Flat line application tuyere isifikile. I-Motor, njengenye yezinhlelo ezintathu zikagesi eziyinhloko zezimoto zamandla amasha, i-akhawunti ye-5-10% yenani lemoto. Engxenyeni yokuqala yalo nyaka, phakathi kwezimoto ezintsha ezihamba phambili ezingu-15 ezidayisiwe, izinga lokungena kwe-flat line motor lenyuke kakhulu lafinyelela ku-27%.
Imboni kulindeleke ukuthi ngo-2025, ulayini oyisicaba uzoba ngaphezu kuka-80% wezimoto ezishayelayo zezimoto ezintsha ezisebenza ngamandla. Izintatheli zithole ukuthi imikhiqizo ehlobene yamanje yabakhiqizi belayini kagesi ehlobene iyashoda, yandiswe kakhulu ukukhiqizwa konyaka olandelayo.
Izikhungo zama-brokerage zikholelwa ukuthi ngokushintsha okusheshayo kwamabhizinisi amaningi ezimoto zamandla amasha, i-2022-2023 isizongena esikhathini sokuthuthukisa ngokushesha, isakhiwo sokuqala senkampani sizojabulela izinzuzo. Ukusheshisa kokushintshwa komugqa oyisicaba ngo-2021, uTesla wathatha indawo yemoto yasekhaya, eqhuba ukwanda okubonakalayo kokungena, inkambiso yemoto kalayini oyisicaba isinqunyiwe. “Ngokwemiyalelo yenkampani, kungabikezelwa ukuthi amabhizinisi amasha ahamba phambili emhlabeni aseqalile ukushintsha ama-motor ama-flat wire ngezinga elikhulu, futhi umkhuba uyakhula.
Iqhutshwa yisidingo samakhasimende, ukukhiqizwa kwezintambo eziyisicaba kuzongena esikhathini sokunwetshwa kwesivinini esikhulu futhi ukuhlinzekwa kuzokhula ngokushesha,” kusho uJingda Shares, umphakeli weTesla eChina.
Ngomthamo wezimoto zamandla amasha, isidingo sesikhathi esizayo solayini oyisicaba sizoba sikhulu. Kubikwa ukuthi imikhiqizo yenkampani isiphumelele isitifiketi sezinkampani eziningi eziyinhloko zemoto yamandla, amaphrojekthi akhona e-flat line afinyelela ku-60. U-Chen Haibing, umphathi jikelele we-Jinbei Electrician electromagnetic wire Company, utshele izintatheli ze-Cailin.com ukuthi okwamanje, izimoto zamandla amasha ziyisicaba lesi siqeshana sigxile enkampanini ekuthuthukisweni kwemikhiqizo.
Uma kuqhathaniswa nomugqa oyindilinga, isilinganiso esigcwele se-slot siphezulu. I-motor efanayo, isebenzisa umugqa oyisicaba, ukuminyana kwamandla kukhudlwana, ivolumu incane futhi ivumela ukuchithwa kokushisa, ngakho-ke i-flat line motor inezinzuzo eziningi. Umugqa oyisicaba uphakathi ngokuphelele nenqubo yokushintsha umugqa oyindilinga. Uphinde wethula ukuthi “ngaphambili, amamodeli asezingeni eliphezulu anamanani angaphezu kuka-200,000 yuan ayecishe abe yi-100% yocingo oluyisicaba (motor), kodwa isimo sasihlukile engxenyeni yesibili yonyaka.
Sithole ukuthi i-Wuling Mini namanye amamodeli nawo azama ukufaka ucingo oluyisicaba (motho). Cishe ngo-Agasti noma ngoSepthemba, inkampani kancane kancane yahlinzeka ngamamodeli kagesi akongayo. ” Izimoto zamandla amasha okwamanje zisesikhathini sokuthuthuka ngokushesha, futhi abathengi banezidingo ezikhulayo ezikhulayo zokusebenza kwezimoto.
Kuyaqondakala ukuthi ukumelana okuphansi kwangaphakathi okulethwa i-wire winding eyisicaba kuthuthukisa ukusebenza kahle kokuguqulwa kwamandla enjini, okuyisici esibalulekile sokuthuthukisa ukukhuthazela kwemoto kanye nezindleko zebhethri. Kulo nyaka, i-BYD, i-GaC, njll. yashintsha ngokushesha injini yolayini oyisicaba, namanye amamodeli adumile angase aqaliswe, njenge-Nextev ET7, i-Zhiji, i-Jikrypton, njll., nawo amukele injini yomugqa oyisicaba.
Lo nyaka unyaka wokuqala wokufaka ucingo oluyisicaba. Ngo-2025, isidingo sezintambo eziyisicaba kulindeleke ukuthi sikhule ngokushesha sisuka kumathani ayi-10,000 siye ngaphezu kwamathani ayi-190,000. Izinkampani ezithole ukukhiqizwa ngobuningi bezintambo eziyisicaba ze-NEV zifaka i-Jingda Shares (600577.SH), i-Great Wall Technology (603897.SH), i-Jinbei Electric Engineering (002533.SZ) kanye ne-Guancheng Datong (600067.SH). Umthamo wokukhiqiza ohleliwe we-Jingda Shares ungamathani ayi-19,500 ekupheleni kuka-2021 kanye namathani angu-45,000 ngo-2022.
Le nkampani ithe ezintathelini, ontanga bamanje banezinhlelo zokwandisa, ngokusekelwe esidingweni sonyaka ozayo, okumele bazilungiselele kusenesikhathi. IGreat Wall Technology isimemezele ngaphambilini uhlelo lokubekwa kwangasese, amathani angama-45,000 ephrojekthi yocingo olusha lwemoto yamandla kagesi, okuhleliwe kokutshalwa kwezimali kwezigidi ezingama-yuan ezingama-831.
Isizathu sokunwetshwa ukuthi “kunqunyelwe umthamo welayini oyisicaba, ulayini oyisicaba wenkampani uyashoda, okwenza igebe lokunikezela”. Kodwa-ke, inkampani isangeza imishini yocingo oluyisicaba ukuze yandise umthamo wokukhiqiza izintambo eziyisicaba, okulindeleke ukuthi zifinyelele kumathani ayi-10,000 ekupheleni kwalo nyaka noma ekuqaleni konyaka ozayo.
"Lo nyaka cishe ubulokhu usesimweni sokushoda, inyanga nenyanga ibilokhu ikhuphuka. Ulayini okhethekile wenkampani wezimoto zamandla amasha uqalisa ukunwetshwa kokukhiqiza, futhi kulindeleke ukuthi ufinyelele amathani angama-600 ngenyanga kanye namathani ayi-7 000 ngonyaka ngasekupheleni kwalo nyaka. umthamo wokukhiqiza uhamba kancane kancane,” kusho umuntu ongenhla we-Jinbei Electricians.
Ngokwesethulo, inkampani inokukhiqiza ngobuningi bamakhasimende okuhlanganisa i-Shanghai United Power, i-BorgWarner, i-Suzhou Huichuan, i-Jingjin Electric, njll. Ngaphezu kwalokho, intambo eyisicaba yemoto yamandla entsha ithunyelwe kumasampula e-BYD. Njengamanje, umsebenzi omusha wokuqinisekisa ubulokhu ungami.
Ngaphandle kwabakhiqizi bezimoto abasha abathathu, iGeely, Great Wall, Guangzhou Automobile, SAIC Motor nabanye bacebe kakhulu. Inkampani ihlela ukwakha imoto yamandla entsha enamandla okukhiqiza izintambo zikagesi ezingamathani angama-50,000/ngonyaka ngoJuni 2025.
Intatheli iphawule ukuthi imikhiqizo yochungechunge olusha lwezimoto zamandla ezimoto zalaba bakhiqizi abakhulu yenza amaphesenti amancane okuthengisa. Ukuthengiswa kwe-Jingda Stock kusukela ngoJanuwari kuya kuJuni 2021 kudlule amathani angu-2,045. Kusukela ngoJanuwari kuya kuJuni 2021, ukuphuma kolayini oyisicaba wezimoto ezintsha zamandla weGreat Wall Technology ngamathani ayi-1300; I-Guanzhou Datong ithengise amathani angu-1851.53 emikhiqizo yomugqa oyisicaba engxenyeni yokuqala yonyaka; Ukuthengiswa kwaminyaka yonke kwe-Jinbei Electrician kulindeleke ukuthi kube ngamathani angama-2000.
Kodwa-ke, ngokwalo muntu ongaphakathi embonini ongenhla, abakhiqizi bezintambo eziyisicaba ukuze bangene ohlwini lwabahlinzeki bezinkampani zezimoto zamandla amasha kudingeka badlule ekutholeni izitifiketi eziningi, okuzothatha izinyanga eziyisithupha ukuya onyakeni owodwa noma emibili.
Amabhizinisi amasha ezimoto zamandla ngokuvamile akhetha abakhiqizi abambalwa njengabahlinzeki. Ngenxa yezindleko eziphakeme zokushintsha, ngeke bashintshe abahlinzeki ngokuthanda kwabo.
Ngokwezibalo ze-Deppon Securities, ngo-2020, izinga lokungena kwe-flat line motor licishe libe ngu-10%, izinga lokungena kwemoto yamandla entsha licishe libe ngu-5.4%, kanti izinga lokungena eliphelele lolayini oyisicaba lingaphansi kuka-1%. Kulindeleke ukuthi ukufinyeleleka komugqa oyisicaba kuzokwanda ngokushesha eminyakeni engama-22-23, futhi izinkampani ezizuze ukukhiqizwa ngobuningi bomugqa oyisicaba zizojabulela ngokugcwele igagasi lokuqala lezabelo.
Isikhathi sokuthumela: Mar-21-2023