Ụlọ ọrụ na-akwụ ụgwọ ndị China na-adabere na uru ọnụ ahịa dị na nhazi esenidụt
Ihe omuma nke China Association of Automobile Manufacturers kpughere na-egosi na mbupụ ụgbọ ala ike ọhụrụ nke China na-aga n'ihu na-eto eto dị elu, na-ebupụ nkeji 499,000 n'ime ọnwa 10 mbụ nke 2022, gbagoro 96.7% kwa afọ.Tinyere osooso nke ụgbọ ala ume ọhụrụ n'ụwa, ndị na-emepụta chaja EV na-amalitekwa ahịa ndị si mba ofesi, nyocha ahịa kwenyere na chaja EV esenidụt na ntinye ego amụma, ọnụego nnabata ụgbọ ala ọhụrụ mụbara mkpali ma ọ bụ na 2023 n'ime ebe a na-achọsi ike, ndị China. A na-atụ anya na ngwaahịa ga-erite uru iji meghee ahịa mba ofesi ngwa ngwa.
Ebe ọ bụ na 2021, ọtụtụ ndị Europe na United States ewepụtala atumatu ikpo ọkụ kpụ ọkụ n'ọnụ na atụmatụ inye aka iji kwalite mmepe ngwa ngwa nke ihe nrụpụta akụrụngwa ike ọhụrụ.
Na Nọvemba 2021, United States kwupụtara na ọ ga-etinye $ 7.5 ijeri n'iwu ụgbọ ala eletrik.Ebumnobi itinye ego bụ iwu ihe dị ka ụlọ ọrụ nchaji ọha 500,000 n'ofe United States n'afọ 2030.
N'October 27, 2022, EU kwetara na atụmatụ maka "ihe ikuku CO2 sitere na 2035 maka ụgbọ ala ndị njem na ụgbọ ala azụmahịa dị mfe a na-ere n'ahịa EU," nke ya na mmachibido iwu mmanụ ụgbọala na mmanụ dizel site na 2035.
Sweden webatara ihe mkpali ọdụ ụgbọ mmiri EV n'August 2022, na-enye ihe ruru 50% ego maka itinye ego n'ọdụ ụgbọ mmiri ọha na nkeonwe, enyemaka kacha nke 10,000 kronor maka mkpokọ chajị nkeonwe, yana ego 100% maka ụlọ ọrụ chaja ngwa ngwa nke a na-eji naanị maka ọha. ebumnuche.
Iceland na-ezube ịnye ihe dị ka nde $ 53.272 na ntinye aka maka mkpochapụ ọha na eze na akụrụngwa ndị ọzọ n'etiti 2020 na 2024;UK ekwuputala na site na June 30, 2022, ụlọ ọhụrụ niile dị na mpaghara England, ga-enwerịrị opekata mpe otu ikpo ọkụ ụgbọ ala eletrik.
Guosen Securities Xiong Li kwuru na ọnụ ọgụgụ ntinye nke ụgbọ ala ike ọhụrụ na Europe na United States dị n'okpuru 30% ugbu a, na ahịa ndị na-esote ga-anọgide na-eto ngwa ngwa.Otú ọ dị, ọsọ nke ikpo ọkụ ụgbọ ala eletrik ọhụrụ na ọnụ ahịa ahịa ụgbọ ala eletrik ọhụrụ na-adaba adaba nke ọma, na-enye aka na mkpa dị ngwa maka iwu ha na nnukwu ohere maka mmepụta ike.
Dị ka International Energy Agency si kwuo, ire nke ụgbọ ala ume ọhụrụ na Europe na United States ga-eru nde 7.3 na nde 3.1 n'otu n'otu na 2030. Ịre ụgbọ ala eletrik na-eto ngwa ngwa ga-akpali mgbawa nke ịkwanye ikpo ihe owuwu na Europe na United States.
E jiri ya tụnyere China, ihe owuwu ihe owuwu cha cha ugbu a na Europe na United States ezughị oke, nke nwere nnukwu ohere ahịa.Akụkọ nyocha Everbright Securities rụtụrụ aka na ka nke Eprel 2022, ọnụ ọgụgụ ụgbọ ala US bụ 21.2: 1, mkpokọta ụgbọ ala na European Union bụ 8.5: 1, nke Germany bụ 20: 1, United Kingdom bụ 20: 1. 16:1, France bụ 10:1, Netherlands bụ 5:1, ha niile nwere nnukwu oghere na China.
Guosen Securities na-eme atụmatụ na mkpokọta ohere ahịa nke ịchaji oghere na Europe na United States ga-agbakọta ihe dị ka ijeri yuan 73.12 na 2025 wee tolite ruo ijeri yuan 251.51 site na 2030.
Kemgbe ọkara nke abụọ nke 2022, ọtụtụ ụlọ ọrụ edepụtara aha na-etinye aka na azụmaahịa nchaji ekpughere nhazi azụmahịa ha si mba ofesi.
Daotong Teknụzụ kwuru na kemgbe ire ere ngwaahịa cha cha AC ya malitere na njedebe nke 2021, ụlọ ọrụ ahụ enwetala iwu site na ọtụtụ mba, dịka United Kingdom, Singapore, France, Netherlands na Germany ma jiri nwayọ wepụta ha.
Linkpower kwuru na ụlọ ọrụ ahụ nwere nchekwube banyere ohere mmepe nke mba ofesi chaja ikpo ahịa, na iji ghọta nke ọma atumatu, ụkpụrụ na ohere ọnụ ahịa nke esenidụt ahịa, Linkpower amalitela ịrụsi ọrụ ike na-ebu mkpa asambodo na ule ọrụ tupu, na nwere. gafere ọtụtụ ule ma ọ bụ asambodo dị ka TüV, ụlọ ọrụ nnwale ikike na Europe.
Xiangshan Stock na nnabata nke nyocha ụlọ ọrụ, ụlọ ọrụ ahụ na-emepe emepe ọkọlọtọ European na ngwaahịa ndị America ọkọlọtọ na nkesa, na ngwaahịa European ọkọlọtọ cha cha ka emepụtara, yana site na otu na ọwa esenidụt iji jiri nwayọ tinye ego na ahịa mba ofesi.
Shenghong kpughere n'ime akụkọ ọkara afọ ya na ụlọ ọrụ Interstellar AC chaja chaja gafere asambodo ọkọlọtọ Europe wee bụrụ ndị mbụ na-ebunye obo cha cha ndị China banye na British Petroleum Group.
"Mmụba ngwa ngwa nke ụgbọ ala eletrik na-ebupụ na China na-eme ka ụlọ ọrụ na-akwụ ụgwọ ụlọ iji mee ka nhazi nke ahịa ndị si mba ofesi dịkwuo ngwa."kwuru Deng Jun, osote onye isi oche nke Guangdong Wancheng Wanchong Electric Vehicle Operation Co., LTD.Dị ka ya si kwuo, Wancheng Wanchong na-ewepụtakwa ahịa na mba ofesi ma na-ebupụ ndị na-ebubata chaja dị ka ebe ọhụrụ uru.Ka ọ dị ugbu a, ụlọ ọrụ ahụ na-ebupụ akụrụngwa chajị na ndịda Ebe Ọwụwa Anyanwụ Eshia na South America, ma na-emepụta ọkọlọtọ European na ngwaahịa ọkọlọtọ America.
N'ime ha, ahịa Europe bụ isi mbupụ ụgbọ ala eletrik nke China.Dị ka General Administration of Customs si kwuo, na ọkara mbụ nke 2022, ahịa Western Europe ruru 34% nke mbupụ ụgbọ ala ndị njem ọhụrụ nke China.
Na mgbakwunye na inwe nchekwube maka ahịa oke osimiri na-acha anụnụ anụnụ nke mba ofesi, ụlọ ọrụ na-akwụ ụgwọ ụlọ "Gaa esenidụt" dịkwa na asọmpi ahịa ụlọ.Ụlọ ọrụ ndị na-akwụ ụgwọ na-akwụ ụgwọ na-eche ihe isi ike ihu na-akpata nsogbu ego, mkpa dị ngwa ịchọta ebe ahịa ọhụrụ iji mepụta ebe uru.
Ebe ọ bụ na 2016, ihe mgbawa mmepe nke ụlọ ọrụ ịchaji nke China adọtala ụdị isi obodo dị iche iche iji merie maka nhazi, gụnyere nnukwu ụlọ ọrụ ume dị ka State Grid na Southern Power Grid… ụlọ ọrụ ụgbọ ala ọdịnala, yana dịka SAIC Group na BMW, ụgbọ ala ike ọhụrụ. ụlọ ọrụ dị ka Xiaopeng Automobile, Weilai na Tesla, na ndị dike sitere na ụdị ndụ niile dị ka Huawei, Ant Financial Services na Ningde Time.
Dị ka data nke Qichacha si kwuo, e nwere ihe karịrị 270,000 na-akwụ ụgwọ ụlọ ọrụ metụtara ikpo ọkụ na China, ma ọ ka na-eto ngwa ngwa.Na ọkara mbụ nke 2022, agbakwunyere ụlọ ọrụ ọhụrụ 37,200, mmụba nke 55.61% kwa afọ.
N'ihe banyere asọmpi kpụ ọkụ n'ọnụ na-arịwanye elu, uru kacha mma nke ahịa chaja chajị na mba ofesi na-adọrọ mmasị maka ụlọ ọrụ na-akwụ ụgwọ ụlọ.Huachuang Securities Analyst Huang Lin rụtụrụ aka na ụlọ ịchaji ikpo ahịa asọmpi ike, obere oke oke, ọnụ ahịa DC ikpo kwa watt bụ naanị na 0.3 ka 0.5 yuan, ebe ọnụahịa nke esenidụt ikpo kwa watt bụ ugbu a 2 ka 3 ugboro. nke anụ ụlọ, ka bụ price blue oké osimiri.
GF Securities rụtụrụ aka na, dị iche na asọmpi ime ụlọ na-esiwanye ike, ntinye akwụkwọ ikike nke mba ofesi dị elu, ụlọ ọrụ na-akwụ ụgwọ ụlọ na-adabere na uru ọnụ ahịa, n'ahịa mba ofesi nwere nnukwu ohere, ngwaahịa a na-atụ anya na ọ ga-erite uru bara uru. , ngwa ngwa meghee ahịa mba ofesi.
Oge nzipu: Jun-03-2019