Kamfanonin caja na kasar Sin sun dogara da fa'idar farashi a shimfidar ketare

Kamfanonin caja na kasar Sin sun dogara da fa'idar farashi a shimfidar ketare
Alkaluman da kungiyar masu kera motoci ta kasar Sin ta bayyana sun nuna cewa, sabbin motocin makamashin da kasar Sin ke fitarwa na ci gaba da samun bunkasuwa mai girma, inda ake fitar da raka'a 499,000 a cikin watanni 10 na farkon shekarar 2022, wanda ya karu da kashi 96.7% a duk shekara. Tare da haɓaka sabbin motocin makamashi na cikin gida a duniya, masana'antar caji ta EV kuma ta fara kasuwannin ketare, binciken kasuwa ya yi imanin cewa caja na EV na ketare a cikin tallafin manufofin, sabon adadin shigar da motocin makamashi ya karu ko kuma a cikin 2023 zuwa cikin buƙatun buƙatun, Sinanci. Ana sa ran samfuran za su yi fa'ida mai tsada don buɗe kasuwannin ketare cikin sauri.
Tun daga shekarar 2021, yawancin Turai da Amurka sun fitar da manufofin caji da tsare-tsaren tallafi don haɓaka saurin haɓaka sabbin hanyoyin samar da cajin makamashi.
A watan Nuwambar 2021, Amurka ta sanar da cewa za ta zuba jarin dala biliyan 7.5 wajen gina ababen more rayuwa na cajin motocin lantarki. Manufar zuba jari ita ce gina kusan tashoshin cajin jama'a 500,000 a fadin Amurka nan da shekarar 2030.
A ranar 27 ga Oktoba, 2022, EU ta amince da wani shiri na "fiyewar CO2 daga 2035 ga duk motocin fasinja da motocin kasuwanci masu sauƙi da aka sayar a cikin kasuwar EU," wanda yayi daidai da dakatar da motocin man fetur da dizal daga 2035.
Sweden ta gabatar da wani yunƙuri na tashar caji ta EV a cikin watan Agusta 2022, tana ba da kusan kashi 50% na kudade don saka hannun jari na tashoshin caji na jama'a da masu zaman kansu, matsakaicin tallafin kronor 10,000 a kowane tarin caji mai zaman kansa, da tallafin 100% don tashoshin caji cikin sauri waɗanda ake amfani da su kawai don jama'a. dalilai.
Iceland na shirin samar da kusan dala miliyan 53.272 a cikin tallafin jama'a na cajin jama'a da sauran ababen more rayuwa tsakanin 2020 da 2024; Birtaniya ta sanar da cewa daga ranar 30 ga watan Yunin 2022, duk sabbin gidaje a yankin Ingila, dole ne a sanya su da akalla tulin cajin motocin lantarki guda daya.
Kamfanin Guosen Securities Xiong Li ya bayyana cewa, yawan shigar sabbin motocin makamashi a Turai da Amurka gaba daya ya kai kasa da kashi 30%, kuma tallace-tallacen da ke biyo baya zai ci gaba da bunkasa cikin sauri. Koyaya, saurin sabbin tulin cajin motocin lantarki da sabbin ƙimar siyar da motocin lantarki ba daidai ba ne, yana ba da gudummawa ga buƙatar gaggawar gina su da kuma sararin samaniya don samar da wutar lantarki.
A cewar hukumar kula da makamashi ta kasa da kasa, siyar da sabbin motocin makamashi a Turai da Amurka zai kai miliyan 7.3 da miliyan 3.1 a shekarar 2030. Sayar da motocin lantarki da ake samu cikin sauri zai tada fashewar cajin buƙatun gini a Turai da kuma Amurka.
Idan aka kwatanta da kasar Sin, aikin cajin tulin kayayyakin more rayuwa na yanzu a Turai da Amurka bai wadatar ba, wanda ke dauke da sararin kasuwa. Rahoton bincike na Everbright Securities ya yi nuni da cewa ya zuwa watan Afrilun 2022, yawan tari na motocin Amurka ya kai 21.2:1, jimillar tarin motocin da ke cikin Tarayyar Turai ya kai 8.5:1, wanda Jamus ke da 20:1, United Kingdom ne. 16:1, Faransa 10:1, Netherlands 5:1, duk suna da babban gibi da China.
Kamfanin Guosen Securities ya yi kiyasin cewa, yawan kudin da ake cajin sararin samaniya a kasuwannin Turai da Amurka zai kai kimanin yuan biliyan 73.12 a shekarar 2025, zai kuma karu zuwa yuan biliyan 251.51 nan da shekarar 2030.
Tun daga rabin na biyu na 2022, kamfanoni da yawa da aka jera suna da hannu a cikin kasuwancin caji sun bayyana tsarin kasuwancin su na ketare.
Daotong Technology ya ce tun lokacin da aka fara siyar da kayayyakin cajin AC nasa a karshen shekarar 2021, kuma kamfanin ya samu umarni daga kasashe da dama, irin su Burtaniya, Singapore, Faransa, Netherlands da Jamus, kuma a hankali ya kai su.
Linkpower ya ce kamfanin yana da kyakkyawan fata game da damar ci gaba na kasuwar cajin caji na ketare, kuma don samun cikakkiyar fahimtar manufofi, ka'idoji da hanyoyin shiga kasuwannin ketare, Linkpower ya fara aiwatar da aikin takaddun shaida da gwajin da ya dace a baya, kuma yana da sun ci jarrabawa da yawa ko takaddun shaida kamar TüV, ƙungiyar gwaji mai iko a Turai.
Hannun jari na Xiangshan a cikin yarda da bincike na hukumomi, kamfanin yana haɓaka daidaitattun ƙa'idodin Turai da samfuran caji da rarraba kayayyaki na Amurka, kuma an samar da samfuran caja na ƙasashen Turai na kamfani, ta hanyar ƙungiyoyi da tashoshi na ketare don saka hannun jari a hankali a kasuwannin ketare.
Shenghong ta bayyana a cikin rahotonta na shekara-shekara cewa cajin cajin Interstellar AC na kamfanin ya wuce takardar shedar Turai kuma ya zama rukuni na farko na masu samar da caja na kasar Sin don shiga cikin rukunin kamfanonin mai na Burtaniya.
"Haɓaka saurin fitar da motocin lantarki da aka yi a kasar Sin kai tsaye yana haifar da manyan kamfanonin caji na cikin gida don haɓaka tsarin kasuwannin ketare." In ji Deng Jun, mataimakin shugaban kamfanin Guangdong Wancheng Wanchong Electric Vehicle Operation Co., LTD. A cewarsa, Wancheng Wanchong yana shimfida kasuwannin ketare tare da fitar da masu karbar kudi zuwa kasashen waje a matsayin sabuwar riba. A halin yanzu, kamfanin ya fi fitar da kayan aikin caji zuwa kudu maso gabashin Asiya da Kudancin Amurka, kuma yana haɓaka daidaitattun samfuran Turai da daidaitattun samfuran Amurka.
Daga cikinsu, kasuwar Turai ita ce babbar hanyar fitar da motocin lantarki na kasar Sin zuwa kasashen waje. A cewar babban hukumar kwastam, a farkon rabin shekarar 2022, kasuwar yammacin Turai ta kai kashi 34% na sabbin motocin fasinja da kasar Sin ke fitarwa zuwa kasashen waje.
Baya ga kyakkyawan fata game da kasuwar teku mai ruwan shuɗi ta ketare, kamfanonin caji na cikin gida "Ku tafi ƙetare" suma sun ta'allaka ne a cikin ƙimar kasuwar cikin gida. Kamfanonin cajin da ake caji suna fuskantar wahalar samun matsalar riba, buƙatar gaggawar neman sabon filin kasuwa don samar da riba.
Tun daga shekarar 2016, ci gaban da ake samu na masana'antar caja ta kasar Sin ya jawo hankalin dukkan nau'ikan babban birnin kasar don yin gasa don tsara tsarin, ciki har da manyan masana'antun makamashi irin su State Grid da Southern Power Grid… na gargajiya na motoci, da irin su SAIC Group da BMW, sabuwar motar makamashi. Kamfanoni irin su Xiaopeng Automobile, Weilai da Tesla, da kattai daga kowane fanni na rayuwa kamar Huawei, Ant Financial Services da Ningde Time.
Bisa kididdigar da Qichacha ya fitar, akwai kamfanoni sama da 270,000 da ke da alaka da caji a kasar Sin, kuma har yanzu tana ci gaba cikin sauri. A farkon rabin shekarar 2022, an kara sabbin kamfanoni 37,200, karuwar kashi 55.61% a duk shekara.
A cikin yanayin gasa mai tsanani, ingantacciyar ribar da ake samu ta kasuwar caji ta ƙetare tana da kyau ga kamfanonin caja na cikin gida. Huachuang Securities manazarci Huang Lin ya yi nuni da cewa, girman gasar cajin tari a kasuwannin cikin gida, da karancin kima, Farashin DC tari kan watt kawai ya kai yuan 0.3 zuwa 0.5, yayin da farashin cajin watt na kasashen waje a halin yanzu ya kai sau 2 zuwa 3. na cikin gida, shi ne har yanzu farashin blue teku.
GF Securities ya nuna cewa, daban-daban da gasa iri ɗaya na cikin gida yana da ƙarfi, ƙofar shigar da takaddun shaida a ƙasashen waje yana da girma, kamfanonin caji na cikin gida sun dogara da fa'idar farashi, a cikin kasuwar ketare suna da fa'ida mai yawa, ana tsammanin samfurin zai sami fa'ida mai tsada. , da sauri bude kasuwar ketare.