Khoebo ea qubu ea Chaena e itšetlehileng ka melemo ea litšenyehelo molemong oa mose ho maoatle
Lintlha tse senotsoeng ke Mokhatlo oa China oa Baetsi ba Likoloi li bonts'a hore thepa e ncha ea likoloi tsa China e ntse e tsoela pele kholo e kholo, e romella likarolo tse 499,000 likhoeling tse 10 tsa pele tsa 2022, ho nyoloha ka 96.7% selemo le selemo.Hammoho le ho potlakisa likoloi tse ncha tsa motlakase lefatšeng ka bophara, moetsi oa seteishene sa ho tjhaja EV le eena o qala mebaraka ea mose ho maoatle, tlhahlobo ea mmaraka e lumela hore tjhaja ea EV mose ho maoatle ka lithuso tsa leano, sekhahla sa ho kenella ha koloi e ncha e ile ea eketseha kapa ka 2023 sebakeng sa tlhokeho ea tlhokeho, Sechaena. lihlahisoa li lebeletsoe hore li be le monyetla o motle oa ho bula limmaraka tsa mose ho maoatle kapele.
Ho tloha ka 2021, linaha tse ngata tsa Europe le United States li lokolotse maano a qubu a lefisang haholo le merero ea lithuso ho khothaletsa nts'etsopele e potlakileng ea kaho ea meaho e mecha ea ho tjhaja matla.
Ka Pulungoana 2021, United States e phatlalalitse hore e tla tsetela $ 7.5 bilione molemong oa kaho ea meaho ea likoloi tsa motlakase.Sepheo sa matsete ke ho aha liteishene tsa ho tjhaja sechaba tse ka bang 500,000 ho pholletsa le United States ka 2030.
Ka la 27 Mphalane 2022, EU e ile ea lumellana ka leano la "zero CO2 emissions ho tloha 2035 bakeng sa likoloi tsohle tsa baeti le likoloi tse bobebe tsa khoebo tse rekisoang 'marakeng oa EU," e lekanang le thibelo ea likoloi tsa peterole le diesel ho tloha 2035.
Sweden e hlahisitse khothatso ea seteishene sa ho tjhaja sa EV ka Phato 2022, e fana ka chelete e fihlang ho 50% bakeng sa matsete a liteishene tsa sechaba le tsa poraefete, lithuso tse ka holimo ho 10,000 kronor ka qubu e le 'ngoe ea ho tjhaja poraefete, le 100% ea lichelete bakeng sa liteishene tse tjhajang kapele tse sebelisetsoang sechaba feela. merero.
Iceland e rera ho fana ka chelete e ka bang $ 53.272 milione ka lithuso bakeng sa liqubu tsa tefo ea sechaba le lisebelisoa tse ling pakeng tsa 2020 le 2024;UK e phatlalalitse hore ho tloha ka la 30 Phuptjane 2022, matlo ohle a macha sebakeng sa Engelane, a tlameha ho ba le bonyane qubu e le 'ngoe ea ho tjhaja koloi ea motlakase.
Guosen Securities Xiong Li o boletse hore sekhahla sa ho kenella ha likoloi tse ncha tsa matla Europe le United States hangata se ka tlase ho 30%, mme thekiso e latelang e ntse e tla boloka kholo e potlakileng.Leha ho le joalo, lebelo la liqubu tse ncha tsa ho tjhaja koloi ea motlakase le sekhahla se secha sa thekiso ea likoloi tsa motlakase ha se bapisoe haholo, se tlatsetsang tlhokong e potlakileng ea kaho ea bona le sebaka se seholo sa ho fehla matla.
Ho ea ka International Energy Agency, thekiso ea likoloi tse ncha tsa matla Europe le United States e tla fihla ho limilione tse 7.3 le limilione tse 3.1 ka ho latellana ka 2030. Thekiso e ntseng e hōla ka potlako ea likoloi tsa motlakase e tla susumetsa ho phatloha ha tlhokahalo ea kaho ea qubu Europe le United States.
Ha ho bapisoa le China, kaho ea hajoale ea qubu ea ho tjhaja Europe le United States ha e lekane, e nang le sebaka se seholo sa mmaraka.Tlaleho ea lipatlisiso ea Everbright Securities e bontšitse hore ho tloha ka Mmesa 2022, karolelano ea likoloi tsa US ke 21.2: 1, kakaretso ea kakaretso ea likoloi ho European Union ke 8.5: 1, eo Jeremane e leng 20: 1, United Kingdom. 16:1, Fora ke 10:1, Netherlands ke 5:1, kaofela ba na le lekhalo le leholo le Chaena.
Guosen Securities e hakanya hore sebaka se akaretsang sa 'maraka sa sebaka sa ho tjhaja Europe le United States se tla etsa kakaretso ea li-yuan tse limilione tse likete tse 73.12 ka 2025 mme se hole ho fihla ho li-yuan tse limilione tse likete tse 251.51 ka 2030.
Ho tloha halofo ea bobeli ea 2022, lik'hamphani tse 'maloa tse thathamisitsoeng tse amehang khoebong ea qubu ea litefiso li senotse moralo oa tsona oa khoebo ea mose ho maoatle.
Daotong Technology e boletse hore ho tloha ha thekiso ea lihlahisoa tsa eona tsa ho tjhaja AC e qala qetellong ea 2021, mme k'hamphani e fumane litaelo tse tsoang linaheng tse ngata, tse kang United Kingdom, Singapore, Fora, Netherlands le Jeremane, 'me butle-butle ea li isa.
Linkpower e boletse hore k'hamphani e na le tšepo mabapi le menyetla ea nts'etsopele ea 'maraka oa qubu o tjhajang mose ho maoatle,' me e le ho utloisisa ka botlalo maano, melaoana le metheo ea phihlello ea mebaraka ea mose ho maoatle, Linkpower e se e qalile ho etsa mosebetsi o nepahetseng oa setifikeiti le tlhahlobo pele. ba fetile litekong tse ngata kapa litifikeiti tse joalo ka TüV, mokhatlo o nang le matla a ho etsa liteko Europe.
Xiangshan Stock ka kamohelo ea lipatlisiso tsa setheo, k'hamphani e ntse e nts'etsapele lihlahisoa tse tloaelehileng tsa Europe le tsa Amerika tsa ho tjhaja le ho li aba, 'me lihlahisoa tsa k'hamphani tse tloaelehileng tsa Europe tsa ho tjhaja li ntlafalitsoe, le ka lihlopha le likanale tsa mose ho maoatle ho tsetela butle-butle mebarakeng ea mose ho maoatle.
Shenghong e senotse tlalehong ea eona ea halofo ea selemo hore qubu ea ho tjhaja ea Interstellar AC ea k'hamphani e fetisitse setifikeiti se tloaelehileng sa Europe mme e bile sehlopha sa pele sa barekisi ba qubu ba Machaena ba lefisang ho kena ho British Petroleum Group.
"Keketseho e potlakileng ea thepa ea kantle ho naha ea likoloi tsa motlakase tse entsoeng China e tsamaisa likhoebo tse qosang malapeng ho potlakisa moralo oa mebaraka ea mose ho maoatle."ho boletse Deng Jun, motlatsi oa mopresidente oa Guangdong Wancheng Wanchong Electric Vehicle Operation Co., LTD.Ho ea ka eena, Wancheng Wanchong e boetse e rala limmaraka tsa mose ho maoatle le ho romela li-host host tsa qubu e le ntlha e ncha ea phaello.Hajoale, k'hamphani e rekisa thepa ea qubu ea ho tjhaja Asia Boroa-bochabela le Amerika Boroa, hape e nts'etsapele lihlahisoa tse tloaelehileng tsa Europe le Amerika.
Har'a bona, 'maraka oa Europe ke sebaka se ka sehloohong sa ho romella likoloi tsa motlakase tsa China.Ho latela Tsamaiso e Akaretsang ea Litloaelo, halofong ea pele ea 2022, 'maraka oa Europe Bophirima o ne o ikarabella bakeng sa 34% ea thepa e ncha ea likoloi tsa baeti ea China.
Ntle le ts'epo mabapi le 'maraka oa mose ho maoatle oa maoatle, likhoebo tse qosang tsa malapeng "Ea mose ho maoatle" le tsona li maemong a tlholisano ea 'maraka oa lehae.Likhoebo tsa qubu tse qosang li tobane le bothata ba ho etsa phaello, tlhokahalo e potlakileng ea ho fumana sebaka se secha sa 'maraka ho theha ntlha ea phaello.
Ho tloha ka 2016, nts'etsopele e phatlohileng ea indasteri ea likoloi tsa China e hohetse mefuta eohle ea lichelete ho qothisana lehlokoa, ho kenyeletsoa likhoebo tse kholo tsa matla tse kang State Grid le Southern Power Grid…likhoebo tsa likoloi tsa setso, joalo ka SAIC Group le BMW, koloi e ncha ea matla. likhoebo tse kang Xiaopeng Automobile, Weilai le Tesla, le linatla tse tsoang likarolong tsohle tsa bophelo tse kang Huawei, Ant Financial Services le Ningde Time.
Ho latela lintlha tsa Qichacha, ho na le likhoebo tse fetang 270,000 tse tjhajang tse amanang le qubu naheng ea China, 'me e ntse e hola ka potlako.Karolong ea pele ea 2022, likhoebo tse ncha tse 37,200 li ile tsa eketsoa, e leng keketseho ea 55.61% selemo le selemo.
Tabeng ea tlholisano e ntseng e eketseha e matla, phaello e betere ea 'maraka oa qubu e tjhajang mose ho maoatle e khahla lik'hamphani tse qosang tsa malapeng.Setsebi sa Huachuang Securities Huang Lin o bontšitse hore tlholisano ea 'maraka oa qubu ea ho tjhaja ka har'a naha, moeli o tlase o tlase, Theko ea DC qubu ka watt e ho 0.3 ho isa ho 0.5 yuan, athe theko ea qubu ea ho tjhaja mose ho mawatle ka watt hajoale e le makhetlo a 2 ho isa ho a 3. ea malapeng, e ntse e le theko blue sea.
GF Securities e bontšitse hore, ho fapana le tlholisano ea lehae ea homogeneous e matla, moeli oa ho kenela setifikeiti mose ho maoatle o phahame, likhoebo tse qosang ka har'a naha li itšetlehile ka melemo ea litšenyehelo, 'marakeng oa mose ho maoatle li na le sebaka se seholo sa phaello, sehlahisoa se lebelletsoe ho ba molemo o theko e tlase. , ka potlako bula maraka a mose ho maoatle.
Nako ea poso: Jun-03-2019