Suav them pawg tuam txhab cia siab rau tus nqi zoo hauv kev teeb tsa txawv teb chaws

Suav them pawg tuam txhab cia siab rau tus nqi zoo hauv kev teeb tsa txawv teb chaws
Cov ntaub ntawv tshaj tawm los ntawm Tuam Tshoj Association of Automobile Manufacturers qhia tau hais tias Tuam Tshoj lub zog tshiab tsheb xa tawm mus txuas ntxiv txoj kev loj hlob, xa tawm 499,000 units hauv thawj 10 lub hlis ntawm 2022, nce 96.7% xyoo-rau-xyoo. Nrog rau kev nrawm nrawm ntawm cov tsheb tshiab lub zog rau lub ntiaj teb, EV chaw nres tsheb chaw tsim khoom kuj tseem pib ua lag luam txawv teb chaws, kev lag luam tsom xam ntseeg tias txawv teb chaws EV chargers nyob rau hauv txoj cai pab nyiaj, tshiab lub zog tsheb nkag mus rau hauv 2023 mus rau qhov kev thov inflection point, Suav. cov khoom yuav tsum tau them nqi kom zoo dua kom sai qhib kev lag luam txawv teb chaws.
Txij li xyoo 2021, ntau tus neeg European thiab Tebchaws Meskas tau tshaj tawm cov nqi them cov cai thiab cov phiaj xwm nyiaj pab txhawb kev loj hlob sai ntawm kev tsim kho hluav taws xob tshiab.
Thaum Lub Kaum Ib Hlis 2021, Tebchaws Meskas tau tshaj tawm tias nws yuav nqis peev $ 7.5 nphom hauv lub tsheb hluav taws xob them nyiaj siv hluav taws xob. Lub hom phiaj kev nqis peev yog los tsim txog 500,000 lub chaw them nyiaj pej xeem thoob plaws Tebchaws Meskas los ntawm 2030.
Thaum Lub Kaum Hli 27, 2022, EU tau pom zoo rau txoj kev npaj rau "zero CO2 emissions los ntawm 2035 rau tag nrho cov neeg nrog caij tsheb thiab lub teeb coj mus muag tsheb muag nyob rau hauv EU lag luam," uas yog sib npaug rau kev txwv rau roj av thiab diesel tsheb los ntawm 2035.
Sweden tau tshaj tawm qhov kev txhawb nqa EV charging chaw nres tsheb thaum Lub Yim Hli 2022, muab txog li 50% nyiaj txiag rau pej xeem thiab ntiav chaw nres tsheb kev nqis peev, qhov nyiaj pab ntau tshaj ntawm 10,000 kronor ib pawg them nyiaj ntiag tug, thiab 100% nyiaj txiag rau cov chaw them nqi ceev uas siv tshwj xeeb rau pej xeem. lub hom phiaj.
Iceland npaj yuav muab kwv yees li $ 53.272 lab nyiaj pab rau pej xeem cov pawg them nyiaj thiab lwm yam kev tsim vaj tsev nyob nruab nrab ntawm 2020 thiab 2024; UK tau tshaj tawm tias txij Lub Rau Hli 30, 2022, txhua lub tsev tshiab hauv thaj av Askiv, yuav tsum tau nruab nrog tsawg kawg ib lub tsheb hluav taws xob them pawg.
Guosen Securities Xiong Li tau hais tias tam sim no kev nkag mus ntawm lub zog tshiab tsheb hauv Tebchaws Europe thiab Tebchaws Meskas feem ntau qis dua 30%, thiab kev muag khoom tom ntej tseem yuav muaj kev loj hlob sai. Txawm li cas los xij, qhov ceev ntawm lub tsheb hluav taws xob tshiab them cov pawg thiab cov tsheb hluav taws xob tshiab muag kev loj hlob yog qhov tsis sib xws, ua rau muaj kev xav tau sai rau lawv txoj kev tsim kho thiab qhov chaw loj rau kev tsim hluav taws xob.
Raws li International Energy Agency, kev muag khoom ntawm lub zog tshiab tsheb hauv Tebchaws Europe thiab Tebchaws Meskas yuav ncav cuag 7.3 lab thiab 3.1 lab nyob rau xyoo 2030. Kev muag khoom hluav taws xob sai sai yuav txhawb kev tawg ntawm cov khoom siv hluav taws xob xav tau hauv Tebchaws Europe thiab Tebchaws Meskas.
Piv nrog rau Tuam Tshoj, tam sim no them pawg infrastructure kev tsim kho hauv Tebchaws Europe thiab Tebchaws Meskas yog qhov tsis txaus, uas muaj qhov chaw lag luam loj. Everbright Securities tshawb fawb qhia tau hais tias txij li lub Plaub Hlis 2022, Tebchaws Asmeskas lub tsheb-pile piv yog 21.2: 1, tag nrho cov tsheb-pile piv hauv European Union yog 8.5: 1, uas lub teb chaws Yelemees yog 20: 1, United Kingdom yog 16: 1, Fabkis yog 10: 1, Netherlands yog 5: 1, txhua tus muaj qhov sib txawv loj nrog Tuam Tshoj.
Guosen Securities kwv yees tias tag nrho cov chaw lag luam ntawm qhov chaw them nyiaj hauv Tebchaws Europe thiab Tebchaws Meskas yuav muaj txog 73.12 billion yuan hauv 2025 thiab loj hlob mus rau 251.51 billion yuan los ntawm 2030.
Txij li thaum lub thib ob ib nrab ntawm 2022, ib tug xov tooj ntawm cov npe tuam txhab uas muag koom nyob rau hauv lub them pawg ua lag luam tau tshaj tawm lawv cov kev lag luam tawm txawv teb chaws.
Daotong Technology tau hais tias txij li kev muag khoom ntawm nws cov khoom siv AC charging pawg pib thaum kawg ntawm 2021, thiab lub tuam txhab tau txais kev txiav txim los ntawm ntau lub teb chaws, xws li United Kingdom, Singapore, Fabkis, Netherlands thiab lub teb chaws Yelemees, thiab maj mam xa lawv.
Linkpower tau hais tias lub tuam txhab muaj kev cia siab txog txoj hauv kev txhim kho ntawm kev lag luam tawm txawv teb chaws, thiab txhawm rau nkag siab tag nrho cov cai, kev tswj hwm thiab kev nkag mus rau kev lag luam tawm txawv teb chaws, Linkpower tau pib ua haujlwm ua tiav cov ntawv pov thawj thiab kev sim ua haujlwm ua ntej, thiab muaj. dhau ntau qhov kev xeem lossis ntawv pov thawj xws li TüV, lub koom haum kuaj pom zoo hauv Tebchaws Europe.
Xiangshan Tshuag hauv kev lees paub ntawm kev tshawb fawb hauv tuam txhab, lub tuam txhab tau tsim cov qauv European thiab Asmeskas tus qauv them thiab cov khoom xa tawm, thiab lub tuam txhab European tus qauv them pawg khoom tau tsim, thiab los ntawm cov pab pawg txawv teb chaws thiab cov kev lag luam maj mam nqis peev hauv kev lag luam txawv teb chaws.
Shenghong tau tshaj tawm nyob rau hauv nws daim ntawv tshaj tawm ib nrab xyoo uas lub tuam txhab Interstellar AC charging pawg tau dhau los ntawm European tus qauv ntawv pov thawj thiab tau dhau los ua thawj pawg ntawm Tuam Tshoj them pawg xa khoom nkag mus rau British Petroleum Group.
"Kev loj hlob sai ntawm cov tsheb hluav taws xob ua nyob rau hauv Suav teb ncaj qha tsav cov tuam txhab them nqi hluav taws xob kom ceev cov txheej txheem ntawm kev lag luam txawv teb chaws." hais tias Deng Jun, tus lwm thawj coj ntawm Guangdong Wancheng Wanchong Electric Vehicle Operation Co., LTD. Raws li nws, Wancheng Wanchong tseem tab tom tso tawm kev lag luam tawm txawv teb chaws thiab xa tawm cov chaw them nyiaj ua haujlwm raws li qhov txiaj ntsig tshiab. Tam sim no, lub tuam txhab tsuas yog xa tawm cov khoom siv hluav taws xob mus rau cov teb chaws Asia thiab South America, thiab tseem tab tom tsim cov qauv European thiab Asmeskas cov khoom lag luam.
Ntawm lawv, European kev ua lag luam yog lub ntsiab lus xa tawm ntawm Suav hluav taws xob tsheb. Raws li General Administration ntawm kev lis kev cai, nyob rau hauv thawj ib nrab ntawm 2022, Western European lag luam accounted rau 34% ntawm Tuam Tshoj tus tshiab zog neeg nrog caij tsheb exports.
Ntxiv nrog rau qhov kev cia siab ntawm kev lag luam xiav dej hiav txwv txawv teb chaws, cov tuam txhab them nyiaj hauv tsev "Mus txawv teb chaws" kuj yog nyob rau hauv kev sib tw ua lag luam hauv tsev. Cov tuam txhab them nyiaj tau ntsib qhov teeb meem ntawm kev ua kom tau txais txiaj ntsig tsis zoo, qhov xav tau ceev nrooj nrhiav chaw lag luam tshiab los tsim kom muaj txiaj ntsig.
Txij li xyoo 2016, kev txhim kho tawg ntawm Tuam Tshoj txoj kev lag luam kev lag luam tau nyiam txhua yam peev los sib tw rau kev teeb tsa, suav nrog cov tuam txhab hluav taws xob loj xws li State Grid thiab Southern Power Grid ... cov tuam txhab tsheb qub, thiab xws li SAIC Group thiab BMW, lub zog tshiab tsheb. cov lag luam xws li Xiaopeng Tsheb, Weilai thiab Tesla, thiab cov neeg loj heev los ntawm txhua qhov chaw ntawm lub neej xws li Huawei, Ant Financial Services thiab Ningde Time.
Raws li cov ntaub ntawv ntawm Qichacha, muaj ntau dua 270,000 lub tuam txhab them cov khoom lag luam hauv Suav teb, thiab nws tseem tab tom loj hlob sai. Hauv thawj ib nrab ntawm 2022, 37,200 lub lag luam tshiab tau ntxiv, nce 55.61% xyoo-rau-xyoo.
Nyob rau hauv cov ntaub ntawv ntawm kev sib tw hnyav zuj zus, cov txiaj ntsig zoo dua ntawm kev ua lag luam txawv teb chaws yog qhov txaus nyiam rau cov tuam txhab them nyiaj hauv tsev. Huachuang Securities tus kws tshuaj ntsuam Huang Lin tau taw qhia tias kev lag luam kev lag luam sib tw siv zog, cov paj tau paj tsawg, Tus nqi ntawm DC pawg ib watt tsuas yog nyob rau hauv 0.3 txog 0.5 yuan, thaum tus nqi txawv teb chaws them pawg ib watt yog tam sim no 2 mus rau 3 zaug. ntawm lub domestic, tseem yog tus nqi xiav hiav txwv.
GF Securities tau taw qhia tias, qhov sib txawv ntawm kev sib tw hauv tsev sib txawv yog khaus, cov ntawv pov thawj txawv teb chaws nkag mus rau qhov siab siab, cov tuam txhab them nqi hluav taws xob hauv tsev cia siab rau tus nqi kom zoo dua, hauv kev lag luam txawv teb chaws muaj qhov chaw loj, cov khoom lag luam xav kom muaj txiaj ntsig zoo. , sai sai qhib kev lag luam txawv teb chaws.