"Mhumhi muindasitiri yemagetsi bhatiri iri kuuya."Nguva pfupi yadarika, kabhuku kakaburitswa neBazi reIndasitiri neRuzivo rweTekinoroji yakaita kuti indasitiri iyi igomera nemoyo.
Zvinoenderana ne "Catalogue yeVakakurudzirwa Models yeKusimudzira uye Kushandiswa kweNew Energy Vehicles (11th Batch muna 2019)", mota nyowani dzine simba dzakashongedzerwa nemabhatiri akaiswa kunze kwenyika dzichawana rubatsiro kuChina kekutanga.Izvi zvinoreva kuti zvichitevera kubviswa kwebhatiri "white list" muna Chikumi gore rino, China Dynamics (600482, Stock Bar) bhatiri musika yakavhurwa zviri pamutemo kune vekunze vekudyara.
Kune huwandu hwe26 mota dzevatakuri mumhando dzakakurudzirwa dzakaziviswa panguva ino, kusanganisira makumi maviri nemaviri emagetsi emagetsi, kusanganisira Tesla pure electric sedan iyo ichagadzirwa kuChina.Parizvino, hazvizivikanwe kuti ndiani achave mutengesi webhatiri raTesla mushure mekugadzirwa kuChina.Nekudaro, mushure mekupinda mutsamba yerubatsiro, mamodheru akakodzera angangowana rubatsiro.Pamusoro peTesla, mhando dzekunze Mercedes-Benz neToyota dzakapindawo rondedzero yakakurudzirwa.
Mumakore mashoma apfuura, rubatsiro rweChina rwemotokari nyowani dzine hukama hwakasimba nevagadziri vebhatiri vemagetsi vakasarudzwa.Kutakura mabhatiri anogadzirwa nemakambani ebhatiri “whitelist” uye kupinda mukatalogi yakakurudzirwa pamusoro ndiro danho rekutanga kuwana rubatsiro.Naizvozvo, mumakore achangopfuura, mota nyowani dzemagetsi dzakatengwa kunze kwenyika, kunyanya Tesla, hadzina kupihwa rubatsiro.Makambani emotokari emagetsi matsva uye makambani ebhatiri emagetsi akanakidzwawo ne "window nguva" yekukurumidza kukura kwemakore akati wandei.
Zvisinei, kukura kwechokwadi kweindastiri hakugoni kuparadzaniswa kubva pakuedzwa kwemusika.Sezvo kutengesa uye varidzi vemotokari dzemagetsi matsva zvishoma nezvishoma zvichiwedzera, madhipatimendi akakodzera ari kutungamira kusimudzira indasitiri kubva kumitemo inotungamirwa kuenda kumusika.Kune rumwe rutivi, rubatsiro rwemotokari itsva dzemagetsi dzakaderedzwa gore negore uye dzichabviswa zvachose kubva pamusika pakupera kwa 2020. Kune rumwe rutivi, "runyoro ruchena" rwemabhatiri emagetsi rwakaziviswawo kubviswa mukati. kupera kwaJune gore rino.
Zviripachena, rubatsiro rusati rwabviswa zvachose, indasitiri yemotokari yemagetsi yeChina ichatanga yatarisana nemakwikwi kubva kune dzimwe nyika, uye indasitiri yebhatiri yemagetsi ichatakura dambudziko.
Kuzadza kusununguka kwemabhatiri akaiswa kunze kwenyika
Tichitarisa kubva payakaburitswa kabhuku, mhando nyowani dzesimba dzemhando dzekunze dzakaita seTesla, Mercedes-Benz, neToyota dzese dzakapinda mukutevedzana kwerubatsiro.Pakati pavo, Tesla akazivisa mavhezheni maviri emhando dzakapinda mukatalogi, inoenderana neyakasiyana bhatiri system simba densities uye rwendo rwekufamba.
Nei paine musiyano wakadaro mune imwechete Tesla modhi?Izvi zvinogona kunge zvine chekuita nenyaya yekuti Tesla asarudza anopfuura mupi mumwechete.Kubva pakutanga kwegore rino, Tesla akafumurwa kuti asvika "zvisiri zvega" zvibvumirano nemakambani akawanda emagetsi ebhatiri.Zvinangwa zve "scandal" zvinosanganisira CATL (300750, Stock Bar), LG Chem, nezvimwe.
Tesla's bhatiri vatengesi vagara vachivhiringidza.Chirevo kubva kuDhipatimendi Rekutsvagisa reSimba Battery Application Branch yeBattery China.com yakaratidza kuti mhando dzeTesla dzakasarudzwa mukatalogi yakakurudzirwa dzine "ternary mabhatiri anogadzirwa naTesla (Shanghai)."
Tesla anga achigadzira ega bhatiri module, asi ndiani achapa maseru?Mucherechedzi wenguva refu weTesla akaongorora mutori wenhau kubva ku21st Century Bhizinesi Herald kuti chikonzero nei modhi ine mbiri simba densities imhaka yekuti ine masero ebhatiri (kureva, maseru) kubva kuPanasonic uye LG Chem.
"Aka ndekekutanga kuti modhi ine masero ebhatiri ekunze ipinde mumabhuku erubatsiro."Munhu wacho akataura kuti pamusoro peTesla, mota mbiri kubva kuBeijing Benz neGAC Toyota dzakapindawo mumabhuku erubatsiro, uye hapana kana yadzo ine mabhatiri eMumba.
Tesla haana kupindura kune chaiyo bhatiri masero aanoshandisa, asi kubva pakabviswa bhatiri remagetsi "white list", ingori nyaya yenguva kuti mabhatiri anogadzirwa nemakambani anopihwa mari nevekunze uye mota dzine mabhatiri aya dzichapinda. subsidy catalog.
Muna Kurume 2015, Bazi reIndasitiri uye Ruzivo rweTekinoroji rakaburitsa iyo "Motokari Power Battery Indasitiri Kutsanangurwa", iyo ichashandisa mabhatiri anogadzirwa nemakambani anotenderwa sechinhu chakakosha chekuwana rubatsiro rutsva rwemotokari yemagetsi.Kubva ipapo, Bazi reIndasitiri neRuzivo rweTekinoroji rakaburitsa zvakatevedzana mabheji mana emagetsi ekugadzira mabhatiri ebhizinesi makatalogi (kureva, "White Power Batteries").Rondedzero"), kuvaka "madziro" eChina magetsi ebhatiri indasitiri.
Ruzivo runoratidza kuti 57 vanogadzira mabhatiri akasarudzwa ese makambani emuno, uye maJapan neKorea anogadzira mabhatiri akadai sePanasonic, Samsung, uye LG Chem aimboshandiswa neSAIC, Changan, Chery, nemamwe makambani emotokari haana kubatanidzwa.Nekuda kwekuti akabatana nerubatsiro, aya makambani ebhatiri anopihwa mari nekunze anogona kungobuda mumusika weChina kwenguva pfupi.
Nekudaro, iyo "white list" yagara isingabatanidzi nekuvandudzwa kweindasitiri.Mutori wenhau kubva ku21st Century Business Herald akambodzidza kuti mukushanda chaiko, kuitwa kwe "white list" hakuna kuomesesa, uye mamwe mamodheru asingashandise mabhatiri "anodiwa" akapindawo mutsamba yezvigadzirwa zve Ministry of Indasitiri. uye Information Technology.Panguva imwe cheteyo, nehuwandu hwemusika, Zvisinei, mamwe makambani ari pa "white list" akaderedza bhizinesi ravo kana kutoparara.
Vanoongorora maindasitiri vanotenda kuti kudzima bhatiri "white list" uye kuvhura musika webhatiri remagetsi kune mari yekunze idanho rakakosha kuti mota dzeChina dzemagetsi dzifambe kubva kune inotungamirwa kuenda kumusika.Chete kana makambani ane simba akawanda apinda mumusika anogona kuwedzera huwandu hwekugadzira nekukurumidza.Uye kuderedza mari uye kuwana kuvandudzwa kwechokwadi kwemotokari itsva dzemagetsi.
Marketization ndiyo yakajairika maitiro.Pamusoro pekusununguka kwe "white list", kuderera zvishoma nezvishoma kwerubatsiro inzira yakananga yekusimudzira kushambadzira kweindasitiri.Iyo ichangobva kuziviswa "New Energy Vehicle Industry Development Plan (2021-2035)" (yakadhirowewa yekutaura) inotaurawo zvakajeka kuti zvinodikanwa kusimudzira optimization uye kurongeka patsva kwemakambani emagetsi ebhatiri uye kuwedzera indasitiri kutarisisa.
Kuderedza mari kwakakosha
Nerutsigiro nekurudziro yezvirongwa zveindasitiri, akati wandei emakambani emagetsi emagetsi emumba akakura nekukurumidza mumakore achangopfuura, kusanganisira CATL, BYD (002594, Stock Bar), Guoxuan Hi-Tech (002074, Stock Bar), nezvimwewo, kusanganisira Fuli. , iyo ichangobva kumhara paScience and Technology Innovation Board.Energy teknolojia.Pakati pavo, CATL yave "mukuru" muindasitiri.Iyo yazvino data inoratidza kuti muzvikamu zvitatu zvekutanga zvegore rino, CATL musika wepamhepo mugove wakawedzera kusvika pa51%.
Pasi pemaitiro ekusunungurwa zvishoma nezvishoma kwemusika, makambani emagetsi emagetsi ekunze anopihwa mari nekunze akaita hurongwa muChina.Muna 2018, LG Chem yakatanga chirongwa chekudyara bhatiri remagetsi muNanjing, uye Panasonic inorongawo kugadzira mabhatiri emotokari dzemagetsi mufekitori yayo yeDalian.
Izvo zvakakosha kuti titaure kuti Tesla's epamba bhatiri vatengesi, Panasonic uye LG Chem, ese ari maviri anotariswa nerunyerekupe rwakakurumbira.Pakati pavo, Panasonic ndiye "anoziva" shamwari yaTesla, uye Teslas yakagadzirwa neAmerica inopihwa naPanasonic.
Tesla's "indecision" uye "kugadzirira" kunoratidza kukwikwidza kunotyisa muindasitiri yemagetsi bhatiri kusvika pamwero wakati.Kana ari mabhureki emuno anga achikura nekukurumidza mumusika weChina kwemakore akati wandei, vanogona kutarisana nemakwikwi kubva kune ekunze mhando panguva ino?
Mumwe munhu ari pedyo neindasitiri yebhatiri yemagetsi akaudza mutori wenhau kubva ku21st Century Business Herald kuti zvakanakira kukwikwidza kwemabhatiri emagetsi akaiswa kunze kwenyika zvakanyanya tekinoroji uye kudzora mutengo, izvo zvakagadzira zvimwe "zvipingamupinyi" pamusika.Tichitora Panasonic semuenzaniso, vamwe vaongorori veindasitiri vakaratidza kuti kunyangwe ichigadzirawo ternary lithium mabhatiri, Panasonic inoshandisa chikamu chakasiyana chezvakagadzirwa, izvo zvinogona kuwedzera simba remagetsi nekuderedza mutengo.
Nekudaro, mumakore achangopfuura ebudiriro, nekuwedzera kwechiyero, mutengo wemabhatiri emagetsi epamba wave uchidererawo gore negore.Tichitora CATL semuenzaniso, mutengo wesimba rayo bhatiri system waive 2.27 yuan/Wh muna 2015, uye wakadzikira kusvika 1.16 yuan/Wh muna 2018, neavhareji pagore kuderera kwechikamu che20%.
Makambani emagetsi emagetsi emudzimba akaitawo kuyedza kwakawanda kudzikisa mitengo.Semuenzaniso, zvese BYD neCATL vari kugadzira CTP (CelltoPack, module-isina simba bhatiri pack) tekinoroji, kuyedza kuvandudza mashandiro ebhatiri neyakagadziridzwa bhatiri paki yemukati dhizaini.Makambani akadai seYiwei Lithium Energy (300014, Stock Bar) ari kuzivisawo mumishumo yegore Zhong akati iyo otomatiki nhanho yemutsetse wekugadzira inofanirwa kuvandudzwa kuti iwedzere goho uye kuderedza mitengo.
CTP tekinoroji ichine matambudziko mazhinji ekukunda, asi nhau dzichangoburwa dzinoratidza kuti CATL's CTP bhatiri mapaketi apinda muchikamu chekugadzirwa kwekutengesa mumabhechi.Pamusangano wekusaina musi waZvita 6 kudzamisa kudyidzana pakati peCATL neBAIC New Energy, Zeng Yuqun, sachigaro weCATL, akati: "Tekinoroji yeCTP ichafukidza ese aripo uye ari kuuya mamodheru eBAIC New Energy."
Kuvandudza mazinga ehunyanzvi uye kuderedza mitengo ndiyo nzira dzakakosha.Makambani emagetsi emagetsi eChinese anomiririrwa neCATL ave kuda kuunza "wongororo" chaiyo yemusika.
Nguva yekutumira: Nov-18-2023