Raws li nws los txog rau xyoo 2023, Tesla's 10,000th Supercharger hauv Suav teb av loj tau nyob ntawm ko taw ntawm Oriental Pearl hauv Shanghai, kos npe rau theem tshiab hauv nws tus kheej them network.
Hauv ob xyoos dhau los, tus naj npawb ntawm EV chargers hauv Suav teb tau pom tias muaj kev loj hlob tawg.Cov ntaub ntawv pej xeem qhia tau hais tias los ntawm lub Cuaj Hlis 2022, tag nrho cov naj npawb ntawm EV chargers thoob tebchaws tau mus txog 4,488,000, ib xyoos ib zaug nce ntawm 101.9%.
Nyob rau hauv kev tsim kho ntawm EV charger nyob rau hauv tag nrho viav vias, peb tuaj yeem pom Tesla supercharging chaw nres tsheb uas tuaj yeem khiav tau ntau tshaj li ib nrab hnub tom qab them nyiaj hauv 10 feeb.Peb kuj pom NIO fais fab hloov chaw nres tsheb, uas yog ceev li refueling.Txawm li cas los xij, sib nrug los ntawm qhov tseeb tias qhov kev paub ntawm tus kheej ntawm cov neeg siv tau zoo dua ib hnub dhau ib hnub, peb zoo li tsis tshua mloog cov teeb meem ntsig txog EV charger kev lag luam saw thiab nws txoj kev txhim kho yav tom ntej.
Peb tau tham nrog cov kws paub txog kev lag luam hauv tsev EV charger thiab tau kawm thiab txhais cov kev txhim kho tam sim no ntawm domestic EV chargers kev lag luam saw thiab nws cov neeg sawv cev ntawm cov tuam txhab sab saud thiab cov nqes qis, thiab thaum kawg tau txheeb xyuas thiab kwv yees cov hauv kev tshiab rau kev loj hlob ntawm domestic EV charger kev lag luam hauv ntiaj teb. ntawm kev lag luam kev muaj tiag thiab yav tom ntej muaj peev xwm.
EV charger kev lag luam yog qhov nyuaj kom tau nyiaj, thiab Huawei tsis koom tes nrog State Grid
Nyob rau hauv ib lub rooj sib tham EV charger kev lag luam hnub ua ntej nag hmo, peb sib pauv nrog EV charger kev lag luam kws tshaj lij txog cov qauv tau txais txiaj ntsig tam sim no ntawm EV charger kev lag luam, EV charger tus neeg teb xov tooj qauv thiab kev loj hlob ntawm EV charger module, ib cheeb tsam tseem ceeb ntawm kev lag luam. EV charger kev lag luam.
Q1: Tus qauv nyiaj tau los ntawm cov neeg tsav tsheb fais fab fais fab tam sim no yog dab tsi?
A1: Qhov tseeb, nws yog qhov nyuaj rau cov neeg tsav tsheb fais fab hauv tsev kom tau txais txiaj ntsig, tab sis peb txhua tus pom zoo tias muaj cov qauv tsim nyog: zoo li thaj chaw pabcuam ntawm cov chaw nres tsheb roj, lawv tuaj yeem muab zaub mov thiab khoom lom zem nyob ib puag ncig cov chaw them nqi, thiab muab tsom cov kev pabcuam raws li kev nyiam ntawm kev them nyiaj rau cov neeg siv.Lawv kuj tuaj yeem sib txuas lus nrog cov lag luam kom tau txais cov nqi tshaj tawm.
Txawm li cas los xij, kev muab kev pabcuam xws li cov chaw pabcuam ntawm cov chaw nres tsheb roj yuav tsum muaj cov chaw txhawb nqa thiab cov neeg ua haujlwm muaj feem cuam tshuam, uas yog kev txhawb nqa ntau rau cov neeg ua haujlwm, uas ua rau muaj kev ua haujlwm nyuaj.Yog li ntawd, cov txiaj ntsig tseem ceeb tseem yog cov nyiaj tau los ncaj qha los ntawm kev them nqi kev pabcuam thiab cov nyiaj pab, thaum qee tus neeg ua haujlwm tseem tab tom nrhiav cov txiaj ntsig tshiab.
Q2: Rau kev lag luam hluav taws xob tsheb charger, cov tuam txhab xws li PetroChina thiab Sinopec, uas twb muaj ntau lub chaw nres tsheb roj, puas muaj qee qhov chaw ua haujlwm zoo?
A2: Tsis muaj qhov tsis ntseeg txog nws.Qhov tseeb, CNPC thiab Sinopec twb tau koom nrog hauv kev tsim kho lub tsheb fais fab thiab chaw them nqi, thiab lawv qhov txiaj ntsig loj tshaj plaws yog tias lawv muaj av txaus hauv nroog.
Hauv Shenzhen, piv txwv li, vim tias muaj ntau lub tsheb hluav taws xob ntshiab hauv Shenzhen, qhov zoo ntawm cov txiaj ntsig ntawm cov neeg ua haujlwm hauv zos tseem muaj siab heev, tab sis tom qab theem ntawm txoj kev loj hlob, yuav muaj teeb meem loj heev ntawm pheej yig sab nraum zoov. av cov peev txheej, thiab cov nqi av sab hauv tsev yog kim heev, clamping cia rau qhov txuas txuas ntxiv ntawm lub tsheb fais fab charger.
Qhov tseeb, txhua lub nroog yav tom ntej yuav muaj kev txhim kho zoo li Shenzhen, qhov twg cov txiaj ntsig thaum ntxov yog qhov zoo, tab sis tom qab ntawd tsis txaus siab vim yog av nqi.Tab sis CNPC thiab Sinopec muaj cov txiaj ntsig zoo, yog li rau cov neeg ua haujlwm, CNPC thiab Sinopec yog cov neeg sib tw nrog cov txiaj ntsig zoo yav tom ntej.
Q3: Yuav ua li cas yog txoj kev loj hlob ntawm lub domestic mainstream hluav taws xob tsheb charger module?
A3: Muaj txog kaum tawm txhiab tus tuam txhab lag luam hauv tebchaws uas ua lub tsheb fais fab, tab sis tam sim no muaj tsawg dua thiab tsawg dua cov tuam txhab ua hluav taws xob tsheb charger module, thiab qhov xwm txheej sib tw tau dhau los ua pom tseeb dua.Yog vim li cas yog tias hluav taws xob tsheb charger module, raws li cov khoom tseem ceeb tshaj plaws ntawm cov dej ntws, muaj qhov chaw ua haujlwm siab thiab maj mam monopolized los ntawm ob peb lub tuam txhab lub taub hau hauv kev txhim kho.
Thiab hauv kev lag luam ntawm cov tuam txhab lub koob npe nrov, kev cuam tshuam thiab thev naus laus zis, Huawei yog qhov zoo tshaj plaws ntawm txhua lub tsheb fais fab charger module manufacturers.Txawm li cas los xij, Huawei lub tsheb fais fab charger module thiab lub teb chaws daim phiaj tus qauv sib txawv, yog li tsis muaj kev koom tes nrog lub teb chaws daim phiaj rau lub sijhawm.
Ntxiv rau Huawei, Nce, Infypower thiab Tonhe Electronics Technologies yog cov khoom tseem ceeb hauv Suav teb.Kev sib koom ua lag luam loj tshaj plaws yog Infypower, lub lag luam tseem ceeb yog sab nraum lub network, muaj qee tus nqi kom zoo dua, thaum Tonhe Electronics Technologies muaj feem ntau hauv lub network, nce kev sib tw oligarchic.
Lub sab sauv ntawm EV charger kev lag luam saw saib ntawm lub them module, thiab cov midstream saib ntawm tus neeg teb xov tooj
Tam sim no, kev lag luam sab saud ntawm EV charger rau lub zog tshiab tsheb yog cov chaw tsim khoom ntawm cov khoom siv thiab cov khoom siv uas xav tau rau kev tsim kho thiab kev ua haujlwm ntawm EV chargers.Hauv nruab nrab ntawm kev lag luam, nws yog cov neeg ua haujlwm them nyiaj.Cov neeg koom ntawm ntau qhov xwm txheej them nyiaj nyob rau hauv nqes ntawm cov saw hlau yog cov neeg siv ntau lub zog tshiab.
Hauv kev lag luam sab saud ntawm lub tsheb EV charger, kev them nyiaj module yog qhov txuas tseem ceeb thiab muaj qhov pib ua haujlwm siab.
Raws li kev txheeb cais ntawm Zhiyan Cov Ntaub Ntawv, tus nqi ntawm cov khoom siv kho vajtse ntawm EV charger yog tus nqi tseem ceeb ntawm EV charger, suav txog ntau dua 90%.The charging module yog lub hauv paus ntawm cov khoom siv kho vajtse ntawm EV charger, suav txog 50% ntawm tus nqi ntawm cov khoom siv kho vajtse ntawm EV charger.
Kev them nyiaj module tsis tsuas yog muab lub zog thiab hluav taws xob, tab sis kuj ua rau AC-DC hloov dua siab tshiab, DC amplification thiab kev sib cais, uas txiav txim siab qhov kev ua tau zoo thiab kev ua haujlwm ntawm EV charger, thiab tuaj yeem hais tias yog "lub siab" ntawm EV charger, nrog. ib tug high technical threshold, thiab cov cuab yeej tseem ceeb tsuas yog nyob rau hauv ob peb lub tuam txhab nyob rau hauv kev lag luam.
Tam sim no, lub mainstream charging module manufacturers nyob rau hauv kev ua lag luam yog Infypower, Nce, Huawei, Vertiv, UUGreenPower Electrical, Shenzhen Sinexcel Electric thiab lwm yam tuam txhab uas muag, occupying ntau tshaj 90% ntawm lub domestic them module xa.
Nyob rau hauv nruab nrab ntawm nws pib EV charger kev lag luam saw, muaj peb lub lag luam qauv: tus neeg teb xov tooj-coj qauv, tsheb-kev lag luam coj qauv thiab lwm tus neeg them nqi kev pab cuam platform coj qauv.
Tus neeg teb xov tooj-coj qauv yog tus qauv tswj kev ua haujlwm uas tus neeg teb xov tooj ntawm nws tus kheej ua tiav kev nqis peev, kev tsim kho thiab kev ua haujlwm thiab kev saib xyuas ntawm EV charger lag luam thiab muab kev pabcuam them nqi rau cov neeg siv.
Hauv hom no, cov neeg ua haujlwm them nyiaj tau sib koom ua ke cov peev txheej sab saud thiab qis qis ntawm cov saw hlau thiab koom nrog hauv kev tshawb fawb thiab kev tsim kho ntawm kev siv thev naus laus zis thiab khoom tsim khoom.Nyob rau theem pib, lawv yuav tsum ua kom muaj peev txheej loj hauv qhov chaw, EV charger thiab lwm yam kev tsim kho vaj tse.Nws yog cov cuab yeej cuab tam-hnyav ua haujlwm, uas muaj cov kev xav tau siab ntawm cov peev txheej thiab kev ua haujlwm zoo ntawm cov lag luam.Sawv cev ntawm cov lag luam muaj TELD Tshiab Zog, Wanbang Star Charge Technology, Xeev daim phiaj.
Lub hom phiaj ntawm kev lag luam tsheb yog kev tswj hwm kev ua haujlwm uas cov tuam txhab tsheb tshiab lub zog yuav siv EV charger ua kev pabcuam tom qab muag thiab muab cov tswv ntawm cov hom kev taw qhia nrog kev paub zoo dua.
Hom no tsuas yog rau cov tswv tsheb ruaj khov ntawm cov tuam txhab tsheb, thiab kev siv tus nqi ntawm EV chargers tsawg.Txawm li cas los xij, nyob rau hauv hom kev tsim kho ntawm pawg neeg ywj pheej, cov tuam txhab tsheb tseem yuav tsum tau siv tus nqi siab los tsim EV chargers thiab tswj lawv nyob rau theem tom ntej, uas yog tsim rau cov tuam txhab tsheb nrog coob tus neeg siv khoom thiab cov lag luam ruaj khov.Cov neeg sawv cev lag luam suav nrog Tesla, NIO, XPENG Motors thiab lwm yam.
Tus neeg thib peb them cov kev pabcuam platform hom yog hom kev tswj xyuas kev ua haujlwm uas tus neeg thib peb koom ua ke thiab rov muag cov EV chargers ntawm ntau tus neeg ua haujlwm los ntawm nws tus kheej cov peev txheej kev koom ua ke.
Tus qauv thib peb tus neeg them nyiaj pabcuam platform no tsis koom nrog kev nqis peev thiab kev tsim kho ntawm EV chargers, tab sis nkag mus rau EV chargers ntawm cov neeg them nqi sib txawv rau nws lub platform los ntawm nws cov peev txheej kev koom ua ke.Nrog rau kev siv thev naus laus zis ntawm cov ntaub ntawv loj thiab kev sib koom ua ke thiab kev faib tawm, EV chargers ntawm cov neeg ua haujlwm sib txawv tau txuas nrog muab cov kev pabcuam them nyiaj rau cov neeg siv C.Cov tuam txhab sawv cev suav nrog Xiaoju Fast Charging thiab Cloud Fast Charging.
Tom qab ze li tsib xyoos ntawm kev sib tw tag nrho, EV charger kev lag luam kev lag luam qauv yog pib kho, thiab feem ntau ntawm kev ua lag luam yog tswj los ntawm cov tswv lag luam, tsim lub tripod complexion ntawm TELD Tshiab Zog, Wanbang Star Charge Technology, State grid electric.Txawm li cas los xij, txog niaj hnub no, kev txhim kho ntawm kev them nyiaj network tseem vam khom rau txoj cai pab nyiaj txiag thiab kev lag luam peev nyiaj txiag txhawb nqa, thiab tseem tsis tau khiav mus txog lub voj voog nyiaj.
Upstream nce, midstream TELD Tshiab Zog
Hauv kev lag luam EV charger, cov khoom lag luam sab saud thiab cov lag luam nruab nrab muaj kev sib tw sib txawv thiab cov yam ntxwv ua lag luam.Daim ntawv tshaj tawm no txheeb xyuas cov lag luam ua lag luam ntawm cov khoom siv hluav taws xob sab saud: nce, thiab cov neeg ua haujlwm them nyiaj nruab nrab: TELD Tshiab Zog, los qhia txog kev lag luam.
Ntawm lawv, EV charger upstream kev sib tw qauv tau txiav txim siab, nce occupies ib qho chaw.
Tom qab kev txhim kho nyob rau hauv xyoo tas los no, cov qauv kev lag luam sab saud ntawm EV chargers tau pib tsim.Thaum them nyiaj rau cov khoom ua tau zoo thiab tus nqi, cov neeg siv khoom hauv qab tau them nyiaj ntau dua rau kev lag luam daim ntawv thov rooj plaub thiab cov khoom ruaj khov.Nws yog qhov nyuaj rau cov neeg tuaj tshiab kom tau txais kev lees paub kev lag luam hauv lub sijhawm luv luv.
Thiab nce ntxiv nyob rau hauv nees nkaum xyoo ntawm txoj kev loj hlob, nrog ib tug paub tab thiab ruaj khov technology kev tshawb fawb thiab kev loj hlob pab neeg, ib tug tag nrho series ntawm cov nqi-zoo cov khoom thiab raws ntawm ntau thiab dav kev pab them nqi ntawm lub lag luam network, lub tuam txhab cov khoom tau stably siv nyob rau hauv txhua yam. ntawm tej yaam num, nyob rau hauv kev lag luam lub koob npe nrov.
Raws li kev tshaj tawm ntawm nce, nyob rau hauv cov kev taw qhia ntawm hluav taws xob charging point khoom, peb yuav txuas ntxiv mus siv cov khoom hloov khoom dua tshiab raws li cov khoom tam sim no, optimize Performance indicators, As Environmental requirements and output power range, and accelerate the development of DC fast charging products. kom tau raws li kev lag luam xav tau.
Nyob rau tib lub sijhawm, peb tseem yuav tshaj tawm "ib qho EV charger nrog ntau tus nqi" thiab txhim kho cov kev daws teeb meem yooj yim them nyiaj los muab cov kev daws teeb meem zoo dua thiab cov khoom siv rau kev tsim kho lub zog DC chaw nres tsheb.Thiab txuas ntxiv txhim kho software kev tsim kho ntawm cov chaw nres tsheb them nyiaj thiab kev tswj hwm lub platform, ntxiv dag zog rau kev ua lag luam kev sib koom ua qauv ntawm "kev tswj hwm platform + kev tsim kho + cov khoom", thiab siv zog los tsim ntau hom kev tsim kho tshiab uas tau tsav los ua tus thawj coj thiab kev daws teeb meem hauv lub zog hluav taws xob kev lag luam.
Txawm hais tias, Nce yog muaj zog, tab sis nyob rau hauv xyoo tas los no, tus neeg yuav khoom txoj kev lag luam, tseem muaj kev pheej hmoo ntawm kev lag luam kev sib tw yav tom ntej.
Los ntawm qhov kev thov sab, nyob rau hauv xyoo tas los no, kev lag luam sab saud ntawm cov khoom siv hluav taws xob hauv tsev tau nthuav tawm cov neeg yuav khoom qhov kev lag luam nrog kev sib tw hnyav.Nyob rau tib lub sijhawm, txoj kev loj hlob ntawm cov ntsiab lus them hluav taws xob kuj tau hloov pauv los ntawm kev tsim kho thawj zaug mus rau qhov kev ua haujlwm zoo dua, thiab EV charging fais fab kev lag luam tau nkag mus rau theem ntawm kev lag luam hloov pauv thiab siv zog.
Tsis tas li ntawd, nrog rau cov qauv tsim ntawm kev ua lag luam, cov neeg ua haujlwm tam sim no hauv kev lag luam muaj lub zog sib sib zog nqus, yog tias lub tuam txhab kev tshawb fawb cov khoom tshiab thiab kev tsim kho tsis tuaj yeem ua tiav raws sijhawm, kev tsim cov khoom tshiab tsis tau raws li qhov xav tau ntawm kev lag luam thiab lwm yam teeb meem, nws yuav raug hloov sai sai los ntawm cov tuam txhab sib raug zoo.
Raws li qhov tshwm sim, Kev nce siab tau koom nrog kev lag luam ntau xyoo, muaj kev sib tw muaj zog, thiab tseem tab tom sim tsim cov qauv kev lag luam zoo.Txawm li cas los xij, yog tias yav tom ntej kev tshawb fawb thiab kev txhim kho tsis tuaj yeem ua raws sijhawm raws sijhawm, tseem muaj kev pheej hmoo ntawm kev tshem tawm, uas tseem yog microcosm ntawm cov lag luam upstream nyob rau hauv tag nrho cov hluav taws xob charging point kev lag luam.
TELD feem ntau yog tsom rau kev rov hais dua "them network", tso tawm cov khoom siv hluav taws xob virtual platform thiab ua rau kev siv zog hauv nruab nrab ntawm cov khoom siv hluav taws xob kev lag luam, uas muaj qhov tob tob.
Tom qab ob peb xyoos ntawm kev sib tw ua lag luam, kev ua lag luam midstream tau tsim lub tripod complexion ntawm TELD Tshiab Zog, Wanbang Star Charge Technology, State grid., nrog TELD qeb duas.Raws li xyoo 2022 H1, hauv kev them nyiaj rau pej xeem, kev ua lag luam sib faib ntawm DC them cov ntsiab lus yog kwv yees li 26%, thiab cov nqi them ntau dua 2.6 billion degrees, nrog rau kev lag luam sib faib kwv yees li 31%, ob qho tib si qeb duas hauv lub tebchaws.
Yog vim li cas vim li cas TELD tau ruaj khov nyob rau saum toj ntawm daim ntawv teev npe yog tias nws tau tsim kom muaj txiaj ntsig zoo hauv cov txheej txheem ntawm kev teeb tsa lub xov tooj them nyiaj: tus naj npawb ntawm cov ntsiab lus them hluav taws xob tau tsaws rau hauv ib cheeb tsam tshwj xeeb yog txwv vim kev tsim kho cov khoom muaj nqis. raug txwv los ntawm qhov chaw thiab cheeb tsam daim phiaj muaj peev xwm;Nyob rau tib lub sijhawm, kev teeb tsa ntawm cov ntsiab lus hluav taws xob them nyiaj yuav tsum muaj peev txheej loj thiab kav ntev, thiab tus nqi nkag mus rau hauv kev lag luam yog siab heev.Ob leeg ua ke txiav txim siab txoj haujlwm tsis sib haum xeeb ntawm TELD hauv kev ua haujlwm nruab nrab ntawm qhov kawg.
Tam sim no, cov nqi khiav lag luam ntawm cov ntsiab lus hluav taws xob yog siab, thiab cov nqi them nyiaj thiab tsoomfwv cov nyiaj pab tsis txaus los txhawb cov txiaj ntsig ntawm cov neeg ua haujlwm.Ob peb xyoos dhau los, cov tuam txhab muaj feem cuam tshuam tau tshawb nrhiav txoj hauv kev tshiab kom tau txais txiaj ntsig, tab sis TELD tau pom txoj hauv kev tshiab, tawm ntawm txoj kev tshiab.
Yudexiang, tus thawj coj ntawm TELD, tau hais tias, "Nrog lub tsheb fais fab them thiab tso tawm, faib lub zog tshiab, lub zog khaws cia, kho qhov hnyav thiab lwm yam kev pabcuam raws li tus neeg nqa khoom, kev sib koom ua ke ntawm kev siv lub zog, 'them network + micro-grid + lub zog cia. network' tau dhau los ua lub cev tshiab ntawm lub tshuab hluav taws xob virtual, yog txoj hauv kev zoo tshaj plaws kom ua tiav cov pa roj carbon nruab nrab. "
Raws li qhov kev xav no, tus qauv kev lag luam ntawm TELD tab tom hloov pauv loj heev: cov nqi them, qhov tseem ceeb ntawm cov nyiaj tau los rau cov tuam txhab kev lag luam niaj hnub no, yuav raug hloov los ntawm kev xa cov nqi rau kev sib koom ua ke virtual fais fab nroj tsuag yav tom ntej.
Hauv xyoo 2022, H1, TELD tau txuas nrog ntau qhov kev faib hluav taws xob photovoltaic thiab faib lub zog cia, qhib lub zog xa hluav taws xob ntawm ntau lub nroog, thiab tsim ntau hom hluav taws xob hluav taws xob hluav taws xob raws li cov ntawv thov nplua nuj xws li kev them nqi, tawm. -peak them, ncov fais fab muag, micro-grid photovoltaic, cascade zog cia, thiab tsheb-network kev sib cuam tshuam, yog li realizing tus nqi ntxiv zog ua lag luam.
Daim ntawv tshaj tawm nyiaj txiag qhia tau hais tias thawj ib nrab ntawm lub xyoo no ua tiav cov nyiaj tau los ntawm 1.581 billion yuan, nce 44.40% ntawm tib lub sijhawm xyoo tas los, thiab cov nyiaj tau los tag nrho tau nce los ntawm 114.93% piv rau tib lub sijhawm xyoo tas los, qhia tias tus qauv no tsis yog xwb. ua haujlwm, tab sis kuj tuaj yeem ua tiav cov nyiaj tau los zoo tam sim no.
Raws li koj tuaj yeem pom, TELD, ua tus thawj coj ntawm kev ua haujlwm kawg, muaj lub zog muaj zog.Nyob rau tib lub sijhawm, nws tso siab rau ua tiav cov chaw them nyiaj network thiab nkag mus rau lub zog tsim hluav taws xob thiab lub zog khaws cia thoob ntiaj teb, nrhiav cov qauv kev lag luam zoo dua ua ntej lwm tus.Txawm hais tias nws tseem tsis tau muaj txiaj ntsig los ntawm kev nqis peev thawj zaug, hauv lub neej yav tom ntej, TELD yuav ua tiav qhib lub voj voog nyiaj tau los.
Kev lag luam ev charger puas tseem tuaj yeem ua rau kev loj hlob tshiab?
Nyob rau hauv lub domestic EV charger upstream thiab midstream kev lag luam kev sib tw qauv yog maj kho, txhua EV charger tuam txhab uas muag tseem tab tom nthuav kev lag luam los ntawm kev siv thev naus laus zis thiab kev hloov kho dua tshiab thiab mus rau txawv teb chaws mus nrhiav txoj hauv kev ntxiv.
Cov khoom siv hluav taws xob hauv tsev EV feem ntau yog them qeeb, thiab cov neeg siv qhov kev thov rau high-voltage fast charging coj txoj hauv kev tshiab rau kev loj hlob.
Raws li kev faib tawm ntawm kev them nyiaj thev naus laus zis, nws tuaj yeem muab faib ua AC charger thiab DC charger, uas tseem hu ua qeeb EV charger thiab ceev EV charger.Raws li lub Kaum Hlis 2022, AC chargers account rau 58% thiab DC chargers account rau 42% ntawm pej xeem EV charger tswv hauv Suav teb.
Yav dhau los, tib neeg zoo li muaj peev xwm "tos" cov txheej txheem ntawm kev siv sij hawm los them nqi, tab sis nrog rau kev nce ntawm cov tsheb tshiab zog, lub sij hawm them nyiaj tau ntev dua thiab ntev dua, kev them nyiaj kev ntxhov siab kuj pib ntog, thiab tus neeg siv qhov kev thov rau high-voltage high-power fast charging yog nce sai, uas txhawb kev rov ua dua tshiab ntawm high-voltage DC EV chargers.
Ntxiv rau cov neeg siv khoom, cov tuam txhab tsheb kuj tseem txhawb nqa kev tshawb nrhiav thiab kev nrov ntawm cov thev naus laus zis thev naus laus zis, thiab ntau lub tuam txhab tsheb tau nkag mus rau theem ntau lawm ntawm 800V high-voltage technology platform qauv, nquag tsim lawv tus kheej them nyiaj txhawb nqa. , tsav lub acceleration ntawm high-voltage DC EV charger tsim.
Raws li kev kwv yees ntawm Guohai Securities, kwv yees tias 45% ntawm cov pej xeem ev them nyiaj tshiab thiab 55% ntawm cov khoom ntiag tug tshiab yuav raug ntxiv rau xyoo 2025, 65% ntawm DC chargers thiab 35% ntawm AC chargers yuav ntxiv rau pej xeem ev them, thiab tus nqi nruab nrab ntawm DC chargers thiab AC chargers yuav yog 50,000 yuan thiab 0.3 lab yuan feem, kev lag luam loj ntawm ev chargings yuav ncav cuag 75.5 billion yuan hauv 2025, piv nrog 11.3 billion yuan hauv 2021, nrog 4-xyoo CAGR mus txog. 60.7%, muaj qhov chaw lag luam loj.
Nyob rau hauv cov txheej txheem ntawm domestic high-voltage ceev ev them hloov thiab hloov kho nyob rau hauv tag nrho viav vias, lub txawv teb chaws ev them nqi lag luam kuj tau nkag mus rau lub voj voog tshiab ntawm kev tsim kho sai.
Cov laj thawj tseem ceeb uas tsav cov kev tsim kho nrawm ntawm kev them nyiaj txawv teb chaws ev thiab cov tuam txhab them nyiaj hauv tsev mus rau hiav txwv yog raws li hauv qab no.
1. Tebchaws Europe thiab Tebchaws Meskas cov tswv cuab tram tau nce sai, ev them nyiaj raws li cov chaw txhawb nqa, qhov kev thov nce ntxiv.
Ua ntej lub quarter thib ob ntawm 2021, European hybrid tsheb muag suav txog ntau dua 50% ntawm tag nrho cov muag khoom piv, tab sis txij li peb lub hlis twg ntawm xyoo 2021, qhov kev loj hlob ntawm cov tsheb muag hluav taws xob ntshiab hauv Tebchaws Europe tau nce sai heev.Qhov kev faib ua feem ntawm cov tsheb hluav taws xob ntshiab tau nce los ntawm tsawg dua 50% hauv thawj ib nrab ntawm 2021 mus txog ze li ntawm 60% hauv peb lub hlis twg ntawm 2022. Qhov nce ntawm cov khoom siv hluav taws xob ntshiab tau ua rau muaj kev xav tau nruj rau ev charging.
Thiab Asmeskas lub zog tshiab lub tsheb nkag mus rau tam sim no tsawg, tsuas yog 4.44%, raws li Asmeskas lub zog tshiab lub tsheb nkag mus nrawm dua, kev loj hlob ntawm cov tswv tsheb hluav taws xob hauv xyoo 2023 yuav tsum tshaj 60%, xav tias yuav ncav cuag 4.73 lab lub zog tshiab. tsheb muag nyob rau hauv 2025, lub neej yav tom ntej incremental qhov chaw yog loj, xws li ib tug siab loj hlob tus nqi kuj ua rau txoj kev loj hlob ntawm ev chargings.
2. Teb chaws Europe thiab Tebchaws Asmeskas lub tsheb-them tus nqi yog siab dhau, lub tsheb ntau dua li lub charger, muaj kev txhawb nqa nruj heev.
Raws li xyoo 2021, Tebchaws Europe lub zog tshiab lub tsheb ua tswv yog 5.5 lab, pej xeem ev them yog 356,000, cov pej xeem tsheb-charger piv yog siab li 15: 1;thaum lub US tshiab zog tsheb tswv yog 2 lab, pej xeem ev them yog 114,000, pej xeem tsheb-charger piv yog mus txog 17: 1.
Tom qab xws li lub tsheb loj-charger piv, yog qhov xwm txheej ntawm qhov tsis txaus ntawm ev charging infrastructure kev tsim kho hauv Tebchaws Europe thiab Tebchaws Meskas, nruj kev txhawb nqa qhov sib txawv, muaj qhov chaw lag luam loj.
3. Qhov feem ntawm DC chargers nyob rau hauv European thiab American pej xeem chargers yog tsawg, uas tsis tuaj yeem ua tau raws li cov kev xav tau ntawm cov neeg siv rau kev them nyiaj ceev.
Kev lag luam nyob sab Europe yog lub ntiaj teb thib ob loj tshaj plaws ev them kev lag luam tom qab Tuam Tshoj, tab sis kev tsim kho ntawm DC them nyiaj hauv Tebchaws Europe tseem nyob rau theem pib.Los ntawm 2021, ntawm 334,000 pej xeem ev them nyiaj hauv EU, 86.83% yog qeeb ev them thiab 13.17% yog them ceev ev.
Piv nrog rau cov teb chaws Europe, DC them kev tsim kho hauv Tebchaws Meskas yog qhov siab dua, tab sis nws tseem tsis tuaj yeem ua tau raws li cov neeg siv khoom xav tau kom them sai sai.Los ntawm 2021, ntawm 114,000 ev them nyiaj hauv Tebchaws Meskas, qeeb ev them nyiaj rau 80.70% thiab ceev ev them nyiaj rau 19.30%.
Hauv kev lag luam txawv teb chaws sawv cev los ntawm Tebchaws Europe thiab Tebchaws Meskas, vim muaj kev nce nrawm ntawm cov tsheb ciav hlau thiab lub hom phiaj siab ntawm lub tsheb them nyiaj, muaj kev txhawb nqa nruj rau kev them nyiaj ev.Nyob rau tib lub sijhawm, qhov feem pua ntawm DC chargers nyob rau hauv tam sim no ev charging yog tsawg dhau, uas ua rau cov neeg siv cov kev xav tau rau kev them nyiaj ceev ceev.
Rau cov lag luam, vim tias European thiab Asmeskas cov qauv ntsuas tsheb thiab cov kev cai nruj dua li kev lag luam hauv Suav teb, tus yuam sij rau lub sijhawm luv luv "mus rau hiav txwv" yog seb puas yuav tau txais daim ntawv pov thawj tus qauv;Nyob rau hauv lub sij hawm ntev, yog ib tug ua tiav txheej tom qab-muag thiab kev pab cuam network tsim, nws muaj peev xwm txaus siab rau txoj kev loj hlob nyiaj faib ntawm txawv teb chaws ev them ua lag luam.
Sau ntawv kawg
EV them raws li lub zog tshiab tsheb txhawb nqa cov cuab yeej tsim nyog, kev lag luam kev lag luam loj thiab kev loj hlob muaj peev xwm yog undoubted.
Txawm li cas los xij, los ntawm qhov pom ntawm cov neeg siv, ev chargings tseem nyuaj rau nrhiav cov chargers thiab qeeb kom them los ntawm kev loj hlob ceev hauv 2015 txog tam sim no;thiab cov lag luam tau tawm tsam ntawm ntug kev poob vim qhov kev nqis peev loj loj thiab kev saib xyuas siab.
Peb ntseeg hais tias txawm hais tias txoj kev loj hlob ntawm ev them kev lag luam tseem tab tom ntsib ntau yam teeb meem, tab sis nrog kev txo qis ntawm cov nqi tsim khoom, cov qauv kev lag luam nruab nrab maj mam loj hlob tuaj, thiab cov tuam txhab lag luam qhib txoj kev mus rau hiav txwv, kev lag luam yuav txaus siab rau cov nyiaj faib ua lag luam. pom.
Thaum lub sij hawm ntawd, qhov teeb meem ntawm qhov nyuaj nrhiav ev chargings thiab them qeeb qeeb yuav tsis muaj teeb meem rau cov tswv tram, thiab kev lag luam tsheb tshiab lub zog tseem yuav ua rau txoj kev loj hlob zoo dua.
Post lub sij hawm: Jan-11-2023