina, ukwakhiwa kwengqalasizinda yenqwaba eshajayo njengamanje eYurophu nase-United States akwanele neze, okuqukethe indawo yemakethe enkulu. Umbiko wocwaningo lwe-Everbright Securities waveza ukuthi kusukela ngo-Ephreli 2022, isilinganiso senqwaba yezimoto sase-US singu-21.2:1, isilinganiso sezimoto ezigcwele izimoto e-European Union singu-8.5:1, lapho iJalimane ingu-20:1, i-United Kingdom ingu-8.5:1. 16:1, iFrance ingu-10:1, iNetherlands ingu-5:1, zonke zinegebe elikhulu neChina.
I-Guosen Securities ilinganisela ukuthi indawo yonke yemakethe yendawo yokushaja e-Europe nase-United States izoba nenani elilinganiselwa ku-73.12 billion yuan ngo-2025 futhi ikhule iye ku-251.51 billion yuan ngo-2030.
Kusukela engxenyeni yesibili ka-2022, izinkampani eziningi ezisohlwini ezibandakanyeka ebhizinisini lenqwaba yokushaja zidalule ukwakheka kwebhizinisi lazo phesheya kwezilwandle.
I-Daotong Technology ithe kusukela ukuthengiswa kwemikhiqizo yayo yenqwaba yokushaja i-AC kwaqala ekupheleni kuka-2021, futhi inkampani ithole ama-oda avela emazweni amaningi, njenge-United Kingdom, Singapore, France, Netherlands neJalimane, futhi kancane kancane yawahambisa.
U-Linkpower uthe inkampani inethemba lokuthuthuka kwamathuba emakethe yenqwaba eshajayo phesheya kwezilwandle, futhi ukuze ibambe ngokugcwele izinqubomgomo, imithethonqubo kanye nokufinyelela kwezimakethe zaphesheya kwezilwandle, i-Linkpower isiqalile ukwenza umsebenzi ofanele wokunikeza izitifiketi nokuhlola ngaphambili, futhi uphumelele izivivinyo eziningi noma izitifiketi ezifana ne-TüV, inhlangano yokuhlola egunyaziwe eYurophu.
I-Xiangshan Stock ekwamukelweni kocwaningo lwesikhungo, inkampani ibithuthukisa imikhiqizo yase-Europe kanye ne-American standard ukushaja nokusabalalisa imikhiqizo, futhi imikhiqizo yenqwaba yokushaja yenkampani yase-Europe iye yathuthukiswa, futhi ngamaqembu aphesheya kanye namashaneli ukutshala kancane kancane ezimakethe zaphesheya.
I-Shenghong iveze embikweni wayo wesigamu sonyaka ukuthi inqwaba yokushaja yenkampani ye-Interstellar AC iphumelele isitifiketi esijwayelekile sase-Europe futhi yaba yiqeqebana lokuqala labaphakeli benqwaba baseShayina abakhokhisa ukungena eBritish Petroleum Group.
"Ukukhula okusheshayo kwezimoto zikagesi ezenziwe eChina ezithunyelwa kwamanye amazwe kuqhuba izinkampani ezishajayo zasekhaya ukuthi zisheshise ukwakheka kwezimakethe zaphesheya kwezilwandle." kusho uDeng Jun, iphini likamongameli we-Guangdong Wancheng Wanchong Electric Vehicle Operation Co., LTD. Ngokusho kwakhe, i-Wancheng Wanchong iphinde iveze izimakethe zaphesheya kwezilwandle futhi ithumele izinqwaba ezikhokhisayo njengephoyinti elisha lenzuzo. Njengamanje, inkampani ikakhulukazi ithumela kwamanye amazwe imishini yenqwaba eshajayo eNingizimu-mpumalanga ye-Asia naseNingizimu Melika, futhi ithuthukisa imikhiqizo ejwayelekile yaseYurophu kanye neyaseMelika.
Phakathi kwazo, imakethe yaseYurophu iyindawo ehamba phambili yokuthumela ngaphandle kwezimoto zikagesi zaseChina. Ngokusho kweGeneral Administration of Customs, engxenyeni yokuqala ka-2022, imakethe yaseNtshonalanga Yurophu yabala ama-34% okuthunyelwa kwezimoto zabagibeli zamandla amasha eChina.
Ngokungeziwe ethembeni ngemakethe yolwandle oluluhlaza phesheya kwezilwandle, amabhizinisi ayinqwaba akhokhiswayo asekhaya “Iya phesheya kwezilwandle” nawo asemncintiswaneni wezimakethe zasekhaya. Amabhizinisi enqwaba eshajayo abhekene nobunzima bokwenza inzuzo, isidingo esiphuthumayo sokuthola indawo yemakethe entsha ukuze akhe iphuzu lenzuzo.
Kusukela ngo-2016, ukuthuthukiswa kwemboni yenqwaba eshajayo yaseShayina kuhehe zonke izinhlobo zezinkampani ukuthi ziqhudelane ngokuhleleka, okuhlanganisa namabhizinisi amakhulu aphehla amandla afana ne-State Grid kanye ne-Southern Power Grid…amabhizinisi ezimoto zendabuko, kanye ne-SAIC Group kanye ne-BMW, ​​imoto entsha yamandla. amabhizinisi afana ne-Xiaopeng Automobile, i-Weilai ne-Tesla, neziqhwaga ezivela kuyo yonke imikhakha yempilo njengeHuawei, i-Ant Financial Services kanye ne-Ningde Time.
Ngokwemininingwane ye-Qichacha, kunamabhizinisi ahlobene nokushaja angaphezulu kuka-270,000 e-China, futhi asakhula ngokushesha. Engxenyeni yokuqala ka-2022, kwanezelwa amabhizinisi amasha angama-37,200, okuwukukhula ngo-55.61% unyaka nonyaka.
Endabeni yokuncintisana okushubile, inzuzo engcono yemakethe yenqwaba eshajayo yaphesheya iyathandeka emabhizinisini asekhaya ashajayo. Umhlaziyi we-Huachuang Securities u-Huang Lin uveze ukuthi umfutho wemakethe yenqwaba yokushaja yasekhaya, umkhawulo ophansi we-gross, Intengo yenqwaba ye-DC nge-watt ngayinye iku-yuan engu-0.3 ukuya ku-0.5 kuphela, kuyilapho intengo yenqwaba yokushaja phesheya kwezilwandle nge-watt ngayinye okwamanje iyizikhathi ezi-2 kuya kwezi-3. yasekhaya, namanje intengo blue sea.
I-GF Securities iveze ukuthi, ngokwehlukile emncintiswaneni wasekhaya olinganayo ushubile, umkhawulo wokungena kwezitifiketi zaphesheya uphakeme, amabhizinisi enqwaba yokushaja yasekhaya athembele enzuzweni yezindleko, emakethe yaphesheya anendawo enkulu yokwenza inzuzo, umkhiqizo kulindeleke ukuthi uzuze imali eyongayo. , vula ngokushesha imakethe yaphesheya.