Tom qab Xyoo Tshiab hauv Xyoo Zaj, cov tuam txhab tsheb fais fab tshiab hauv tebchaws twb "ruaj khov lawm."
Ua ntej, BYD tau nce tus nqi ntawm Qin PLUS/Destroyer 05 Honor Edition qauv mus rau 79,800 yuan; tom qab ntawd, Wuling, Changan thiab lwm lub tuam txhab tsheb kuj tau ua raws li qhov kev coj ua, uas muaj ntau yam kev cov nyom. Ntxiv nrog rau kev txo tus nqi, BYD, Xpeng thiab lwm lub tuam txhab tsheb fais fab tshiab kuj tab tom nqis peev rau hauv kev lag luam txawv teb chaws. Raws li kev lag luam xws li Tebchaws Europe thiab Middle East, lawv yuav tsom mus rau kev tshawb nrhiav kev lag luam xws li North America thiab Latin America xyoo no. Kev nthuav dav ntawm lub zog tshiab mus rau hauv hiav txwv tau dhau los ua qhov kev loj hlob sai.
Nyob rau hauv kev sib tw hnyav heev nyob rau xyoo tas los no, kev lag luam tsheb fais fab tshiab thoob ntiaj teb tau nkag mus rau theem kev loj hlob uas tsav los ntawm kev ua lag luam los ntawm theem pib uas tsav los ntawm txoj cai.
Nrog rau qhov nrov ntawm cov tsheb fais fab tshiab (EVs), kev lag luam them hluav taws xob uas nyob hauv nws thaj chaw kev lag luam kuj tau coj cov cib fim tshiab.
Tam sim no, peb yam tseem ceeb uas cuam tshuam rau qhov nrov ntawm EVs yog: tus nqi ntawm kev muaj (TCO), qhov deb ntawm kev caij tsheb thiab kev them nqi. Kev lag luam ntseeg tias tus nqi rau lub tsheb fais fab nrov yog li US $ 36,000, qhov deb ntawm kev tsav tsheb yog 291 mais, thiab qhov txwv siab tshaj plaws ntawm lub sijhawm them yog ib nrab teev.
Nrog kev nce qib ntawm thev naus laus zis thiab cov nqi roj teeb poob qis, tus nqi tag nrho ntawm kev muaj thiab ntau yam kev caij tsheb EV tshiab tau poob qis. Tam sim no, tus nqi muag ntawm BEVs hauv Tebchaws Meskas tsuas yog siab dua 7% ntawm tus nqi muag nruab nrab ntawm cov tsheb. Raws li cov ntaub ntawv los ntawm EVadoption, lub tuam txhab tshawb fawb txog tsheb fais fab, qhov nruab nrab ntawm kev tsav tsheb BEVs (cov tsheb fais fab ntshiab) muag hauv Tebchaws Meskas tau mus txog 302 mais hauv xyoo 2023.
Qhov teeb meem loj tshaj plaws uas cuam tshuam rau qhov nrov ntawm EVs yog qhov sib txawv hauv kev lag luam them.
Qhov kev tsis sib haum xeeb ntawm cov pawg them hluav taws xob tsis txaus, feem pua ntawm kev them ceev ntawm cov pawg them hluav taws xob pej xeem tsawg, kev paub tsis zoo ntawm cov neeg siv khoom them hluav taws xob, thiab cov chaw them hluav taws xob tsis ua raws li kev txhim kho ntawm EVs tau dhau los ua qhov tseem ceeb. Raws li McKinsey txoj kev tshawb fawb, "cov pawg them hluav taws xob nrov npaum li cov chaw nres roj" tau dhau los ua qhov tseem ceeb rau cov neeg siv khoom xav txog kev yuav EVs.
10:1 yog lub hom phiaj xyoo 2030 uas European Union tau teeb tsa rau qhov piv ntawm lub tsheb EV thiab cov khoom siv hauv av. Txawm li cas los xij, tshwj tsis yog Netherlands, Kaus Lim Qab Teb thiab Tuam Tshoj, qhov piv ntawm lub tsheb thiab cov khoom siv hauv av hauv lwm lub lag luam EV loj thoob ntiaj teb yog siab dua tus nqi no, thiab txawm tias yuav nce ntxiv txhua xyoo. Raws li cov ntaub ntawv los ntawm Lub Koom Haum Zog Thoob Ntiaj Teb, qhov piv ntawm lub tsheb thiab cov khoom siv hauv av hauv ob lub lag luam EV loj ntawm Tebchaws Meskas thiab Australia yuav txuas ntxiv nce ntxiv.
Ntxiv rau, daim ntawv tshaj tawm qhia tau hais tias txawm hais tias tag nrho cov chaw them hluav taws xob hauv Netherlands thiab Kaus Lim Qab Teb tau txuas ntxiv loj hlob raws li EVs, lawv tau txi qhov sib piv them ceev, uas yuav ua rau muaj qhov sib txawv them ceev thiab ua rau nws nyuaj rau ua kom tau raws li cov neeg siv xav tau rau lub sijhawm them.
Thaum pib tsim cov tsheb fais fab tshiab, ntau lub tebchaws xav kom txhawb kev lag luam them hluav taws xob los ntawm kev txhawb kom muaj kev nyiam ntawm EVs, tab sis qhov no yuav ua rau tsis muaj peev nyiaj them hluav taws xob txaus rau lub sijhawm luv luv. Qhov kev nqis peev, kev saib xyuas tom qab, kev hloov kho khoom siv thiab kev hloov kho software ntawm cov chaw them hluav taws xob txhua yam xav tau kev nqis peev tas mus li thiab loj. Tsis tau saib xyuas txaus rau lawv thaum pib, ua rau kev lag luam them hluav taws xob tsis sib xws thiab tsis paub tab tam sim no.
Tam sim no, kev ntxhov siab txog kev them nqi tau hloov qhov teeb meem ntawm qhov deb thiab tus nqi ua qhov teeb meem loj tshaj plaws rau kev ua kom cov tsheb fais fab nrov. Tab sis nws kuj txhais tau tias muaj peev xwm tsis muaj kev txwv.
Raws li kev kwv yees tseem ceeb, txog xyoo 2030, kev muag tsheb fais fab thoob ntiaj teb yuav tshaj 70 lab, thiab kev muaj tsheb yuav ncav cuag 380 lab. Tus nqi nkag mus rau hauv tsheb tshiab thoob ntiaj teb txhua xyoo yuav ncav cuag 60%. Ntawm lawv, cov lag luam xws li Tebchaws Europe thiab Tebchaws Meskas tab tom loj hlob sai, thiab cov lag luam tshiab xws li Southeast Asia thiab Middle East xav tau kev tawg sai. Kev nthuav dav thoob ntiaj teb ntawm cov tsheb fais fab tshiab tau muab lub sijhawm tsis tshua muaj rau kev lag luam them hluav taws xob hauv Suav teb.
Xiaguang Think Tank, ib lub tuam txhab kev pab tswv yim hauv ShineGlobal, raws li cov ntaub ntawv kev lag luam thiab cov neeg siv kev soj ntsuam, pib los ntawm kev lag luam tsheb fais fab tshiab, tau ua qhov kev tshuaj xyuas tob txog qhov xwm txheej tam sim no thiab cov qauv yav tom ntej ntawm kev lag luam them hluav taws xob hauv peb lub khw loj ntawm Tebchaws Europe, Tebchaws Meskas, thiab Southeast Asia, thiab koom ua ke nrog cov neeg sawv cev ntawm cov tuam txhab txawv teb chaws hauv kev lag luam them hluav taws xob. Kev tshuaj xyuas thiab kev txhais lus ntawm cov ntaub ntawv, "Kev Lag Luam Them Hluav Taws Xob Sab Nraud Kev Tshawb Fawb Daim Ntawv Qhia" tau raug tso tawm, vam tias yuav nkag siab txog kev lag luam them hluav taws xob los ntawm lub zeem muag thoob ntiaj teb thiab txhawb nqa cov tuam txhab txawv teb chaws hauv kev lag luam.
Kev hloov pauv zog hauv kev thauj mus los hauv av ntawm Tebchaws Europe yog qhov ceev heev thiab nws yog ib qho ntawm cov lag luam tsheb fais fab tshiab loj tshaj plaws hauv ntiaj teb.
Tam sim no, kev muag khoom EV thiab feem ntawm cov tsheb hauv Tebchaws Europe tab tom nce siab. Tus nqi nkag mus rau kev muag khoom EV hauv Tebchaws Europe tau nce ntxiv los ntawm tsawg dua 3% hauv xyoo 2018 mus rau 23% hauv xyoo 2023, nrog rau kev nce siab sai. Lub Koom Haum Zog Thoob Ntiaj Teb kwv yees tias txog xyoo 2030, 58% ntawm cov tsheb hauv Tebchaws Europe yuav yog cov tsheb siv hluav taws xob tshiab, thiab tus lej yuav ncav cuag 56 lab.
Raws li EU lub hom phiaj tsis muaj pa phem carbon, kev muag cov tsheb siv lub cav sib xyaw sab hauv yuav raug tso tseg tag nrho hauv xyoo 2035. Nws yog qhov kwv yees tau tias cov neeg tuaj saib kev lag luam tsheb fais fab tshiab hauv Tebchaws Europe yuav hloov pauv ntawm cov neeg siv thaum ntxov mus rau kev lag luam loj. Theem kev txhim kho tag nrho ntawm EV yog qhov zoo thiab tab tom mus txog qhov tig ntawm kev lag luam.
Kev txhim kho ntawm kev lag luam them hluav taws xob hauv Tebchaws Europe tsis tau ua raws li qhov nrov ntawm EVs, thiab kev them hluav taws xob tseem yog qhov teeb meem tseem ceeb rau kev hloov roj nrog hluav taws xob.
Hais txog qhov ntau, kev muag khoom EV hauv Tebchaws Europe suav txog ntau dua ib feem peb ntawm tag nrho lub ntiaj teb, tab sis tus lej ntawm cov pawg them nqi suav txog tsawg dua 18% ntawm tag nrho lub ntiaj teb. Qhov kev loj hlob ntawm cov pawg them nqi hauv EU dhau xyoo, tshwj tsis yog tias nws tsis hloov pauv hauv xyoo 2022, qis dua qhov kev loj hlob ntawm EVs. Tam sim no, muaj kwv yees li 630,000 pawg them nqi rau pej xeem (AFIR txhais) hauv 27 lub tebchaws EU. Txawm li cas los xij, kom ua tiav lub hom phiaj txo qis pa phem 50% hauv xyoo 2030, tus lej ntawm cov pawg them nqi yuav tsum ncav cuag tsawg kawg 3.4 lab kom tau raws li qhov kev thov loj hlob rau EVs.
Los ntawm qhov kev xav ntawm kev faib tawm hauv cheeb tsam, kev txhim kho kev lag luam them nqi hauv cov tebchaws European tsis sib npaug, thiab qhov ceev ntawm kev faib tawm ntawm cov pawg them nqi feem ntau yog nyob rau hauv cov tebchaws EV thawj coj xws li Netherlands, Fabkis, Lub Tebchaws Yelemees, thiab United Kingdom. Ntawm lawv, Netherlands, Fabkis thiab Lub Tebchaws Yelemees suav txog 60% ntawm cov pawg them nqi pej xeem hauv EU.
Qhov sib txawv ntawm kev loj hlob ntawm tus naj npawb ntawm cov pawg them hluav taws xob ib tus neeg hauv Tebchaws Europe yog qhov pom tseeb dua. Hais txog cov pej xeem thiab thaj chaw, qhov ceev ntawm cov pawg them hluav taws xob hauv Netherlands ntau dua li lwm lub tebchaws EU. Tsis tas li ntawd, kev loj hlob ntawm kev lag luam them hluav taws xob hauv cheeb tsam hauv lub tebchaws kuj tsis sib xws, nrog rau lub zog them hluav taws xob ib tus neeg hauv thaj chaw uas muaj cov pej xeem coob tsawg dua. Qhov kev faib tawm tsis sib xws no yog ib qho tseem ceeb uas cuam tshuam rau qhov nrov ntawm EVs.
Txawm li cas los xij, qhov tsis txaus ntawm kev lag luam them nqi kuj tseem yuav coj cov cib fim kev txhim kho.
Ua ntej tshaj plaws, cov neeg siv khoom European xav paub ntau ntxiv txog qhov yooj yim ntawm kev them nqi hauv ntau qhov xwm txheej. Vim tias cov neeg nyob hauv thaj chaw qub ntawm cov nroog European tsis muaj chaw nres tsheb hauv tsev thiab tsis muaj cov xwm txheej los teeb tsa cov chaw them nqi hauv tsev, cov neeg siv khoom tsuas yog siv tau kev them qeeb ntawm ntug kev thaum hmo ntuj. Cov kev tshawb fawb qhia tau tias ib nrab ntawm cov neeg siv khoom hauv Ltalis, Spain thiab Poland nyiam them nqi ntawm cov chaw them nqi pej xeem thiab chaw ua haujlwm. Qhov no txhais tau tias cov chaw tsim khoom tuaj yeem tsom mus rau kev nthuav dav cov xwm txheej them nqi, txhim kho nws qhov yooj yim thiab ua tau raws li cov neeg siv khoom xav tau.
Qhov thib ob, kev tsim kho tam sim no ntawm DC them ceev hauv Tebchaws Europe tseem qis dua, thiab kev them ceev thiab kev them ceev ultra-fast yuav dhau los ua kev lag luam tshiab. Cov kev tshawb fawb qhia tau tias ntau dua ib nrab ntawm cov neeg siv hauv feem ntau lub tebchaws European tsuas yog kam tos hauv 40 feeb rau kev them rau pej xeem. Cov neeg siv hauv kev lag luam loj hlob xws li Spain, Poland thiab Ltalis muaj kev ua siab ntev tsawg tshaj plaws, nrog ntau dua 40% ntawm cov neeg siv vam tias yuav them txog 80% hauv 20 feeb. Txawm li cas los xij, cov neeg teb xov tooj them nrog keeb kwm yav dhau los ntawm lub tuam txhab hluav taws xob ib txwm tsom mus rau kev tsim cov chaw AC. Muaj qhov sib txawv hauv kev them ceev thiab kev them ceev ultra-fast, uas yuav dhau los ua qhov tseem ceeb ntawm kev sib tw rau cov neeg teb xov tooj loj yav tom ntej.
Zuag qhia tag nrho, EU daim nqi them nqi hluav taws xob tiav lawm, txhua lub tebchaws txhawb kom muaj kev nqis peev hauv cov chaw them nqi, thiab txoj cai tswjfwm kev lag luam tseem ceeb tiav lawm. Kev lag luam them nqi hluav taws xob hauv Tebchaws Europe tam sim no tab tom loj hlob, nrog ntau pua lub tuam txhab them nqi loj thiab me (CPOs) thiab cov chaw muab kev pabcuam them nqi (MSPs). Txawm li cas los xij, lawv qhov kev faib tawm yog fragmented heev, thiab kaum lub CPOs saum toj kawg nkaus muaj feem ua lag luam ua ke tsawg dua 25%.
Yav tom ntej, xav tias yuav muaj ntau tus neeg tsim khoom koom nrog kev sib tw thiab lawv cov nyiaj tau los yuav pib tshwm sim. Cov tuam txhab txawv teb chaws tuaj yeem nrhiav lawv qhov chaw raug thiab siv lawv cov txiaj ntsig kev paub los sau cov kev sib txawv ntawm kev ua lag luam. Txawm li cas los xij, tib lub sijhawm, cov teeb meem kuj muaj nrog cov cib fim, thiab lawv yuav tsum tsom mus rau kev tiv thaiv kev lag luam thiab cov teeb meem hauv zos hauv Tebchaws Europe.
Txij li xyoo 2022 los, kev loj hlob ntawm cov tsheb fais fab tshiab hauv Tebchaws Meskas tau nrawm dua, thiab tus lej ntawm cov tsheb yuav tsum ncav cuag 5 lab hauv xyoo 2023. Txawm li cas los xij, tag nrho, 5 lab suav rau tsawg dua 1.8% ntawm tag nrho cov tsheb thauj neeg hauv Tebchaws Meskas, thiab nws txoj kev nce qib EV qis dua European Union. thiab Tuam Tshoj. Raws li lub hom phiaj ntawm txoj kev tsis muaj pa phem, qhov ntim muag ntawm cov tsheb fais fab tshiab hauv Tebchaws Meskas yuav tsum suav rau ntau dua ib nrab los ntawm xyoo 2030, thiab tus lej ntawm cov tsheb hauv Tebchaws Meskas yuav tsum tshaj 30 lab, suav rau 12%.
Qhov kev nce qib qeeb ntawm EV tau ua rau muaj qhov tsis zoo hauv kev lag luam them hluav taws xob. Txog rau thaum kawg ntawm xyoo 2023, muaj 160,000 lub chaw them hluav taws xob rau pej xeem hauv Tebchaws Meskas, uas sib npaug rau qhov nruab nrab tsuas yog 3,000 ib lub xeev. Qhov piv ntawm lub tsheb mus rau lub chaw them hluav taws xob yog ze li ntawm 30: 1, uas siab dua li qhov nruab nrab ntawm EU ntawm 13: 1 thiab Tuam Tshoj qhov piv ntawm kev them hluav taws xob rau pej xeem 7.3: 1. Txhawm rau kom tau raws li qhov kev thov them hluav taws xob rau kev muaj EV hauv xyoo 2030, qhov kev loj hlob ntawm cov chaw them hluav taws xob hauv Tebchaws Meskas yuav tsum nce ntau dua peb zaug hauv xya xyoo tom ntej, uas yog, qhov nruab nrab ntawm tsawg kawg yog 50,000 lub chaw them hluav taws xob yuav raug ntxiv txhua xyoo. Tshwj xeeb, tus lej ntawm DC chaw them hluav taws xob yuav tsum yuav luag ob npaug.
Kev lag luam them nqi hauv Tebchaws Meskas muaj peb qhov teeb meem loj: kev faib khoom lag luam tsis sib npaug, kev ntseeg siab tsis zoo ntawm kev them nqi, thiab txoj cai them nqi tsis sib npaug.
Ua ntej, qhov kev faib tawm ntawm cov chaw them hluav taws xob thoob plaws Tebchaws Meskas tsis sib npaug heev. Qhov sib txawv ntawm cov xeev uas muaj cov chaw them hluav taws xob ntau tshaj plaws thiab tsawg tshaj plaws yog 4,000 npaug, thiab qhov sib txawv ntawm cov xeev uas muaj cov chaw them hluav taws xob ntau tshaj plaws thiab tsawg tshaj plaws rau ib tus neeg yog 15 npaug. Cov xeev uas muaj cov chaw them hluav taws xob ntau tshaj plaws yog California, New York, Texas, Florida thiab Massachusetts. Tsuas yog Massachusetts thiab New York thiaj li sib haum xeeb zoo rau kev loj hlob ntawm EV. Rau kev ua lag luam hauv Tebchaws Meskas, qhov twg kev tsav tsheb yog qhov kev xaiv zoo tshaj plaws rau kev mus ncig deb, qhov kev faib tawm tsis txaus ntawm cov chaw them hluav taws xob txwv tsis pub txoj kev loj hlob ntawm EVs.
Qhov thib ob, kev txaus siab ntawm cov neeg siv khoom them nqi hauv Tebchaws Meskas tseem pheej poob qis. Ib tug neeg sau xov xwm Washington Post tau mus xyuas 126 lub chaw them nqi ceev CCS (tsis yog Tesla) hauv Los Angeles thaum kawg ntawm xyoo 2023 yam tsis tau tshaj tawm. Cov teeb meem tseem ceeb tshaj plaws uas ntsib yog cov chaw them nqi tsawg, cov teeb meem sib xws ntawm kev them nqi, thiab kev them nyiaj tsis zoo. Ib daim ntawv ntsuam xyuas xyoo 2023 qhia tau tias qhov nruab nrab ntawm 20% ntawm cov neeg siv hauv Tebchaws Meskas tau ntsib cov kab them nqi lossis cov chaw them nqi puas tsuaj. Cov neeg siv khoom tsuas yog tuaj yeem tawm mus ncaj qha thiab nrhiav lwm qhov chaw them nqi.
Qhov kev them nqi rau pej xeem hauv Tebchaws Meskas tseem tsis tau raws li qhov xav tau ntawm cov neeg siv thiab tej zaum yuav dhau los ua ib qho ntawm cov lag luam loj uas muaj kev them nqi phem tshaj plaws tshwj tsis yog Fabkis. Nrog rau qhov nrov ntawm EVs, qhov kev tsis sib haum xeeb ntawm cov kev xav tau ntawm cov neeg siv khoom thiab kev them rov qab yuav tsuas yog pom tseeb dua.
Qhov thib peb, cov zej zog dawb thiab nplua nuj tsis muaj kev nkag mus rau lub zog them hluav taws xob sib npaug li lwm cov zej zog. Tam sim no, kev tsim kho EV hauv Tebchaws Meskas tseem nyob rau theem pib. Los ntawm cov qauv muag khoom tseem ceeb thiab 2024 cov qauv tshiab, cov neeg siv khoom tseem ceeb ntawm EV tseem yog cov neeg nplua nuj. Cov ntaub ntawv qhia tau tias 70% ntawm cov pawg them hluav taws xob nyob hauv cov nroog nplua nuj tshaj plaws, thiab 96% nyob hauv cov nroog uas cov neeg dawb tswj hwm. Txawm hais tias tsoomfwv tau tig EV thiab cov cai them hluav taws xob rau cov haiv neeg tsawg, cov zej zog pluag thiab cov chaw nyob deb nroog, cov txiaj ntsig tseem tsis tau tseem ceeb.
Yuav kom daws tau qhov teeb meem ntawm cov chaw them hluav taws xob EV tsis txaus, Tebchaws Meskas tau tsim cov nqi zog, cov phiaj xwm nqis peev, thiab tsim cov nyiaj pab los ntawm tsoomfwv txhua qib.
Lub Tsev Haujlwm Saib Xyuas Zog thiab Lub Tsev Haujlwm Saib Xyuas Kev Thauj Mus Los tau sib koom ua ke tshaj tawm "Cov Qauv thiab Cov Kev Cai ntawm Lub Tsheb Fais Fab Hauv Tebchaws Meskas" thaum Lub Ob Hlis 2023, teeb tsa cov qauv thiab cov lus qhia tsawg kawg nkaus rau cov software thiab kho vajtse, kev ua haujlwm, kev lag luam, thiab kev saib xyuas cov chaw them hluav taws xob. Thaum ua tiav cov lus qhia, cov chaw them hluav taws xob yuav tsim nyog tau txais kev pab nyiaj txiag. Raws li cov nqi yav dhau los, tsoomfwv tebchaws tau tsim ntau txoj kev npaj peev nyiaj them hluav taws xob, uas tau muab rau cov chaw haujlwm hauv tebchaws kom faib cov peev nyiaj rau tsoomfwv hauv xeev txhua xyoo, thiab tom qab ntawd rau tsoomfwv hauv zos.
Tam sim no, kev lag luam them nqi hauv Tebchaws Meskas tseem nyob rau theem pib nthuav dav, cov neeg nkag tshiab tseem tab tom tshwm sim, thiab tseem tsis tau muaj kev sib tw ruaj khov. Kev lag luam them nqi pej xeem hauv Tebchaws Meskas muaj ob qho tib si lub taub hau-concentrated thiab ntev-tail decentralized yam ntxwv: AFDC cov ntaub ntawv qhia tias txij li Lub Ib Hlis 2024, muaj 44 tus neeg ua haujlwm them nqi hauv Tebchaws Meskas, thiab 67% ntawm cov pawg them nqi yog los ntawm peb qhov chaw them nqi loj: ChargePoint, Tesla thiab Blink. Piv nrog CPO, qhov ntsuas ntawm lwm cov CPOs txawv heev.
Kev nkag mus ntawm Tuam Tshoj txoj kev lag luam hauv Tebchaws Meskas yuav daws tau ntau yam teeb meem uas muaj nyob hauv kev lag luam them hluav taws xob hauv Tebchaws Meskas tam sim no. Tab sis zoo li cov tsheb fais fab tshiab, vim muaj kev pheej hmoo ntawm thaj chaw, nws nyuaj rau cov tuam txhab Suav nkag mus rau hauv kev lag luam hauv Tebchaws Meskas tshwj tsis yog lawv tsim cov chaw tsim khoom hauv Tebchaws Meskas lossis Mexico.
Nyob rau sab hnub tuaj Es Xias teb, txhua peb tus neeg muaj ib lub maus taus. Lub tsheb kauj vab ob lub log fais fab (E2W) tau kav lub lag luam ntev dhau lawm, tab sis lub lag luam tsheb tseem nyob rau theem tsim kho.
Kev txhawb kom muaj kev nrov ntawm cov tsheb fais fab tshiab txhais tau tias kev ua lag luam hauv Southeast Asia yuav tsum hla theem kev nrov ntawm kev tsheb. Xyoo 2023, 70% ntawm kev muag khoom EV hauv Southeast Asia yuav los ntawm Thaib teb, uas yog lub lag luam EV ua tus thawj coj hauv cheeb tsam. Nws xav tias yuav ua tiav lub hom phiaj ntawm kev muag khoom EV ntawm 30% hauv xyoo 2030, ua thawj lub tebchaws ntxiv rau Singapore uas nkag mus rau theem kev loj hlob ntawm EV.
Tab sis tam sim no, tus nqi ntawm cov tsheb fais fab (EVs) hauv cov teb chaws Es Xias Qab Teb tseem siab dua li cov tsheb siv roj av. Peb yuav ua li cas kom cov neeg tsis muaj tsheb xaiv cov tsheb fais fab thaum lawv yuav lub tsheb thawj zaug? Yuav ua li cas txhawb kev txhim kho tib lub sijhawm ntawm EV thiab kev them nqi lag luam? Cov teeb meem uas cov tuam txhab fais fab tshiab hauv cov teb chaws Es Xias Qab Teb ntsib yog hnyav dua li cov nyob hauv cov lag luam laus.
Cov yam ntxwv ntawm kev lag luam EV ntawm cov teb chaws Es Xias Qab Teb kuj txawv heev. Lawv muaj peb pawg raws li kev loj hlob ntawm kev lag luam tsheb thiab kev pib ntawm kev lag luam EV.
Pawg thawj yog cov lag luam tsheb loj hlob ntawm Malaysia thiab Singapore, qhov chaw uas lub hom phiaj ntawm kev tsim EV yog hloov cov tsheb roj av, thiab qhov siab tshaj plaws ntawm kev muag EV yog qhov tseeb; pawg thib ob yog kev lag luam tsheb Thaib, uas nyob rau theem kev loj hlob lig, nrog kev muag EV loj thiab kev loj hlob sai, thiab xav tias yuav dhau los ua thawj lub tebchaws uas tsis yog Singapore nkag mus rau theem kev loj hlob ntawm EV; pawg thib peb yog cov lag luam pib lig thiab me me ntawm Indonesia, Nyab Laj thiab Philippines. Txawm li cas los xij, vim lawv cov nyiaj faib rau pej xeem thiab kev loj hlob ntawm kev lag luam, kev lag luam EV mus sij hawm ntev muaj peev xwm loj heev.
Vim yog cov theem tsim kho EV sib txawv, cov teb chaws kuj muaj qhov sib txawv hauv kev tsim cov cai them nqi thiab cov hom phiaj.
Xyoo 2021, Malaysia tau teem lub hom phiaj los tsim 10,000 lub chaw them hluav taws xob los ntawm xyoo 2025. Malaysia txoj kev tsim chaw them hluav taws xob siv txoj kev sib tw ua lag luam qhib. Thaum cov chaw them hluav taws xob txuas ntxiv nce ntxiv, nws yog qhov tsim nyog los koom ua ke cov qauv kev pabcuam CPO thiab tsim kom muaj lub platform nug sib koom ua ke rau cov tes hauj lwm them hluav taws xob.
Txij li Lub Ib Hlis Ntuj xyoo 2024, Malaysia muaj ntau tshaj 2,000 lub chaw them fais fab, nrog rau lub hom phiaj ua tiav ntawm 20%, uas DC them fais fab ceev suav txog 20%. Feem ntau ntawm cov chaw them fais fab no tau sib sau ua ke raws ntug dej hiav txwv Malacca, nrog rau Greater Kuala Lumpur thiab Selangor nyob ib puag ncig lub nroog loj suav txog 60% ntawm lub teb chaws cov chaw them fais fab. Zoo ib yam li qhov xwm txheej hauv lwm lub teb chaws Es Xias Qab Teb, kev tsim kho chaw them fais fab tau faib tsis sib npaug thiab muaj ntau nyob hauv cov nroog loj uas muaj neeg nyob coob.
Tsoomfwv Indonesian tau muab siab rau PLN Guodian los tsim cov chaw them hluav taws xob, thiab PLN kuj tau tshaj tawm cov hom phiaj rau tus naj npawb ntawm cov chaw them hluav taws xob thiab cov chaw hloov roj teeb uas tau xam rau xyoo 2025 thiab 2030. Txawm li cas los xij, nws txoj kev tsim kho tau poob qis dua lub hom phiaj thiab kev loj hlob ntawm EV, tshwj xeeb tshaj yog xyoo 2023. Tom qab kev loj hlob ntawm kev muag khoom BEV tau nrawm dua hauv xyoo 2016, qhov piv ntawm lub tsheb mus rau pawg tau nce siab heev. Cov chaw them hluav taws xob yuav dhau los ua ib qho ntawm cov teeb meem loj tshaj plaws rau kev tsim cov EV hauv Indonesia.
Cov tswv cuab ntawm E4W thiab E2W hauv Thaib teb yog me me heev, tswj hwm los ntawm BEVs. Ib nrab ntawm lub teb chaws lub tsheb thauj neeg thiab 70% ntawm BEVs yog nyob rau hauv Greater Bangkok, yog li cov chaw them hluav taws xob tam sim no yog nyob rau hauv Bangkok thiab thaj chaw ib puag ncig. Txij li lub Cuaj Hli 2023, Thaib teb muaj 8,702 lub chaw them hluav taws xob, nrog ntau dua kaum ob lub CPOs koom nrog. Yog li ntawd, txawm tias muaj kev nce ntxiv hauv kev muag khoom EV, qhov sib piv ntawm lub tsheb thiab pawg tseem mus txog qib zoo ntawm 10: 1.
Qhov tseeb, Thaib teb muaj cov phiaj xwm tsim nyog hais txog qhov chaw tsim, qhov sib piv ntawm DC, cov qauv kev ua lag luam, thiab kev nce qib ntawm kev tsim kho. Nws txoj kev tsim kho lub chaw them hluav taws xob yuav ua rau muaj kev txhawb nqa zoo rau kev ua kom cov tsheb fais fab nrov.
Kev lag luam tsheb hauv Es Xias Qab Teb tseem tsis tau zoo, thiab kev tsim kho tsheb fais fab (EV) tseem nyob rau theem pib xwb. Txawm hais tias yuav muaj kev loj hlob ntau hauv ob peb xyoos tom ntej no los xij, txoj cai ib puag ncig thiab kev cia siab ntawm cov neeg siv khoom tseem tsis tau meej, thiab tseem muaj kev taug kev ntev heev ua ntej qhov kev nyiam tiag tiag ntawm tsheb fais fab (EVs). Yuav tsum mus.
Rau cov tuam txhab txawv teb chaws, thaj chaw muaj kev cia siab ntau dua yog nyob rau hauv E2W fais fab sib pauv.
Txoj kev loj hlob ntawm E2W hauv Sab Qab Teb Hnub Tuaj Asia tau zoo zuj zus. Raws li Bloomberg New Energy Finance qhov kev kwv yees, qhov kev nkag mus rau Sab Qab Teb Hnub Tuaj Asia yuav ncav cuag 30% hauv xyoo 2030, ua ntej cov tsheb fais fab nkag mus rau theem kev loj hlob ntawm kev ua lag luam. Piv nrog EV, Sab Qab Teb Hnub Tuaj Asia muaj lub hauv paus kev ua lag luam E2W zoo dua thiab lub hauv paus kev lag luam, thiab kev cia siab ntawm E2W yog qhov ci dua.
Ib txoj kev zoo dua rau cov tuam txhab mus txawv teb chaws yog los ua tus neeg muab khoom es tsis txhob sib tw ncaj qha.
Ob xyoos dhau los no, ntau lub tuam txhab pib ua lag luam hloov hluav taws xob E2W hauv Indonesia tau txais kev nqis peev loj, suav nrog cov tub ua lag luam uas muaj keeb kwm Suav. Hauv kev lag luam hloov hluav taws xob uas loj hlob sai thiab muaj kev sib cais ntau, lawv ua haujlwm ua "cov neeg muag dej", nrog rau kev pheej hmoo tswj tau ntau dua thiab cov nyiaj rov qab ntau dua. Qhia meej dua. Ntxiv mus, kev hloov hluav taws xob yog kev lag luam uas muaj khoom muaj nqis ntau nrog lub voj voog rov qab tau ntev. Nyob rau hauv qhov sib txawv ntawm kev tiv thaiv kev lag luam thoob ntiaj teb, yav tom ntej tsis paub meej thiab nws tsis tsim nyog koom nrog kev nqis peev thiab kev tsim kho ncaj qha.
Tsim kom muaj kev koom tes nrog cov tuam txhab loj hauv zos los tsim kom muaj cov kab tsim khoom siv kho vajtse OEM hloov roj teeb
Susie
Sichuan Green Science & Technology Co., Ltd.
sale09@cngreenscience.com
0086 19302815938
www.cngreenscience.com
Lub sijhawm tshaj tawm: Lub Peb Hlis-13-2024
