Iterambere ryihuse ryaImodoka nshya y'Ubushinwa ibyoherezwa mu mahanga ntabwo byonyine
ikimenyetso cyingenzi cyo kuzamura inganda zimbere mu gihugu, ariko kandi nimbaraga zikomeye zoguhindura ingufu kwisi yose icyatsi kibisi na karuboni nkeya hamwe nubufatanye mpuzamahanga. Isesengura rikurikira rikorwa mu bice bitatu: iterambere mu ikoranabuhanga, ingaruka ku isoko, n’ubufatanye mpuzamahanga, kandi rifatanije nuburyo bushya bwo kwerekana ibicuruzwa nkaBYD, LI auto, na Xiaomi, kugirango basobanure akamaro kayo kwisi.
1. Iterambere ry'ikoranabuhanga: Ubushinwa burushanwe ku isi mu binyabiziga bishya
(1) Ikoreshwa rya Hybrid ya BYD nibyiza byigiciro
BYD yagabanije gukoresha peteroli ya NEDC ikagera kuri 2.9L / 100km hamwe na tekinoroji ya DM yo mu gisekuru cya gatanu DM (dual-mode), kandi intera yayo irenga kilometero 2100, bikagabanya cyane ibiciro byabakoresha. YayoQin L DM-i naHaibao 06 DM-i, hamwe nigiciro cyo gutangira 99.800
yuan, yahinduye isoko ryimodoka A yo mu rwego rwa A kandi ihatira ibinyabiziga bya lisansi gakondo gusohoka ku muvuduko wihuse. Byongeye kandi, “bateri ya blade” ya BYD yazamuye ingufu n’umutekano binyuze mu guhanga udushya, iba kimwe mu bipimo by’ikoranabuhanga rya batiri ku isi.
(2) Xiaomi SU7's ibinyabuzima byubwenge nibipimo ngenderwaho
Xiaomi SU7 Ultra ifite ibikoresho bya cockpit ya Surge OS, ishyigikira guhuza ibice bitanu no guhuza imodoka-murugo, kandi ikamenya ubwenge bwuzuye bw "abantu-imodoka-murugo". Imashini yacyo ya moteri yihuta kuva kuri 0 kugeza 100 km mumasegonda 2.78 gusa. Hamwe na bateri ya CATL Kirin 5C, irashobora kumara ibirometero 400 nyuma yo kwishyuza iminota 5, ikaba ari igipimo cyiza cyane cyo kurwanya Tesla Model S Plaid. Binyuze muri “hardware + software + service” icyitegererezo cy’ibidukikije, Xiaomi yazanye vuba tekinoroji yo gutwara ibinyabiziga ku isoko rya 200.000-300.000 kandi iteza imbere uburinganire bw’ikoranabuhanga.
(3)LI Imodoka's ibintu bishingiye ku guhanga udushya hamwe n’ikoranabuhanga ryagutse
LI L6 itanga umwanya no guhumurizwa bisa nicyitegererezo cyo hejuru ku giciro
munsi ya 250.000. Ishingiye ku ikoranabuhanga ryagutse kugira ngo ikemure ibibazo bitandukanye, hamwe ugereranyije buri kwezi kugurisha ibice birenga 20.000, bibaye amahitamo ya mbere kubakoresha umuryango. CDC yacyo ikurura kandi igashushanya ubwenge bwa cockpit ihuye neza nibyifuzo byurugendo rwumuryango, ikanashakisha uburyo bushya bwunguka binyuze mubiyandikisha bya software (nka AD Max yigenga yo gutwara ibinyabiziga).
2. Ingaruka ku isoko: Guteza imbere ihinduka ryimiterere yingufu zisi
(1) Mugabanye igiciro cya tekinoroji yicyatsi kibisi
Ingaruka nini hamwe n’ikoranabuhanga mu ikoranabuhanga rishya ry’imodoka z’Ubushinwa ryagabanije cyane igiciro cy’ibikoresho bifotora, bateri ya lithium n’ibindi bicuruzwa. Kurugero, Ubushinwa bwohereza ibicuruzwa bitanga imirasire y'izuba bingana na 50% byubushakashatsi bushya ku isi, bufasha ibihugu bikiri mu nzira y'amajyambere kugera ku mpinduka z’ingufu ku giciro gito. Umusaruro w'ikoranabuhanga w'amasosiyete nka BYD na CATL wagabanije igiciro cy’isi yose ya bateri y’imodoka zikoresha amashanyarazi ugereranije na 2015.
(2) Kwihutisha decarbonisation yurwego rwo gutwara abantu
Mu 2024, Ubushinwa bwohereza mu mahanga miliyoni 1.773 z’imodoka nshya z’ingufu, bingana na 30% by’isoko ry’isi, muri zo imwe muri buri modoka eshatu zoherezwa mu mahanga ni imodoka y’amashanyarazi. BYD Tang L EV ifite ibikoresho byububiko bwa supercharger 1000V + 10C, naho Zeekr 7X yazamuwe kugeza 900V + 5C byihuse. Izi tekinoroji zitezimbere kuzamura ibikorwa remezo byo kwishyuza kwisi, kugabanya igihe cyo kwishyuza, no kunoza imikoreshereze yabakoresha.
(3)Kongera kubaka inganda zitwara ibinyabiziga ku isi
Uwiteka Wenjie M.9 ifite buri mwaka igurishwa ryibice 160.000 kuri an
impuzandengo y'amafaranga 550.000, arenga icyitegererezo kimwe cya BBA (Mercedes-Benz, BMW, na Audi), ibyo bikaba byerekana ko hari intambwe imaze guterwa ku bicuruzwa byo mu Bushinwa ku isoko ryo mu rwego rwo hejuru.LI na Xiaomi bagize ubundi buryo bwo kumenyekanisha imishinga ihuriweho n’amafaranga 200.000-500.000 y’ibiciro binyuze mu myanya itandukanye (scenarios yumuryango na ecosystems yubwenge), kandi biteganijwe ko umugabane w isoko ryibicuruzwa byimbere mu gihugu uziyongera kugera kuri 60% muri 2025.
3.Ubufatanye mpuzamahanga: Kubaka urunigi rw’inganda
(1)Umusaruro w'ikoranabuhanga n'ubufatanye
Umushinga w'amashanyarazi ya Al Schubach wubatswe na sosiyete y'Abashinwa muri Arabiya Sawudite biteganijwe ko ugabanya imyuka ya karuboni toni miliyoni 245 mu myaka 35, bihwanye no gutera ibiti miliyoni 545. BYD, NIO nibindi bicuruzwa byubatse inganda zaho mu majyepfo yuburasirazuba bwa Aziya n’Uburayi hagamijwe kuzamura urwego rw’inganda. Kurugero, uruganda rwa BYD rwo muri Tayilande rufite ubushobozi bwo gukora buri mwaka imodoka 150.000, zikubiyemo isoko rya ASEAN.
(2)Igenamiterere risanzwe hamwe nigisubizo cyibikorwa byisi
Ubushinwa bwagize uruhare mu ishyirwaho ry’ikigo mpuzamahanga gishinzwe kongera ingufu z’amashanyarazi (IRENA) mu 2030, cyizeza ko kizikuba gatatu ingufu zashyizweho ku isi n’ingufu zishobora kongera ingufu. Igisubizo cyubwenge bwa Huawei hamwe na tekinoroji ya X2om ya Xiaomi ikorana n’imihanda irahinduka igice cyingenzi mubipimo mpuzamahanga by’ubwenge bihujwe.
(3)Gukemura ikibazo cyuburinganire bwisi yose
Ibicuruzwa bishya by’ingufu by’Ubushinwa byoherezwa mu bihugu n’uturere birenga 200, bifasha Afurika, Amerika y'Epfo ndetse no mu tundi turere gukemura ibibazo by’ingufu. Kurugero, igipimo cyinjira mubikoresho bitanga ingufu zikomoka ku mirasire y'izuba ya Chint Group mu cyaro cya Afurika birenga 30%, bigateza imbere cyane ikibazo cy’ibura ry’amashanyarazi.
4. Icyerekezo kizaza: Ubwenge nubufatanye bwisi yose
Muri 2025, gutwara ubwenge bizahinduka intandaro yintambara kubashoferi bo mubushinwa. BYD irateganya kumenyekanisha sisitemu yo gutwara ibinyabiziga yateye imbere muri 100.000-200.000. Xiaomi SU7 yageze ku makuru yuzuye yo mu mijyi NOA. M9 ya Huawei na Seres itezimbere umutekano wogutwara ibinyabiziga ukoresheje moderi nini ya AI. Muri icyo gihe, abakora amamodoka yo mu Bushinwa yuzuza amasosiyete y’i Burayi, Amerika, Abayapani na Koreya binyuze mu cyerekezo cy’ubutatu “ikoranabuhanga + ry'umusaruro + shoramari”. Kurugero, Geely akorana na Renault mugutezimbere imvange, kandi CATL itanga bateri 4680 kuri Tesla.
Kuba isi ihinduka ry’imodoka nshya z’ingufu z’Ubushinwa ntabwo zigaragaza gusa guhangana n’inganda, ahubwo ni uruhare runini mu micungire y’ikirere ku isi. Binyuze mu guhanga ikoranabuhanga, kwinjira mu isoko n’ubufatanye mpuzamahanga, amasosiyete y’Abashinwa ahinduka “umuvuduko” wo guhindura icyatsi na karuboni nkeya, bitanga icyitegererezo gishoboka cyo kubaka umuryango ufite ejo hazaza heza ku bantu. Nkuko umuyobozi w’ikigo mpuzamahanga gishinzwe ingufu yabivuze: “Ubushinwa burimo kugabanya igiciro cy’ikoranabuhanga ry’icyatsi ku isi gifite ubushobozi bwo gutanga umusaruro mwiza, ibyo bikaba ari inshingano z’igihugu gikomeye gifite inshingano. ”
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Igihe cyo kohereza: Apr-08-2025