Ukushoda kwe-chip yezimoto akukakapheli, futhi amandla "ukuntuleka kwebhethri" aphinde angeniswe futhi.
Muva nje, ayanda amahlebezi mayelana nokushoda kwamabhethri aphehla izimoto ezintsha. Inkathi kaNingde iveze esidlangalaleni ukuthi baphuthunyiswe ukuthunyelwa. Kamuva, kwaba namahemuhemu okuthi u-He Xiaopeng waya efemini eyogaxa izimpahla, kwaze kwabikwa ne-CCTV Finance Channel.
Abakhiqizi bezimoto abasha abaziwayo ekhaya naphesheya nabo baligcizelele leli phuzu. U-Weilai Li Bin wake wathi ukushoda kwamabhethri namandla nama-chips kuvimbela umthamo wokukhiqiza we-Weilai Automobile. Ngemuva kokuthengiswa kwezimoto ngoJulayi, u-Weilai naye waphinda futhi. Igcizelela izinkinga ze-supply chain.
I-Tesla inesidingo esikhulu samabhethri. Njengamanje, isungule ubudlelwano bokubambisana nezinkampani eziningi zebhethri zamandla. U-Musk uze wakhipha isitatimende esinesibindi: izinkampani zamabhethri anamandla zithenga amabhethri amaningi njengoba zikhiqiza. Ngakolunye uhlangothi, iTesla iphinde ikhiqize amabhethri angama-4680.
Eqinisweni, izenzo zezinkampani zebhethri zamandla nazo zingasho umbono ojwayelekile walolu daba. Kusukela ekuqaleni kwalo nyaka, izinkampani ezimbalwa zebhethri zasekhaya ezifana neNingde Times, BYD, AVIC Lithium, Guoxuan Hi-Tech kanye neHoneycomb Energy zisayine izinkontileka eChina. Yakha imboni. Izenzo zezinkampani zamabhethri nazo zibonakala zimemezela ukuthi kukhona ukushoda kwebhethri lamandla.
Ngakho-ke lingakanani izinga lokushoda kwamabhethri kagesi? Yisiphi isizathu esiyinhloko? Ziphendule kanjani izinkampani zezimoto nezinkampani zamabhethri? Kuze kube manje, u-Che Dongxi uxhumane nezinkampani zezimoto nabangaphakathi enkampanini yamabhethri wathola izimpendulo zangempela.
1. Ukushoda kwebhethri lamandla okudlulisa inethiwekhi, ezinye izinkampani zezimoto sekuyisikhathi eside zilungiswa
Esikhathini sezimoto zamandla amasha, amabhethri kagesi abe ukhiye obalulekile wempahla eluhlaza. Nokho, ezikhathini zamuva nje, izinkolelo-mbono mayelana nokuntuleka kwamabhethri kagesi bezilokhu zisakazwa. Kukhona ngisho nemibiko yabezindaba ethi umsunguli weXiaopeng Motors, uHe Xiaopeng, wahlala isonto lonke enkathini yakwaNingde ezothola amabhethri, kodwa lezi zindaba kamuva zaphikwa nguyena uHe Xiaopeng. Engxoxweni ekhethekile abe nayo nentatheli yakwaChina Business News, uHe Xiaopeng uthe lo mbiko awulona iqiniso, futhi uwubonile nasezindabeni.
Kodwa amahlebezi anjalo aphinde abonise kancane noma kancane ukuthi kukhona ngempela izinga elithile lokushoda kwebhethri ezimotweni zamandla amasha.
Nokho, kunemibono ehlukene mayelana nokushoda kwebhethri emibikweni ehlukahlukene. Isimo sangempela asicaci. Ukuze uqonde ukushoda kwamanje kwamabhethri kagesi, imboni yemoto kanye nebhethri lamandla kuxhumene nabantu abaningi embonini yezimoto kanye nebhethri lamandla. Olunye ulwazi lokuqala ngesandla.
Inkampani yezimoto iqale yaxoxa nabanye abantu benkampani yezimoto. Yize i-Xiaopeng Motors ibike okokuqala ngezindaba zokushoda kwebhethri, ngesikhathi imoto ifuna ukuqinisekiswa kwa-Xiaopeng Motors, elinye iqembu laphendula ngokuthi "azikho izindaba ezinjalo njengamanje, futhi imininingwane esemthethweni izophumelela."
NgoJulayi odlule, i-Xiaopeng Motors idayise izimoto ezintsha ezingu-8,040, okuwukukhula ngo-22% inyanga nenyanga kanye nokwenyuka konyaka ngo-228%, kwephula irekhodi lenyanga eyodwa lokulethwa. Kuyabonakala futhi ukuthi siyanda isidingo samabhethri sikaXiaopeng Motors. , Kodwa kungakhathaliseki ukuthi i-oda liyathinteka yini ibhethri, izikhulu ze-Xiaopeng azizange zisho.
Ngakolunye uhlangothi, u-Weilai uveze ukukhathazeka kwakhe ngamabhethri kusenesikhathi. NgoMashi walo nyaka, u-Li Bin uthe ukunikezwa kwebhethri kwikota yesibili yalo nyaka kuzobhekana nebhodlela elikhulu kakhulu. "Amabhethri nama-chips (ukushoda) kuzokhawulela ukulethwa kwe-Weilai nyanga zonke ukuthi kube yizimoto ezibalelwa ku-7,500, futhi lesi simo sizoqhubeka kuze kube nguJulayi."
Ezinsukwini ezimbalwa ezedlule, iWeilai Automobile imemezele ukuthi isidayise izimoto ezintsha ezingu-7,931 ngoJulayi. Ngemva kokumenyezelwa kwenani lentengo, uMa Lin, umqondisi omkhulu wezokuxhumana ezinkampanini kanye nomqondisi wobudlelwane bomphakathi we-Weilai Automobile, wathi kumbuthano wakhe wabangane bakhe: Unyaka wonke, ibhethri le-100-degree izotholakala maduze. Ukulethwa kwe-Norwegian akukho kude. Umthamo we-supply chain awanele ukuhlangabezana nezidingo.”
Kodwa-ke, mayelana nokuthi i-supply chain eshiwo ngu-Ma Lin iyibhethri lamandla noma i-chip yemoto, namanje akukacaci. Kodwa-ke, eminye imibiko yabezindaba yathi nakuba u-Weilai eqala ukuletha amabhethri angu-100-degree, izitolo eziningi okwamanje azikho esitokisini.
Muva nje, uChedong uphinde waxoxa nabasebenzi benkampani ekhiqiza izimoto eziwela umngcele. Abasebenzi bale nkampani bathi umbiko wamanje ukhombisa ukuthi kukhona ngempela ukushoda kwamabhethri kagesi, futhi inkampani yabo isivele yalungisa uhlu lwazo ngo-2020, ngakho namuhla nakusasa. Iminyaka ngeke ithintwe ukushoda kwebhethri.
U-Che Dong uphinde wabuza ukuthi ingabe i-inventory yayo ibhekisela kumthamo wokukhiqiza obhukhelwe ngaphambili nenkampani yebhethri noma ukuthengwa ngokuqondile komkhiqizo ozowugcina endaweni yokugcina impahla. Elinye iqembu liphendule ngokuthi linazo zombili.
UChe Dong uphinde wabuza inkampani yezimoto zesintu, kodwa impendulo ithi ayikathinteka.
Kusukela ekuxhumaneni nezinkampani zezimoto, kubonakala sengathi ibhethri yamandla yamanje ayizange ihlangabezane nokushoda, futhi izinkampani eziningi zezimoto azizange zihlangabezane nezinkinga ngokunikezwa kwebhethri. Kodwa ukubheka lolu daba ngobuqotho, akukwazi nje ukwahlulelwa ngengxabano yenkampani yemoto, futhi ingxabano yenkampani yebhethri nayo ibalulekile.
2. Izinkampani zamabhethri zisho ngokungananazi ukuthi amandla okukhiqiza awanele, futhi abahlinzeki bezinto ezibonakalayo baphuthuma emsebenzini.
Lapho ixhumana nezinkampani zezimoto, inkampani yezimoto iphinde yathintana nabangaphakathi ezinkampanini zamabhethri anamandla.
Sekuyisikhathi eside i-Ningde Times izwakalisa emhlabeni wangaphandle ukuthi amandla amabhethri aqinile. Kusukela ngoMeyi, emhlanganweni wabanikazi bamasheya eNingde Times, usihlalo weNingde Times, uZeng Yuqun, wathi “amakhasimende awakwazi ngempela ukubekezelela isidingo sakamuva sezimpahla.”
Lapho uChe Dongxi ebuza iNingde Times ukuthi iqinisekise, impendulo ayitholile ithi "uZeng Zeng wenze isitatimende esidlangalaleni," esingathathwa njengokuqinisekisa lolu lwazi. Ngemuva kwemibuzo eyengeziwe, uChe Dong uthole ukuthi akuwona wonke amabhethri enkathi ye-Ningde ashodayo njengamanje. Njengamanje, ukuhlinzekwa kwamabhethri asezingeni eliphezulu kuyashoda kakhulu.
I-CATL ingumnikezeli omkhulu wamabhethri e-lithium ane-nickel ternary e-China, kanye nomnikezeli omkhulu wamabhethri e-NCM811. Ibhethri eliphezulu elivezwe yi-CATL cishe libhekisela kuleli bhethri. Kuyaqapheleka ukuthi iningi lamabhethri asetshenziswa yi-Weilai njengamanje yi-NCM811.
Inkampani yamahhashi anamandla asekhaya i-Honeycomb Energy iphinde yembula kwa-Che Dongxi ukuthi amandla akhona ebhethri lamandla awanele, futhi amandla okukhiqiza walo nyaka abhukhiwe.
Ngemuva kokuthi u-Che Dongxi ebuze i-Guoxuan High-Tech, iphinde yathola izindaba zokuthi umthamo wamanje wokukhiqiza ibhethri lamandla awanele, namandla okukhiqiza akhona abhukhiwe. Ngaphambilini, abasebenzi be-Guoxuan Hi-Tech badalule ku-inthanethi ukuthi ukuze kuqinisekiswe ukunikezwa kwamabhethri kumakhasimende abalulekile angezansi, isizinda sokukhiqiza sisebenza isikhathi esengeziwe ukuze sibambe.
Ngaphezu kwalokho, ngokwemibiko yemithombo yezindaba yomphakathi, ngoMeyi walo nyaka, i-Yiwei Lithium Energy yadalula esimemezelweni sokuthi amafekthri akhona enkampani kanye nemigqa yokukhiqiza yayisebenza ngokugcwele, kodwa kulindeleke ukuthi ukunikezwa kwemikhiqizo kuzoqhubeka kube ngamafuphi. ukunikezwa konyaka odlule.
I-BYD nayo ikhulisa ukuthengwa kwayo kwezinto zokusetshenziswa muva nje, futhi kubonakala kuwukulungiselela ukwandisa umthamo wokukhiqiza.
Amandla okukhiqiza aqinile ezinkampani zamabhethri anamandla athinteke ngendlela efanayo izimo zokusebenza zezinkampani zempahla eluhlaza ezikhuphuka nomfula.
I-Ganfeng Lithium ingumhlinzeki oholayo wezinto ze-lithium e-China, futhi inobudlelwane obuqondile bokubambisana nezinkampani eziningi zebhethri zamandla. Engxoxweni nabezindaba, u-Huang Jingping, umqondisi womnyango wekhwalithi we-Ganfeng Lithium Electric Power Battery Factory, uthe: Kusukela ekuqaleni konyaka kuze kube manje, ngokuyisisekelo asizange siyeke ukukhiqiza. Inyanga eyodwa, sizobe sikhiqiza ngokugcwele izinsuku ezingama-28. “
Ngokusekelwe ezimpendulweni zezinkampani zezimoto, izinkampani zamabhethri, nabahlinzeki bempahla eluhlaza, kungaphethwa ngokuyisisekelo ukuthi kukhona ukushoda kwamabhethri kagesi esigabeni esisha. Ezinye izinkampani zezimoto zenze amalungiselelo kusenesikhathi ukuze ziqinisekise ukutholakala kwebhethri lamanje. Umthelela womthamo wokukhiqiza webhethri oqinile.
Eqinisweni, ukushoda kwamabhethri kagesi akuyona inkinga entsha eye yavela eminyakeni yamuva nje, pho kungani le nkinga iye yagqama kakhulu ezikhathini zamuva nje?
3. Imakethe yamandla entsha idlula okulindelekile, futhi intengo yezinto zokusetshenziswa ikhuphuke kakhulu
Ngokufanayo nesizathu sokushoda kwama-chips, ukushoda kwamabhethri kagesi nakho akunakuhlukaniswa nemakethe ekhuphukayo.
Ngokusho kwedatha ye-China Automobile Association, engxenyeni yokuqala yalo nyaka, ukukhiqizwa kwezimoto ezintsha zamandla nezimoto zabagibeli kwakungu-1.215 million, okuwukunyuka konyaka ngo-200.6%.
Phakathi kwazo, zingu-1.149 million izimoto ezintsha ezithwala amandla amasha, inyuke ngonyaka ngo-217.3%, eziwu-958,000 okungamamodeli asebenza ngogesi, inyuke ngonyaka ngo-255.8%, kanye ne-plug-in hybrid version. beziyi-191,000, okuwukukhula konyaka ngo-105.8%.
Ngaphezu kwalokho, kube nezimoto ezintsha ezithengisa amandla angu-67,000, ukukhuphuka konyaka ngonyaka ngo-57.6%, okuphuma kuzo izimoto ezisebenza ngogesi ongahlanzekile kwaba ngu-65,000, ukunyuka konyaka ngo-64.5%, nokukhishwa kwe-hybrid. izimoto zezentengiselwano kwaba 10 ayizinkulungwane, ukwehla unyaka nonyaka 49.9%. Kule datha, akunzima ukubona ukuthi imakethe yezimoto zamandla amasha ashisayo kulo nyaka, noma ngabe ama-hybrid ahlanzekile kagesi noma ama-plug-in, ikhule kakhulu, futhi ukukhula kwemakethe sekuphindeke kabili.
Ake sibheke isimo samabhethri anamandla. Engxenyeni yokuqala yalo nyaka, ukuphuma kwebhethri lamandla ezwe lami kwaba ngu-74.7GWh, okuwukunyuka okuhlangene kwama-217.5% unyaka nonyaka. Ngokombono wokukhula, ukuphuma kwamabhethri wamandla nakho sekuthuthuke kakhulu, kodwa ingabe ukukhishwa kwamabhethri wamandla kwanele?
Masenze izibalo ezilula, sithathe umthamo webhethri lamandla wemoto yomgibeli njengo-60kWh. Isidingo sebhethri sezimoto zabagibeli sithi: 985000*60kWh=59100000kWh, okungu-59.1GWh (isibalo esinzima, umphumela owokubhekisela kuphela).
Umthamo webhethri wemodeli ehlanganisiwe ye-plug-in empeleni cishe u-20kWh. Ngokusekelwe kulokhu, isidingo sebhethri semodeli ehlanganisiwe ye-plug-in ithi: 191000*20=3820000kWh, okungu-3.82GWh.
Umthamo wezimoto ezisebenza ngogesi omsulwa mkhulu, futhi isidingo somthamo webhethri sikhulu, esingafinyelela ku-90kWh noma ku-100kWh. Kusukela kulesi sibalo, isidingo sebhethri sezimoto ezithengiswayo singu-65000*90kWh=5850000kWh, okungu-5.85GWh.
Uma zibaliwe, izimoto zamandla amasha zidinga okungenani amabhethri anamandla angu-68.77GWh engxenyeni yokuqala yonyaka, futhi ukukhishwa kwamabhethri wamandla engxenyeni yokuqala yonyaka ngu-74.7GWh. Umehluko phakathi kwamanani awumkhulu, kodwa lokhu akunaki ukuthi amabhethri kagesi a-odiwe kodwa awakakakhiqizi. Kumamodeli emoto, uma amanani engezwe ndawonye, umphumela ungase udlule ngisho nokukhishwa kwamabhethri wamandla.
Ngakolunye uhlangothi, ukukhuphuka kwentengo okuqhubekayo kwempahla yebhethri yamandla nakho kukhawule umthamo wokukhiqiza wezinkampani zamabhethri. Idatha yomphakathi ibonisa ukuthi intengo yamanje evamile ye-lithium carbonate yezinga lebhethri iphakathi kuka-85,000 yuan no-89,000 yuan/ton, okuwukukhuphuka ngo-68.9% ukusuka enanini engu-51,500 yuan/ton ekuqaleni konyaka futhi uma kuqhathaniswa nezingu-48,000 zangonyaka odlule. yuan/ton. Kukhuphuke cishe ngokuphindwe kabili.
Intengo ye-lithium hydroxide nayo ikhuphuke isuka ku-49,000 yuan/ton ekuqaleni konyaka yaya ku-95,000-97,000 yuan/ton yamanje, okuwukunyuka kwama-95.92%. Intengo ye-lithium hexafluorophosphate ikhuphuke isuka kwephansi kakhulu engu-64,000 yuan/ton ngo-2020 yaya cishe ku-400,000 yuan/ton, futhi intengo ikhuphuke izikhathi ezingaphezu kweziyisithupha.
Ngokusho kwedatha evela ku-Ping An Securities, engxenyeni yokuqala yonyaka, intengo yezinto ze-ternary ikhuphuke ngo-30%, futhi intengo yezinto ze-lithium iron phosphate ikhuphuke ngo-50%.
Ngamanye amazwi, izindlela ezimbili zamanje zobuchwepheshe eziyinhloko emkhakheni webhethri lamandla zibhekene nokukhuphuka kwentengo yezinto zokusetshenziswa. USihlalo we-Ningde Times uZeng Yuqun uphinde wakhuluma ngokunyuka kwentengo yezinto zokusetshenziswa kwebhethri lamandla emhlanganweni wabaninimasheya. Intengo ekhuphukayo yezinto zokusetshenziswa izophinde ibe nomthelela omkhulu ekukhishweni kwamabhethri kagesi.
Ngaphezu kwalokho, akulula ukwandisa umthamo wokukhiqiza endaweni yebhethri yamandla. Kuthatha cishe iminyaka engu-1.5 kuya kwemi-2 ukwakha imboni yebhethri yamandla entsha, futhi kudinga ukutshalwa kwezimali kwezigidigidi zamaRandi. Esikhathini esifushane, ukukhuliswa kwamandla akukona okungokoqobo.
Imboni yebhethri lamandla iseyimboni enezithiyo eziphezulu, enezidingo eziphakeme uma kuqhathaniswa nemikhawulo yobuchwepheshe. Ukuze kuqinisekiswe ukufana komkhiqizo, izinkampani eziningi zezimoto zizofaka ama-oda nabadlali abaphezulu, okuholele ezinkampanini ezimbalwa zamabhethri phezulu ukuthi zithathe i-Walked engaphezu kuka-80% yemakethe. Ngokuhambisanayo, amandla okukhiqiza abadlali abaphezulu nawo anquma umthamo wokukhiqiza wemboni.
Esikhathini esifushane, ukushoda kwamabhethri kagesi kungase kusekhona, kodwa ngenhlanhla, izinkampani zezimoto nezinkampani zebhethri zamandla sezivele zifuna izixazululo.
4. Izinkampani zamabhethri azisebenzi uma zakha izimboni futhi zitshala imali ezimayini
Ezinkampanini zamabhethri, amandla okukhiqiza nezinto zokusetshenziswa yizindaba ezimbili ezidinga ukuxazululwa ngokushesha.
Cishe wonke amabhethri manje akhulisa ngamandla amandla awo okukhiqiza. I-CATL itshale imali ngokulandelana kumaphrojekthi emboni yamabhethri amakhulu amabili e-Sichuan nase-Jiangsu, ngemali etshaliwe engama-yuan ayizigidi eziyizinkulungwane ezingama-42. Imboni yebhethri etshalwe e-Yibin, e-Sichuan izoba enye yezimboni ezinkulu zamabhethri e-CATL.
Ngaphezu kwalokho, i-Ningde Times iphinde ibe nephrojekthi yesisekelo sokukhiqiza ibhethri ye-Ningde Cheliwan lithium-ion, iphrojekthi yokukhulisa ibhethri ye-lithium-ion e-Huxi, kanye nemboni yebhethri eQinghai. Ngokohlelo, ngo-2025, isamba sokukhiqiza ibhethri lamandla e-CATL sizokwenyuswa sibe ngu-450GWh.
I-BYD iphinde isheshise umthamo wayo wokukhiqiza. Njengamanje, amabhethri e-blade esitshalo se-Chongqing asefakwe ekukhiqizeni, ngamandla okukhiqiza aminyaka yonke angaba ngu-10GWh. I-BYD iphinde yakha imboni yebhethri e-Qinghai. Ngaphezu kwalokho, i-BYD ihlela nokwakha izitshalo zebhethri ezintsha e-Xi'an naseChongqing Liangjiang New District.
Ngokohlelo lwe-BYD, umthamo ophelele wokukhiqiza okuhlanganisa namabhethri e-blade kulindeleke ukuthi ukhuphuke ufike ku-100GWh ngo-2022.
Ngaphezu kwalokho, ezinye izinkampani zamabhethri ezifana ne-Guoxuan High-Tech, i-AVIC Lithium Battery, ne-Honeycomb Energy nazo ziyasheshisa ukuhlela amandla okukhiqiza. I-Guoxuan Hi-Tech izotshala imali ekwakhiweni kwamaphrojekthi okukhiqiza ibhethri ye-lithium e-Jiangxi nase-Hefei kusukela ngoMeyi kuya kuJuni kulo nyaka. Ngokohlelo lwe-Guoxuan Hi-Tech, zombili izitshalo zebhethri zizosebenza ngo-2022.
I-Guoxuan High-Tech ibikezela ukuthi ngo-2025, amandla okukhiqiza amabhethri angakhushulwa abe ngu-100GWh. I-AVIC Lithium Battery itshale imali ngokulandelana kuzisekelo zokukhiqiza amabhethri namandla namaphrojekthi amaminerali e-Xiamen, Chengdu nase-Wuhan ngoMeyi kulo nyaka, futhi ihlela ukukhulisa amandla okukhiqiza amabhethri afike ku-200GWh ngo-2025.
Ngo-April nangoMeyi kulo nyaka, i-Honeycomb Energy isayine amaphrojekthi ebhethri lamandla e-Ma'anshan nase-Nanjing ngokulandelana. Ngokwemininingwane esemthethweni, umthamo wonyaka wokukhiqiza we-Honeycomb Energy ohleliwe wesizinda sebhethri yamandla e-Ma'anshan ungu-28GWh. NgoMeyi, i-Honeycomb Energy yasayina isivumelwano ne-Nanjing Lishui Development Zone, ihlela ukutshala ama-yuan ayizigidi eziyizinkulungwane ezingu-5.6 ekwakhiweni kwesisekelo sokukhiqiza ibhethri lamandla esinamandla angu-14.6GWh.
Ngaphezu kwalokho, i-Honeycomb Energy isivele ingumnikazi wemboni yase-Changzhou futhi iqinisa ukwakhiwa kwemboni ye-Suining. Ngokohlelo lwe-Honeycomb Energy, u-200GWh wamandla okukhiqiza nawo azotholakala ngo-2025.
Ngala maphrojekthi, akunzima ukuthola ukuthi izinkampani zamabhethri anamandla njengamanje zandisa amandla azo okukhiqiza. Kulinganiselwa ukuthi ngo-2025, amandla okukhiqiza alezi zinkampani azofinyelela ku-1TWh. Uma zonke lezi zimboni sezifakwe ekukhiqizeni, ukushoda kwamabhethri kagesi kuzodamba ngempumelelo.
Ngaphezu kokwandisa umthamo wokukhiqiza, izinkampani zamabhethri nazo zisatshalaliswa emkhakheni wezinto ezingavuthiwe. I-CATL imemezele ekupheleni konyaka odlule ukuthi izosebenzisa ama-yuan ayizigidi eziyizinkulungwane eziyi-19 ukutshala ezinkampanini zamaketango embonini yamabhethri. Ekupheleni kukaMeyi kulo nyaka, i-Yiwei Lithium Energy kanye no-Huayou Cobalt batshale imali kuphrojekthi yokuncibilikisa i-nickel hydrometallurgical e-Indonesia futhi basungula inkampani. Ngokwalolu hlelo, le phrojekthi izokhiqiza amathani angaba ngu-120,000 ensimbi ye-nickel kanye namathani angaba ngu-15,000 ensimbi ye-cobalt ngonyaka. Umkhiqizo
I-Guoxuan Hi-Tech kanye ne-Yichun Mining Co., Ltd. isungule inkampani yezimayini ehlangene, ephinde yaqinisa ukwakheka kwezinsiza ze-lithium ezikhuphuka nomfula.
Ezinye izinkampani zezimoto seziqalile ukuzikhiqizela amabhethri asebenza ngogesi. Iqembu lakwaVolkswagen lizakhela awalo amaseli ebhethri ajwayelekile futhi lisebenzisa amabhethri e-lithium iron phosphate, amabhethri e-lithium e-ternary, amabhethri aphezulu e-manganese namabhethri e-solid state. Ihlela ukwakhiwa emhlabeni wonke ngo-2030. Izimboni eziyisithupha sezizuze umthamo wokukhiqiza we-240GWh.
Abezindaba baphesheya kwezilwandle babike ukuthi iMercedes-Benz ihlela ukukhiqiza ibhethri layo elinamandla.
Ngaphandle kwamabhethri azikhiqizela wona, kulesi sigaba, izinkampani zezimoto sezisungule ukubambisana nedlanzana labahlinzeki ngamabhethri ukuze kuqinisekiswe ukuthi imithombo yamabhethri igcwele, kanye nokudambisa inkinga yokushoda kwamabhethri kagesi ngangokunokwenzeka.
5. Isiphetho: Ingabe ukushoda kwebhethri kuzoba yimpi ethatha isikhathi eside?
Ngemva kophenyo olunzulu nokuhlaziywa okungenhla, singathola ngezingxoxo nezinhlolovo kanye nezibalo ezinzima ukuthi kukhona ngempela ukushoda okuthile kwamabhethri kagesi, kodwa akuzange kuthinte ngokugcwele insimu yezimoto zamandla amasha. Izinkampani eziningi zezimoto zisenamasheya athile.
Isizathu sokushoda kwamabhethri kagesi ekwenzeni izimoto asihlukaniseki kakhulu nokwanda kwemakethe yezimoto zamandla amasha. Ukudayiswa kwezimoto ezintsha ezisebenza ngogesi engxenyeni yokuqala yalo nyaka kunyuke cishe ngo-200% ngesikhathi esifanayo ngonyaka odlule. Izinga lokukhula lisobala kakhulu, okuye kwaholela ezinkampanini zamabhethri Kunzima ukuthi umthamo wokukhiqiza uhambisane nesidingo ngesikhathi esifushane.
Njengamanje, izinkampani zamabhethri kagesi kanye nezinkampani zezimoto ezinamandla ezintsha zicabanga izindlela zokuxazulula inkinga yokushoda kwebhethri. Isilinganiso esibaluleke kakhulu ukukhulisa amandla okukhiqiza ezinkampani zamabhethri, futhi ukwandiswa kwamandla okukhiqiza kudinga umjikelezo othile.
Ngakho-ke, esikhathini esifushane, amabhethri wamandla azobe eshoda, kodwa ngokuhamba kwesikhathi, ngokukhululwa kancane kancane kwamandla ebhethri, akuqiniseki ukuthi amandla ebhethri azodlula isidingo, futhi kungase kube nesimo sokusebenza ngokweqile. esikhathini esizayo. Futhi lokhu kungase kube yisizathu sokuthi kungani izinkampani zamabhethri anamandla ziye zanda ukwanda kwamandla okukhiqiza.
Isikhathi sokuthumela: Aug-06-2021