Uma izimoto ezintsha ezisebenza ngamandla zidayiswa e-China, izinkampani zezimoto ezihlanganyelayo zikhathazeka kakhulu.
Ngo-Okthoba 14, 2021, umphathi weVolkswagen Group u-Herbert Diess wamema u-Elon Musk ukuthi akhulume nabaphathi abangama-200 engqungqutheleni yase-Austrian ngekholi yevidiyo.
Ekuqaleni kuka-Okthoba, u-Diess wabiza izikhulu eziphezulu ze-120 zeVolkswagen Group emhlanganweni owawuseWolfsburg. Ukholelwa ukuthi “izitha” abakwaVolkswagen abahlangabezana nazo njengamanje yiTesla namabutho amasha aseChina.
Waze wagcizelela ngokungaphezi: “Izixuku zithengisa kakhulu, ijubane lokukhiqiza lihamba kancane futhi umkhiqizo uphansi, futhi awakwazi ukuncintisana.”
Ngenyanga edlule, uTesla udayise izimoto ezingaphezu kuka-50 000 ngenyanga eChina, kanti iSAIC Volkswagen neFAW-Volkswagen badayise izimoto ezingu-10 000 kuphela. Yize isabelo sayo sithatha u-70% wemikhiqizo ehlanganyelwe, ayikafinyeleli ngisho nakumthamo wokuthengiswa kwemoto yakwaTex.
I-Diess inethemba lokuthi izosebenzisa “imfundiso” kaMusk ukukhuthaza abaphathi bayo ukuthi basheshise ukushintshela ezimotweni zikagesi. Ukholelwa ukuthi iVolkswagen Group idinga ukuthathwa kwezinqumo ngokushesha kanye nokuphatha kancane ukuze kuzuzwe ushintsho olukhulu emlandweni weVolkswagen Group.
“Imakethe yamandla entsha yaseShayina iyimakethe ekhetheke kakhulu, imakethe ishintsha ngokushesha, futhi izindlela zakudala azisasebenzi.” Izingqapheli zikholelwa ukuthi isimo samanje sokuncintisana sidinga izinkampani ukuthi ziqhubeke zithuthukisa ukusebenza kahle.
I-Volkswagen kufanele ibe yiziqhwaga zezimoto ezikhathazeke kakhulu.
Ngokwemininingwane ekhishwe yi-China Travel Association ngoLwesibili olwedlule, ngoSepthemba, izinga lokungena kwezimoto zasekhaya ezithengisa amandla amasha lalingama-21.1%. Phakathi kwazo, izinga lokungena kwezimoto ezintsha zamandla aseShayina liphezulu njenge-36.1%; izinga lokungena kwezimoto zikanokusho kanye nezimoto ezintsha ezisebenza ngamandla ngama-29.2%; izinga lokungena kwezimoto ezisetshenziswa ngokuhlanganyela ebhizinisini elisha lingama-3.5% kuphela.
Idatha iyisibuko, futhi izinhlu zikhombisa ukuphoxeka kokushintshela kokufakwa kukagesi kwamabhrendi ajwayelekile.
Akukhona ngoSepthemba kulo nyaka noma ezilinganisweni ezintsha zokuthengiswa kwamandla (eziyi-15 eziphezulu) ezinyangeni eziyisishiyagalolunye zokuqala, awekho amamodeli wemikhiqizo ehlanganyelwe ajwayelekile ayesohlwini. Phakathi kokudayiswa kwezimoto zikagesi zohlobo oluphambili ezingaphezu kuka-500,000 yuan ngoSepthemba, amandla amasha okwenza izimoto iGaohe yaseChina ikleliswe phambili, kwathi iHongqi-EHS9 yaba ngowesithathu. Amamodeli ebhrendi ehlanganyelwe ajwayelekile nawo awazange avele.
Ubani ongahlala athule?
AbakwaHonda bakhiphe uhlobo olusha lwemoto kagesi oluhlanzekile oluthi “e:N” ngesonto eledlule, futhi balethe izinhlobo ezinhlanu ezintsha; AbakwaFord bamemezele ukwethulwa kohlobo olukhethekile lwezimoto zikagesi ezisezingeni eliphezulu ezibizwa nge-“Ford Select” emakethe yaseShayina, kanye nokuphuma okokuqala ngqa emhlabeni ngesikhathi esisodwa kweFord Mustang Mach- E (amapharamitha | izithombe) amamodeli e-GT (amapharamitha | izithombe); I-SAIC General Motors Ultium Auto Super Factory ifakwe ngokusemthethweni ekukhiqizweni……
Ngesikhathi esifanayo, iqoqo lakamuva lamandla amasha nawo asheshisa ukuthunyelwa kwawo. I-Xiaomi Motors iqoke u-Li Xiaoshuang njengephini likamongameli we-Xiaomi Motors, obhekele umkhiqizo, uchungechunge lokuhlinzeka kanye nomsebenzi ohlobene nezimakethe; Isizinda sokukhiqiza esihlakaniphile se-Ideal Automotive Beijing saqala e-Shunyi District, e-Beijing; Iqembu le-FAW lizoba ngumtshalizimali onamasu e-Jingjin Electric…
Le mpi engenawo isibhamu iya isiphuthuma.
▍Musk “ikilasi lokufundisa” labaphathi abaphezulu bakwaVolkswagen
NgoSepthemba, i-ID. umndeni udayise izimoto ezingaphezu kuka-10,000 emakethe yaseChina. Ngaphansi kwemibandela "yokushoda okuyisisekelo" kanye "nomkhawulo wamandla", lezi zimoto ezingu-10,000 empeleni akulula ukuzithola.
NgoMeyi, ukuthengiswa kwe-ID. uchungechunge e-China lusanda kwedlula i-1,000. NgoJuni, Julayi, no-Agasti, ukuthengiswa bekuyi-3145, 5,810, kanye ne-7,023, ngokulandelana. Eqinisweni, bebelokhu bekhuphuka kancane kancane.
Izwi elilodwa likholelwa ukuthi ukuguqulwa kweVolkswagen kuhamba kancane kakhulu. Nakuba umthamo wokuthengisa we-ID yeVolkswagen. umndeni udlule ku-10,000, yisamba sezinkampani ezimbili ezihlangene, i-SAIC-Volkswagen ne-FAW-Volkswagen. Okwe-"North and South Volkswagen" okuthengiswe kwayo ngonyaka kudlule izigidi ezi-2, ukuthengiswa kwanyanga zonke kwe-ID. umndeni awufanele ukubungazwa.
Elinye izwi likholelwa ukuthi abantu bawufuna kakhulu umphakathi. Ngokuhamba kwesikhathi, i-ID. umndeni unomphumela osheshayo ukusuka ku-zero kuye ku-10,000. UXiaopeng no-Weilai, nabo abadayise ngaphezu kuka-10,000 ngoSepthemba, kuthathe iminyaka eminingana ukufeza lo mgomo omncane. Ukubheka ngokunengqondo ithrekhi yamandla entsha, umugqa wokuqala wabadlali awuhlukile kakhulu.
UDiess, ophethe iWolfsburg, kusobala ukuthi akagculisekile ngemiphumela kamazisi. umndeni.
Ngokombiko waseJalimane othi “Business Daily”, ngo-Okthoba 14, 2021, u-Diess wamema u-Musk ukuthi azonikeza inkulumo kubaphathi abangama-200 endaweni yengqungquthela yase-Austrian ngekholi yevidiyo. Ngomhla ka-16, u-Diess ubhale ku-Twitter ukubonga kwakhe ku-Musk, okuqinisekisile lesi sitatimende.
Leli phephandaba lithe u-Diess wabuza uMusk: Kungani uTesla eguquguquka kakhulu kunabancintisana nabo?
UMusk waphendula ngokuthi lokhu kungenxa yesitayela sakhe sokuphatha. Ungunjiniyela kuqala, ngakho-ke unemininingwane eyingqayizivele ye-supply chain, logistics kanye nokukhiqiza.
Eposini eliku-LinkedIn, u-Diess wengeze ngokuthi umeme u-Musk “njengesivakashi esiyimfihlakalo” ukuze enze abantu baqonde ukuthi umphakathi udinga ukuthathwa kwezinqumo ngokushesha kanye nokuphatha okuncane ukuze ufeze akushoyo. Ushintsho olukhulu emlandweni weVolkswagen Group.
U-Diess wabhala ukuthi uTesla wayenesibindi futhi enesibindi ngempela. Icala lakamuva ukuthi uTesla uphendule kahle ngokushoda kwama-chips. Inkampani yathatha kuphela amasonto amabili kuya kwamathathu ukubhala kabusha isofthiwe, ngaleyo ndlela yasusa ukuncika ohlotsheni lwe-chip olwalushoda futhi yashintshela kolunye uhlobo ukuze ivumelane nama-chips ahlukene.
U-Diess ukholelwa ukuthi i-Volkswagen Group njengamanje inakho konke okudingekayo ukuhlangabezana nenselele: isu elifanele, amakhono kanye nethimba labaphathi. Uthe: “IVolkswagen idinga umqondo omusha ukuze ihlangabezane nomncintiswano omusha.”
U-Diess uxwayise ngenyanga edlule ukuthi uTesla uvule imboni yakhe yokuqala yezimoto yase-Europe eGlenhead eduze naseBerlin, okuzophoqa izinkampani zendawo ukuthi zandise ukuncintisana nomkhiqizi wezimoto zikagesi waseMelika okhula ngokushesha.
I-Volkswagen Group nayo ikhuthaza uguquko ngendlela ehlanganisa yonke into. Thbahlela ukwakha amafekthri amabhethri amakhulu ayisithupha eYurophu ngo-2030 njengengxenye yokubheja kwabo okugcwele ekuhambeni kukagesi.
▍I-Honda izofaka ugesi ngokugcwele e-China ngemva kuka-2030
Endleleni yokufakwa kukagesi, iHonda ekugcineni yaqala ukusebenzisa amandla ayo.
Ngomhla ziyi-13 kuMfumfu, engqungqutheleni yamasu okufaka ugesi ku-inthanethi ethi “Hey World, This Is the EV”, abakwaHonda China bakhiphe uhlobo olusha lwemoto kagesi oluhlanzekile oluthi “e:N” futhi balethe uchungechunge oluthi “e:N” amamodeli amasha.
Ukukholwa kuqinile. Ukuze kuzuzwe izinjongo zamasu ezimbili "zokungathathi hlangothi kwekhabhoni" kanye "nezingozi zomgwaqo ezingapheli" ngo-2050. AbakwaHonda bahlela ukulandisa ngenani lezimoto ezisebenza ngogesi kanye nezimoto zamangqamuzana kaphethiloli ezimakethe ezithuthukile kubandakanya neChina: 40% ngo-2030, 80% ngo-2035. , kanye no-100% ngo-2040.
Ikakhulukazi emakethe yaseShayina, iHonda izoqhubekisela phambili ukusheshisa ukwethulwa kwamamodeli afakwe ugesi. Ngemuva kuka-2030, zonke izinhlobo ezintsha ezethulwe ngabakwaHonda eChina yizimoto zikagesi njengezimoto ezisebenza ngogesi ne-hybrid, futhi azikho izimoto ezintsha zikaphethiloli ezizokwethulwa.
Ukufeza lo mgomo, abakwaHonda bakhiphe uhlobo olusha lwemoto kagesi oluhlanzekile oluthi “e:N”. "E" imele amandla (amandla), okubuye kube ugesi (ugesi). “N imele Okusha (okusha sha) kanye ne-Next (evolution).
AbakwaHonda basungule isakhiwo esisha sikagesi esihlakaniphile nesisebenzayo “e:N Architecture”. Lesi sakhiwo sihlanganisa ukusebenza kahle okuphezulu, izinjini zokushayela amandla aphezulu, umthamo omkhulu, amabhethri asondelene kakhulu, uhlaka oluzinikele kanye nenkundla ye-chassis yezimoto zikagesi ezihlanzekile, futhi ingenye yezakhiwo eziyinhloko ezisekela uchungechunge lwe-“e:N”.
Ngesikhathi esifanayo, iqoqo lokuqala lezimoto zokukhiqiza eziwuchungechunge lwe-“e:N”: I-Dongfeng Honda's e:NS1 edition ekhethekile kanye ne-GAC Honda's e:NP1 edition ekhethekile inombukiso wokuqala emhlabeni, lezi zimoto ezimbili ezihlanzekile zikagesi Imodeli yokukhiqiza izokwethulwa ngo. intwasahlobo ka-2022.
Ngaphezu kwalokho, izimoto ezintathu zemiqondo nazo zenze ukuvela kwazo emhlabeni jikelele: ibhomu lesibili i-e:N Coupe umqondo wochungechunge lwe-“e:N”, ibhomu lesithathu elithi e:N SUV concept, kanye nomqondo wesine webhomu e:N GT, lezi. amamodeli amathathu. Inguqulo yokukhiqiza izotholakala eminyakeni emihlanu ezayo.
Besebenzisa le ngqungquthela njengesiqalo, abakwaHonda bavule isahluko esisha soguquko lwaseChina mayelana nemikhiqizo efakwe ugesi.
▍Ford yethula uhlobo olukhethekile lwezimoto ezisebenza ngogesi ezisezingeni eliphezulu
Ngomhla ziyi-11 kuMfumfu, kwa-Ford Mustang Mach-E “Electric Horse Departure” ngobusuku be-brand, imodeli ye-Mustang Mach-E GT yenza i-debut yayo yomhlaba wonke kanyekanye. Inguqulo yasekhaya inenani lama-yuan angama-369,900. Ngalobo busuku, abakwaFord bamemezele ukuthi sebefinyelele ekubambisaneni kwamasu nomdlalo weselula osindile emhlabeni ovulekile othi “Awakening” othuthukiswe yi-Tencent Photonics Studio Group, waba nguzakwethu wokuqala onamasu esigabeni sezimoto.
Ngaso leso sikhathi, abakwaFord bamemezele ukwethula uhlobo lwezimoto ezisebenza ngogesi ezisezingeni eliphezulu zakwaFord Select emakethe yaseShayina, futhi ngesikhathi esifanayo bethula uphawu olusha ukuze bajulise ukutshalwa kwezimali kwaFord emakethe yezimoto zikagesi zaseChina nokusheshisa ukuguqulwa kokufakwa kukagesi Ibhrendi ye-Ford enokuhlangenwe nakho komsebenzisi okuthuthukisiwe ngokuphelele.
I-Ford Select esanda kwethulwa uhlobo lwemoto ehlakaniphile esezingeni eliphezulu izoncika kunethiwekhi ezimele yokuthengisa izimoto zikagesi ukuze yethule ulwazi olukhethekile lomsebenzisi, ukushaja okungenazinkathazo kanye nezinsizakalo zokuthengisa emakethe yaseChina.
Ukuze kuthuthukiswe umjikelezo ogcwele wabasebenzisi bezimoto zikagesi ekuthengeni nasekusebenziseni izimoto, abakwaFord bazosheshisa ukuthunyelwa kwamanethiwekhi okuthengisa izimoto zikagesi, futhi bahlela ukuvula izitolo zedolobha zezimoto zikagesi zakwaFord ezingaphezu kweziyi-100 emakethe yaseShayina ngo-2025. Lapho kuzoba izimoto zikagesi ezihlakaniphile zakwaFord esikhathini esizayo. Izimoto zithengiswa futhi ziseviswe ngaphansi kwenethiwekhi yokuthengisa eqondile yakwaFord Select.
Ngesikhathi esifanayo, i-Ford izoqhubeka nokuthuthukisa ulwazi lokushaja komsebenzisi futhi ibone umbuthano wokugcwalisa amandla "o-3km" emadolobheni abalulekile. Ekupheleni kuka-2021, abasebenzisi be-Mustang Mach-E bazokwazi ukufinyelela ngokuqondile izintambo zekhwalithi ephezulu ezingu-400,000 ezihlinzekwa opharetha abashajayo abangu-24 kuhlanganise ne-State Grid, Special Call, Star Charging, Southern Power Grid, Cloud Fast Charging, kanye ne-NIO Energy ngokusebenzisa umnikazi App. Izinqwaba zokushaja zomphakathi, okuhlanganisa nezinqwaba zokushaja okusheshayo ezingu-230,000, zimboza ngaphezu kuka-80% wezinsiza zokushaja zomphakathi emadolobheni angama-349 ezweni lonke.
Ezingxenyeni ezintathu zokuqala zika-2021, abakwaFord badayise izimoto ezingu-457,000 eChina, nokunyuke ngo-11% unyaka nonyaka. U-Chen Anning, uMongameli kanye ne-CEO ye-Ford China, uthe, “Njengoba i-Ford EVOS ne-Ford Mustang Mach-E beqala ukuthengisa, sizosheshisa ijubane lokufakwa kukagesi nobunhloli e-China.
▍I-SAIC-GM isheshisa ukwenziwa kwasendaweni kwezakhi ezintsha zamandla
Ngomhla ziyi-15 kuMfumfu, i-Ultium Auto Super Factory ye-SAIC-GM yafakwa ekukhiqizweni eJinqiao, ePudong, e-Shanghai, okusho ukuthi amandla e-SAIC-GM okukhiqiza asendaweni ezingxenye eziyinhloko zamandla asefinyelele ezingeni elisha.
I-SAIC General Motors kanye nePan Asia Automotive Technology Centre babambe iqhaza ekwakhiweni kanye nasekuthuthukisweni kwesakhiwo esingaphansi se-Ultium Auto Electric Vehicle Platform, esivumela ukuthengwa kwendawo okungaphezu kuka-95% wezingxenye nezingxenye.
IMenenja-Jikelele ye-SAIC General Motors u-Wang Yongqing uthe: “U-2021 unyaka lapho i-SAIC General Motors icindezela i-'accelerator' ukuze kuthuthukiswe ukufakwa kukagesi nokuxhuma ngobuhlakani. ) Izimoto zikagesi ezihlanzekile ezisekelwe endaweni yemoto kagesi yakwa-Autoneng zehla, zinikeza ukusekelwa okuqinile.”
Njengomunye wamaphrojekthi abalulekile we-SAIC-GM yokutshala ama-yuan ayizigidi eziyizinkulungwane ezingama-50 kubuchwepheshe obusha bokufaka ugesi nokuxhumana ngobuhlakani, i-Autoneng Super Factory ithuthukisiwe isuka esikhungweni sokuqala sokuthuthukiswa kwebhethri ye-SAIC-GM Power Battery System futhi ifakwe ukukhiqizwa kwebhethri elinamandla. izinhlelo. Ngamandla okuhlola, umugqa womkhiqizo ohleliwe uhlanganisa lonke uchungechunge lwamasistimu ebhethri emoto yamandla amasha njenge-hybrid hybrid, i-plug-in hybrid, nezimoto ezihlanzekile zikagesi.
Ngaphezu kwalokho, ifektri ye-Auto can super yamukela inqubo yokuhlanganisa ehamba phambili emhlabeni wonke, izindinganiso zobuchwepheshe nokulawulwa kwekhwalithi njenge-GM North America, kuhlanganiswe nokunemba okuphezulu, umjikelezo wempilo ogcwele wobuchwepheshe bokukhiqiza obuhlakaniphile obulandelekayo, okuwuhlelo lwebhethri olungcono kakhulu I-Auto can Ukukhiqizwa kwekhwalithi ephezulu kunikeza isiqinisekiso esiqinile.
Ukuphothulwa nokusetshenziswa kwe-Autoneng Super Factory, kanye nezikhungo ezimbili zokuhlola uhlelo lukagesi “ezintathu” ezivulwe ngoNdasa, iPan-Asia New Energy Test Building kanye neGuangde Battery Safety Laboratory, kusho ukuthi i-SAIC General Motors inamandla thuthukisa, Hlola futhi uqinisekise amandla esistimu aphelele wamandla amasha kusukela ekukhiqizeni kuya ekuthengeni kwendawo.
Kulezi zinsuku, uguquko lwemboni yezimoto luye lwavela empini eyodwa yokufaka ugesi ukuya empini yokufakwa kwedijithali kanye nokufakwa kukagesi. Inkathi echazwa yizingxenyekazi zekhompuyutha zendabuko iye yashabalala kancane kancane, kodwa isishintshele emqhudelwaneni wokuhlanganiswa kwesofthiwe njengokufakwa kukagesi, ukushayela ngobuhlakani, i-cockpit ehlakaniphile, kanye ne-electronic architecture.
Njengoba u-Chen Qingtai, usihlalo we-China Electric Vehicles Association of 100, ekhuluma engqungqutheleni ye-Global New Energy and Intelligent Vehicle Supply Chain Innovation Conference, "Ingxenye yesibili yenguquko yezimoto isekelwe ekuxhumaneni kwezobuchwepheshe obuphezulu, ubuhlakani, kanye nokwenza idijithali."
Njengamanje, ohlelweni lokufakwa kukagesi ezimotweni emhlabeni wonke, imboni yezimoto yaseShayina isizuze izimpumelelo ezidume umhlaba wonke ngenxa yenzuzo yayo yokuqala, okuzokwenza kube nzima kakhulu ukuthi izinkampani ezihweba ngokuhlanganyela ziqhudelane emakethe yezimoto zamandla amasha.
Isikhathi sokuthumela: Oct-20-2021