Chinese kuchaja murwi bhizinesi rinovimba nemutengo wakanakira mune mhiri kwemakungwa marongero

Chinese kuchaja murwi bhizinesi rinovimba nemutengo wakanakira mune mhiri kwemakungwa marongero
Iyo data yakaburitswa neChina Association of Automobile Manufacturers inoratidza kuti mota nyowani yeChina yemagetsi inotengeswa kunze kwenyika inoenderera mberi nekukura, ichitumira kunze kwenyika zviuru mazana mana nemakumi mapfumbamwe nepfumbamwe mumwedzi gumi yekutanga ya2022, ichikwira 96.7% gore negore. Pamwe pamwe nekukasira kwemotokari nyowani dzemagetsi kupasirese, EV yekuchaja chiteshi inogadzira zvakare misika yekunze, kuongororwa kwemusika kunotenda kuti mhiri kwemakungwa majaja eEV murubatsiro rwepolicy, simba idzva rekupinda mota yakawedzera kukurudzira kana muna 2023 munzvimbo yekuda inflection, Chinese. zvigadzirwa zvinotarisirwa kudhura-inoshanda mukana wekukurumidza kuvhura misika yekunze.
Kubva 2021, vazhinji vekuEurope neUnited States vakaburitsa mitemo yekuchaja mirwi uye zvirongwa zverubatsiro kusimudzira kukurumidza kusimudzira kwekuvaka kwesimba idzva rekuchaja.
Muna Mbudzi 2021, United States yakazivisa kuti ichaisa madhora 7.5 bhiriyoni mumotokari yemagetsi yekuchaja zvivakwa. Chinangwa chekudyara ndechekuvaka zviteshi zvekuchaja veruzhinji muUnited States panosvika gore ra2030.
Musi waGumiguru 27, 2022, EU yakabvumirana pachirongwa che "zero CO2 emissions kubva 2035 yemotokari dzese dzinotakura vanhu uye mota dzakareruka dzekutengesa dzinotengeswa mumusika weEU," izvo zvakaenzana nekurambidzwa kwepeturu nemotokari dzedhiziri kubva muna 2035.
Sweden yakaunza EV yekuchaja chiteshi muna Nyamavhuvhu 2022, ichipa mari inosvika makumi mashanu muzana yekudyara veruzhinji nevega, mari inodarika zviuru gumi zvemakronor pamurwi wega wega wekuchaja, uye 100% mari yezviteshi zvekuchaja zvinongoshandiswa kuruzhinji chete. zvinangwa.
Iceland inoronga kupa mari inosvika 53.272 miriyoni emadhora ekubhadharisa veruzhinji mirwi yekuchaja uye zvimwe zvivakwa pakati pa2020 na2024; iyo UK yakazivisa kuti kubva munaChikumi 30, 2022, dzimba dzese nyowani mudunhu reEngland, dzinofanirwa kunge dzakashongedzerwa pamwe chete nemota yemagetsi yekuchaja murwi.
Guosen Securities Xiong Li akati huwandu hwekupinda kwemotokari nyowani dzesimba muEurope neUnited States kazhinji huri pasi pe30%, uye kutengesa kunotevera kucharamba kuchikura nekukurumidza. Zvisinei, kukurumidza kwemotokari itsva yemagetsi ekuchaja mirwi uye chiyero chekukura kwemotokari yemagetsi itsva inofananidzwa zvakanyanya, zvichipa kudiwa kwekukurumidzira kwekuvakwa kwavo uye nzvimbo huru yekugadzira magetsi.
Sekureva kweInternational Energy Agency, kutengeswa kwemotokari nyowani dzemagetsi muEurope neUnited States kuchasvika 7.3 miriyoni uye 3.1 miriyoni zvakateerana muna 2030. Kukurumidza kukura kwekutengesa motokari yemagetsi kuchasimudzira kuputika kwekuchaja kudiwa kwekuvaka mirwi muEurope uye Nyika dzakabatana.
Kuenzaniswa neChina, ikozvino yekuchaja murwi wekuvaka zvivakwa muEurope neUnited States haina kunyatso kukwana, iyo ine yakakura musika nzvimbo. Everbright Securities research report yakaratidza kuti kubva muna Kubvumbi 2022, iyo US car-pile ratio ndeye 21.2: 1, iyo yakazara mota-pile ratio muEuropean Union i8.5: 1, iyo Germany iri 20: 1, United Kingdom iri. 16:1, France iri 10:1, Netherlands i5:1, vese vane mukaha mukuru neChina.
Guosen Securities inofungidzira kuti nzvimbo yese yemusika yekuchaja nzvimbo muEurope neUnited States ichasvika 73.12 bhiriyoni yuan muna 2025 uye kukura kusvika 251.51 bhiriyoni yuan panosvika 2030.
Kubva muhafu yechipiri ya2022, akati wandei emakambani akanyorwa ane chekuita nebhizimusi rekuchaja akaburitsa bhizinesi ravo rekunze.
Daotong Technology yakataura kuti kubva kutengeswa kwezvigadzirwa zve AC zvekuchaja murwi zvakatanga pakupera kwa2021, uye kambani yakagamuchira mirairo kubva kunyika dzakawanda, dzakadai seUnited Kingdom, Singapore, France, Netherlands neGermany, uye zvishoma nezvishoma yakavaendesa.
Linkpower yakataura kuti kambani ine tarisiro pamusoro pemikana yebudiriro yemhiri kwemakungwa yekuchaja mirwi musika, uye kuti inzwisise zvizere marongero, mirau uye kuwana mabiko emisika yekunze, Linkpower yatanga kushingaira kuita basa rakakodzera retifiketi uye yekuyedza zvisati zvaitika, uye vakapasa bvunzo dzakawanda kana zvitupa zvakaita seTüV, iro rine mvumo yekuyedza sangano muEurope.
Xiangshan Stock mukugamuchirwa kwekutsvagisa kwemasangano, kambani yanga ichigadzira chiyero cheEuropean neAmerica chiyero chekuchaja uye kugovera zvigadzirwa, uye kambani yeEuropean standard yekuchaja mirwi zvigadzirwa zvakagadziridzwa, uye kuburikidza nezvikwata zvemhiri kwemakungwa nemachani kuti zvishoma nezvishoma maringe mumisika yemhiri kwemakungwa.
Shenghong yakaratidza mumushumo wayo wepagore kuti Interstellar AC yekuchaja murwi yakapfuura European standard certification uye yakave batch rekutanga revaChina vanochaja vatengesi vepi kupinda muBritish Petroleum Group.
"Kukurumidza kukura kunze kwenyika kwemotokari dzemagetsi dzakagadzirwa kuChina kunofambisa zvakananga mabhizinesi ekuchaja mudzimba kuti akurumidze kurongeka kwemisika yekunze." akadaro Deng Jun, mutevedzeri wemutungamiri weGuangdong Wancheng Wanchong Electric Vehicle Operation Co., LTD. Sekureva kwake, Wancheng Wanchong zvakare iri kuisa misika yekumhiri kwemakungwa uye kutumira kunze kwenyika mirwi yekuchaja senzvimbo itsva yepurofiti. Parizvino, kambani iyi inonyanya kuendesa kunze kwenyika mirwi yekuchaja kuSoutheast Asia neSouth America, uye iri kuvandudza zvigadzirwa zveEuropean neAmerica.
Pakati pavo, musika weEurope ndiyo huru yekuenda kunze kwenyika yeChinese mota dzemagetsi. Sekureva kweGeneral Administration of Customs, muhafu yekutanga ya2022, musika weWestern Europe wakaverengera makumi matatu nemana muzana eChina magetsi matsva anotengeswa kunze kwenyika.
Pamusoro petarisiro pamusoro pemusika wekunze wegungwa rebhuruu, mabhizinesi ekuchaja epamba "Enda mhiri kwemakungwa" ari mumakwikwi emusika wepasi rose. Mabhizinesi ekuchaja mirwi akatarisana nekuoma kwekuita purofiti dambudziko, iko kukurumidza kudiwa kwekutsvaga nzvimbo nyowani yemusika kugadzira purofiti.
Kubva 2016, kuputika kuri kuita indasitiri yekuchaja mirwi yekuChina kwakwezva marudzi ese emazita kuti akwikwidze marongero, kusanganisira mabhizinesi makuru emagetsi akadai seState Grid neSouthern Power Grid… mabhizinesi emotokari echinyakare, uye akadai seSAIC Group neBMW, mota nyowani ine simba. mabhizinesi akadai seXiaopeng Automobile, Weilai naTesla, uye hofori kubva kumativi ese ehupenyu akadai saHuawei, Ant Financial Services uye Nguva yeNingde.
Zvinoenderana nedata reQichacha, kune anopfuura mazana maviri nemakumi manomwe ezviuru ekuchaja mabhizinesi ane chekuita nemirwi muChina, uye achiri kukura nekukurumidza. Muhafu yekutanga ye2022, 37,200 mabhizinesi matsva akawedzerwa, kuwedzera kwe55.61% gore-pagore.
Panyaya yemakwikwi ari kuwedzera anotyisa, purofiti iri nani yemhiri kwemakungwa yekuchaja mirwi musika inokwezva kumabhizinesi epamba anochaja mirwi. Huachuang Securities muongorori Huang Lin akataura kuti makwikwi emusika wekuchaja mirwi yakawedzera, yakaderera gross margin, Mutengo weDC murwi pa watt uri mu 0.3 kusvika 0.5 yuan, ukuwo mutengo wekuchaja mhiri kwemakungwa pawatt pari zvino uri 2 kusvika katatu nguva. zvemumba, ichiri mutengo blue sea.
GF Securities yakataura kuti, zvakasiyana nemakwikwi epamba homogeneous akanyanya, mhiri kwemakungwa ekupinda zvitupa akakwira, mabhizinesi ekuchaja epamba anotsamira pamubhadharo wemubhadharo, mumusika wekunze une nzvimbo yakakura yepurofiti, chigadzirwa chinotarisirwa kudhura-inoshanda mukana. , kurumidza kuvhura musika wemhiri kwemakungwa.