Ua hōʻea ʻo tuyere palapala noi laina papa. ʻO Motor, ʻo ia kekahi o nā ʻōnaehana uila ʻekolu o nā kaʻa ikehu hou, ʻo ia ka 5-10% o ka waiwai o ke kaʻa. I ka hapa mua o kēia makahiki, ma waena o 15 mau kaʻa ikehu hou i kūʻai ʻia, ua piʻi nui ka piʻi ʻana o ke kaʻa kaʻa laina pālahalaha i 27%.
Manaʻo ʻia ka ʻoihana ma 2025, ʻoi aku ka nui o ka laina ma mua o 80% o ke kaʻa kaʻa o nā kaʻa ikehu hou. Ua aʻo ka poʻe nūhou ʻo nā mea hana e pili ana i ka laina electromagnetic i kēia manawa i ka pōkole, ua hoʻonui nui ʻia ka hana no ka makahiki aʻe.
Ke manaʻoʻiʻo nei nā hui Brokerage me ka hoʻololi wikiwiki ʻana o nā ʻoihana kaʻa kaʻa kaʻa hou, ʻo 2022-2023 e kokoke ana e komo i ka manawa hoʻonui wikiwiki, ʻo ka papa mua o ka ʻoihana e hauʻoli i nā ʻāpana. ʻO ka wikiwiki o ka hoʻololi ʻana i ka laina laina i ka makahiki 2021, ua hoʻololi ʻo Tesla i ka kaʻa kaʻa laina paʻa home, e alakaʻi ana i ka piʻi nui o ka permeability, ua hoʻoholo ʻia ke ʻano o ka mīkini laina papa. "Mai nā kauoha a ka hui, hiki ke wānana ʻia ua hoʻomaka nā ʻoihana ikaika hou o ka honua e hoʻololi i nā motika uea palahalaha ma ka nui, a ke wikiwiki nei ke ʻano.
Ke alakaʻiʻia e ka mea kūʻai noi, palahalaha uea hana e komo i ka manawa o ka kiʻekiʻe-wikiwiki hoʻonui a me ka lako e ulu koke, "wahi a Jingda Shares, he mea hoʻolako o Tesla ma Kina. Jingda stock securities 'Oihana i olelo aku i ka poe haiolelo, ka hui waho lako i poepoe laina a me ka laina palahalaha, akā palahalaha laina lako mooolelo no ka oi.
Me ka nui o nā kaʻa ikehu hou, ʻoi aku ka nui o ka noi e hiki mai ana no ka laina palahalaha. Ua hōʻike ʻia ua hala nā huahana o ka hui i ka palapala hōʻoia o kekahi mau ʻoihana hou kaʻa kaʻa, nā papahana laina pālahalaha e like me 60. ʻO Chen Haibing, ka luna nui o Jinbei Electrician electromagnetic wire Company, i haʻi aku i nā mea hoʻolaha Cailin.com i kēia manawa, ʻo nā kaʻa kaʻa hou e pili ana i kēia ʻāpana ka manaʻo o ka hui i ka hoʻomohala ʻana i nā huahana.
Ke hoʻohālikelike ʻia me ka laina poepoe, ʻoi aku ka kiʻekiʻe o ka helu piha piha. ʻO ka mīkini hoʻokahi, me ka hoʻohana ʻana i ka laina pālahalaha, ʻoi aku ka nui o ka mana, ʻoi aku ka liʻiliʻi o ka leo a kūpono i ka hoʻokuʻu ʻana i ka wela, no laila he nui nā pōmaikaʻi o ka motika laina laina. Aia ka laina palahalaha i waenakonu o ke kaʻina hana o ka hoʻololi ʻana i ka laina poepoe. Ua hoʻolauna hou ʻo ia "ma mua, ʻo nā hiʻohiʻona kiʻekiʻe loa me nā kumukūʻai ma luna o 200,000 yuan he aneane 100% uea palahalaha (motor), akā ʻokoʻa ke kūlana i ka hapa lua o ka makahiki.
Ua ʻike mākou e hoʻāʻo ana ʻo Wuling Mini a me nā hiʻohiʻona ʻē aʻe e hoʻopili i ka uea palahalaha (motor). Ma kahi o ʻAukake a i Sepatemaba paha, ua hāʻawi mālie ka hui i kekahi mau hiʻohiʻona uila waiwai. ʻO nā kaʻa ikehu hou i kēia manawa i ka wā o ka ulu wikiwiki ʻana, a ʻoi aku ka nui o nā mea kūʻai aku i nā koi kiʻekiʻe no ka hana kaʻa.
Hoʻomaopopo ʻia ʻo ka haʻahaʻa haʻahaʻa kūloko i lawe ʻia e ka wili uea palahalaha e hoʻomaikaʻi i ka hoʻololi ʻana i ka ikehu o ka kaʻa, he kumu nui ia e hoʻomaikaʻi ai i ka hoʻomanawanui o ke kaʻa a me ke kumukūʻai pākaukau. I kēia makahiki, ua hoʻololi koke ʻo BYD, GaC, a me nā mea ʻē aʻe, a me nā mea hoʻohālike kaulana ʻē aʻe e hoʻokuʻu ʻia, e like me Nextev ET7, Zhiji, Jikrypton, a me nā mea ʻē aʻe.
ʻO kēia makahiki ka makahiki mua o ka noi uea palahalaha. I ka makahiki 2025, ua manaʻo ʻia e ulu wikiwiki ka noi uea palahalaha mai kahi o 10,000 tons a ʻoi aku ma mua o 190,000 tons. ʻO nā hui i loaʻa i ka hana nui o ka uea palahalaha no NEV me Jingda Shares (600577.SH), Great Wall Technology (603897.SH), Jinbei Electric Engineering (002533.SZ) a me Guancheng Datong (600067.SH). ʻO ka mana hana i hoʻolālā ʻia o Jingda Shares he 19,500 tons ma ka hopena o 2021 a me 45,000 tons e 2022.
Ua ʻōlelo ka hui i nā mea hoʻolaha, aia nā hoʻolālā hoʻonui i nā hoa o kēia manawa, e pili ana i ke koi no ka makahiki e hiki mai ana, e hoʻomākaukau mua ʻia. Ua hoʻolaha mua ʻo Great Wall Technology i ka hoʻolālā hoʻonohonoho pilikino, 45,000 tons o ke kaʻa kaʻa kaʻa kaʻa palahalaha electromagnetic uea papahana, hoʻolālā ʻia ka huina kālā o 831 miliona yuan.
ʻO ke kumu o ka hoʻonui ʻia ʻana ʻo ia ka "palena ʻia e ka mana laina paʻa i kēia manawa, ua pōkole ka laina paʻa o ka hui, e hana ana i kahi ʻāpana lako". Eia nō naʻe, ke hoʻohui nei ka hui i nā lako uea palahalaha e hoʻonui i ka mana hana uea palahalaha, i manaʻo ʻia e hiki i 10,000 tons ma ka hopena o kēia makahiki a i ʻole ke kakahiaka o ka makahiki e hiki mai ana.
"ʻO kēia makahiki ʻaneʻane ma kahi kūlana pōkole, ʻoi aku ka nui o kēlā me kēia mahina. ʻO ka laina pālahalaha kūikawā o ka hui no nā kaʻa ikehu hou ke hoʻokō nei i ka hoʻonui ʻana i ka hana, a ke manaʻo ʻia nei e hiki i 600 tons i kēlā me kēia mahina a me 7,000 tons i kēlā me kēia makahiki ma ka hopena o kēia makahiki. hiki ke hoʻonui i ka hana," wahi a ka mea i luna o Jinbei Electricians.
E like me ka hoʻolauna, ua nui ka hui o nā mea kūʻai aku e like me Shanghai United Power, BorgWarner, Suzhou Huichuan, Jingjin Electric, etc. Eia kekahi, ua hoʻouna ʻia ka uea paʻa no ka moto ikehu hou i nā BYD samples. I kēia manawa, ua pau ka hana hōʻoia hou.
Ma waho aʻe o nā mea hana kaʻa hou ʻekolu, ʻo Geely, Great Wall, Guangzhou Automobile, SAIC Motor a pēlā aku he waiwai nui. Hoʻolālā ka ʻoihana e hoʻokumu i kahi kaʻa kaʻa kaʻa kaʻa uila kūikawā e hiki ai i ka 50,000 tons / makahiki ma Iune 2025.
Ua ʻike ka mea kākau moʻolelo ʻo nā huahana moʻo laina paʻa kaʻa hou o kēia mau mea hana nui he hapa liʻiliʻi o nā kūʻai. ʻO ke kūʻai aku o Jingda Stock mai Ianuali a Iune 2021 ma mua o 2,045 tons. Mai Ianuali a Iune 2021, ʻo ka hoʻopuka ʻana o ka laina pālahalaha no nā kaʻa ikehu hou o Great Wall Technology he 1300 tons; Ua kūʻai aku ʻo Guanzhou Datong i 1851.53 tons o nā huahana laina pālahalaha i ka hapa mua o ka makahiki; ʻO ka kūʻai makahiki o Jinbei Electrician e manaʻo ʻia e pili ana i 2000 tons.
Eia nō naʻe, e like me ka mea i loko o ka ʻoihana ma luna, pono nā mea hana laina pālahalaha e komo i ka papa inoa mea kūʻai aku o nā ʻoihana kaʻa ikehu hou e hele ma o nā palapala hōʻoia he nui, e lawe ana i ʻeono mahina i hoʻokahi a ʻelua paha makahiki.
ʻO nā ʻoihana kaʻa ikehu hou e koho maʻamau i nā mea hana i mea hoʻolako. Ma muli o ke kumukūʻai kiʻekiʻe, ʻaʻole lākou e hoʻololi i nā mea hoʻolako ma ka makemake.
Wahi a ka helu ʻana o Deppon Securities, i ka makahiki 2020, ʻo ka helu komo ʻana o ka mīkini laina pālahalaha ma kahi o 10%, ʻo ka helu komo ʻana o ka superposition hou kaʻa kaʻa e pili ana i 5.4%, a ʻo ka helu komo piha o ka laina pālahalaha ma lalo o 1%. Ua manaʻo ʻia e piʻi wikiwiki ka permeability laina palahalaha i nā makahiki 22-23, a ʻo nā hui i hoʻokō i ka hana nui o ka laina pālahalaha e hauʻoli piha i ka nalu mua o nā mahele.
Ka manawa hoʻouna: Mar-21-2023