Flat line application tuyere wafika. Galimoto, monga imodzi mwazinthu zitatu zazikulu zamagetsi zamagetsi zamagetsi zatsopano, zimawerengera 5-10% ya mtengo wagalimoto. Mu theka loyamba la chaka chino, pakati pa magalimoto 15 apamwamba kwambiri omwe agulitsidwa, kuchuluka kwa magalimoto amtundu wa flatline kudakwera kwambiri mpaka 27%.
Makampaniwa akuyembekezeka kuti mu 2025, mzere wathyathyathya uzikhala wopitilira 80% ya magalimoto oyendetsa magalimoto atsopano. Atolankhani adazindikira kuti zinthu zazikulu zomwe opanga ma elekitirodi amapangira ma elekitirodi ndizosowa, zikukulitsidwa kwambiri chaka chamawa.
Mabungwe a Brokerage akukhulupirira kuti ndikusintha mwachangu kwa mabizinesi ambiri amagetsi amagetsi atsopano, 2022-2023 yatsala pang'ono kulowa mumzere wosanjikiza nthawi yayitali, mawonekedwe oyamba akampani adzasangalala ndi zopindula. Flat line switching m'malo mwake mu 2021, Tesla adalowa m'malo mwagalimoto yanyumba yakunyumba, ndikuyendetsa chiwonjezeko chachikulu cha permeability, momwe magalimoto amayendera atsimikiziridwa. "Kutengera zomwe kampaniyo idalamula, zitha kunenedweratu kuti mabizinesi otsogola padziko lonse lapansi ayamba kusinthira ma injini amawaya pamlingo waukulu, ndipo izi zikuchulukirachulukira.
Motsogozedwa ndi kufunikira kwa makasitomala, kupanga mawaya ophatikizika kudzalowa m'nthawi yokulirakulira komanso kupezeka kudzakula mwachangu, "adatero Jingda Shares, wogulitsa Tesla ku China. Jingda stock securities department idati kwa atolankhani, kampani yopereka kunja imakhala ndi mzere wozungulira komanso wokhotakhota, koma mizere yokhotakhota imawerengera zambiri.
Ndi kuchuluka kwa magalimoto amagetsi atsopano, kufunikira kwamtsogolo kwa mzere wathyathyathya kudzakhala kwakukulu. Akuti katundu wa kampani wadutsa chiphaso cha mabizinezi angapo amphamvu magalimoto mutu, ntchito alipo lathyathyathya mzere ambiri monga 60. Chen Haibing, bwana wamkulu wa Jinbei Electrician electromagnetic waya Company, anauza atolankhani Cailin.com kuti pakali pano, magalimoto mphamvu zatsopano lathyathyathya chidutswa ichi ndi cholinga cha kampani pa chitukuko cha mankhwala.
Poyerekeza ndi mzere wozungulira, kuchuluka kwa slot ndikwambiri. Galimoto yomweyo, pogwiritsa ntchito chingwe chathyathyathya, mphamvu yamagetsi ndi yayikulu, voliyumuyo ndi yaying'ono ndipo imathandizira kuti pakhale kutentha kwapang'onopang'ono, kotero kuti lathyathyathya ili ndi zabwino zambiri. Mzere wathyathyathya uli kwathunthu pakati pa njira yosinthira mzere wozungulira. Ananenanso kuti "m'mbuyomu, mitundu yokwera kwambiri yokhala ndi mitengo yopitilira 200,000 yuan inali pafupifupi 100% waya wathyathyathya (motor), koma zinthu zinali zosiyana mu theka lachiwiri la chaka.
Tidapeza kuti Wuling Mini ndi mitundu ina ikuyeseranso kugwiritsa ntchito waya wathyathyathya (motor). Cha m'ma Ogasiti kapena Seputembala, kampaniyo pang'onopang'ono idapereka mitundu ina yamagetsi yotsika mtengo. ” Magalimoto amagetsi atsopano pakali pano ali m'nthawi yachitukuko chofulumira, ndipo ogula ali ndi zofunikira kwambiri pakugwira ntchito kwa galimoto.
Zimamveka kuti kukana kwamkati komwe kumadza chifukwa cha mawaya ophwanyika kumathandizira kusintha kwamphamvu kwa injini, chomwe ndi chinthu chofunikira kwambiri pakuwongolera kupirira kwagalimoto komanso mtengo wa batri. Chaka chino, BYD, GaC, etc. mwamsanga anasinthitsa lathyathyathya line galimoto, ndi zitsanzo zina angathe otchuka kuti anapezerapo, monga Nextev ET7, Zhiji, Jikrypton, etc., komanso anatengera lathyathyathya mzere galimoto.
Chaka chino ndi chaka choyamba chogwiritsa ntchito waya wosalala. Mu 2025, kufunikira kwa waya wathyathyathya kukuyembekezeka kukula mwachangu kuchoka pa matani 10,000 mpaka matani opitilira 190,000. Makampani omwe akwanitsa kupanga mawaya amtundu wa NEV ambiri akuphatikizapo Jingda Shares (600577.SH), Great Wall Technology (603897.SH), Jinbei Electric Engineering (002533.SZ) ndi Guancheng Datong (600067.SH). Kuthekera kopanga kwa Jingda Shares ndi matani 19,500 kumapeto kwa 2021 ndi matani 45,000 pofika 2022.
Kampaniyo idati kwa atolankhani, anzawo apano ali ndi mapulani okulitsa, malinga ndi zomwe akufuna chaka chamawa, kuti akonzekeretu. Great Wall Technology idalengeza kale za pulani yoyika anthu payekha, matani 45,000 a projekiti yawaya yamagetsi yamagetsi yamagetsi, yokonzekera ndalama zonse za yuan 831 miliyoni.
Chifukwa chakukuliraku ndikuti "zochepa ndi kuchuluka kwa mizere yomwe ilipo, mzere wamba wa kampaniyo ukusowa, ndikupanga kusiyana kokwanira". Komabe, kampaniyo ikuwonjezerabe zida zamawaya athyathyathya kuti ikulitse mphamvu yopangira mawaya, yomwe ikuyembekezeka kufika matani 10,000 kumapeto kwa chaka chino kapena koyambirira kwa chaka chamawa.
"Chaka chino pafupifupi nthawi zonse zakhala zikusokonekera, mwezi-ndi-mwezi wakhala ukuwonjezeka. Mzere wapadera lathyathyathya la kampani galimoto latsopano mphamvu ikugwiritsa ntchito kukulitsa kupanga, ndipo akuyembekezeka kufika matani 600 pamwezi ndi matani 7,000 pachaka kumapeto kwa chaka chino. mphamvu zopangira zimayamba pang'onopang'ono, "atero munthu wotchulidwa pamwambapa wa Jinbei Electricians.
Malinga ndi mawu oyambira, kampaniyo imakhala ndi makasitomala ambiri kuphatikiza Shanghai United Power, BorgWarner, Suzhou Huichuan, Jingjin Electric, ndi zina zambiri. Kuphatikiza apo, waya wathyathyathya wamagetsi amagetsi atsopano watumizidwa ku zitsanzo za BYD. Pakalipano, ntchito yatsopano yotsimikiziranso siinayime.
Kuphatikiza pa opanga magalimoto atatu atsopano, Geely, Great Wall, Guangzhou Automobile, SAIC Motor ndi enanso ndi olemera kwambiri. Kampaniyo ikukonzekera kupanga galimoto yatsopano yamagetsi yamagetsi yamagetsi yama 50,000 matani / chaka pofika Juni 2025.
Mtolankhaniyo adanenanso kuti zida zatsopano zamagalimoto amtundu wamtundu wa opanga zazikuluzikuluzi zidapanga zogulitsa zochepa. Kugulitsa kwa Jingda Stock kuyambira Januware mpaka Juni 2021 kudaposa matani 2,045. Kuyambira Januware mpaka Juni 2021, kutulutsa kwa mzere wathyathyathya wamagalimoto atsopano amagetsi a Great Wall Technology ndi matani 1300; Guanzhou Datong adagulitsa matani 1851.53 azinthu zamtundu wathyathyathya mu theka loyamba la chaka; Kugulitsa kwapachaka kwa Jinbei Electrician kukuyembekezeka kukhala pafupifupi matani 2000.
Komabe, molingana ndi zomwe zili pamwambapa, opanga mizere yathyathyathya kuti alowe pamndandanda wamakampani opanga magalimoto atsopano amayenera kudutsa ziphaso zingapo, zomwe zingatenge miyezi isanu ndi umodzi mpaka chaka chimodzi kapena ziwiri.
Mabizinesi amagetsi atsopano nthawi zambiri amasankha opanga angapo ngati ogulitsa. Chifukwa cha kukwera mtengo kwa m'malo, iwo sangasinthe ma supplier mwa kufuna kwawo.
Malinga ndi kuwerengetsera kwa Deppon Securities, mu 2020, kuchuluka kwa magalimoto amtundu wathyathyathya ndi pafupifupi 10%, kulowetsedwa kwagalimoto yatsopano yamphamvu ndi pafupifupi 5.4%, ndipo kulowera kwathunthu kwa mzere wathyathyathya ndi wochepera 1%. Zikuyembekezeka kuti kufalikira kwa mzere wathyathyathya kuchulukirachulukira muzaka 22-23, ndipo makampani omwe akwaniritsa kupanga kwakukulu kwa mzere wathyathyathya azisangalala ndi gawo loyamba lazopindula.
Nthawi yotumiza: Mar-21-2023