Yayin da ake gabatowa a shekarar 2023, babban cajin caji na 10,000 na Tesla a babban yankin kasar Sin ya zauna a gindin dutsen lu'u-lu'u na Oriental a birnin Shanghai, wanda ke nuna wani sabon salo na hanyar cajin nasa.
A cikin shekaru biyu da suka gabata, adadin cajar EV a kasar Sin ya nuna karuwar fashewar abubuwa. Bayanai na jama'a sun nuna cewa ya zuwa watan Satumba na shekarar 2022, jimillar cajar EV a duk fadin kasar ya kai 4,488,000, karuwa a duk shekara da kashi 101.9%.
A cikin ginin caja na EV a cikin sauri, zamu iya ganin tashar cajin Tesla wanda zai iya aiki fiye da rabin yini bayan caji a cikin mintuna 10. Mun kuma ga tashar canza wutar lantarki ta NIO, mai sauri kamar mai. Duk da haka, baya ga gaskiyar cewa ƙwarewar masu amfani suna samun mafi kyau kowace rana, muna da alama ba mu mai da hankali ga al'amuran da suka shafi sarkar masana'antar caja na EV da alkiblar ci gabanta na gaba.
Mun tattauna da masana masana'antar caja ta cikin gida ta EV kuma mun yi nazari tare da fassara yadda ake ci gaban sarkar masana'antar caja ta cikin gida da wakilinta na sama da na ƙasa, kuma a ƙarshe mun yi nazari tare da annabta sabbin damammaki don haɓaka masana'antar caja ta cikin gida a duniya tushen. a kan gaskiyar masana'antu da kuma yiwuwar nan gaba.
Masana'antar caja ta EV tana da wahalar samun kuɗi, kuma Huawei bai ba da haɗin kai tare da Grid na Jiha ba
A cikin taron masana'antar caja na EV a jiya, mun yi musayar tare da ƙwararren masana'antar caja na EV game da tsarin ribar da ake samu a yanzu na masana'antar caja ta EV, samfurin ma'aikacin cajar EV da kuma matsayin ci gaban na'urar caja ta EV, wani muhimmin yanki na Masana'antar caja ta EV.
Q1: Menene samfurin ribar masu cajin motocin lantarki a halin yanzu?
A1: A gaskiya ma, yana da wahala masu cajin motocin lantarki na cikin gida su sami riba, amma duk mun yarda cewa akwai hanyoyin aiki masu dacewa: kamar yankin sabis na gidajen mai, suna iya samar da abinci da abubuwan nishaɗi a kusa da tashoshin caji, da kuma samar da su. ayyukan da aka yi niyya bisa ga zaɓin masu amfani da caji. Hakanan suna iya sadarwa tare da 'yan kasuwa don samun kuɗin talla.
Koyaya, samar da ayyuka kamar wuraren sabis na tashoshin mai yana buƙatar kayan tallafi da ma'aikata masu alaƙa, wanda shine babban adadin tallafi ga masu aiki, wanda ke haifar da aiwatarwa mai wahala. Sabili da haka, manyan hanyoyin samun riba har yanzu su ne kudaden shiga kai tsaye daga cajin kuɗaɗen sabis da tallafi, yayin da wasu ma'aikata ke samun sabbin ribar riba.
Q2: Ga masana'antar caja motocin lantarki, kamfanoni kamar PetroChina da Sinopec, waɗanda tuni suna da tashoshin mai da yawa, za su sami wasu fa'idodin wurin aiki?
A2: Babu shakka game da shi. Hasali ma, kamfanonin CNPC da Sinopec sun riga sun shiga aikin samar da cajar motoci da tashoshi na caji, kuma babbar fa’idarsu ita ce suna da wadatattun albarkatun kasa a birnin.
Alal misali, a Shenzhen, saboda akwai motoci masu amfani da wutar lantarki masu tsafta a Shenzhen, har yanzu ingancin ribar masu aikin gida na da yawa, amma a mataki na gaba na ci gaba, za a fuskanci matsalar karancin araha a waje. albarkatun kasa, da farashin filaye na cikin gida sun yi tsada sosai, suna takurawa ci gaba da saukowar cajar motar lantarki.
A gaskiya ma, duk biranen nan gaba za su sami yanayin ci gaba kamar Shenzhen, inda ribar farko ta kasance mai kyau, amma daga baya an hana shi saboda farashin ƙasa. Amma CNPC da Sinopec suna da fa'ida ta yanayi, don haka ga masu aiki, CNPC da Sinopec sune masu fafatawa tare da fa'idodin yanayi a nan gaba.
Q3: Menene matsayin ci gaba na cikin gida na yau da kullun na caja mota?
A3: Akwai kimanin dubun-dubatar kamfanonin cikin gida da ke yin cajar motoci masu amfani da wutar lantarki, amma yanzu an samu raguwar masana'antun da ke yin cajar motar lantarki, kuma yanayin gasa yana kara fitowa fili. Dalili kuwa shi ne cewa na'urar cajar motocin lantarki, a matsayin mafi mahimmancin abubuwan da ke sama, yana da babban matakin fasaha kuma a hankali wasu manyan kamfanoni sun mamaye su a cikin ci gaban.
Kuma a cikin kamfanoni na suna, tasiri da fasaha, Huawei shine mafi kyau a cikin dukkanin masana'antun caja na mota. Koyaya, na'urar cajin motocin lantarki na Huawei da ma'aunin grid na ƙasa sun bambanta, don haka babu haɗin gwiwa tare da grid na ƙasa a halin yanzu.
Baya ga Huawei, Increase, Infypower da Tonhe Electronics Technologies sune manyan masu samar da kayayyaki a China. Kasuwar kasuwa mafi girma ita ce Infypower, babban kasuwa yana waje da hanyar sadarwa, akwai wani fa'idar farashin, yayin da Tonhe Electronics Technologies yana da babban kaso a cikin hanyar sadarwa, yana ƙara nuna gasar oligarchic.
Sama na sarkar masana'antar caja ta EV yana kallon tsarin caji, kuma tsaka-tsakin yana kallon mai aiki
A halin yanzu, sarkar masana'antu na sama na caja EV don sabbin motocin makamashi shine ƙera kayan haɗin gwiwa da kayan aikin da ake buƙata don gini da aiki na caja EV. A tsakiyar masana'antar, masu yin caji ne. Mahalarta yanayin caji daban-daban a cikin sarkar masana'antu galibi suna amfani da sabbin motocin makamashi daban-daban.
A cikin sarkar masana'antu na sama na caja na mota EV, tsarin caji shine ainihin hanyar haɗin gwiwa kuma yana da babban matakin fasaha.
Dangane da kididdigar Zhiyan Information, farashin kayan aikin hardware na caja EV shine babban farashin caja na EV, yana lissafin sama da 90%. Tsarin caji shine ainihin kayan aikin hardware na cajar EV, wanda ke lissafin kashi 50% na farashin kayan aikin na cajar EV.
Module na caji ba wai kawai yana samar da makamashi da wutar lantarki ba, har ma yana aiwatar da canjin AC-DC, haɓakawa da keɓancewa na DC, wanda ke ƙayyade aiki da ingancin cajar EV, kuma ana iya cewa shine “zuciya” na cajar EV, tare da babban kofa na fasaha, kuma fasaha mai mahimmanci yana cikin hannun 'yan kamfanoni a cikin masana'antu.
A halin yanzu, manyan masana'antun cajin na'urorin a kasuwa sune Infypower, Increase, Huawei, Vertiv, UUGreenPower Electrical, Shenzhen Sinexcel Electric da sauran manyan kamfanoni, suna mamaye sama da kashi 90% na jigilar kayayyaki na cikin gida.
A tsakiyar sarkar masana'antar caja ta auto EV, akwai nau'ikan kasuwanci guda uku: ƙirar mai gudanarwa, ƙirar abin hawa-kasuwanci da samfurin dandamali na caji na ɓangare na uku.
Samfurin jagorancin afaretan tsarin gudanarwa ne wanda mai aiki da kansa ya kammala saka hannun jari, gini da aiki da kiyaye kasuwancin caja na EV kuma yana ba da sabis na caji ga masu amfani.
A cikin wannan yanayin, masu cajin caji suna haɓaka haɓakawa da albarkatun ƙasa na sarkar masana'antu da shiga cikin bincike da haɓaka fasahar caji da kera kayan aiki. A farkon matakin, suna buƙatar yin babban adadin saka hannun jari a cikin rukunin yanar gizon, caja EV da sauran abubuwan more rayuwa. Aiki ne mai nauyi, wanda ke da manyan buƙatu akan ƙarfin babban birnin da cikakken ƙarfin aiki na kamfanoni. A madadin kamfanoni suna da TELD New Energy, Wanbang Star Charge Technology, Grid na Jiha.
Babban yanayin kamfanonin kera motoci shine yanayin gudanar da aiki wanda sabbin kamfanonin motocin makamashi za su ɗauki cajar EV azaman sabis na tallace-tallace tare da samar wa masu ƙirar ƙira tare da ƙwarewar caji mafi kyau.
Wannan yanayin yana don ƙayyadaddun motoci na masana'antun mota ne kawai, kuma ƙimar amfani da caja EV yayi ƙasa. Koyaya, a cikin yanayin ginin tudu mai zaman kansa, kamfanonin kera motoci kuma suna buƙatar kashe kuɗi mai yawa don gina caja na EV da kula da su a cikin mataki na gaba, wanda ya dace da masana'antar kera motoci tare da babban adadin abokan ciniki da ingantaccen kasuwancin kasuwanci. Kamfanonin da ke wakiltar sun hada da Tesla, NIO, XPENG Motors da dai sauransu.
Yanayin dandalin sabis na caji na ɓangare na uku yanayin gudanarwa ne wanda ɓangare na uku ke haɗawa da sake siyar da caja na EV na ma'aikata daban-daban ta hanyar ikon haɗin kai na kansa.
Wannan tsarin dandalin sabis na caji na ɓangare na uku baya shiga cikin saka hannun jari da gina caja na EV, amma yana samun damar cajar EV na masu caji daban-daban zuwa dandamalin kansa ta hanyar damar haɗa kayan aiki. Tare da fasahar manyan bayanai da haɗin kai da rarraba albarkatu, ana haɗa cajar EV na masu aiki daban-daban don samar da sabis na caji ga masu amfani da C. Kamfanonin wakilai sun haɗa da Xiaoju Fast Charging da Cloud Fast Charging.
Bayan kusan shekaru biyar na cikakkiyar gasa, tsarin masana'antar caja na EV an fara daidaita shi, kuma yawancin kasuwa ana sarrafa su ta hanyar masu aiki, suna samar da launi na TELD New Energy, Fasahar cajin Star Wanbang, wutar lantarki ta Jiha. Koyaya, har zuwa yau, haɓaka hanyar sadarwar caji har yanzu yana dogara ga tallafin manufofin da tallafin kuɗaɗen babban kasuwa, kuma har yanzu bai ci gaba da zagayowar riba ba.
Haɓakawa na sama, tsakiyar TELD Sabon Makamashi
A cikin masana'antar caja ta EV, kasuwar mai ba da kayayyaki ta sama da kasuwar ma'aikata ta tsakiya suna da yanayi daban-daban na gasa da halayen kasuwa. Wannan rahoton yana nazarin manyan masana'antun na babban cajin caji: Ƙaruwa, da ma'aikacin caji na tsakiya: TELD New Energy, don nuna matsayin masana'antu.
Daga cikin su, EV caja na sama an ƙaddara tsarin gasa, Ƙara ya mamaye wuri.
Bayan ci gaba a cikin 'yan shekarun nan, tsarin kasuwa na gaba na caja EV ya samo asali. Yayin da ake kula da aikin samfur da farashi, abokan ciniki na ƙasa suna ba da hankali ga shari'o'in aikace-aikacen masana'antu da kwanciyar hankali samfurin. Yana da wahala ga sababbin masu shiga don samun ƙwarewar masana'antu a cikin ɗan gajeren lokaci.
Hakanan haɓakawa a cikin shekaru ashirin na haɓakawa, tare da balagagge kuma tsayayyen bincike na fasaha da ƙungiyar haɓaka, cikakken jerin samfuran farashi masu tsada da tashoshi masu yawa da fa'ida na hanyar sadarwar tallace-tallace, samfuran kamfanin an yi amfani da su sosai a kowane nau'in. na ayyuka, a cikin masana'antu suna.
Bisa ga sanarwar Ƙarfafawa, a cikin jagorancin samfurori na cajin lantarki, za mu ci gaba da aiwatar da gyare-gyaren samfur bisa ga samfurori na yanzu, inganta alamun aiki kamar bukatun muhalli da kewayon ikon fitarwa, da kuma haɓaka haɓakar samfuran cajin gaggawa na DC. don biyan bukatar kasuwa.
A lokaci guda, za mu kuma ƙaddamar da "caja EV ɗaya tare da caji mai yawa" da kuma inganta tsarin tsarin caji mai sassauƙa don samar da ingantattun hanyoyin gini da samfurori don gina manyan tashoshin caji na DC. Kuma ci gaba da haɓaka aikin software na aikin tashar caji da dandamali na gudanarwa, ƙarfafa tsarin kasuwanci mai haɗaka na "dandalin sarrafawa + maganin gini + samfur", da ƙoƙarin gina nau'in ƙira-ƙididdigar ƙira a matsayin babban mai ba da kaya da mai ba da mafita a cikin da wutar lantarki masana'antu.
Kodayake, haɓaka yana da ƙarfi, amma a cikin 'yan shekarun nan, yanayin kasuwa na mai siye, har yanzu akwai haɗarin gasar kasuwa a nan gaba.
Daga bangaren buƙata, a cikin 'yan shekarun nan, kasuwa mai tasowa ta wuraren cajin lantarki na cikin gida yana gabatar da yanayin kasuwa na mai siye tare da gasa mai tsanani. A lokaci guda, jagorancin ci gaba na wuraren cajin lantarki ya kuma canza daga farkon ginin ginin zuwa ƙarshen aiki mai inganci, kuma masana'antar cajin wutar lantarki ta EV ta shiga mataki na sake fasalin masana'antu da haɓakawa.
Bugu da kari, tare da asali samuwar tsarin kasuwa, 'yan wasa na yanzu a cikin masana'antar suna da ƙarfin fasaha mai zurfi, idan ba za a iya samun nasarar ci gaba da bincike da haɓaka sabon kamfanin a kan jadawalin ba, haɓaka sabbin samfuran ba sa biyan buƙatun kasuwa wasu matsalolin, za a maye gurbinsa da sauri da kamfanoni masu zaman kansu.
Don taƙaitawa, Ƙarfafa ya kasance mai zurfi a cikin kasuwa na shekaru masu yawa, yana da karfin gasa, kuma yana ƙoƙarin ƙirƙirar ƙirar kasuwanci mai mahimmanci. Duk da haka, idan ba za a iya bin diddigin bincike da ci gaba na gaba akan lokaci ba, har yanzu akwai haɗarin kawar da su, wanda kuma shine ƙananan ƙananan masana'antu a cikin masana'antar cajin wutar lantarki gaba ɗaya.
TELD ya fi mai da hankali kan sake fasalin “cibiyar caji”, sakin samfuran dandamali na injin wutar lantarki da yin ƙoƙari a tsakiyar sarkar masana'antar caji, wanda ke da tudu mai zurfi.
Bayan shekaru da yawa na gasar kasuwa, kasuwar tsakiya ta samar da nau'in nau'in TELD New Energy, Wanbang Star Charge Technology, Grid State., Tare da TELD matsayi na farko. Kamar yadda na 2022 H1, a cikin filin cajin jama'a, rabon kasuwa na wuraren cajin DC kusan kashi 26% ne, kuma ƙarar cajin ya wuce digiri biliyan 2.6, tare da kaso na kasuwa kusan 31%, duka biyu suna matsayi na farko a cikin ƙasar.
Dalilin da ya sa TELD ya tsaya tsayin daka a saman jerin shi ne cewa ya haɓaka fa'ida mai yawa a cikin tsarin shimfida hanyar sadarwa na caji: adadin wuraren cajin lantarki da aka sauka a wani yanki na musamman yana iyakance saboda gina kadarori na caji. an iyakance ta wurin iyawar grid na yanki; a sa'i daya kuma, tsarin wuraren cajin wutar lantarki na bukatar zuba jari mai yawa kuma mai dorewa, kuma kudin shiga masana'antar yana da matukar yawa. Su biyun tare sun ƙayyade matsayin TELD mara girgiza a tsakiyar ƙarshen aiki.
A halin yanzu, farashin aiki na wuraren cajin lantarki yana da yawa, kuma cajin kuɗaɗen sabis da tallafin gwamnati sun yi nisa don tallafawa ribar masu aiki. A cikin 'yan shekarun da suka gabata, kamfanonin da ke da alaƙa suna binciko sababbin hanyoyin samun riba, amma TELD ta sami sabuwar hanya, daga sabuwar hanya.
Yudexiang, shugaban TELD, ya ce, "Tare da cajin motocin lantarki da fitarwa, an rarraba sabon makamashi, tsarin ajiyar makamashi, nauyin daidaitawa da sauran albarkatu a matsayin mai ɗaukar kaya, haɓaka haɓakawa na amfani da makamashi, 'cajin hanyar sadarwa + micro-grid + ajiyar makamashi. cibiyar sadarwa' tana zama sabon babban rukunin masana'antar wutar lantarki, ita ce hanya mafi kyau don cimma tsaka-tsakin carbon."
Bisa ga wannan ra'ayi, tsarin kasuwanci na TELD yana fuskantar babban canji: cajin kudade, babban tushen kudaden shiga ga kamfanoni masu aiki a yau, za a maye gurbinsu ta hanyar aikawa da kudade don haɗakar da kamfanonin wutar lantarki a nan gaba.
A cikin 2022, H1, TELD an haɗa su zuwa babban adadin rarraba photovoltaic da rarraba wutar lantarki, buɗe cibiyoyin watsa wutar lantarki na birane da yawa, da kuma gina nau'ikan wutar lantarki iri-iri dangane da yanayin aikace-aikacen da yawa kamar cajin tsari, kashewa. - Cajin kololuwa, siyar da wutar lantarki mafi girma, micro-grid photovoltaic, ajiyar makamashi na cascade, da hulɗar abin hawa-cibiyar sadarwa, don haka fahimtar ƙarar kuzari kasuwanci.
Rahoton kudi ya nuna cewa, rabin farkon bana an samu kudaden shiga da ya kai Yuan biliyan 1.581, wanda ya karu da kashi 44.40 bisa daidai lokacin da aka samu a bara, kuma yawan riba ya karu da kashi 114.93 bisa daidai lokacin da aka samu a bara, lamarin da ya nuna cewa ba wai kawai wannan samfurin ba ne. yana aiki, amma kuma yana iya samun bunƙasar kudaden shiga mai kyau a yanzu.
Kamar yadda kake gani, TELD, a matsayin jagoran ƙarshen aiki, yana da ƙarfi mai ƙarfi. A lokaci guda kuma, ya dogara da cikakkun wuraren caji na cibiyar sadarwa da samun damar samar da wutar lantarki da tsarin ajiyar makamashi a duniya, samun ingantaccen tsarin kasuwanci a gaban sauran. Kodayake ba ta da riba tukuna saboda saka hannun jari na farko, a nan gaba mai zuwa, TELD zai sami nasarar buɗe zagayowar riba.
Shin masana'antar caja ta ev har yanzu zata iya haifar da sabon haɓaka?
A cikin caja na cikin gida na sama da tsakiyar kasuwa ana daidaita tsarin gasa a hankali, kowace sana'ar caja ta EV har yanzu tana faɗaɗa kasuwa ta hanyar haɓaka fasaha da haɓakawa da fita waje don neman hanyoyin haɓakawa.
Cajin EV na cikin gida galibi suna jinkirin caji, kuma buƙatun masu amfani don caji mai sauri mai ƙarfi yana kawo sabbin dama don haɓaka.
Dangane da rarrabuwar fasahar caji, ana iya raba ta zuwa caja AC da caja DC, wanda kuma aka sani da slow EV caja da sauri EV caja. Ya zuwa Oktoba 2022, caja AC suna da kashi 58% kuma caja DC suna da kashi 42% na mallakar caja na jama'a a China.
A baya, mutane sun yi kama da za su iya "jurewa" tsarin ciyar da sa'o'i don cajin, amma tare da karuwa a cikin sababbin motocin makamashi, lokacin caji yana kara tsayi da tsawo, cajin damuwa kuma ya fara bayyana, kuma Bukatar mai amfani don caji mai sauri mai ƙarfi mai ƙarfi yana ƙaruwa da sauri, wanda ke haɓaka haɓaka haɓakar manyan caja na DC EV.
Baya ga bangaren mai amfani, masu kera motoci kuma suna haɓaka bincike da haɓaka fasahar yin caji cikin sauri, kuma da yawa daga cikin kamfanonin motocin sun shiga cikin yawan samar da samfuran dandamali na fasahar wutar lantarki mai ƙarfi na 800V, suna gina nasu tallafin hanyar sadarwa ta caji. , yana tuƙi cikin hanzari na ginin caja mai ƙarfi na DC EV.
Dangane da hasashen Guohai Securities, ana ɗauka cewa kashi 45% na sabbin cajin jama'a da kashi 55% na sabbin caji masu zaman kansu za a ƙara su a cikin 2025, 65% na caja DC da 35% na caja AC za a ƙara su a cikin cajin jama'a. sannan matsakaicin farashin caja DC da caja AC zai zama yuan 50,000 da yuan miliyan 0.3 A shekarar 2025, girman kudin da ake cajin ev zai kai yuan biliyan 75.5, idan aka kwatanta da yuan biliyan 11.3 a shekarar 2021, tare da CAGR na shekaru 4 har zuwa kashi 60.7%, akwai sararin kasuwa.
A cikin aiwatar da babban ƙarfin wutar lantarki cikin sauri ev cajin sauyawa da haɓakawa cikin sauri, kasuwar cajin ev na ketare ita ma ta shiga wani sabon salon haɓakar gini.
Manyan dalilan da suka sa a hanzarta gina cajin ev na ketare da kamfanonin caja na cikin gida zuwa teku su ne kamar haka.
1. Yawan mallakar tarko na Turai da Amurka yana ƙaruwa da sauri, ko da caji azaman kayan tallafi, buƙatar ta ƙaru.
Kafin kwata na biyu na 2021, tallace-tallacen motocin matasan Turai ya kai sama da 50% na jimlar tallace-tallace, amma tun kashi na uku na 2021, haɓakar siyar da motocin lantarki zalla a Turai ya karu cikin sauri. Adadin motocin lantarki masu tsafta ya karu daga kasa da kashi 50% a farkon rabin shekarar 2021 zuwa kusan kashi 60% a cikin kwata na uku na shekarar 2022. Yawan adadin motocin lantarki masu tsafta ya haifar da matsananciyar bukatar caji.
Kuma adadin shigar da motocin makamashin na Amurka a halin yanzu ya yi kasa, kashi 4.44% kacal, yayin da sabbin hanyoyin shigar motocin makamashin Amurka ke kara habaka, ana sa ran karuwar ikon mallakar motocin lantarki a shekarar 2023 zai wuce 60%, ana sa ran zai kai sabbin makamashi miliyan 4.73. tallace-tallacen abin hawa a cikin 2025, sararin haɓaka na gaba yana da girma, irin wannan haɓakar haɓaka kuma yana haifar da haɓakar cajin ev.
2. Ƙididdigar cajin mota na Turai da Amurka ya yi yawa, mota fiye da caja, akwai tallafi mai mahimmanci.
Ya zuwa shekarar 2021, sabon mallakar motocin makamashi na Turai miliyan 5.5, cajin jama'a shine 356,000, adadin caja na jama'a ya kai 15:1; yayin da sabuwar mallakar motocin makamashin Amurka miliyan biyu, cajin jama'a shine 114,000, adadin caja na jama'a ya kai 17:1.
Bayan irin wannan babban adadin caja na mota, shine halin da ake ciki na matsanancin ƙarancin ev cajin gine-ginen ababen more rayuwa a Turai da Amurka, gibin tallafi mai ƙarfi, ya ƙunshi sararin kasuwa.
3. Matsakaicin caja na DC a cikin caja na jama'a na Turai da Amurka ba su da yawa, waɗanda ba za su iya biyan bukatun masu amfani don yin caji cikin sauri ba.
Kasuwar Turai ita ce kasuwan caji ta biyu mafi girma a duniya bayan China, amma ci gaban aikin cajin DC a Turai har yanzu yana kan matakin farko. Nan da 2021, a cikin cajin jama'a 334,000 a cikin EU, 86.83% suna jinkirin cajin ev kuma 13.17% suna yin caji cikin sauri.
Idan aka kwatanta da Turai, ginin cajin DC a Amurka ya fi ci gaba, amma har yanzu ba zai iya biyan buƙatun masu amfani don yin caji cikin sauri ba. A shekarar 2021, a cikin cajin ev 114,000 a Amurka, jinkirin cajin ev yana da kashi 80.70% kuma yana lissafin caji mai sauri na 19.30%.
A cikin kasuwannin ketare da Turai da Amurka ke wakilta, saboda saurin haɓakar adadin taragu da kuma ƙaƙƙarfan rabon caja mota, akwai ƙaƙƙarfan tallafi na buƙatar caji. A lokaci guda, adadin caja DC a cikin cajin ev na yanzu yayi ƙasa sosai, yana haifar da buƙatun masu amfani na saurin caji.
Ga kamfanoni, saboda ka'idodin gwajin motoci na Turai da Amurka da ka'idoji sun fi ƙarfin kasuwancin Sinawa, mabuɗin "tafi teku" na ɗan gajeren lokaci shine ko samun takaddun shaida; A cikin dogon lokaci, idan za a iya kafa cikakken saitin tallace-tallace da cibiyar sadarwar sabis, zai iya ci gaba da jin daɗin ci gaban kasuwar cajin ev na ketare.
Rubuta a karshen
Yin cajin EV azaman sabon motar makamashi da ke tallafawa kayan aikin da ake buƙata, girman kasuwar masana'antu da yuwuwar haɓaka ba shakka.
Duk da haka, daga ra'ayi na masu amfani, ev caji har yanzu yana da wuyar samun caja da jinkirin caji daga babban saurin girma a cikin 2015 zuwa yanzu; kuma kamfanoni suna kokawa a kan ƙarshen asara saboda babban jarin farko da kuma tsadar kulawa.
Mun yi imanin cewa, ko da yake ci gaban da ev caji masana'antu har yanzu yana fuskantar matsaloli da yawa, amma tare da rage upstream masana'antu halin kaka, tsakiyar tsarin kasuwanci a hankali balagagge, da kuma kamfanoni don bude hanyar zuwa teku, masana'antu za su ji dadin rabo kuma za a bayyane.
A wancan lokacin, matsalar wahalar samun ev caji da jinkirin caji ba za su ƙara zama matsala ga masu motocin haya ba, kuma sabbin masana'antar motocin makamashi za su kasance a kan hanyar ci gaba mafi koshin lafiya.
Lokacin aikawa: Janairu-11-2023