"Kutuluka" kwa mabizinesi akumtunda ndi kunsi kwa mayendedwe atsopano amagetsi aku China kwakhala gawo lalikulu pakukula kwa msika.Pansi pazimenezi, mabizinesi olipira milu akufulumizitsa masanjidwe amisika yakunja.
Masiku angapo apitawo, atolankhani ena adalengeza nkhani zotere.Mlozera waposachedwa wapamalire womwe watulutsidwa ndi Alibaba International Station ukuwonetsa kuti mwayi wamabizinesi akumayiko akunja a milu yothamangitsa magalimoto amagetsi wakwera ndi 245% mchaka chatha, ndipo pali pafupifupi katatu malo ofunikira mtsogolomo, omwe adzakhale gawo lalikulu. mwayi watsopano wamabizinesi apakhomo.
M'malo mwake, koyambirira kwa 2023, ndikusintha kwa mfundo zofunikira m'misika yakunja, kutumiza kunja kwa milu yolipiritsa magalimoto atsopano kumakumana ndi mwayi watsopano ndi zovuta.
Kufuna kusiyana koma kusintha kwa ndondomeko
Pakalipano, kufunikira kwakukulu kwa milu yolipiritsa makamaka chifukwa cha kutchuka kwa magalimoto atsopano padziko lonse lapansi.Ziwerengero zikuwonetsa kuti mu 2022, kugulitsa kwa magalimoto atsopano padziko lonse lapansi kudafika 10.824 miliyoni, kukwera 61.6% chaka chilichonse.Kuchokera pamalingaliro a msika wamagetsi amphamvu akunja okha, pomwe ndondomekoyi imathandizira kulimbikitsa galimoto yonse, pali kusiyana kwakukulu kofunikira kwa milu yolipiritsa, makamaka ku Europe ndi United States, komwe mabizinesi apakhomo amatumiza zambiri.
Posachedwapa, Nyumba Yamalamulo ya ku Ulaya idangopereka lamulo loletsa kugulitsa magalimoto a injini yamafuta ku Ulaya mu 2035. Izi zikutanthauzanso kuti kuwonjezeka kwa malonda a magalimoto atsopano amphamvu ku Ulaya kudzachititsa kuti kukula kwa kufunikira kwa milu yolipiritsa. .Bungwe lofufuza likuneneratu kuti m'zaka 10 zikubwerazi, msika waku Europe wopangira magalimoto opangira mphamvu zatsopano udzakwera kuchoka pa 5 biliyoni mu 2021 kufika pa 15 biliyoni mayuro.De Mayo, pulezidenti wa European Automobile Manufacturers Association, adanena kuti kuyika kwa milu yamagetsi yamagetsi m'mayiko omwe ali mamembala a EU "sikukwanira".Kuti athandizire kusintha kwamakampani amagalimoto kupita kumagetsi, milu yolipiritsa 14000 iyenera kuwonjezeredwa sabata iliyonse, pomwe nambala yeniyeni pakadali pano ndi 2000 yokha.
Posachedwapa, ndondomeko yopititsa patsogolo magalimoto amagetsi atsopano ku United States yakhalanso "yachikulu".Malinga ndi ndondomekoyi, pofika chaka cha 2030, gawo la magalimoto amagetsi pa malonda a magalimoto atsopano ku United States lidzafika osachepera 50%, ndipo 500000 yopangira milu idzakhala ndi zida.Kuti izi zitheke, boma la US likukonzekera kuyika ndalama za US $ 7.5 biliyoni pantchito zolipirira magalimoto amagetsi.Ndizofunikira kudziwa kuti kuchuluka kwa magalimoto amagetsi ku United States ndi ochepera 10%, ndipo kukula kwa msika wotakata kumapereka mwayi wachitukuko kwa mabizinesi akulipira milu yapakhomo.
Komabe, boma la US posachedwapa lidalengeza mulingo watsopano womanga mulu wamagalimoto opangira magetsi.Milu yonse yolipiritsa yothandizidwa ndi US Infrastructure Act idzapangidwa kwanuko ndipo zolembazo ziyamba kugwira ntchito nthawi yomweyo.Nthawi yomweyo, mabizinesi oyenerera amayenera kutengera mulingo waukulu wolumikizira ku United States, womwe ndi "Combined Charging System" (CCS).
Kusintha kotereku kumakhudza mabizinesi ambiri omwe amalipira mulu omwe akukonzekera ndipo apanga misika yakunja.Chifukwa chake, mabizinesi ambiri omwe amalipira milu alandila mafunso kuchokera kwa osunga ndalama.Shuangjie Electric adanena pa nsanja yolumikizirana ndi Investor kuti kampaniyo ili ndi milu yonse ya AC yolipiritsa, ma charger a DC ndi zinthu zina, ndipo yapeza chiyeneretso cha operekera ku State Grid Corporation.Pakadali pano, zopangira zolipiritsa zatumizidwa ku Saudi Arabia, India ndi mayiko ena ndi zigawo, ndipo zilimbikitsidwanso kuti zikulitse misika yakunja.
Pazofunikira zatsopano zomwe boma la United States lapereka, mabizinesi omwe amawalipiritsa m'nyumba ndi mabizinesi otumiza kunja aneneratu kale.Munthu woyenerera wa Shenzhen Daotong Technology Co., Ltd. (omwe amatchedwanso "Daotong Technology") adauza mtolankhaniyo kuti zotsatira za New Deal of United States zidaganiziridwa pokhazikitsa zolinga zogulitsa za 2023, kotero. zotsatira zake pa kampani zinali zochepa.Akuti Daotong Technology yakonza zomanga fakitale ku United States.Tikuyembekezera kuti fakitale yatsopanoyi idzatha ndipo idzayamba kugwira ntchito m’chaka cha 2023. Pakali pano, ntchitoyi ikuyenda bwino.
Phindu la "blue ocean" movutikira pakukula
Zikumveka kuti kufunikira kwa milu yolipiritsa pa Alibaba International Station makamaka imachokera kumisika yaku Europe ndi America, pomwe UK, Germany, Ireland, United States ndi New Zealand ndi mayiko asanu apamwamba kwambiri potengera kutchuka kwa mulu wolipiritsa. fufuzani.Kuphatikiza apo, mlozera wam'malire wa Alibaba International Station ukuwonetsanso kuti ogula kunja kwa milu yolipiritsa kunyumba amakhala makamaka ogulitsa am'deralo, omwe amawerengera pafupifupi 30%;Makontrakitala omanga ndi opanga katundu aliyense amawerengera 20%.
Munthu wina wokhudzana ndi Daotong Technology adauza mtolankhaniyo kuti pakalipano, malamulo ake ogulitsa mulu pamsika waku North America makamaka amachokera kwa makasitomala amalonda am'deralo, ndipo mapulojekiti othandizira boma amakhala ndi gawo laling'ono.Komabe, m'kupita kwa nthawi, zoletsa malamulo pang'onopang'ono zimakhala zovuta kwambiri, makamaka pazofunikira pakupanga ku America.
Msika wapakhomo wapakhomo uli kale "nyanja yofiira", ndipo kunja kwa nyanja "Blue Sea" kumatanthauza mwayi wopeza phindu lalikulu.Zikunenedwa kuti chitukuko cha zomangamanga za magalimoto atsopano amagetsi m'misika ya ku Ulaya ndi America ndi mochedwa kuposa pamsika wapakhomo.Mpikisano wa mpikisano umakhala wokhazikika, ndipo phindu lalikulu la malonda ndilokwera kwambiri kuposa msika wapakhomo.Munthu wina wamakampani yemwe sanafune kutchulidwa dzina adauza mtolankhaniyo kuti: "Mabizinesi ophatikizira ma module atha kupeza phindu lalikulu la 30% pamsika wapakhomo, womwe nthawi zambiri umakhala 50% pamsika waku US, komanso phindu lalikulu. Milu ina ya DC imakhala yokwera mpaka 60%.Poganizira zomwe zimapanga mgwirizano ku United States, zikuyembekezeka kuti padzakhalabe phindu lalikulu la 35% mpaka 40%.Kuwonjezera pamenepo, mtengo wamtengo wapatali wolipiritsa milu ku United States ndi wokwera kwambiri kuposa wa msika wapakhomo, umene ungapereke phindu kotheratu.”
Komabe, kuti atenge "gawo" pamsika wakunja, mabizinesi omwe amalipira mulu wapakhomo akufunikabe kukwaniritsa zofunikira za satifiketi yaku America, kuwongolera kapangidwe kake, kulanda malo otsogola ndi magwiridwe antchito, ndikupindula ndi mwayi wamtengo wapatali. .Pakadali pano, pamsika waku US, mabizinesi ambiri aku China omwe akuyitanitsa milu akadali munthawi yachitukuko ndi ziphaso.Katswiri wina wonyamula miluyo anauza mtolankhaniyo kuti: “N’kovuta kupereka chiphaso cha ku America chotsimikizira milu yolipiritsa, ndipo mtengo wake ndi wokwera.Kuphatikiza apo, zida zonse zolumikizidwa ndi netiweki ziyenera kupatsira chiphaso cha FCC (Federal Communications Commission of the United States), ndipo madipatimenti oyenera aku United States ndi okhwima kwambiri pa 'khadi'li.
Wang Lin, mkulu wa msika wa kunja kwa Shenzhen Yipule Technology Co., Ltd., adati kampaniyo yakumana ndi zovuta zambiri popanga misika yakunja.Mwachitsanzo, imayenera kusinthira ku zitsanzo zosiyanasiyana ndikukwaniritsa miyezo ndi malamulo osiyanasiyana;Ndikofunikira kuphunzira ndikuweruza kukula kwa magetsi ndi mphamvu zatsopano pamsika womwe mukufuna;Ndikofunikira kukonza zofunikira zachitetezo cha maukonde chaka ndi chaka potengera maziko a intaneti ya Zinthu.
Malinga ndi mtolankhaniyo, pakali pano, chimodzi mwazovuta zomwe mabizinesi akulipira mulu wapakhomo mu "kutuluka" ndi mapulogalamu, omwe amayenera kukwaniritsa zofunikira zowonetsetsa chitetezo chamalipiro a ogwiritsa ntchito, chitetezo chazidziwitso, chitetezo cholipiritsa magalimoto ndikuwongolera zochitika.
"Ku China, kugwiritsa ntchito zida zolipiritsa kwatsimikiziridwa mokwanira ndipo kumatha kutsogolera msika wapadziko lonse lapansi."A Yang Xi, katswiri wamkulu komanso wowonera pawokha pamakampani opangira milu yamagetsi amagetsi, adauza atolankhani, "Ngakhale mayiko kapena zigawo zimawona kufunikira kosiyanasiyana pakupanga zida zolipirira, kusowa kwa milu yolipiritsa ndi zida zofananira ndi mfundo yosatsutsika.Gulu lathunthu lamakampani opanga magalimoto amagetsi amatha kuwonjezera gawo ili la msika. ”
Chitsanzo chazatsopano ndi njira zama digito
Mu zoweta nawuza mulu makampani, ambiri ang'onoang'ono ndi sing'anga-kakulidwe makampani.Komabe, pazofuna zamalonda zakunja zakunja monga milu yolipiritsa, pali njira zochepa zogulira zachikhalidwe, kotero gawo logwiritsa ntchito digito lidzakhala lalitali.Mtolankhaniyo adaphunzira kuti Wuhan Hezhi Digital Energy Technology Co., Ltd. (pambuyo pake amatchedwa "Hezhi Digital Energy") yayesera kukulitsa bizinesi yakunja kuyambira 2018, ndipo makasitomala onse pa intaneti amachokera ku Alibaba International Station.Pakadali pano, zinthu za kampaniyi zagulitsidwa kumayiko ndi zigawo zopitilira 50 padziko lonse lapansi.Panthawi ya 2022 Qatar World Cup, Wisdom adapereka zida za 800 zolipirira mabasi amagetsi kumalo komweko.Poona kuwala kwa "kutuluka" m'mabizinesi akumtunda ndi kumunsi mumndandanda wamagalimoto amagetsi atsopano, boma liyenera kupereka zokonda zoyenerera kwa mabizinesi ang'onoang'ono ndi apakatikati pamalamulo, omwe angathandize kulimbikitsa.
M'malingaliro a Wang Lin, msika wogulitsa mulu wa kunja umapereka njira zitatu: choyamba, chitsanzo cha utumiki wa intaneti, ndi mgwirizano wathunthu pakati pa opereka nsanja ndi ogwira ntchito, amawunikira makhalidwe a bizinesi a SaaS (mapulogalamu ngati ntchito);Yachiwiri ndi V2G.Chifukwa cha mawonekedwe a ma network omwe amagawidwa kunja kwa nyanja, ziyembekezo zake ndizovuta kwambiri.Itha kugwiritsa ntchito kwambiri batire yamagetsi yamagalimoto kumagawo osiyanasiyana amphamvu zatsopano, kuphatikiza kusungirako mphamvu zapakhomo, kuwongolera gridi yamagetsi, ndi malonda amagetsi;Chachitatu ndi kufunikira kwa msika.Poyerekeza ndi mulu wa AC, kukula kwa msika wa mulu wa DC kudzakhala kofulumira kwambiri zaka zingapo zikubwerazi.
Malinga ndi zomwe tazitchula kale New Deal of the United States, mabizinesi olipira milu kapena maphwando omanga oyenerera ayenera kukwaniritsa zinthu ziwiri kuti apeze thandizo: choyamba, chipolopolo chachitsulo cholipiritsa / chitsulo chimapangidwa ku United States ndikusonkhanitsidwa ku United States;chachiwiri, 55% ya mtengo wathunthu wa zigawo ndi zigawo zikuluzikulu amapangidwa ku United States, ndipo nthawi kukhazikitsa pambuyo July 2024. Poyankha ndondomekoyi, ena makampani mkati mkati ananena kuti kuwonjezera pa kupanga ndi msonkhano, m'nyumba kulipiritsa mulu. mabizinesi amathabe kuchita mabizinesi owonjezera owonjezera monga mapangidwe, malonda ndi ntchito, ndipo mpikisano womaliza akadali ukadaulo, njira ndi makasitomala.
Yang Xi akukhulupirira kuti tsogolo la msika wamagetsi opangira magetsi ku United States litha kukhala chifukwa chamakampani am'deralo.Mabizinesi ndi mabungwe omwe si a US omwe sanakhazikitse mafakitale ku United States akukumana ndi zovuta zazikulu.M'malingaliro ake, kukhazikikako kumayesabe misika yakunja kunja kwa United States.Kuchokera pakupereka pulojekiti yokhudzana ndi kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka kayendetsedwe ka ndalama, kuyang'anira ndalama, mabizinesi aku China omwe amalipira mulu ayenera kumvetsetsa mozama malamulo am'deralo, malamulo ndi miyambo kuti apambane mwayi wamabizinesi.
Nthawi yotumiza: Mar-07-2023