Masimba matsva ekugadzira mota anoenda kugungwa, Europe ndiyo kondinendi itsva inotevera?

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Munguva yekufambisa ngarava, Europe yakatanga shanduko yemaindasitiri ndokutonga nyika.Munguva itsva, shanduko yemagetsi emotokari inogona kutanga muChina.

“Maodha emakambani makuru emotokari mumusika wemagetsi matsva wekuEurope akaiswa mumutsara kusvika kupera kwegore.Iri igungwa rebhuruu kumakambani emotokari dzepamba. "akadaro Fu Qiang, mubatsiri uye mutungamiri weAIWAYS.

Musi wa23 Gunyana, boka rechipiri remazana maviri eEuropean U5s rakatengeswa kunze kuEuropean Union neAIWAYS rakakungurutswa zviri pamutemo kubva pamutsetse wegungano ndokutumirwa kuEurope, kutanga kutumirwa kwakakura mumusika weEuropean.AIWAYS U5 yakatangwa zviri pamutemo muStuttgart muna Kurume gore rino, uye vemukati meindasitiri vakazvidudzira sekuratidza kutsunga kweAIWAYs kupinda mumisika yemhiri kwemakungwa.Pamusoro pezvo, batch yekutanga ye500 yakagadziridzwa maEuropean U5s yakatumirwa kuCorsica, France muna Chivabvu gore rino kumasevhisi emunharaunda ekurenda.

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Aichi U5 Export Ceremony kuEuropean Union / Mufananidzo Source Aichi Auto

Kwangopera zuva rimwe chete, Xiaopeng Motors yakazivisawo kuti yekutanga batch yemirairo yakawanikwa mumusika weEurope yakatumirwa zviri pamutemo kuti iendeswe kunze.Huwandu hwe100 Xiaopeng G3i ichave yekutanga kutengeswa muNorway.Sekutaura kuri kuita mota itsva dzese dziri muchikwata ichi dzakabooka uye dziri kutarisirwa kuiswa zviri pamutemo dzounzwa muna Mbudzi.

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Xiaopeng Motors Kutumira Mhemberero kuEurope / Mufananidzo Chikwereti Xiaopeng

Muna Nyamavhuvhu wegore rino, Weilai akazivisawo kuti ichapinda mumusika weEurope kutanga kwehafu yechipiri ye2021. Li Bin, muvambi uye sachigaro weWeilai, akati, "Tinotarisira kupinda mune dzimwe nyika dzinogamuchira mota dzemagetsi chikamu chechipiri chegore rinouya."MuChengdu Auto Show yegore rino, Li Bin akajekesa mubvunzurudzo kuti kutungamira mhiri kwemakungwa "Europe neUnited States."

Masimba matsva ekugadzira motokari akashandura pfungwa dzavo kumusika weEurope, saka nyika dzeEurope dzakafanana here naLi Bin akati, "nyika dzinogamuchira motokari dzemagetsi zvakanyanya"?

Buck maitiro

Europe yave musika wakakosha wepasi rose wemotokari nyowani dzemagetsi.

Zvinoenderana nedata rakaburitswa ne ev-vhoriyamu, muhafu yekutanga yegore rino, kunyangwe kukanganisa kwedenda pamusika wepasi rose wemotokari, kuwedzera kwekutengesa kwemotokari nyowani muEurope kwakasvika 414,000, gore negore kuwedzera kwe57. %, uye misika yese yeEuropean auto yakadonha 37% gore-pa-gore;nepo China New simba motokari kutengesa aiva 385,000 mayuniti, pasi 42% gore-pa-gore, uye China auto musika yose akadonha ne20%.

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Cartographer / Yiou Automotive Analyst Jia Guochen

Europe inogona kugadzirisa maitiro, nekuda kweiyo "yakakwirira-kusimba" itsva simba remota yekukurudzira mutemo.Zvinoenderana nedata kubva kuGuosheng Securities Research Institute, kubva muna Kukadzi 2020, makumi maviri neina pa28 EU nyika dzakaunza mitemo yekukurudzira yemotokari nyowani dzesimba.Pakati pavo, nyika gumi nembiri dzakatora hurongwa hwekukurudzira huviri hwekubatsira uye kurudziro yemutero, nepo dzimwe nyika dzakabvisa mutero.Nyika huru dzinotsigira 5000-6000 Euros, iyo yakasimba kudarika China.

Pamusoro pezvo, kutanga muna Chikumi naChikunguru gore rino, nyika nhanhatu dzeEurope dzakaunza imwe girinhi yekudzoreredza kusimudzira kutengeswa kwemotokari dzemagetsi matsva.Uye mukuru weboka rePeugeot Citroen (PSA) Carlos Tavares akambochema-chema mumusangano wekufona, "Kana musika wabvisa rubatsiro, kudiwa kwemotokari dzemagetsi kunodonha."

Yiou Automobile inotenda kuti musika mutsva wemotokari weChina wapfuura nguva yekukura "kumhanya kumberi" uye zvishoma nezvishoma wakapinda munguva yekuchinja kwakanaka.Musika weEurope wakapinda munguva yekukura nekukurumidza pasi pekukurudzira kwepolicy.Naizvozvo, zvinodiwa nevateereri zvinowirirana zviri kukurudzirwa nokukurumidza.Zvisinei, motokari itsva dzemagetsi dzinoda kuwana nzvimbo mumusika weEurope, uye kune nzira yakareba yekufamba.

Iko kusimba kwakasimba kwakaratidzwa nemusika weEurope kwaitawo kuti makambani matsva emotokari emagetsi ave nechido chekuedza.

“Tenzi” akafanana negore

PaFrankfurt Auto Show munaGunyana 2019, Matthias, Mutungamiriri weCATL Europe, akati, "Madingindira matatu egore rino IAA Auto Show kuisa magetsi, kuisa magetsi uye kuisa magetsi.Iyo indasitiri yese iri kutaura nezve zvese kubva mukati memoto injini dzemoto kusvika kumotokari dzemagetsi.Kana dziri shanduko yemotokari, CATL yasvika mukudyidzana kwakadzama nemakambani mazhinji emotokari emuEurope. "

Muna Chivabvu 2019, Daimler akatanga chirongwa che "Ambition 2039" (Ambition 2039), inoda kuti mota dzema plug-in hybrid kana mota dzemagetsi dzakachena dzizvidavirire kupfuura makumi mashanu muzana ekutengesa kwayo kusvika 2030. Mumakore makumi maviri kubva 2019-2039, musasa wechigadzirwa unowana "carbon neutrality" ichavakwa.Vakuru vakuru veDaimler vakati: “Sekambani yakatangwa nevainjiniya, tinodavira kuti ruzivo rutsva rwokugadzira zvinhu runogonawo kutibatsira kuvaka ramangwana riri nani, ndiko kuti, kufamba kusingadzoreki uye kunochengetedza zvakatipoteredza.”

Muna Kurume wegore rino, Volkswagen yakaburitsa yekutanga pasi rose-yakagadzirwa yakachena yemagetsi mota ID.4.Zvinonzi Volkswagen ichatanga 8 itsva simba motokari dzinosanganisira Volkswagen ID.3, Porsche Taycan, Golf EV, etc. pasi rose gore rino.

Pamusoro pemakambani emotokari emuEurope arikusundira shanduko yemagetsi, Tesla CEO Elon Musk akazivisawo muguta guru reGerman Berlin munaNovember gore rapfuura kuti Tesla's Berlin Super Factory ichave iri muBerlin-Brandenburg.Dunhu, uye pakutanga kwegore gadza "chinangwa chidiki" cheEuropean super fekitori: gore negore kuburitsa kwe500,000 mota.Zvinonzi Berlin chirimwa chichagadzira Model 3 uye Model Y, uye kunotevera kugadzirwa kwemamwe modhi kuchatangwa mune ramangwana.

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Cartographer / Yiou Automotive Analyst Jia Guochen

Parizvino, kutengesa kweTesla Model 3 kune kutungamira kwakajeka munharaunda yepasi rose yemotokari yemagetsi, inoda kusvika 100,000 kupfuura yechipiri-chinzvimbo Renault Zoe (Renault Zoe).Mune ramangwana, nekupedzwa uye kutumirwa kweBerlin Super Factory, kukura kwekutengesa kwaTesla mumusika weEurope kunosungirwa "kukurumidza."

Ndeapi mabhenefiti emakambani emotokari eChinese?Shanduko yemagetsi kazhinji inotangira makambani emotokari emuno eEurope.

Kana vanhu vekuEurope vachiri kupindwa muropa nebiodiesel, makambani mazhinji emotokari eChinese anomiririrwa neGeely akatotanga mamodheru matsva emagetsi, nepo BYD, BAIC New Energy, Chery nemamwe makambani vakaisa mari musimba idzva kare, uye vari kuChina New Energy yezvikamu zvakasiyana zvemusika. tora nzvimbo.Mazhinji emauto matsva ekugadzira mota anotungamirwa naWeilai, Xiaopeng, uye Weimar akagadzwa muna 2014-2015, uye vakawana kuendesa mota nyowani.

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Cartographer / Yiou Automotive Analyst Jia Guochen

Asi maererano nekutengesa kunze kwenyika, makambani emotokari eChinese ari kumashure zvishoma.Muna 2019, huwandu hwekutengesa kunze kweTOP10 Chinese auto makambani aive 867,000, achiverengera 84.6% yezvese zvinotengeswa kunze kwenyika.Musika wekutengesa kunze kwenyika wakabatwa zvakasimba nemakambani akawanda anotungamira emotokari;Kutengeswa kwemotokari kunze kweChina kwakaverengera 4% yehuwandu hwekugadzirwa, uye 2018 Muna 2015, Germany, South Korea, neJapan yakaverengera 78%, 61% uye 48% zvichiteerana.China ichine gap hombe.

VaLi Bin vakambotaura pamusoro pemakambani emotokari ekuChina ari kuenda mhiri kwemakungwa, “Makambani emotokari mazhinji ekuChina akaita basa rakanaka achienda mhiri kwemakungwa mumakore achangopfuura, asi haasati apinda muEurope nekuAmerica, asi achiri mune mamwe misika nematunhu asiri emunyika. .”

Yiou Automobile inotenda kuti kuEurope uko "vatenzi" vanoenda mhiri kwemakungwa, makambani emotokari eChinese ane mamwe mabhenefiti ekutanga mukukura kweiyo nyowani indasitiri yemagetsi.Nekudaro, kunyangwe musika weEurope "uchigamuchira mota dzemagetsi", nharaunda ine makwikwi anotyisa uye kwete "hushamwari."Makambani emotokari eChinese anoda kuwana imwe mugove mumusika weEurope, iine simba rakasimba rechigadzirwa, kunyatsomira modhi, uye nzira dzekutengesa dzakakodzera.Hapana.

"Globalization" inyaya yakakosha iyo makambani ese emotokari eChinese anofanira kutarisana nawo.Sevagadziri vatsva vemotokari, Ai Chi, Xiaopeng, uye NIO vari kuongororawo "nzira inoenda kugungwa".Asi kana mhando itsva dzichida kuwana kuzivikanwa kwevatengi vekuEurope, masimba matsva anodawo kushanda nesimba.

Kutarisana nezvinodiwa zvakasiyana-siyana zvevatengi vekuEurope, kana makambani emotokari eChinese achikwanisa kubata "simba idzva rehwindo nguva" yemakambani emotokari emunharaunda yeEurope uye kutungamira mukugadzira "zvakaoma musimboti" zvigadzirwa, zvichigadzira mukana wakasiyana, kushanda kwemusika kweramangwana kunogona kuramba kuripo. zvinotarisirwa.

——Nhau kunobva China Battery Network


Nguva yekutumira: Oct-10-2020