Mehleng ea ho tsamaisa likepe, Europe e ile ea qala phetoho ea indasteri 'me ea busa lefatše.Mehleng e ncha, phetoho ea motlakase oa likoloi e kanna ea qala China.

"Litaelo tsa lik'hamphani tse kholo tsa likoloi 'marakeng oa matla a macha a Europe li behiloe mokolokong ho fihlela qetellong ea selemo.Lena ke leoatle le leputsoa bakeng sa lik'hamphani tsa likoloi tsa malapeng. ”ho boletse Fu Qiang, mothehi-'moho le mopresidente oa AIWAYS.

Ka la 23 Loetse, sehlopha sa bobeli sa li-U5 tsa European Union tse 200 tse romelloang European Union ke AIWAYS se ile sa theoloa ka molao 'me sa romelloa Europe, sa qala phallo e kholo 'marakeng oa Europe.AIWAYS U5 e phatlalalitsoe ka molao Stuttgart ka Hlakubele selemong sena, mme ba ka hare ho indasteri ba e hlalositse e le ho bonts'a boikemisetso ba AIWAYs ba ho kena mebarakeng ea mose ho maoatle.Ho feta moo, sehlopha sa pele sa li-U5 tsa Europe tse 500 tse ikamahanyang le maemo li ile tsa romeloa Corsica, Fora ka Mots'eanong selemong sena bakeng sa lits'ebeletso tsa lehae tsa ho hira maeto.

Mokete oa ho Romella oa Aichi U5 ho European Union / Mohloli oa Litšoantšo Aichi Auto

Ke letsatsi le le leng feela hamorao, Xiaopeng Motors le eona e phatlalalitse hore sehlopha sa pele sa litaelo tse fumanoeng 'marakeng oa Europe se rometsoe ka molao bakeng sa kantle ho naha.Kakaretso ea 100 Xiaopeng G3i e tla ba ea pele ea ho rekisoa Norway.Ho ea ka litlaleho, likoloi tsohle tse ncha ka har'a sehlopha sena li behiloe 'me li lebelletsoe ho emisoa ka molao le ho tsamaisoa ka Pulungoana.

Xiaopeng Motors Mokete oa ho Romella Europe/Photo Credit Xiaopeng

Ka August selemong sena, Weilai o ile a boela a phatlalatsa hore e tla kena 'marakeng oa Europe pele ho halofo ea bobeli ea 2021. Li Bin, mothehi le molula-setulo oa Weilai, o itse, "Re tšepa ho kena linaheng tse ling tse amohelang likoloi tsa motlakase halofo ea bobeli ea selemo se tlang."Chengdu Auto Show ea selemo sena, Li Bin o hlakisitse puisanong hore tataiso ea mose ho maoatle ke "Europe le United States."

Matla a macha a ho etsa likoloi a se a lebisitse tlhokomelo ea bona 'marakeng oa Europe, kahoo na linaha tsa Europe li hlile li tšoana le Li Bin a boletse, "linaha tse amohelang likoloi tsa motlakase haholoanyane"?

Buck mokhoa

Europe e fetohile 'maraka oa bohlokoa oa lefats'e oa likoloi tse ncha tsa matla.

Ho ea ka boitsebiso bo fanoeng ke ev-volumes, halofo ea pele ea selemo sena, ho sa tsotellehe phello ea seoa 'marakeng oa likoloi oa lefatše, thekiso e kenyelletsoeng ea likoloi tse ncha tsa matla Europe e fihlile ho 414,000, e leng keketseho ea selemo le selemo ea 57. %, mme mmaraka ka kakaretso oa likoloi oa Europe o theohile ka 37% selemo le selemo;ha thekiso ea likoloi tse ncha tsa China e ne e le li-unit tsa 385,000, e theohile ka 42% selemo le selemo, 'me mmaraka oa likoloi oa Chaena ka kakaretso o ile oa theoha ka 20%.

Moetsi oa limmapa / Mohlahlobi oa Likoloi oa Yiou Jia Guochen

Europe e ka thibela mokhoa ona, ka lebaka la leano la eona la "high-intensity" ea khothatso ea likoloi tse ncha.Ho latela lintlha tse tsoang Setsing sa Lipatlisiso sa Guosheng Securities Research Institute, ho tloha ka Pherekhong 2020, linaha tse 24 ho tse 28 tsa EU li hlahisitse maano a likhothatso bakeng sa likoloi tse ncha tsa matla.Har'a tsona, linaha tse 12 li amohetse leano la litšusumetso tse peli tsa lithuso le likhothatso tsa lekhetho, ha linaha tse ling li fane ka liphallelo tsa lekhetho.Linaha tse kholo li fana ka thuso ea 5000-6000 Euros, e matla ho feta Chaena.

Ho feta moo, ho qala ka Phuptjane le Phupu selemong sena, linaha tse tšeletseng tsa Europe li hlahisitse likhothatso tse eketsehileng tsa ho hlaphoheloa ha botala bakeng sa ho khothaletsa thekiso ea likoloi tse ncha tsa motlakase.Mme CEO oa Sehlopha sa Peugeot Citroen (PSA) Carlos Tavares o kile a lla ka pitso ea kopano, "Ha 'maraka o tlosa lithuso, tlhoko ea likoloi tsa motlakase e tla putlama."

Yiou Automobile e lumela hore 'maraka o mocha oa likoloi tsa motlakase oa Chaena o fetile nako ea "ho hatela pele"' me butle-butle o kene nakong ea phetoho e thellang.Mmaraka oa Europe o kene nakong ea kholo e potlakileng tlasa likhothaletso tsa maano.Ka hona, litlhoko tsa bamameli tse tsamaisanang le tsona li hlohlelletsoa ka potlako.Leha ho le joalo, likoloi tse ncha tsa matla li batla ho fumana sebaka sa 'maraka oa Europe,' me ho na le tsela e telele ea ho tsamaea.

Tsoelo-pele e matla e bontšitsoeng ke 'maraka oa Europe le eona e entse hore lik'hamphani tse fapaneng tsa likoloi tse ncha tse nang le matla li labalabela ho leka.

“Monghali” o tšoana le leru

Pontšong ea likoloi ea Frankfurt ka Loetse 2019, Matthias, Mopresidente oa CATL Europe, o itse, "Lihlooho tse tharo tsa IAA Auto Show ea selemo sena ke ho kenya motlakase, ho kenya motlakase le ho kenya motlakase.Indasteri eohle e bua ka ntho e 'ngoe le e' ngoe ho tloha ho likoloi tsa motlakase tse tukang ka hare ho likoloi tsa motlakase.Mabapi le phetoho ea likoloi, CATL e fihletse litšebelisano tse tebileng le lik'hamphani tse ngata tsa likoloi tsa Europe.

Ka Mots'eanong 2019, Daimler o ile a tsebisa "Ambition 2039" leano (Ambition 2039), e hlokang likoloi tsa plug-in tse nyalisitsoeng kapa likoloi tse hloekileng tsa motlakase ho ikarabella ho feta 50% ea thekiso ea eona kaofela ka 2030. Lilemong tse 20 ho tloha 2019-2039, ho tla hahoa kampo ea lihlahisoa tse fihlelang "carbon neutrality".Baokameli ba Daimler ba itse: “Joaloka k’hamphani e thehiloeng ke lienjiniere, re lumela hore theknoloji e ncha e ka boela ea re thusa ho haha ​​bokamoso bo molemonyana, ke hore, maeto a tšoarellang le a se nang tikoloho.”

Ka Hlakubele selemong sena, Volkswagen e ile ea lokolla koloi ea pele ea motlakase e entsoeng ka bongata lefatšeng ka bophara ID.4.Ho tlalehoa hore Volkswagen e tla hlahisa likoloi tse ncha tse 8 tsa matla tse kenyeletsang Volkswagen ID.3, Porsche Taycan, Golf EV, joalo-joalo lefatšeng ka bophara selemong sena.

Ntle le lik'hamphani tsa lehae tsa likoloi tsa Europe tse phehellang phetoho ea motlakase, CEO oa Tesla Elon Musk le eena o phatlalalitse motse-moholo oa Jeremane Berlin ka November selemong se fetileng hore Tesla's Berlin Super Factory e tla be e le Berlin-Brandenburg.Sebaka, 'me qalong ea selemo se behile "pakane e nyenyane" bakeng sa fektheri ea pele ea Europe e kholo: tlhahiso ea selemo le selemo ea likoloi tsa 500,000.Ho tlalehoa hore semela sa Berlin se tla hlahisa Model 3 le Model Y, 'me tlhahiso e latelang ea mefuta e mengata e tla hlahisoa nakong e tlang.

Moetsi oa limmapa / Mohlahlobi oa Likoloi oa Yiou Jia Guochen

Hona joale, thekiso ea Tesla Model 3 e na le tataiso e hlakileng tšimong ea likoloi tse ncha tsa matla lefatšeng ka bophara, hoo e batlang e le 100,000 ho feta boemo ba bobeli ba Renault Zoe (Renault Zoe).Nakong e tlang, ha ho phetheloa le ho fana ka taelo ea Berlin Super Factory, kholo ea thekiso ea Tesla 'marakeng oa Europe e tlameha ho "potlakisa".

Melemo ea lik'hamphani tsa likoloi tsa China e hokae?Phetoho ea motlakase ka kakaretso e bile teng pele ho lik'hamphani tsa lehae tsa likoloi tsa Europe.

Ha batho ba Europe ba ntse ba lemaletse biodiesel, lik'hamphani tse ngata tsa likoloi tsa Machaena tse emetsoeng ke Geely li se li qalile mefuta e mecha ea matla, ha BYD, BAIC New Energy, Chery le lik'hamphani tse ling li sebelisitse matla a macha pejana, 'me li Chaena New Energy Of likarolo tse fapaneng tsa' maraka. dula sebaka.Boholo ba mabotho a macha a ho etsa likoloi a etelletsoeng pele ke Weilai, Xiaopeng, le Weimar a thehiloe ka 2014-2015, hape a fihletse phano e ncha ea likoloi.

Moetsi oa limmapa / Mohlahlobi oa Likoloi oa Yiou Jia Guochen

Empa mabapi le thomello ea likoloi kantle ho naha, lik'hamphani tsa likoloi tsa China li salletse morao haholo.Ka selemo sa 2019, palo ea kantle ho naha ea TOP10 ea lik'hamphani tsa likoloi tsa China e ne e le 867,000, e leng karolo ea 84.6% ea thepa eohle e romelloang kantle ho naha.Mmaraka oa thepa ea kantle ho naha o ne o tšoaretsoe ka tieo ke lik'hamphani tse 'maloa tse etelletseng pele tsa likoloi;Lihlahisoa tsa likoloi tsa Chaena li ile tsa nka karolo ea 4 lekholong ea tlhahiso eohle, 'me 2018 Ka 2015, Jeremane, Korea Boroa le Japane li ne li le 78%, 61% le 48% ka ho latellana.China e ntse e na le lekhalo le leholo.

Li Bin o kile a bua ka lik'hamphani tsa likoloi tsa Machaena tse eang mose ho maoatle, "Lik'hamphani tse ngata tsa likoloi tsa Machaena li entse mosebetsi o motle ho ea mose ho maoatle lilemong tsa morao tjena, empa ha li e-s'o kene Europe le United States, empa li ntse li le mebarakeng le libakeng tse ling tse sa tloaelehang. .”

Yiou Automobile e lumela hore Europe moo "masters" a eang mose ho maoatle, lik'hamphani tsa likoloi tsa Machaena li na le melemo e itseng ea pele kholong ea ketane e ncha ea indasteri ea matla.Leha ho le joalo, le hoja 'maraka oa Europe "o amohela likoloi tsa motlakase", tikoloho e na le tlhōlisano e matla' me ha e na "motsoalle".Likhamphani tsa likoloi tsa Machaena li batla ho fumana karolo e itseng 'marakeng oa Europe, ka matla a matla a sehlahisoa, boemo bo nepahetseng ba mohlala, le maano a nepahetseng a thekiso.Ha ho letho.

"Ho ikopanya ha lichaba tsa lefatše" ke taba ea bohlokoa eo lik'hamphani tsohle tsa likoloi tsa Chaena li lokelang ho tobana le tsona.Joaloka baetsi ba likoloi tse ncha, Ai Chi, Xiaopeng, le NIO le bona ba ntse ba hlahloba ka mafolofolo "tsela e eang leoatleng".Empa haeba lihlahisoa tse ncha li batla ho amoheloa ke bareki ba Europe, matla a macha le 'ona a hloka ho sebetsa ka thata.

Ho tobana le litlhoko tse fapaneng tsa bareki ba Europe, haeba lik'hamphani tsa likoloi tsa Machaena li ka utloisisa "nako e ncha ea fensetere ea matla" ea lik'hamphani tsa likoloi tsa lehae tsa Europe 'me tsa etella pele ho theheng lihlahisoa tsa "hard core", ho theha melemo e fapaneng, ts'ebetso ea 'maraka e tlang e ntse e ka ba teng. lebelletsoe.

——Mohloli oa litaba China Battery Network